Performance analysis of Carlsmed (CARL)
Annual Return
Since Jul 23, 2025, CARL has had an average annual return of -22.02%, underperforming the benchmark SPY, which returned +18.47% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -8.25% | -14.83% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.58% | +17.30% | -37.89% | -1.76% | +28.46% | -9.10% | +9.15% | -8.25% | |||||
| 2025 | -3.03% | -5.41% | +0.68% | -3.73% | +26.30% | -24.14% | -14.83% |
Drawdown analysis of Carlsmed (CARL)
The maximum drawdown for the CARL was -48.02%, occurring on Apr 29, 2026. This drawdown has not yet recovered.
The current CARL drawdown is -33.31%.
Since Jul 23, 2025 CARL has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.02% | Dec 3, 2025 | 100 | Apr 29, 2026 | Ongoing | Ongoing | Ongoing |
| -22.99% | Sep 18, 2025 | 45 | Nov 20, 2025 | 4 | Nov 26, 2025 | 49 |
| -17.39% | Jul 30, 2025 | 15 | Aug 20, 2025 | 16 | Sep 12, 2025 | 31 |
| -7.93% | Nov 28, 2025 | 1 | Dec 1, 2025 | 2 | Dec 3, 2025 | 3 |
| -1.57% | Sep 16, 2025 | 1 | Sep 17, 2025 | 1 | Sep 18, 2025 | 2 |
| -0.95% | Sep 12, 2025 | 1 | Sep 15, 2025 | 1 | Sep 16, 2025 | 2 |
| -0.34% | Jul 23, 2025 | 1 | Jul 24, 2025 | 4 | Jul 30, 2025 | 5 |