American Customer Satisfaction ETF (ACSI) Performance
ACSI total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +13.3% since Dec 31, 2025
- 1 year
- +15.0% total return
- 5 years
- +8.5% a year
- Since first price
- +12.9% a year since 2016
ACSI trailing returns vs SPY, QQQ, AGG
| Period | ACSI total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.8% | −0.8% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.2% | +1.2% | +3.2% | +1.9% | −0.4% |
| 6 months | +9.2% | +9.2% | +7.8% | +8.4% | −1.5% |
| YTD | +13.3% | +13.3% | +12.3% | +15.1% | −1.0% |
| 1 year | +15.0% | +14.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +78.1%+21.2%/yr | +73.5% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +50.7%+8.5%/yr | +45.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionNov 1, 2016 | +234.0%+12.9%/yr | +204.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: ACSI vs SPY
From Nov 1, 2016: ACSI grew to $33,399, SPY to $42,173.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
ACSI returns by calendar year
7 of 9 full years positive. Best 2019 (+24.9%), worst 2022 (−20.9%). 2026 is year to date.
ACSI annual returns table
| Year | ACSI | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +13.3% | −7.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +10.7% | −15.3% | +17.7% | +20.8% | +7.2% |
| 2024 | +22.5% | −7.1% | +24.9% | +25.6% | +1.3% |
| 2023 | +21.1% | −11.4% | +26.2% | +54.9% | +5.7% |
| 2022 | −20.9% | −24.9% | −18.2% | −32.6% | −13.0% |
| 2021 | +23.3% | −6.6% | +28.7% | +27.4% | −1.8% |
| 2020 | +22.9% | −34.5% | +18.3% | +48.6% | +7.5% |
| 2019 | +24.9% | −7.3% | +31.2% | +39.0% | +8.5% |
| 2018 | −5.0% | −18.9% | −4.6% | −0.1% | +0.1% |
| 2017 | +15.8% | −2.8% | +21.7% | +32.7% | +3.6% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
ACSI largest drawdowns
Now 3.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 20, 2020 | −34.5% | Mar 23, 2020 | Aug 12, 2020 | 32 days | 6 months |
| Jan 3, 2022 | −24.9% | Oct 14, 2022 | May 7, 2024 | 9 months | 2.3 years |
| Sep 21, 2018 | −18.9% | Dec 24, 2018 | May 3, 2019 | 3 months | 7 months |
| Jan 30, 2025 | −15.3% | Apr 8, 2025 | Jul 3, 2025 | 2 months | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
ACSI risk statistics
| Statistic | 3 years | 5 years | Since 2016 |
|---|---|---|---|
| Annualized return | +20.3% | +9.7% | +12.2% |
| Volatility (annualized) | 11.9% | 15.7% | 15.8% |
| Sharpe ratio | 1.26 | 0.44 | 0.66 |
| Sortino ratio | 2.69 | 0.69 | 1.02 |
| Best month | +9.1% | +10.1% | +13.1% |
| Worst month | −5.4% | −10.0% | −14.9% |
| Best 12 months | +33.9% | +33.9% | +66.5% |
| Worst 12 months | +6.3% | −20.9% | −20.9% |
| Positive months | 64% | 55% | 66% |
| Beta vs S&P 500 | 0.87 | 0.95 | — |
| Correlation with S&P 500 | 0.91 | 0.95 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
ACSI rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 108 | −20.9% | +13.4% | +66.5% | 82% |
| 3-year (a year) | 84 | +1.4% | +11.3% | +23.7% | 100% |
| 5-year (a year) | 60 | +6.5% | +10.5% | +17.1% | 100% |
Every holding period starting at a month-end since 2016. Returns for 3 years and longer are annualized.
ACSI performance overview
American Customer Satisfaction ETF (ACSI) returned +15.0% over the past year and +8.5% a year over five years, with distributions reinvested. Since its first recorded price in 2016 it has returned +12.9% a year, turning $10,000 into about $33,399. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −34.5%, from Feb 20, 2020 to Mar 23, 2020, and it took 5 months to get back to the old high. ACSI finished 7 of its 9 full calendar years with a gain; the best year was 2019 (+24.9%) and the worst 2022 (−20.9%). Volatility has been 15.8% a year.
Related: ACSI chart, ACSI holdings, ACSI dividends, ACSI valuation. See the ACSI overview for the latest quote and fund facts.
ACSI performance FAQ
What is the ACSI return over the past year?
ACSI returned +15.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 14.0%.
What is the average annual return of ACSI?
ACSI has returned +8.5% a year over 5 years, +12.9% a year since November 1, 2016 (total return, distributions reinvested).
How much would $10,000 invested in ACSI be worth?
$10,000 invested in ACSI at its first recorded close on November 1, 2016 would be worth about $33,399 on October 23, 2026 with distributions reinvested.
What was the worst year for ACSI?
The worst calendar year was 2022, with a total return of −20.9%. The best was 2019 at +24.9%.
What is the biggest drawdown of ACSI?
The largest peak-to-trough decline was −34.5% between February 20, 2020 and March 23, 2020. It recovered to the old high on August 12, 2020, 5 months after the bottom.
How volatile is ACSI?
Over the past 3 years ACSI had an annualized volatility of 11.9% and a Sharpe ratio of 1.26 (excess return over 1–3 month T-bills per unit of risk).