IVES
Dan IVES Wedbush AI Revolution ETF
$35.44−0.66 (−1.83%)Close Nov 13, 2026
Jun 4, 2025 – Nov 13, 2026, Dividends reinvested
- Final balance
- $14,022
- CAGR
- +26.40%
- Max drawdown
- −22.64%
- Sharpe ratio
- 0.97
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Growth of $10,000
Trailing returns (%)
Total
- 1M
- −14.29%
- 3M
- −11.97%
- 6M
- −2.82%
- YTD
- +12.12%
- 1Y
- +10.86%
Per year
- Since 2025
- +26.40%
Annual returns
2025 from Jun 4 · 2026 through Nov 13
IVES returns by year
| Year | Return |
|---|---|
| 2026 through Nov 13 | +12.12% |
| 2025 from Jun 4 | +25.06% |
Metrics
Since 2025| Volatility | 28.48% |
|---|---|
| Sortino ratio | 1.36 |
| Calmar ratio | 1.17 |
| Best year | — |
| Worst year | — |
| Positive years | — |
| Longest drawdown | 6 months |
Worst drawdowns
Since 2025| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −22.6% | Oct 2025 | Mar 2026 | May 2026 | 6 months |
| −21.5% | Oct 2026 | Nov 2026 | Not yet | 1 month so far |
| −18.6% | Jun 2026 | Jul 2026 | Sep 2026 | 4 months |
| −4.6% | Aug 2025 | Aug 2025 | Aug 2025 | 2 weeks |
| −4.3% | Jul 2025 | Aug 2025 | Aug 2025 | 2 weeks |