Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVES (Dan IVES Wedbush AI Revolution ETF) | 20.31% | 46.42% | 2.24% | -5.61% | 4.20% | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 03/10/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVES (Dan IVES Wedbush AI Revolution ETF) | 03/10/2016 | 06/18/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.90 | 46.42 | 2.24 | -5.61 | 4.20 | NA | NA | … | … | 20.31 | -33.52 | 20.81 | 39.27 | -38.90 | -7.23 | 41.42 | 27.78 | -18.61 | 35.56 | 7.54 |
| Sharpe Ratio | NA | 1.46 | -0.05 | -0.20 | 0.07 | NA | NA | … | … | 1.28 | -0.50 | 0.73 | 1.47 | -1.04 | -0.29 | 1.09 | 1.82 | -0.99 | 2.64 | 0.53 |
| Standard Deviation(%) | NA | 26.85 | 46.40 | 41.32 | 33.57 | NA | NA | … | … | 30.69 | 73.14 | 22.11 | 23.97 | 38.91 | 25.23 | 37.48 | 14.46 | 20.22 | 13.28 | 17.33 |
| Draw Down(%) | NA | 22.64 | 53.30 | 55.14 | 57.58 | NA | NA | … | … | 19.09 | 53.30 | 11.93 | 14.56 | 45.87 | 26.45 | 41.60 | 7.44 | 28.59 | 7.58 | 13.33 |
| Yield(%) | 0.00 | 0.50 | 0.22 | 0.09 | 0.58 | 0.40 | 0.30 | … | … | 0.00 | 0.27 | 0.26 | 0.00 | 0.00 | 0.00 | 0.55 | 1.46 | 0.30 | 1.38 | 0.67 |
Data as of 06/18/2026, Common starting date is 03/10/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVES (Dan IVES Wedbush AI Revolution ETF) |
-7.92%
Jan 2021 – Jan 2024 |
-10.76%
Feb 2021 – Feb 2026 |
2.73%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVES (Dan IVES Wedbush AI Revolution ETF) |
18.79%
Dec 2018 – Dec 2021 |
17.04%
Oct 2016 – Oct 2021 |
4.94%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart