Performance analysis of South Bow (SOBO)
Annual Return
Since Oct 3, 2024, SOBO has had an average annual return of +43.09%, outperforming the benchmark SPY, which returned +17.92% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +40.45% | +25.53% | +7.99% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.39% | +13.41% | +5% | +2.76% | +5.03% | -0.62% | +6.36% | +40.45% | |||||
| 2025 | +1.40% | +11.42% | -2.29% | -3.25% | +5.31% | +1.58% | +1.35% | +5.64% | +3.81% | -8.34% | +6.29% | +1.49% | +25.53% |
| 2024 | +11.98% | +4.37% | -7.60% | +7.99% |
Drawdown analysis of South Bow (SOBO)
The maximum drawdown for the SOBO was -18.68%, occurring on Apr 8, 2025. Recovery took 45 trading sessions.
The current SOBO drawdown is -0.93%.
Since Oct 3, 2024 SOBO has experienced the following drawdowns:
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.68% | Mar 5, 2025 | 24 | Apr 8, 2025 | 45 | Jun 12, 2025 | 69 |
| -14.48% | Nov 21, 2024 | 18 | Dec 18, 2024 | 45 | Feb 26, 2025 | 63 |
| -13.05% | Oct 3, 2025 | 22 | Nov 4, 2025 | 58 | Jan 29, 2026 | 80 |
| -10.99% | Oct 21, 2024 | 12 | Nov 6, 2024 | 9 | Nov 19, 2024 | 21 |
| -8.70% | May 22, 2026 | 27 | Jul 2, 2026 | 10 | Jul 17, 2026 | 37 |
| -7.53% | Apr 7, 2026 | 10 | Apr 21, 2026 | 7 | Apr 30, 2026 | 17 |
| -5.85% | Oct 9, 2024 | 3 | Oct 14, 2024 | 2 | Oct 16, 2024 | 5 |
| -5.72% | Jun 12, 2025 | 8 | Jun 25, 2025 | 16 | Jul 18, 2025 | 24 |
| -4.49% | Aug 20, 2025 | 4 | Aug 26, 2025 | 13 | Sep 15, 2025 | 17 |
| -4.17% | Jul 18, 2025 | 6 | Jul 28, 2025 | 7 | Aug 6, 2025 | 13 |
| -4.00% | Mar 30, 2026 | 2 | Apr 1, 2026 | 3 | Apr 7, 2026 | 5 |
| -1.80% | Mar 16, 2026 | 2 | Mar 18, 2026 | 5 | Mar 25, 2026 | 7 |
| -1.75% | Feb 25, 2026 | 1 | Feb 26, 2026 | 2 | Mar 2, 2026 | 3 |
| -1.72% | May 5, 2026 | 1 | May 6, 2026 | 3 | May 11, 2026 | 4 |
| -1.55% | Feb 13, 2026 | 1 | Feb 17, 2026 | 2 | Feb 19, 2026 | 3 |
| -1.52% | Sep 17, 2025 | 2 | Sep 19, 2025 | 3 | Sep 24, 2025 | 5 |
| -1.40% | Jul 17, 2026 | 1 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -1.40% | Aug 11, 2025 | 1 | Aug 12, 2025 | 1 | Aug 13, 2025 | 2 |
| -1.29% | Sep 24, 2025 | 2 | Sep 26, 2025 | 2 | Sep 30, 2025 | 4 |
| -1.20% | Mar 6, 2026 | 2 | Mar 10, 2026 | 3 | Mar 13, 2026 | 5 |
| -1.12% | Jan 29, 2026 | 2 | Feb 2, 2026 | 1 | Feb 3, 2026 | 3 |
| -1.09% | Sep 30, 2025 | 1 | Oct 1, 2025 | 1 | Oct 2, 2025 | 2 |
| -1.01% | Feb 28, 2025 | 1 | Mar 3, 2025 | 2 | Mar 5, 2025 | 3 |
| -0.94% | Oct 3, 2024 | 1 | Oct 4, 2024 | 1 | Oct 7, 2024 | 2 |
| -0.93% | Aug 18, 2025 | 1 | Aug 19, 2025 | 1 | Aug 20, 2025 | 2 |