Performance analysis of XOVR (ERSHARES PRIVATE-PUBLIC CROSSOVER ETF)
Annual Return
Over the past 3 years, XOVR has had an average annual return of +15.96%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, XOVR has had an average annual return of +3.56%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Nov 8, 2017, XOVR has had an average annual return of +9.77%, underperforming the benchmark SPY, which returned +14.74% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -3.43% | +11.83% | +33.21% | +51.89% | -41.09% | -8.53% | +50.31% | +31.73% | -5.06% | +1.68% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -7.65% | -5.91% | -3.49% | +9.59% | +10.43% | +2.98% | -7.60% | -3.43% | |||||
| 2025 | +5.38% | -7.43% | -9.22% | +3.07% | +8.27% | +7.25% | +2.93% | +1.37% | +6.03% | +0.90% | -7.18% | +1.82% | +11.83% |
| 2024 | -0.66% | +10.20% | +4.67% | -5.42% | +0.68% | +5.63% | -2.89% | +1.76% | +4.84% | +0.24% | +13.72% | -2.12% | +33.21% |
| 2023 | +15.52% | +0.76% | +6.23% | -3.12% | +8.15% | +6.14% | +4.44% | -4.80% | -5.58% | -4.34% | +11.71% | +10.10% | +51.89% |
| 2022 | -14.82% | -5.41% | +3.29% | -16.14% | -1.67% | -8.96% | +11.56% | -3.04% | -9.72% | +2.52% | +2.30% | -7.93% | -41.09% |
| 2021 | +2.48% | -0.43% | -9.07% | +2.66% | -3.26% | +9.37% | -2.91% | +4.44% | -7.32% | +8.41% | -6.68% | -4.54% | -8.53% |
| 2020 | +5.10% | -4.40% | -8.52% | +16.47% | +4.54% | +2.72% | +8.56% | +10.74% | -2.30% | -3.20% | +13.27% | +1.54% | +50.31% |
| 2019 | +14.70% | +4.24% | +1.89% | +6.09% | -9.23% | +6.28% | +2.17% | -4.13% | -1.59% | +2.01% | +6.62% | +0.78% | +31.73% |
| 2018 | +10.99% | -2.24% | -0.96% | +1.15% | +5.47% | +1.14% | -0.39% | +6.39% | -0.37% | -14.00% | +0.00934% | -9.83% | -5.06% |
| 2017 | +1% | +0.67% | +1.68% |
Drawdown analysis of XOVR (ERSHARES PRIVATE-PUBLIC CROSSOVER ETF)
The maximum drawdown for the XOVR was -56.89%, occurring on Dec 28, 2022. Recovery took 652 trading sessions.
The current XOVR drawdown is -10.41%.
Since Nov 8, 2017 XOVR has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 4 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.89% | Feb 12, 2021 | 472 | Dec 28, 2022 | 652 | Aug 6, 2025 | 1124 |
| -29.59% | Feb 19, 2020 | 18 | Mar 16, 2020 | 57 | Jun 5, 2020 | 75 |
| -28.37% | Aug 29, 2018 | 80 | Dec 24, 2018 | 85 | Apr 29, 2019 | 165 |
| -24.32% | Oct 27, 2025 | 105 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -12.49% | Apr 29, 2019 | 24 | Jun 3, 2019 | 38 | Jul 26, 2019 | 62 |
| -11.84% | Sep 2, 2020 | 3 | Sep 8, 2020 | 23 | Oct 9, 2020 | 26 |
| -11.72% | Oct 13, 2020 | 13 | Oct 30, 2020 | 24 | Dec 4, 2020 | 37 |
| -10.56% | Jul 26, 2019 | 47 | Oct 2, 2019 | 40 | Nov 27, 2019 | 87 |
| -9.46% | Mar 12, 2018 | 18 | Apr 6, 2018 | 39 | Jun 1, 2018 | 57 |
| -8.56% | Jan 29, 2018 | 9 | Feb 9, 2018 | 18 | Mar 8, 2018 | 27 |
| -7.86% | Dec 22, 2020 | 7 | Jan 4, 2021 | 4 | Jan 8, 2021 | 11 |
| -7.65% | Jan 20, 2021 | 7 | Jan 29, 2021 | 4 | Feb 4, 2021 | 11 |
| -5.38% | Jul 25, 2018 | 5 | Aug 1, 2018 | 20 | Aug 29, 2018 | 25 |
| -5.06% | Aug 5, 2020 | 4 | Aug 11, 2020 | 5 | Aug 18, 2020 | 9 |
| -5.06% | Jun 10, 2020 | 1 | Jun 11, 2020 | 7 | Jun 22, 2020 | 8 |
| -4.72% | Jun 20, 2018 | 6 | Jun 28, 2018 | 13 | Jul 18, 2018 | 19 |
| -4.45% | Aug 12, 2025 | 6 | Aug 20, 2025 | 13 | Sep 9, 2025 | 19 |
| -4.27% | Jun 23, 2020 | 3 | Jun 26, 2020 | 3 | Jul 1, 2020 | 6 |
| -4.15% | Jul 20, 2020 | 4 | Jul 24, 2020 | 6 | Aug 3, 2020 | 10 |
| -3.90% | Oct 9, 2025 | 1 | Oct 10, 2025 | 11 | Oct 27, 2025 | 12 |
| -3.13% | Sep 22, 2025 | 3 | Sep 25, 2025 | 9 | Oct 8, 2025 | 12 |
| -2.88% | Dec 8, 2020 | 1 | Dec 9, 2020 | 3 | Dec 14, 2020 | 4 |
| -2.71% | Jul 10, 2020 | 1 | Jul 13, 2020 | 5 | Jul 20, 2020 | 6 |
| -2.53% | Nov 24, 2017 | 7 | Dec 5, 2017 | 9 | Dec 18, 2017 | 16 |
| -2.42% | Nov 27, 2019 | 5 | Dec 5, 2019 | 10 | Dec 19, 2019 | 15 |