Performance analysis of Vitalist (CGAU)
Annual Return
Over the past 3 years, CGAU has had an average annual return of +38.29%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, CGAU has had an average annual return of +17.48%, outperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, CGAU has had an average annual return of +11.88%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Jan 4, 2016, CGAU has had an average annual return of +12.79%, underperforming the benchmark SPY, which returned +15.04% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.40% | +159.40% | -1.40% | +19.29% | -32.55% | -33.45% | +48.07% | +87.58% | -17.17% | +9.89% | -3.38% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +16.63% | +25.48% | -15.17% | -2.08% | +1.75% | -10.24% | -4.16% | +6.40% | |||||
| 2025 | +9.66% | -7.85% | +11.36% | +5.51% | +7.22% | +1.12% | -5.69% | +20.96% | +31.33% | +9.32% | +13.68% | +8.21% | +159.40% |
| 2024 | -11.74% | -4.56% | +18.81% | +2.70% | +14.34% | -2.47% | -0.15% | +6.30% | +1.13% | -1.12% | -14.11% | -5.63% | -1.40% |
| 2023 | +24.13% | -1.56% | +3.04% | +4.33% | -9.75% | -0.50% | +6.17% | -5.31% | -18.06% | +3.68% | +21.79% | -2.78% | +19.29% |
| 2022 | +4.95% | +20.85% | +1.03% | -6.00% | -16.11% | -13.02% | -7.55% | -27.24% | -2.86% | +5.89% | +13.92% | -2.63% | -32.55% |
| 2021 | -10.75% | -5.90% | -8.35% | +3.46% | -11.86% | -5.80% | +5.37% | -7.22% | -8.71% | +10.13% | -1.60% | +4.06% | -33.45% |
| 2020 | +0.63% | -20.65% | -6.32% | +37.17% | +25.27% | +10.07% | +12.29% | +4.67% | -11.10% | -24.83% | +12.84% | +18.09% | +48.07% |
| 2019 | +19.31% | +2.77% | +0.96% | -3.06% | +13% | +22.82% | +13.05% | +14.31% | -6.69% | +0.59% | -0.35% | -6.81% | +87.58% |
| 2018 | +0.78% | +1.75% | +9.35% | +6.46% | -14.26% | +6.51% | -17.77% | -6.78% | -6.32% | -3.00% | +4.64% | +4.26% | -17.17% |
| 2017 | +6.13% | -1.72% | +19.79% | -11.02% | +10.64% | -4.54% | -2.38% | +12.57% | +18.34% | -4.09% | -17.33% | -9.23% | +9.89% |
Drawdown analysis of Vitalist (CGAU)
The maximum drawdown for the CGAU was -73.37%, occurring on Sep 26, 2022. Recovery took 797 trading sessions.
The current CGAU drawdown is -27.30%.
Since Jan 4, 2016 CGAU has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 7 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -73.37% | Aug 5, 2020 | 539 | Sep 26, 2022 | 797 | Nov 28, 2025 | 1336 |
| -51.25% | Sep 12, 2017 | 296 | Nov 13, 2018 | 166 | Jul 16, 2019 | 462 |
| -48.14% | Oct 18, 2019 | 100 | Mar 13, 2020 | 44 | May 15, 2020 | 144 |
| -33.30% | Jul 5, 2016 | 96 | Dec 27, 2016 | 170 | Sep 6, 2017 | 266 |
| -29.50% | Feb 27, 2026 | 71 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -23.23% | Jan 7, 2016 | 9 | Jan 26, 2016 | 20 | Mar 4, 2016 | 29 |
| -22.12% | Mar 8, 2016 | 13 | Mar 28, 2016 | 11 | Apr 20, 2016 | 24 |
| -19.33% | Aug 27, 2019 | 12 | Sep 13, 2019 | 19 | Oct 10, 2019 | 31 |
| -17.90% | Jan 28, 2026 | 6 | Feb 5, 2026 | 14 | Feb 26, 2026 | 20 |
| -16.48% | May 16, 2016 | 6 | Jun 1, 2016 | 16 | Jun 27, 2016 | 22 |
| -9.97% | May 29, 2020 | 5 | Jun 5, 2020 | 3 | Jun 10, 2020 | 8 |
| -7.54% | Jun 10, 2020 | 3 | Jun 15, 2020 | 4 | Jun 19, 2020 | 7 |
| -6.79% | Dec 26, 2025 | 4 | Jan 2, 2026 | 2 | Jan 6, 2026 | 6 |
| -6.25% | Oct 10, 2019 | 3 | Oct 15, 2019 | 3 | Oct 18, 2019 | 6 |
| -6.18% | Jul 24, 2019 | 8 | Aug 5, 2019 | 2 | Aug 7, 2019 | 10 |
| -5.82% | Jul 8, 2020 | 3 | Jul 13, 2020 | 7 | Jul 22, 2020 | 10 |
| -5.51% | Jun 23, 2020 | 2 | Jun 25, 2020 | 7 | Jul 7, 2020 | 9 |
| -5.46% | Jul 27, 2020 | 3 | Jul 30, 2020 | 1 | Jul 31, 2020 | 4 |
| -4.62% | May 6, 2016 | 1 | May 9, 2016 | 4 | May 16, 2016 | 5 |
| -4.42% | Aug 8, 2019 | 3 | Aug 13, 2019 | 10 | Aug 27, 2019 | 13 |
| -4.03% | Apr 20, 2016 | 4 | May 5, 2016 | 1 | May 6, 2016 | 5 |
| -3.94% | Jul 22, 2020 | 1 | Jul 23, 2020 | 2 | Jul 27, 2020 | 3 |
| -3.86% | Jun 27, 2016 | 3 | Jul 1, 2016 | 1 | Jul 5, 2016 | 4 |
| -3.29% | Dec 11, 2025 | 4 | Dec 17, 2025 | 2 | Dec 19, 2025 | 6 |
| -3.12% | May 22, 2020 | 1 | May 26, 2020 | 2 | May 28, 2020 | 3 |