Performance analysis of Vertex (VERX)
Annual Return
Over the past 3 years, VERX has had an average annual return of -16.21%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, VERX has had an average annual return of -6.86%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Jul 29, 2020, VERX has had an average annual return of -10.16%, underperforming the benchmark SPY, which returned +17.07% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -35.95% | -62.57% | +98.03% | +85.65% | -8.56% | -54.46% | +45.63% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -7.11% | -21.94% | -17.88% | +4.02% | +7.93% | -4.19% | -35.95% | ||||||
| 2025 | +8.25% | -44.08% | +8.42% | +14.34% | -1.15% | -10.70% | -6.13% | -22.16% | -3.99% | -7.62% | -14.11% | +1.52% | -62.57% |
| 2024 | -9.95% | +38.42% | -5.42% | -8.28% | +13.46% | +9.08% | +9.98% | -2.42% | -0.46% | +7.79% | +30.69% | -1.66% | +98.03% |
| 2023 | -6.98% | +15.42% | +32.79% | -0.20% | +6.44% | -11.28% | +6.45% | +7.85% | +3.17% | +4.81% | +15.90% | -3.99% | +85.65% |
| 2022 | -8.56% | -4.01% | +10.12% | -7.22% | -22.28% | +2.44% | -0.72% | +21.61% | -0.09% | +31.83% | -4.66% | -15.53% | -8.56% |
| 2021 | -5.73% | -6.40% | -28.52% | -7.05% | -5.96% | +14.20% | -13.85% | +9.52% | -7.14% | +8.32% | -12.20% | -13.18% | -54.46% |
| 2020 | -1.55% | +8.70% | -10.19% | +5.40% | +4.12% | +38.08% | +45.63% |
Drawdown analysis of Vertex (VERX)
The maximum drawdown for the VERX was -81.68%, occurring on Apr 10, 2026. This drawdown has not yet recovered.
The current VERX drawdown is -78.30%.
Since Jul 29, 2020 VERX has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.68% | Jan 28, 2025 | 301 | Apr 10, 2026 | Ongoing | Ongoing | Ongoing |
| -75.39% | Feb 19, 2021 | 331 | Jun 13, 2022 | 529 | Jul 23, 2024 | 860 |
| -25.39% | Aug 27, 2020 | 19 | Sep 24, 2020 | 59 | Dec 17, 2020 | 78 |
| -17.32% | Dec 23, 2020 | 11 | Jan 11, 2021 | 23 | Feb 12, 2021 | 34 |
| -13.47% | Jul 23, 2024 | 11 | Aug 7, 2024 | 39 | Oct 2, 2024 | 50 |
| -9.84% | Dec 3, 2024 | 21 | Jan 3, 2025 | 10 | Jan 21, 2025 | 31 |
| -8.19% | Aug 6, 2020 | 3 | Aug 11, 2020 | 7 | Aug 20, 2020 | 10 |
| -5.56% | Nov 8, 2024 | 5 | Nov 15, 2024 | 3 | Nov 20, 2024 | 8 |
| -4.69% | Oct 3, 2024 | 5 | Oct 10, 2024 | 4 | Oct 16, 2024 | 9 |
| -3.26% | Oct 21, 2024 | 8 | Oct 31, 2024 | 3 | Nov 5, 2024 | 11 |
| -2.90% | Jul 30, 2020 | 2 | Aug 3, 2020 | 1 | Aug 4, 2020 | 3 |
| -2.57% | Feb 12, 2021 | 2 | Feb 17, 2021 | 1 | Feb 18, 2021 | 3 |
| -1.63% | Nov 26, 2024 | 1 | Nov 27, 2024 | 3 | Dec 3, 2024 | 4 |
| -1.20% | Aug 24, 2020 | 1 | Aug 25, 2020 | 1 | Aug 26, 2020 | 2 |
| -0.65% | Jan 21, 2025 | 1 | Jan 22, 2025 | 2 | Jan 24, 2025 | 3 |
| -0.02% | Oct 16, 2024 | 1 | Oct 17, 2024 | 1 | Oct 18, 2024 | 2 |