Performance analysis of WLTG (WEALTHTRUST DBS LONG TERM GROWTH ETF)
Annual Return
Over the past 3 years, WLTG has had an average annual return of +23.75%, outperforming the benchmark SPY, which returned +22.45% annual.
Since Dec 7, 2021, WLTG has had an average annual return of +10.32%, underperforming the benchmark SPY, which returned +12.74% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.58% | +24.54% | +26.90% | +16.98% | -22.64% | +1% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.49% | +0.26% | -5.29% | +9.17% | +1.66% | -0.39% | +7.58% | ||||||
| 2025 | +5.83% | -4.10% | -4.72% | +1.37% | +5.78% | +5.70% | +2.36% | +1.71% | +4.72% | +2.07% | +0.93% | +1.16% | +24.54% |
| 2024 | +2.65% | +5.46% | +3.42% | -3.78% | +6.14% | +4.66% | -1.34% | +3.56% | +2.15% | +0.37% | +5.17% | -3.73% | +26.90% |
| 2023 | +6.05% | -3.84% | +1.23% | +0.25% | -1.11% | +5.93% | +3.91% | -1.41% | -3.73% | -1.11% | +6.78% | +3.63% | +16.98% |
| 2022 | -6.63% | -1.81% | +1.36% | -7.97% | -0.68% | -7.03% | +3.54% | -2.34% | -4.75% | +2.75% | +3.48% | -4.33% | -22.64% |
| 2021 | +1% | +1% |
Drawdown analysis of WLTG (WEALTHTRUST DBS LONG TERM GROWTH ETF)
The maximum drawdown for the WLTG was -25.14%, occurring on Oct 14, 2022. Recovery took 358 trading sessions.
The current WLTG drawdown is -0.75%.
Since Dec 7, 2021 WLTG has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.14% | Dec 27, 2021 | 202 | Oct 14, 2022 | 358 | Mar 20, 2024 | 560 |
| -17.12% | Jan 23, 2025 | 52 | Apr 8, 2025 | 52 | Jun 24, 2025 | 104 |
| -10.48% | Jul 10, 2024 | 18 | Aug 5, 2024 | 32 | Sep 19, 2024 | 50 |
| -9.56% | Jan 29, 2026 | 41 | Mar 30, 2026 | 11 | Apr 15, 2026 | 52 |
| -5.64% | Apr 11, 2024 | 6 | Apr 19, 2024 | 18 | May 15, 2024 | 24 |
| -5.08% | Dec 6, 2024 | 16 | Dec 31, 2024 | 12 | Jan 21, 2025 | 28 |
| -5.06% | Oct 29, 2025 | 16 | Nov 20, 2025 | 8 | Dec 3, 2025 | 24 |
| -3.01% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -2.93% | Dec 10, 2021 | 6 | Dec 20, 2021 | 4 | Dec 27, 2021 | 10 |
| -2.78% | Dec 11, 2025 | 4 | Dec 17, 2025 | 3 | Dec 22, 2025 | 7 |
| -2.71% | Jan 6, 2026 | 9 | Jan 20, 2026 | 5 | Jan 27, 2026 | 14 |
| -2.70% | Nov 11, 2024 | 4 | Nov 15, 2024 | 7 | Nov 26, 2024 | 11 |
| -2.47% | May 14, 2026 | 3 | May 19, 2026 | 8 | Jun 1, 2026 | 11 |
| -2.42% | Oct 18, 2024 | 10 | Nov 1, 2024 | 3 | Nov 6, 2024 | 13 |
| -2.22% | Sep 22, 2025 | 3 | Sep 25, 2025 | 7 | Oct 6, 2025 | 10 |
| -2.07% | Aug 13, 2025 | 6 | Aug 21, 2025 | 3 | Aug 26, 2025 | 9 |
| -2.02% | Jul 28, 2025 | 4 | Aug 1, 2025 | 5 | Aug 8, 2025 | 9 |
| -1.54% | Dec 26, 2025 | 3 | Dec 31, 2025 | 2 | Jan 5, 2026 | 5 |
| -1.54% | Aug 28, 2025 | 2 | Sep 2, 2025 | 4 | Sep 8, 2025 | 6 |
| -1.17% | May 28, 2024 | 3 | May 31, 2024 | 3 | Jun 5, 2024 | 6 |
| -1.16% | Apr 3, 2024 | 1 | Apr 4, 2024 | 1 | Apr 5, 2024 | 2 |
| -1.05% | May 6, 2026 | 4 | May 12, 2026 | 2 | May 14, 2026 | 6 |
| -1.04% | May 21, 2024 | 2 | May 23, 2024 | 2 | May 28, 2024 | 4 |
| -0.94% | Apr 27, 2026 | 2 | Apr 29, 2026 | 1 | Apr 30, 2026 | 3 |
| -0.92% | Jun 18, 2024 | 3 | Jun 24, 2024 | 2 | Jun 26, 2024 | 5 |