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Performance analysis of USA Rare Earth Inc - Units (1 Ord & 1/2 Warr) (IPXXU)

Annual Return

Over the past 3 years, IPXXU has had an average annual return of +2.39%, underperforming the benchmark SPY, which returned +13.98% annual.

Since May 25, 2023, IPXXU has had an average annual return of +2.73%, underperforming the benchmark SPY, which returned +18.71% annual.

202520242023
-15.77%+21.02%+2.98%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2025+18.01%-18.97%-11.92%-15.77%
2024+0.57%+0.29%+0.39%+0.19%-0.19%+0.95%+0.57%+0.84%+0.47%+0.56%+1.29%+14.09%+21.02%
2023+0.10%+0.40%+1.58%-0.59%+1.37%-0.77%+0.58%+0.29%+2.98%

Drawdown analysis of USA Rare Earth Inc - Units (1 Ord & 1/2 Warr) (IPXXU)

The maximum drawdown for the IPXXU was -29.06%, occurring on Mar 13, 2025. This drawdown has not yet recovered.

The current IPXXU drawdown is -29.06%.

Since May 25, 2023 IPXXU has experienced the following drawdowns:

  • 20% or more: 1 time
  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-29.06%Dec 10, 202462Mar 13, 2025OngoingOngoingOngoing
-5.56%Sep 19, 202319Oct 16, 2023209Aug 15, 2024228
-1.07%Aug 15, 202411Aug 30, 202463Nov 29, 202474
-0.88%Jul 28, 202314Aug 17, 202313Sep 6, 202327
-0.74%Jul 17, 20234Jul 21, 20235Jul 28, 20239
-0.48%Sep 6, 20235Sep 13, 20234Sep 19, 20239
-0.30%Jul 5, 20235Jul 12, 20233Jul 17, 20238
-0.20%Jun 8, 20232Jun 12, 202315Jul 5, 202317
-0.10%May 25, 20231May 26, 20231May 30, 20232
-0.10%May 30, 20231May 31, 20233Jun 5, 20234
-0.09%Nov 29, 20241Dec 2, 20245Dec 9, 20246
-0.09%Jun 6, 20231Jun 7, 20231Jun 8, 20232