Skip to main content

Want a detailed portfolio tracker?

Performance analysis of Top Wealth Group (TWG)

Annual Return

Since Apr 16, 2024, TWG has had an average annual return of -85.93%, underperforming the benchmark SPY, which returned +22.23% annual.

202620252024
-18.62%-86.81%-85.75%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+22.87%-5.63%-3.21%-8.53%-18.65%-2.55%-18.62%
2025-22.04%-14.13%-12.79%-16.95%+1.45%-5.28%-16.72%-45.39%+30.13%-21.63%+4.87%-41.80%-86.81%
2024-39.69%-15.39%-12.93%+0.95%-15.43%+145.98%-71.93%-44.29%-2.33%-85.75%

Drawdown analysis of Top Wealth Group (TWG)

The maximum drawdown for the TWG was -99.78%, occurring on Jun 3, 2026. This drawdown has not yet recovered.

The current TWG drawdown is -99.78%.

Since Apr 16, 2024 TWG has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 2 times
  • 30% or more: 3 times
  • 20% or more: 3 times
  • 10% or more: 4 times
DepthStartTo BottomBottomTo RecoverEndTotal
-99.78%Oct 24, 2024401Jun 3, 2026OngoingOngoingOngoing
-81.18%Apr 19, 202466Jul 25, 202455Oct 11, 2024121
-37.68%Oct 11, 20242Oct 15, 20244Oct 21, 20246
-10.82%Apr 16, 20241Apr 17, 20242Apr 19, 20243
-3.36%Oct 22, 20241Oct 23, 20241Oct 24, 20242