Performance analysis of Root (ROOT)
Annual Return
Over the past 3 years, ROOT has had an average annual return of +73.58%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, ROOT has had an average annual return of -16.17%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Oct 28, 2020, ROOT has had an average annual return of -30.77%, underperforming the benchmark SPY, which returned +17.16% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -18.24% | -0.54% | +591.67% | +134.78% | -91.99% | -80.27% | -41.81% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -14.00% | -16.51% | -14.81% | +23.32% | -4.46% | +7.47% | +5.56% | -18.24% | |||||
| 2025 | +34.27% | +38.63% | -1.26% | +4.66% | -6.23% | -2.30% | -5.43% | -23.78% | -2.95% | -10.04% | +0.42% | -10.70% | -0.54% |
| 2024 | -22.69% | +295.81% | +90.17% | +14% | -27.01% | +1.53% | +16.67% | -28.01% | -12.89% | +81.08% | +45.98% | -27.26% | +591.67% |
| 2023 | +31.52% | -14.88% | -9.71% | -5.38% | +12.50% | +85.86% | +21.74% | +4.91% | -16.60% | -5.10% | +6.99% | +8.54% | +134.78% |
| 2022 | -35.19% | -9.95% | +8.96% | -2.05% | -27.97% | -14.37% | -11.79% | -34.45% | -36.47% | +8.64% | -14.77% | -38.67% | -91.99% |
| 2021 | +28.29% | -33.07% | -5.62% | -15.40% | -15.32% | +18.62% | -29.47% | -15.46% | -18.29% | -11.94% | -14.25% | -22.12% | -80.27% |
| 2020 | -11.22% | -26.15% | -11.24% | -41.81% |
Drawdown analysis of Root (ROOT)
The maximum drawdown for the ROOT was -99.29%, occurring on Mar 13, 2023. This drawdown has not yet recovered.
The current ROOT drawdown is -87.85%.
Since Oct 28, 2020 ROOT has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -99.29% | Oct 28, 2020 | 595 | Mar 13, 2023 | Ongoing | Ongoing | Ongoing |