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Performance analysis of Isomet (IOMT)

Annual Return

Over the past 3 years, IOMT has had an average annual return of +37.33%, outperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, IOMT has had an average annual return of +15.64%, outperforming the benchmark SPY, which returned +12.55% annual.

Since Sep 25, 2017, IOMT has had an average annual return of +13.68%, underperforming the benchmark SPY, which returned +14.94% annual.

2026202520242023202220212020201920182017
+0%-4.62%+129.68%-71.70%+92.31%+73.33%-41.18%+45.71%+75%+0%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0%+0%+0%+0%+29.03%+0%-22.50%+0%
2025+0%+0%+3.08%+0%+7.61%+1.66%+0%+0%+0%-15.42%+0%+0%-4.62%
2024+0%-4.59%+0%+40.74%-21.05%+100%+3.33%+0%+0%+20.97%+0%-13.33%+129.68%
2023+0%-80.00%+20%+0%+0%+0%+0%+0%+4.17%+0%+8%+4.81%-71.70%
2022+34.62%+28.57%+11.11%+0%+0%+0%+0%+0%+0%+0%+0%+0%+92.31%
2021+0%+0%+103.33%+227.87%-50.00%-70.00%-16.67%+20.40%+6.31%+0%+56.25%+4%+73.33%
2020+0%+0%-41.18%+0%+0%+0%-41.18%
2019+71.43%+0%+0%+0%+0%+0%-15.00%+45.71%
2018-50.00%+0%-99.00%+29,900%+33.33%+150%-30.00%-57.14%+16.67%+75%
2017+0%+0%+0%+0%

Drawdown analysis of Isomet (IOMT)

The maximum drawdown for the IOMT was -99.99%, occurring on Jun 2, 2021. This drawdown has not yet recovered.

The current IOMT drawdown is -92.15%.

Since Sep 25, 2017 IOMT has experienced the following drawdowns:

  • 50% or more: 3 times
  • 40% or more: 3 times
  • 30% or more: 3 times
  • 20% or more: 3 times
  • 10% or more: 4 times
DepthStartTo BottomBottomTo RecoverEndTotal
-99.99%Apr 1, 202142Jun 2, 2021OngoingOngoingOngoing
-99.50%Sep 25, 20175Mar 1, 20181Apr 5, 20186
-70.00%Jun 29, 20187Oct 22, 2018189Apr 1, 2021196
-12.50%May 24, 20181Jun 7, 20183Jun 29, 20184