Performance analysis of WEPN (NICHOLAS DEFENSE AND RARE EARTH INCOME ETF)
Annual Return
Since Mar 3, 2026, WEPN has had an average annual return of -14.37%, underperforming the benchmark SPY, which returned +9.66% annual.
| 2026 | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -14.37% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -10.71% | +4.65% | +7.51% | -8.98% | -6.35% | -14.37% |
Drawdown analysis of WEPN (NICHOLAS DEFENSE AND RARE EARTH INCOME ETF)
The maximum drawdown for the WEPN was -16.23%, occurring on Jul 20, 2026. This drawdown has not yet recovered.
The current WEPN drawdown is -16.23%.
Since Mar 3, 2026 WEPN has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.23% | Jun 1, 2026 | 33 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -15.13% | Mar 4, 2026 | 18 | Mar 30, 2026 | 43 | Jun 1, 2026 | 61 |