Performance analysis of Dave (DAVE)
Annual Return
Over the past 3 years, DAVE has had an average annual return of +334.50%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, DAVE has had an average annual return of +6.81%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Apr 26, 2021, DAVE has had an average annual return of +6.63%, underperforming the benchmark SPY, which returned +13.31% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +98.24% | +154.69% | +938.20% | -9.80% | -97.17% | +4.59% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -26.06% | +18.07% | -9.93% | +56.24% | +3.89% | +31.86% | +17.80% | +98.24% | |||||
| 2025 | +10.21% | +5.07% | -17.88% | +14.72% | +111.77% | +33.65% | -12.15% | -9.58% | -6.50% | +20.04% | -8.79% | +1.44% | +154.69% |
| 2024 | +106.74% | +51.27% | +41.80% | +17.99% | +2.86% | -32.78% | +19.98% | +3.45% | +6.26% | -3.45% | +155.85% | -11.92% | +938.20% |
| 2023 | -2.03% | -7.59% | -27.99% | -7.25% | -3.35% | -1.73% | +17.06% | +23.62% | -19.51% | -15.15% | +13.69% | +39.79% | -9.80% |
| 2022 | +22.44% | -65.18% | +63.62% | -43.35% | -43.46% | -69.96% | +0.28% | -25.28% | -30.42% | -12.30% | +29.60% | -28.85% | -97.17% |
| 2021 | +0.61% | +0.41% | -0.10% | -0.31% | +0.31% | +0.20% | +0.41% | +0.50% | +2.50% | +4.59% |
Drawdown analysis of Dave (DAVE)
The maximum drawdown for the DAVE was -99.01%, occurring on May 19, 2023. This drawdown has not yet recovered.
The current DAVE drawdown is -4.08%.
Since Apr 26, 2021 DAVE has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -99.01% | Feb 1, 2022 | 326 | May 19, 2023 | Ongoing | Ongoing | Ongoing |
| -51.80% | Dec 31, 2021 | 7 | Jan 11, 2022 | 12 | Jan 28, 2022 | 19 |
| -2.70% | Apr 27, 2021 | 26 | Jun 3, 2021 | 69 | Sep 10, 2021 | 95 |
| -2.69% | Sep 10, 2021 | 77 | Dec 30, 2021 | 1 | Dec 31, 2021 | 78 |