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Performance analysis of Shoulder Innovations (SI)

Annual Return

Since Jul 31, 2025, SI has had an average annual return of -9.57%, underperforming the benchmark SPY, which returned +24.62% annual.

20262025
-3.29%-4.98%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-0.98%-4.24%+7.15%-11.97%+14.93%-5.92%-3.29%
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 -15.67%.

Since Jul 31, 2025 SI has experienced the following drawdowns:

  • 30% or more: 1 time
  • 20% or more: 2 times
  • 10% or more: 4 times
DepthStartTo BottomBottomTo RecoverEndTotal
-31.27%Sep 2, 202549Nov 10, 202512Nov 26, 202561
-25.30%Dec 16, 202538Feb 11, 2026OngoingOngoingOngoing
-19.60%Jul 31, 202514Aug 20, 20255Aug 27, 202519
-10.63%Nov 26, 202511Dec 12, 20252Dec 16, 202513
-6.08%Aug 27, 20251Aug 28, 20252Sep 2, 20253