Ocean Park International ETF (DUKX) Performance
DUKX total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +6.2% since Dec 31, 2025
- 1 year
- +8.1% total return
- Since first price
- +13.8% since 2024
DUKX trailing returns vs SPY, QQQ, AGG
| Period | DUKX total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −4.3% | −4.3% | −1.0% | −5.0% | +0.9% |
| 3 months | −1.0% | −1.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +1.1% | +0.8% | +7.8% | +8.4% | −1.5% |
| YTD | +6.2% | +5.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +8.1% | +5.9% | +14.4% | +15.9% | −1.1% |
| Since inceptionJul 11, 2024 | +13.8% | +8.3% | — | — | — |
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: DUKX vs SPY
From Jul 11, 2024: DUKX grew to $11,379, SPY to $14,015.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
DUKX returns by calendar year
1 of 1 full years positive. Best 2025 (+11.1%), worst 2025 (+11.1%). 2026 is year to date.
DUKX annual returns table
| Year | DUKX | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +6.2% | −9.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +11.1% | −13.2% | +17.7% | +20.8% | +7.2% |
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.
DUKX largest drawdowns
Now 6.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Sep 26, 2024 | −19.5% | Apr 8, 2025 | Oct 3, 2025 | 6 months | 1.0 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
DUKX risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +8.5% |
| Volatility (annualized) | 12.5% |
| Sharpe ratio | 0.39 |
| Sortino ratio | 0.58 |
| Best month | +6.3% |
| Worst month | −8.2% |
| Best 12 months | +29.3% |
| Worst 12 months | −2.3% |
| Positive months | 54% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
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.
DUKX rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 16 | −2.3% | +15.3% | +29.3% | 81% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
DUKX performance overview
Ocean Park International ETF (DUKX) returned +8.1% over the past year, with distributions reinvested. Since its first recorded price on Jul 11, 2024 it has returned +13.8%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −19.5%, from Sep 26, 2024 to Apr 8, 2025, and it took 6 months to get back to the old high. Volatility has been 12.5% a year.
Related: DUKX chart, DUKX dividends. See the DUKX overview for the latest quote and fund facts.
DUKX performance FAQ
What is the DUKX return over the past year?
DUKX returned +8.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 5.9%.
How much would $10,000 invested in DUKX be worth?
$10,000 invested in DUKX at its first recorded close on July 11, 2024 would be worth about $11,379 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of DUKX?
The largest peak-to-trough decline was −19.5% between September 26, 2024 and April 8, 2025. It recovered to the old high on October 3, 2025, 6 months after the bottom.
How volatile is DUKX?
Over the past history DUKX had an annualized volatility of 12.5% and a Sharpe ratio of 0.39 (excess return over 1–3 month T-bills per unit of risk).