Longview Advantage ETF (EBI) Performance
EBI total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +18.1% since Dec 31, 2025
- 1 year
- +22.3% total return
- Since first price
- +36.8% since 2025
EBI trailing returns vs SPY, QQQ, AGG
| Period | EBI total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.4% | +0.4% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.9% | +1.9% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.9% | +7.2% | +7.8% | +8.4% | −1.5% |
| YTD | +18.1% | +17.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +22.3% | +20.8% | +14.4% | +15.9% | −1.1% |
| Since inceptionFeb 27, 2025 | +36.8% | +34.5% | — | — | — |
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: EBI vs SPY
From Feb 27, 2025: EBI grew to $13,680, SPY to $13,245.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
EBI returns by calendar year
2026 is year to date.
EBI annual returns table
| Year | EBI | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +18.1% | −7.1% | +12.3% | +15.1% | −1.0% |
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.
EBI largest drawdowns
Now 2.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 28, 2025 | −17.0% | Apr 8, 2025 | Jun 24, 2025 | 39 days | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
EBI risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +19.7% |
| Volatility (annualized) | 11.8% |
| Sharpe ratio | 1.27 |
| Sortino ratio | 2.25 |
| Best month | +8.2% |
| Worst month | −5.4% |
| Best 12 months | +37.9% |
| Worst 12 months | +20.7% |
| Positive months | 79% |
| 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.
EBI rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 9 | +20.7% | +26.7% | +37.9% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
EBI performance overview
Longview Advantage ETF (EBI) returned +22.3% over the past year, with distributions reinvested. Since its first recorded price on Feb 27, 2025 it has returned +36.8%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −17.0%, from Feb 28, 2025 to Apr 8, 2025, and it took 3 months to get back to the old high. Volatility has been 11.8% a year.
Related: EBI chart, EBI holdings, EBI dividends, EBI valuation. See the EBI overview for the latest quote and fund facts.
EBI performance FAQ
What is the EBI return over the past year?
EBI returned +22.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 20.8%.
How much would $10,000 invested in EBI be worth?
$10,000 invested in EBI at its first recorded close on February 27, 2025 would be worth about $13,680 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of EBI?
The largest peak-to-trough decline was −17.0% between February 28, 2025 and April 8, 2025. It recovered to the old high on June 24, 2025, 3 months after the bottom.
How volatile is EBI?
Over the past history EBI had an annualized volatility of 11.8% and a Sharpe ratio of 1.27 (excess return over 1–3 month T-bills per unit of risk).