Aztlan Global Stock Selection Dm SMID ETF (AZTD) Performance
AZTD total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +10.3% since Dec 31, 2025
- 1 year
- +13.0% total return
- 3 years
- +20.0% a year
- Since first price
- +12.0% a year since 2022
AZTD trailing returns vs SPY, QQQ, AGG
| Period | AZTD total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +2.6% | +2.6% | −1.0% | −5.0% | +0.9% |
| 3 months | −2.4% | −2.4% | +3.2% | +1.9% | −0.4% |
| 6 months | +1.1% | +1.1% | +7.8% | +8.4% | −1.5% |
| YTD | +10.3% | +10.3% | +12.3% | +15.1% | −1.0% |
| 1 year | +13.0% | +11.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +72.7%+20.0%/yr | +67.7% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionAug 18, 2022 | +60.6%+12.0%/yr | +55.9% | — | — | — |
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: AZTD vs SPY
From Aug 18, 2022: AZTD grew to $16,063, SPY to $18,783.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
AZTD returns by calendar year
3 of 3 full years positive. Best 2025 (+25.5%), worst 2024 (+6.9%). 2026 is year to date.
AZTD annual returns table
| Year | AZTD | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +10.3% | −11.2% | +12.3% | +15.1% | −1.0% |
| 2025 | +25.5% | −15.7% | +17.7% | +20.8% | +7.2% |
| 2024 | +6.9% | −11.0% | +24.9% | +25.6% | +1.3% |
| 2023 | +10.3% | −15.8% | +26.2% | +54.9% | +5.7% |
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.
AZTD largest drawdowns
Now 6.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 4, 2024 | −16.8% | Apr 8, 2025 | May 12, 2025 | 4 months | 5 months |
| Jul 31, 2023 | −15.8% | Oct 27, 2023 | Jul 15, 2024 | 3 months | 11 months |
| Aug 18, 2022 | −12.0% | Sep 27, 2022 | Nov 10, 2022 | 40 days | 3 months |
| Feb 25, 2026 | −11.2% | Mar 30, 2026 | Apr 17, 2026 | 33 days | 51 days |
| Jul 16, 2024 | −11.0% | Aug 5, 2024 | Aug 19, 2024 | 20 days | 34 days |
| Feb 2, 2023 | −10.0% | Mar 15, 2023 | Jul 12, 2023 | 41 days | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
AZTD risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +17.4% | +13.2% |
| Volatility (annualized) | 15.4% | 16.7% |
| Sharpe ratio | 0.84 | 0.57 |
| Sortino ratio | 1.50 | 0.95 |
| Best month | +11.4% | +11.4% |
| Worst month | −7.4% | −7.4% |
| Best 12 months | +35.2% | +35.2% |
| Worst 12 months | +6.9% | −1.6% |
| Positive months | 61% | 57% |
| Beta vs S&P 500 | 0.90 | — |
| Correlation with S&P 500 | 0.72 | — |
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.
AZTD rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 39 | −1.6% | +15.0% | +35.2% | 95% |
| 3-year (a year) | 15 | +11.4% | +16.0% | +19.2% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
AZTD performance overview
Aztlan Global Stock Selection Dm SMID ETF (AZTD) returned +13.0% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +12.0% a year, turning $10,000 into about $16,063. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −16.8%, from Dec 4, 2024 to Apr 8, 2025, and it took 34 days to get back to the old high. AZTD finished 3 of its 3 full calendar years with a gain; the best year was 2025 (+25.5%) and the worst 2024 (+6.9%). Volatility has been 16.7% a year.
Related: AZTD chart, AZTD holdings, AZTD dividends. See the AZTD overview for the latest quote and fund facts.
AZTD performance FAQ
What is the AZTD return over the past year?
AZTD returned +13.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 11.8%.
How much would $10,000 invested in AZTD be worth?
$10,000 invested in AZTD at its first recorded close on August 18, 2022 would be worth about $16,063 on October 23, 2026 with distributions reinvested.
What was the worst year for AZTD?
The worst calendar year was 2024, with a total return of +6.9%. The best was 2025 at +25.5%.
What is the biggest drawdown of AZTD?
The largest peak-to-trough decline was −16.8% between December 4, 2024 and April 8, 2025. It recovered to the old high on May 12, 2025, 34 days after the bottom.
How volatile is AZTD?
Over the past 3 years AZTD had an annualized volatility of 15.4% and a Sharpe ratio of 0.84 (excess return over 1–3 month T-bills per unit of risk).