Performance analysis of i3 Verticals (IIIV)
Annual Return
Over the past 3 years, IIIV has had an average annual return of -5.97%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, IIIV has had an average annual return of -8.25%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Jun 21, 2018, IIIV has had an average annual return of +1.49%, underperforming the benchmark SPY, which returned +14.94% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -17.91% | +9.33% | +8.83% | -13.02% | +6.80% | -31.35% | +17.53% | +17.21% | +31.34% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -11.83% | +0.76% | -0.09% | +0.85% | -9.72% | +4.91% | -3.18% | -17.91% | |||||
| 2025 | +8.03% | +4.18% | -4.86% | +1.82% | -1.63% | +11.21% | +1.82% | +12.40% | +3.21% | -5.27% | -23.02% | +6.43% | +9.33% |
| 2024 | -11.48% | +13.71% | +7.41% | -0.79% | -14.22% | +13.35% | +11% | -7.55% | -5.96% | +7.89% | +7.87% | -7.10% | +8.83% |
| 2023 | +18.82% | -14.90% | -0.32% | -5.22% | -1.72% | +0.05% | +9.40% | -5.44% | -10.61% | -11.30% | +7.36% | +5.17% | -13.02% |
| 2022 | +1.53% | +14.09% | +5.53% | -1.48% | -15.05% | +7.29% | +8.43% | -13.90% | -14.25% | +8.63% | +20.82% | -7.42% | +6.80% |
| 2021 | -12.59% | +14.40% | -6.25% | +6.73% | -6.47% | -2.73% | +5.62% | -9.43% | -16.26% | -7.51% | -16.71% | +22.21% | -31.35% |
| 2020 | +14.30% | -10.25% | -34.13% | +21.74% | +24.18% | +4.81% | -20.07% | +15.34% | -9.47% | -18.29% | +35.23% | +19% | +17.53% |
| 2019 | +2.61% | -14.92% | +14.16% | +0.50% | +5.93% | +15.17% | -2.99% | -20.82% | -11.05% | +1.63% | +33.60% | +3.41% | +17.21% |
| 2018 | -17.06% | +0.59% | +21.62% | +23.42% | -6.48% | +4.84% | +6.97% | +31.34% |
Drawdown analysis of i3 Verticals (IIIV)
The maximum drawdown for the IIIV was -61.40%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current IIIV drawdown is -42.98%.
Since Jun 21, 2018 IIIV has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.40% | Feb 7, 2020 | 30 | Mar 23, 2020 | Ongoing | Ongoing | Ongoing |
| -36.13% | Jul 1, 2019 | 65 | Oct 2, 2019 | 69 | Jan 10, 2020 | 134 |
| -26.20% | Oct 2, 2018 | 39 | Nov 27, 2018 | 23 | Jan 2, 2019 | 62 |
| -20.87% | Jun 21, 2018 | 4 | Jun 27, 2018 | 41 | Aug 24, 2018 | 45 |
| -20.87% | Jan 7, 2019 | 36 | Feb 28, 2019 | 78 | Jun 20, 2019 | 114 |
| -8.32% | Jan 2, 2019 | 1 | Jan 3, 2019 | 2 | Jan 7, 2019 | 3 |
| -5.97% | Jan 23, 2020 | 2 | Jan 27, 2020 | 5 | Feb 3, 2020 | 7 |
| -3.81% | Sep 17, 2018 | 1 | Sep 18, 2018 | 8 | Sep 28, 2018 | 9 |
| -3.30% | Aug 24, 2018 | 1 | Aug 27, 2018 | 5 | Sep 4, 2018 | 6 |
| -2.36% | Sep 6, 2018 | 2 | Sep 10, 2018 | 1 | Sep 11, 2018 | 3 |
| -0.88% | Jun 25, 2019 | 1 | Jun 26, 2019 | 1 | Jun 27, 2019 | 2 |