Performance analysis of Shoulder Innovations (SI)
Annual Return
Since Jul 31, 2025, SI has had an average annual return of +39.48%, outperforming the benchmark SPY, which returned +20.31% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +45.45% | -4.98% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.98% | -4.24% | +7.15% | -11.97% | +14.93% | +37.96% | +2.57% | +45.45% | |||||
| 2025 | +0% | -1.53% | -15.31% | -6.62% | +31.75% | -7.38% | -4.98% |
Drawdown analysis of Shoulder Innovations (SI)
The maximum drawdown for the SI was -31.27%, occurring on Nov 10, 2025. Recovery took 12 trading sessions.
The current SI drawdown is -8.73%.
Since Jul 31, 2025 SI has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.27% | Sep 2, 2025 | 49 | Nov 10, 2025 | 12 | Nov 26, 2025 | 61 |
| -25.30% | Dec 16, 2025 | 38 | Feb 11, 2026 | 82 | Jun 10, 2026 | 120 |
| -19.60% | Jul 31, 2025 | 14 | Aug 20, 2025 | 5 | Aug 27, 2025 | 19 |
| -11.54% | Jun 26, 2026 | 9 | Jul 10, 2026 | Ongoing | Ongoing | Ongoing |
| -10.63% | Nov 26, 2025 | 11 | Dec 12, 2025 | 2 | Dec 16, 2025 | 13 |
| -6.08% | Aug 27, 2025 | 1 | Aug 28, 2025 | 2 | Sep 2, 2025 | 3 |
| -5.28% | Jun 11, 2026 | 6 | Jun 22, 2026 | 1 | Jun 23, 2026 | 7 |