Performance analysis of ZIG (THE ACQUIRERS FUND)
Annual Return
Over the past 3 years, ZIG has had an average annual return of +14.11%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, ZIG has had an average annual return of +9.59%, underperforming the benchmark SPY, which returned +14% annual.
Since May 15, 2019, ZIG has had an average annual return of +7.63%, underperforming the benchmark SPY, which returned +16.63% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.68% | -2.67% | +11.35% | +36.70% | -17.31% | +37.37% | -15.76% | +9.07% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.11% | +2.86% | -1.95% | +2.04% | -0.86% | +0.39% | +8.68% | ||||||
| 2025 | +2.75% | -6.06% | -4.02% | -6.30% | +1.73% | +4.96% | +3.76% | +5.99% | -2.87% | -3.44% | +2.34% | -0.52% | -2.67% |
| 2024 | -0.81% | +3% | +6.55% | -5.60% | +6% | -3.97% | +9.36% | -2.71% | +2% | -1.70% | +11.03% | -10.13% | +11.35% |
| 2023 | +12.72% | -3.54% | -1.74% | +1.91% | -4.26% | +12.34% | +7.93% | -1.64% | -2.10% | -5.05% | +7.48% | +10.05% | +36.70% |
| 2022 | -7.07% | -2.87% | +0.83% | -7.67% | +4.60% | -11.50% | +8.07% | -4.36% | -11.28% | +10.14% | +11.23% | -5.38% | -17.31% |
| 2021 | +2.97% | -1.35% | +8.05% | +3.40% | +2.04% | +0.86% | +4.70% | +3.28% | -4.10% | +4.13% | +2.85% | +5.90% | +37.37% |
| 2020 | -5.12% | -7.92% | -17.20% | +6.22% | -0.33% | +0.16% | -0.36% | +5.27% | +0.08% | -3.05% | +4.51% | +3.26% | -15.76% |
| 2019 | -6.72% | +8.64% | -1.14% | -7.19% | +6.15% | +3.09% | +4.52% | +2.56% | +9.07% |
Drawdown analysis of ZIG (THE ACQUIRERS FUND)
The maximum drawdown for the ZIG was -37.14%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The current ZIG drawdown is -5.62%.
Since May 15, 2019 ZIG has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.14% | Dec 17, 2019 | 65 | Mar 23, 2020 | 285 | May 10, 2021 | 350 |
| -29.75% | Nov 25, 2024 | 90 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -28.84% | Dec 29, 2021 | 190 | Sep 30, 2022 | 195 | Jul 13, 2023 | 385 |
| -13.19% | Jul 24, 2019 | 24 | Aug 27, 2019 | 48 | Nov 4, 2019 | 72 |
| -9.65% | Aug 1, 2023 | 62 | Oct 27, 2023 | 24 | Dec 1, 2023 | 86 |
| -9.20% | Jul 31, 2024 | 5 | Aug 7, 2024 | 46 | Oct 11, 2024 | 51 |
| -7.11% | May 21, 2019 | 7 | May 31, 2019 | 20 | Jun 28, 2019 | 27 |
| -6.31% | May 10, 2021 | 28 | Jun 18, 2021 | 24 | Jul 23, 2021 | 52 |
| -5.77% | May 31, 2024 | 25 | Jul 9, 2024 | 4 | Jul 15, 2024 | 29 |
| -5.64% | Apr 1, 2024 | 21 | Apr 30, 2024 | 22 | May 31, 2024 | 43 |
| -4.70% | Dec 27, 2023 | 13 | Jan 17, 2024 | 9 | Jan 30, 2024 | 22 |
| -4.66% | Aug 30, 2021 | 23 | Oct 1, 2021 | 13 | Oct 20, 2021 | 36 |
| -4.14% | Jan 30, 2024 | 4 | Feb 5, 2024 | 5 | Feb 12, 2024 | 9 |
| -3.92% | Oct 17, 2024 | 8 | Oct 29, 2024 | 6 | Nov 6, 2024 | 14 |
| -3.46% | Feb 12, 2024 | 5 | Feb 20, 2024 | 5 | Feb 27, 2024 | 10 |
| -3.06% | Nov 27, 2019 | 3 | Dec 3, 2019 | 7 | Dec 12, 2019 | 10 |
| -2.36% | Nov 8, 2019 | 9 | Nov 21, 2019 | 4 | Nov 27, 2019 | 13 |
| -2.33% | Nov 11, 2024 | 4 | Nov 15, 2024 | 4 | Nov 21, 2024 | 8 |
| -2.26% | Dec 15, 2021 | 3 | Dec 20, 2021 | 4 | Dec 27, 2021 | 7 |
| -2.15% | Jul 5, 2019 | 8 | Jul 17, 2019 | 5 | Jul 24, 2019 | 13 |
| -1.91% | Oct 22, 2021 | 4 | Oct 28, 2021 | 11 | Nov 12, 2021 | 15 |
| -1.82% | Jul 23, 2024 | 1 | Jul 24, 2024 | 2 | Jul 26, 2024 | 3 |
| -1.67% | Aug 16, 2021 | 2 | Aug 18, 2021 | 8 | Aug 30, 2021 | 10 |
| -1.59% | Nov 29, 2021 | 1 | Nov 30, 2021 | 2 | Dec 2, 2021 | 3 |
| -1.51% | Dec 4, 2023 | 2 | Dec 6, 2023 | 2 | Dec 8, 2023 | 4 |