Performance analysis of Innovate (VATE)
Annual Return
Over the past 3 years, VATE has had an average annual return of +4.20%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, VATE has had an average annual return of -17.89%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, VATE has had an average annual return of -6.28%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jul 13, 2009, VATE has had an average annual return of +5.22%, underperforming the benchmark SPY, which returned +15.48% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +255.32% | -8.50% | -59.84% | -34.23% | -49.46% | +13.50% | +50.23% | -17.80% | -55.63% | +39.12% | +12.10% | -37.25% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +195.79% | -17.78% | +16.22% | +1.28% | +117.39% | +43.75% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +23.68% | -5.19% | +7.17% | +111.27% | +26.91% | +5.45% | +255.32% | ||||||
| 2025 | +135.24% | -21.52% | -14.15% | -15.45% | -12.69% | -10.90% | +9.91% | -4.42% | -9.61% | +10.84% | -4.61% | -12.58% | -8.50% |
| 2024 | -26.50% | -13.24% | -10.66% | +0.14% | -13.01% | -0.95% | -11.78% | -22.39% | -10.62% | +58.65% | +3.23% | -18.48% | -59.84% |
| 2023 | +68.45% | -6.03% | +0.34% | -3.70% | -54.55% | +34.62% | -5.71% | -3.03% | +1.25% | -24.69% | -13.11% | +16.04% | -34.23% |
| 2022 | +6.22% | -15.27% | +10.81% | -17.89% | -19.80% | -28.81% | +4.05% | -15.00% | -54.24% | +5.37% | +62.65% | +55.83% | -49.46% |
| 2021 | +7.06% | +0.29% | +12.57% | +6.60% | -4.76% | -0.50% | -7.54% | +2.72% | +8.47% | -3.66% | -3.54% | -2.89% | +13.50% |
| 2020 | +52.53% | +15.41% | -59.42% | +73.55% | -1.86% | +26.51% | -18.86% | -7.75% | -3.20% | -11.16% | +55.82% | -2.69% | +50.23% |
| 2019 | +29.17% | -7.62% | -22.22% | -12.65% | +7.94% | +2.17% | -8.05% | -7.84% | +17.50% | +0.43% | -9.32% | +1.40% | -17.80% |
| 2018 | +0.84% | -17.33% | +6.05% | -3.04% | +20.59% | -4.88% | -1.20% | +8.48% | -2.39% | -15.03% | -39.23% | -16.46% | -55.63% |
| 2017 | +55.49% | -17.29% | +12.73% | -5.81% | -9.25% | +10.94% | +2.21% | -24.13% | +15.79% | +2.84% | +0.55% | +8.98% | +39.12% |
Drawdown analysis of Innovate (VATE)
The maximum drawdown for the VATE was -96.53%, occurring on Oct 3, 2024. This drawdown has not yet recovered.
The current VATE drawdown is -82.99%.
Since Jul 13, 2009 VATE has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -96.53% | Mar 26, 2015 | 2397 | Oct 3, 2024 | Ongoing | Ongoing | Ongoing |
| -39.74% | May 9, 2013 | 141 | Nov 27, 2013 | 201 | Sep 17, 2014 | 342 |
| -39.37% | Feb 1, 2011 | 166 | Sep 28, 2011 | 122 | Mar 23, 2012 | 288 |
| -27.23% | Aug 28, 2009 | 83 | Dec 28, 2009 | 203 | Oct 18, 2010 | 286 |
| -26.24% | Jul 3, 2012 | 196 | Apr 17, 2013 | 16 | May 9, 2013 | 212 |
| -18.89% | May 2, 2012 | 14 | May 22, 2012 | 28 | Jul 2, 2012 | 42 |
| -17.50% | Jul 13, 2009 | 12 | Jul 29, 2009 | 8 | Aug 10, 2009 | 20 |
| -15.38% | Dec 31, 2014 | 28 | Feb 11, 2015 | 19 | Mar 11, 2015 | 47 |
| -12.93% | Nov 26, 2014 | 13 | Dec 16, 2014 | 6 | Dec 24, 2014 | 19 |
| -10.09% | Nov 17, 2010 | 10 | Dec 2, 2010 | 4 | Dec 8, 2010 | 14 |
| -8.77% | Oct 6, 2014 | 7 | Oct 15, 2014 | 15 | Nov 5, 2014 | 22 |
| -8.50% | Oct 26, 2010 | 4 | Nov 1, 2010 | 8 | Nov 11, 2010 | 12 |
| -5.85% | Dec 15, 2010 | 9 | Dec 29, 2010 | 4 | Jan 4, 2011 | 13 |
| -3.71% | Apr 4, 2012 | 3 | Apr 10, 2012 | 5 | Apr 17, 2012 | 8 |
| -3.51% | Apr 18, 2012 | 3 | Apr 23, 2012 | 4 | Apr 27, 2012 | 7 |
| -3.37% | Sep 23, 2014 | 2 | Sep 25, 2014 | 2 | Sep 29, 2014 | 4 |
| -2.41% | Dec 26, 2014 | 1 | Dec 29, 2014 | 1 | Dec 30, 2014 | 2 |
| -1.74% | Aug 17, 2009 | 1 | Aug 18, 2009 | 3 | Aug 21, 2009 | 4 |
| -1.58% | Sep 17, 2014 | 2 | Sep 19, 2014 | 2 | Sep 23, 2014 | 4 |
| -1.49% | Nov 11, 2010 | 1 | Nov 12, 2010 | 1 | Nov 15, 2010 | 2 |
| -1.35% | Jan 14, 2011 | 2 | Jan 19, 2011 | 4 | Jan 25, 2011 | 6 |
| -1.18% | Dec 9, 2010 | 1 | Dec 10, 2010 | 3 | Dec 15, 2010 | 4 |
| -1.09% | Jan 26, 2011 | 1 | Jan 27, 2011 | 3 | Feb 1, 2011 | 4 |
| -1.09% | Sep 30, 2014 | 1 | Oct 1, 2014 | 1 | Oct 2, 2014 | 2 |
| -1.05% | Aug 12, 2009 | 1 | Aug 13, 2009 | 1 | Aug 14, 2009 | 2 |