3EDGE Dynamic US Equity ETF (EDGU) Performance
EDGU total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +11.0% since Dec 31, 2025
- 1 year
- +12.2% total return
- Since first price
- +27.8% since 2024
EDGU trailing returns vs SPY, QQQ, AGG
| Period | EDGU total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.0% | −1.1% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.6% | +1.5% | +3.2% | +1.9% | −0.4% |
| 6 months | +6.0% | +5.8% | +7.8% | +8.4% | −1.5% |
| YTD | +11.0% | +10.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +12.2% | +11.4% | +14.4% | +15.9% | −1.1% |
| Since inceptionOct 3, 2024 | +27.8% | +26.3% | — | — | — |
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: EDGU vs SPY
From Oct 3, 2024: EDGU grew to $12,776, SPY to $13,693.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
EDGU returns by calendar year
1 of 1 full years positive. Best 2025 (+14.8%), worst 2025 (+14.8%). 2026 is year to date.
EDGU annual returns table
| Year | EDGU | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +11.0% | −7.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +14.8% | −17.6% | +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.
EDGU largest drawdowns
Now 3.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 19, 2025 | −17.6% | Apr 8, 2025 | Jul 22, 2025 | 48 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.
EDGU risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +13.8% |
| Volatility (annualized) | 12.5% |
| Sharpe ratio | 0.78 |
| Sortino ratio | 1.35 |
| Best month | +8.3% |
| Worst month | −5.5% |
| Best 12 months | +27.9% |
| Worst 12 months | +8.8% |
| Positive months | 65% |
| 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.
EDGU rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 13 | +8.8% | +15.3% | +27.9% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
EDGU performance overview
3EDGE Dynamic US Equity ETF (EDGU) returned +12.2% over the past year, with distributions reinvested. Since its first recorded price on Oct 3, 2024 it has returned +27.8%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −17.6%, from Feb 19, 2025 to Apr 8, 2025, and it took 3 months to get back to the old high. Volatility has been 12.5% a year.
Related: EDGU chart, EDGU holdings, EDGU dividends. See the EDGU overview for the latest quote and fund facts.
EDGU performance FAQ
What is the EDGU return over the past year?
EDGU returned +12.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 11.4%.
How much would $10,000 invested in EDGU be worth?
$10,000 invested in EDGU at its first recorded close on October 3, 2024 would be worth about $12,776 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of EDGU?
The largest peak-to-trough decline was −17.6% between February 19, 2025 and April 8, 2025. It recovered to the old high on July 22, 2025, 3 months after the bottom.
How volatile is EDGU?
Over the past history EDGU had an annualized volatility of 12.5% and a Sharpe ratio of 0.78 (excess return over 1–3 month T-bills per unit of risk).