SGI Dynamic Tactical ETF (DYTA) Performance
DYTA total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +6.5% since Dec 31, 2025
- 1 year
- +8.1% total return
- 3 years
- +12.9% a year
- Since first price
- +10.0% a year since 2023
DYTA trailing returns vs SPY, QQQ, AGG
| Period | DYTA total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −2.3% | −2.3% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.6% | −0.6% | +3.2% | +1.9% | −0.4% |
| 6 months | +4.0% | +4.0% | +7.8% | +8.4% | −1.5% |
| YTD | +6.5% | +6.5% | +12.3% | +15.1% | −1.0% |
| 1 year | +8.1% | +6.3% | +14.4% | +15.9% | −1.1% |
| 3 years | +43.8%+12.9%/yr | +26.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionMar 30, 2023 | +40.6%+10.0%/yr | +23.8% | — | — | — |
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: DYTA vs SPY
From Mar 30, 2023: DYTA grew to $14,062, SPY to $19,662.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
DYTA returns by calendar year
2 of 2 full years positive. Best 2024 (+13.6%), worst 2025 (+6.9%). 2026 is year to date.
DYTA annual returns table
| Year | DYTA | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +6.5% | −9.3% | +12.3% | +15.1% | −1.0% |
| 2025 | +6.9% | −8.8% | +17.7% | +20.8% | +7.2% |
| 2024 | +13.6% | −7.8% | +24.9% | +25.6% | +1.3% |
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.
DYTA risk statistics
| Statistic | 3 years | Since 2023 |
|---|---|---|
| Annualized return | +13.0% | +10.5% |
| Volatility (annualized) | 10.0% | 10.0% |
| Sharpe ratio | 0.84 | 0.60 |
| Sortino ratio | 1.45 | 0.98 |
| Best month | +7.9% | +7.9% |
| Worst month | −5.5% | −5.5% |
| Best 12 months | +25.7% | +25.7% |
| Worst 12 months | +1.9% | +1.9% |
| Positive months | 75% | 71% |
| Beta vs S&P 500 | 0.72 | — |
| Correlation with S&P 500 | 0.90 | — |
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.
DYTA rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 32 | +1.9% | +10.9% | +25.7% | 100% |
| 3-year (a year) | 8 | +7.8% | +11.5% | +13.0% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
DYTA performance overview
SGI Dynamic Tactical ETF (DYTA) returned +8.1% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +10.0% a year, turning $10,000 into about $14,062. Over the same year S&P 500 (SPY) returned +14.4%.
Related: DYTA chart, DYTA dividends. See the DYTA overview for the latest quote and fund facts.
DYTA performance FAQ
What is the DYTA return over the past year?
DYTA returned +8.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 6.3%.
How much would $10,000 invested in DYTA be worth?
$10,000 invested in DYTA at its first recorded close on March 30, 2023 would be worth about $14,062 on October 23, 2026 with distributions reinvested.
What was the worst year for DYTA?
The worst calendar year was 2025, with a total return of +6.9%. The best was 2024 at +13.6%.
How volatile is DYTA?
Over the past 3 years DYTA had an annualized volatility of 10.0% and a Sharpe ratio of 0.84 (excess return over 1–3 month T-bills per unit of risk).