Performance analysis of WLDR (AFFINITY WORLD LEADERS EQUITY ETF)
Annual Return
Over the past 3 years, WLDR has had an average annual return of +29.66%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, WLDR has had an average annual return of +18.60%, outperforming the benchmark SPY, which returned +12.73% annual.
Since Jan 17, 2018, WLDR has had an average annual return of +12.18%, underperforming the benchmark SPY, which returned +14% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +28.66% | +31.39% | +22.83% | +18.89% | -10.44% | +26.69% | -1.97% | +21.52% | -20.27% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.12% | +4.44% | -5.50% | +9.89% | +12.08% | +1.89% | -2.10% | +28.66% | |||||
| 2025 | +4.35% | -2.58% | -3.74% | -0.50% | +10.01% | +5.62% | +2.35% | +2.83% | +6.17% | -1.36% | +1.62% | +3.68% | +31.39% |
| 2024 | +2.29% | +4.98% | +6.34% | -3.58% | +3.88% | -1.04% | +3.22% | +1.51% | +3.04% | -1.18% | +6.89% | -4.84% | +22.83% |
| 2023 | +6.63% | -0.96% | -0.86% | +0.79% | -2.17% | +8.30% | +1.87% | -1.49% | -2.63% | -4.92% | +8.67% | +5.34% | +18.89% |
| 2022 | -2.44% | -1.89% | +1.21% | -5.84% | +3.45% | -11.57% | +5.66% | -2.38% | -9.82% | +10.45% | +7.83% | -3.10% | -10.44% |
| 2021 | +2.34% | +5.31% | +4.39% | +4.01% | +3.41% | -0.40% | +0.37% | +1.84% | -3.26% | +2.36% | -3.56% | +7.70% | +26.69% |
| 2020 | -2.66% | -9.71% | -18.21% | +8.74% | +5.55% | +1.03% | +1.62% | +4.05% | -1.44% | -4.22% | +14.84% | +2.61% | -1.97% |
| 2019 | +9.08% | +1.89% | +0.56% | +2.32% | -7.00% | +5.29% | -0.28% | -4.37% | +4.96% | +2.52% | +3.41% | +2.27% | +21.52% |
| 2018 | -1.39% | -2.47% | -4.06% | +1.98% | +4.70% | -6.91% | +5.65% | +0.78% | -0.59% | -8.05% | -1.32% | -9.48% | -20.27% |
Drawdown analysis of WLDR (AFFINITY WORLD LEADERS EQUITY ETF)
The maximum drawdown for the WLDR was -44.71%, occurring on Mar 23, 2020. Recovery took 243 trading sessions.
The current WLDR drawdown is -3.19%.
Since Jan 17, 2018 WLDR has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.71% | Jul 27, 2018 | 415 | Mar 23, 2020 | 243 | Mar 10, 2021 | 658 |
| -23.78% | Jan 12, 2022 | 180 | Sep 30, 2022 | 195 | Jul 13, 2023 | 375 |
| -20.30% | Feb 19, 2025 | 34 | Apr 8, 2025 | 38 | Jun 3, 2025 | 72 |
| -12.01% | Jan 26, 2018 | 67 | May 3, 2018 | 59 | Jul 27, 2018 | 126 |
| -10.35% | Jul 18, 2023 | 72 | Oct 27, 2023 | 31 | Dec 12, 2023 | 103 |
| -8.85% | Feb 25, 2026 | 23 | Mar 30, 2026 | 10 | Apr 14, 2026 | 33 |
| -8.32% | Jul 16, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
| -7.24% | Oct 1, 2025 | 36 | Nov 20, 2025 | 11 | Dec 8, 2025 | 47 |
| -6.92% | Dec 6, 2024 | 9 | Dec 19, 2024 | 37 | Feb 14, 2025 | 46 |
| -6.65% | Nov 12, 2021 | 12 | Dec 1, 2021 | 17 | Dec 27, 2021 | 29 |
| -6.01% | Jun 15, 2026 | 23 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -6.00% | Oct 16, 2024 | 11 | Oct 31, 2024 | 17 | Nov 25, 2024 | 28 |
| -5.64% | Jun 1, 2026 | 7 | Jun 10, 2026 | 3 | Jun 15, 2026 | 10 |
| -4.98% | Apr 5, 2024 | 10 | Apr 19, 2024 | 18 | May 15, 2024 | 28 |
| -4.97% | Jun 8, 2021 | 8 | Jun 18, 2021 | 28 | Jul 29, 2021 | 36 |
| -4.76% | Aug 16, 2021 | 24 | Sep 20, 2021 | 35 | Nov 8, 2021 | 59 |
| -4.36% | Mar 22, 2021 | 2 | Mar 24, 2021 | 21 | Apr 23, 2021 | 23 |
| -4.11% | Aug 30, 2024 | 4 | Sep 6, 2024 | 6 | Sep 16, 2024 | 10 |
| -3.51% | May 10, 2021 | 2 | May 12, 2021 | 11 | May 27, 2021 | 13 |
| -3.23% | May 15, 2024 | 21 | Jun 14, 2024 | 16 | Jul 10, 2024 | 37 |
| -2.85% | May 11, 2026 | 6 | May 19, 2026 | 3 | May 22, 2026 | 9 |
| -2.50% | Sep 23, 2025 | 2 | Sep 25, 2025 | 4 | Oct 1, 2025 | 6 |
| -2.11% | Jan 8, 2024 | 6 | Jan 17, 2024 | 5 | Jan 24, 2024 | 11 |
| -1.85% | Jul 3, 2025 | 7 | Jul 15, 2025 | 4 | Jul 21, 2025 | 11 |
| -1.76% | Jul 23, 2025 | 5 | Jul 30, 2025 | 7 | Aug 8, 2025 | 12 |