Performance analysis of Modiv Industrial (MDV-P-A)
Annual Return
Over the past 3 years, MDV-P-A has had an average annual return of +12.17%, underperforming the benchmark SPY, which returned +18.99% annual.
Since Sep 15, 2021, MDV-P-A has had an average annual return of +7.86%, underperforming the benchmark SPY, which returned +12.41% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.18% | +11.88% | +7.59% | +28.31% | -15.26% | +5.94% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.25% | -0.26% | +1.90% | -1.08% | +1.82% | +1.31% | +0.20% | +4.18% | |||||
| 2025 | -0.35% | -1.08% | +4.65% | +1.38% | -1.23% | +2.30% | -0.82% | +1.61% | +4.44% | -0.09% | -0.94% | +1.64% | +11.88% |
| 2024 | +1.16% | -2.59% | +2.33% | -0.88% | +3.25% | -0.40% | +2.28% | -1.17% | +3.72% | +1.06% | -2.10% | +0.91% | +7.59% |
| 2023 | +7.40% | +5.36% | +3.21% | -1.26% | -3.26% | +10.57% | -6.52% | +0.00966% | +3.17% | +1.10% | +1.14% | +5.47% | +28.31% |
| 2022 | +0.19% | -3.57% | +1.49% | +0.04% | -1.24% | -0.82% | -7.39% | +6.05% | -4.18% | -5.49% | -1.60% | +0.79% | -15.26% |
| 2021 | +3.16% | -0.39% | +1.56% | +1.51% | +5.94% |
Drawdown analysis of Modiv Industrial (MDV-P-A)
The maximum drawdown for the MDV-P-A was -17.76%, occurring on Nov 29, 2022. Recovery took 52 trading sessions.
The current MDV-P-A drawdown is -0.80%.
Since Sep 15, 2021 MDV-P-A has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.76% | Jan 19, 2022 | 217 | Nov 29, 2022 | 52 | Feb 14, 2023 | 269 |
| -12.63% | Feb 14, 2023 | 26 | Mar 23, 2023 | 66 | Jun 28, 2023 | 92 |
| -8.89% | Jun 30, 2023 | 17 | Jul 26, 2023 | 108 | Dec 28, 2023 | 125 |
| -6.12% | Jan 10, 2024 | 25 | Feb 15, 2024 | 75 | Jun 4, 2024 | 100 |
| -4.12% | Oct 22, 2024 | 86 | Feb 27, 2025 | 22 | Mar 31, 2025 | 108 |
| -4.08% | Jan 26, 2026 | 34 | Mar 16, 2026 | 11 | Mar 31, 2026 | 45 |
| -3.67% | Oct 15, 2025 | 26 | Nov 20, 2025 | 26 | Dec 30, 2025 | 52 |
| -3.34% | Aug 16, 2024 | 3 | Aug 21, 2024 | 20 | Sep 19, 2024 | 23 |
| -3.12% | Jun 7, 2024 | 22 | Jul 11, 2024 | 13 | Jul 30, 2024 | 35 |
| -3.00% | Jul 31, 2024 | 7 | Aug 9, 2024 | 5 | Aug 16, 2024 | 12 |
| -2.55% | Jul 9, 2025 | 10 | Jul 23, 2025 | 17 | Aug 15, 2025 | 27 |
| -1.98% | Apr 23, 2025 | 21 | May 22, 2025 | 25 | Jun 30, 2025 | 46 |
| -1.83% | Dec 29, 2023 | 1 | Jan 2, 2024 | 1 | Jan 3, 2024 | 2 |
| -1.82% | Sep 17, 2021 | 1 | Sep 20, 2021 | 9 | Oct 1, 2021 | 10 |
| -1.80% | Sep 8, 2025 | 2 | Sep 10, 2025 | 5 | Sep 17, 2025 | 7 |
| -1.50% | Oct 4, 2021 | 5 | Oct 11, 2021 | 35 | Nov 30, 2021 | 40 |
| -1.48% | Apr 27, 2026 | 3 | Apr 30, 2026 | 19 | May 28, 2026 | 22 |
| -1.47% | Aug 26, 2025 | 4 | Sep 2, 2025 | 3 | Sep 5, 2025 | 7 |
| -1.44% | Mar 31, 2025 | 5 | Apr 7, 2025 | 7 | Apr 16, 2025 | 12 |
| -1.43% | Jan 7, 2026 | 3 | Jan 12, 2026 | 9 | Jan 26, 2026 | 12 |
| -1.31% | Apr 2, 2026 | 2 | Apr 7, 2026 | 8 | Apr 17, 2026 | 10 |
| -1.28% | Sep 23, 2025 | 1 | Sep 24, 2025 | 15 | Oct 15, 2025 | 16 |
| -1.11% | Apr 17, 2026 | 1 | Apr 20, 2026 | 4 | Apr 24, 2026 | 5 |
| -1.07% | Jun 3, 2026 | 2 | Jun 5, 2026 | 6 | Jun 15, 2026 | 8 |
| -1.03% | Jan 3, 2024 | 1 | Jan 4, 2024 | 4 | Jan 10, 2024 | 5 |