Performance analysis of VSLU (APPLIED FINANCE VALUATION LARGE CAP ETF)
Annual Return
Over the past 3 years, VSLU has had an average annual return of +19.74%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, VSLU has had an average annual return of +13.16%, outperforming the benchmark SPY, which returned +12.73% annual.
Since Apr 30, 2021, VSLU has had an average annual return of +13.60%, outperforming the benchmark SPY, which returned +13.35% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.65% | +21.51% | +23.80% | +26.78% | -16.05% | +14.04% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.41% | -0.70% | -5.26% | +8.26% | +4.54% | -2.26% | +2.08% | +6.65% | |||||
| 2025 | +2.87% | -1.37% | -5.66% | -0.78% | +7.20% | +5.10% | +3% | +2.20% | +3.59% | +2.43% | +1.12% | +0.55% | +21.51% |
| 2024 | +2.13% | +4.57% | +2.65% | -4.27% | +4.59% | +4.80% | +1.05% | +2.32% | +1.80% | -0.61% | +4.56% | -1.62% | +23.80% |
| 2023 | +5.37% | -2.65% | +4.60% | +1.62% | +0.60% | +6.35% | +3.05% | -0.93% | -4.58% | -1.99% | +8.30% | +5.09% | +26.78% |
| 2022 | -4.45% | -4.26% | +4.13% | -6.80% | -0.09% | -8.35% | +8.31% | -4.32% | -9.06% | +7.99% | +6.62% | -4.82% | -16.05% |
| 2021 | +0% | -0.16% | +2.60% | +3.57% | +2.59% | -5.43% | +5.44% | -0.82% | +5.94% | +14.04% |
Drawdown analysis of VSLU (APPLIED FINANCE VALUATION LARGE CAP ETF)
The maximum drawdown for the VSLU was -23.87%, occurring on Sep 30, 2022. Recovery took 206 trading sessions.
The current VSLU drawdown is -0.97%.
Since Apr 30, 2021 VSLU has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.87% | Dec 29, 2021 | 190 | Sep 30, 2022 | 206 | Jul 28, 2023 | 396 |
| -17.89% | Feb 18, 2025 | 35 | Apr 8, 2025 | 43 | Jun 10, 2025 | 78 |
| -9.18% | Aug 1, 2023 | 62 | Oct 27, 2023 | 16 | Nov 20, 2023 | 78 |
| -9.15% | Feb 25, 2026 | 23 | Mar 30, 2026 | 11 | Apr 15, 2026 | 34 |
| -7.15% | Jul 16, 2024 | 14 | Aug 5, 2024 | 12 | Aug 21, 2024 | 26 |
| -6.09% | Aug 30, 2021 | 24 | Oct 4, 2021 | 22 | Nov 3, 2021 | 46 |
| -5.39% | Apr 1, 2024 | 14 | Apr 19, 2024 | 18 | May 15, 2024 | 32 |
| -4.72% | Nov 5, 2025 | 11 | Nov 20, 2025 | 14 | Dec 11, 2025 | 25 |
| -4.12% | Jun 1, 2026 | 7 | Jun 10, 2026 | 23 | Jul 15, 2026 | 30 |
| -4.08% | Nov 16, 2021 | 10 | Dec 1, 2021 | 5 | Dec 8, 2021 | 15 |
| -4.07% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.94% | May 7, 2021 | 3 | May 12, 2021 | 20 | Jun 10, 2021 | 23 |
| -3.72% | Dec 16, 2024 | 16 | Jan 10, 2025 | 8 | Jan 23, 2025 | 24 |
| -3.29% | Dec 24, 2025 | 16 | Jan 20, 2026 | 25 | Feb 25, 2026 | 41 |
| -2.70% | Oct 14, 2024 | 13 | Oct 31, 2024 | 4 | Nov 6, 2024 | 17 |
| -2.65% | Oct 8, 2025 | 2 | Oct 10, 2025 | 7 | Oct 21, 2025 | 9 |
| -2.63% | Dec 15, 2021 | 3 | Dec 20, 2021 | 3 | Dec 23, 2021 | 6 |
| -2.58% | Nov 8, 2024 | 5 | Nov 15, 2024 | 11 | Dec 3, 2024 | 16 |
| -2.43% | Jul 14, 2021 | 3 | Jul 19, 2021 | 4 | Jul 23, 2021 | 7 |
| -2.41% | Dec 11, 2025 | 4 | Dec 17, 2025 | 5 | Dec 24, 2025 | 9 |
| -2.27% | Jun 12, 2025 | 5 | Jun 20, 2025 | 2 | Jun 24, 2025 | 7 |
| -2.13% | Oct 28, 2025 | 5 | Nov 4, 2025 | 1 | Nov 5, 2025 | 6 |
| -1.99% | Jun 14, 2021 | 4 | Jun 18, 2021 | 4 | Jun 24, 2021 | 8 |
| -1.89% | Jul 28, 2025 | 4 | Aug 1, 2025 | 5 | Aug 8, 2025 | 9 |
| -1.78% | Dec 28, 2023 | 4 | Jan 4, 2024 | 5 | Jan 11, 2024 | 9 |