Home Appreciation U.S. REIT ETF (HAUS) Performance
HAUS total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +1.7% since Dec 31, 2025
- 1 year
- +4.3% total return
- 3 years
- +10.8% a year
- Since first price
- +0.9% a year since 2022
HAUS trailing returns vs SPY, QQQ, AGG
| Period | HAUS total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +2.2% | +1.3% | −1.0% | −5.0% | +0.9% |
| 3 months | −6.4% | −7.3% | +3.2% | +1.9% | −0.4% |
| 6 months | −1.1% | −3.8% | +7.8% | +8.4% | −1.5% |
| YTD | +1.7% | −1.5% | +12.3% | +15.1% | −1.0% |
| 1 year | +4.3% | −1.2% | +14.4% | +15.9% | −1.1% |
| 3 years | +35.9%+10.8%/yr | +21.7% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionMar 1, 2022 | +4.3%+0.9%/yr | −11.7% | — | — | — |
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: HAUS vs SPY
From Mar 1, 2022: HAUS grew to $10,431, SPY to $18,831.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
HAUS returns by calendar year
2 of 3 full years positive. Best 2024 (+15.9%), worst 2025 (−1.1%). 2026 is year to date.
HAUS annual returns table
| Year | HAUS | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +1.7% | −13.4% | +12.3% | +15.1% | −1.0% |
| 2025 | −1.1% | −13.8% | +17.7% | +20.8% | +7.2% |
| 2024 | +15.9% | −10.6% | +24.9% | +25.6% | +1.3% |
| 2023 | +13.1% | −17.8% | +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.
HAUS largest drawdowns
Now 8.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Apr 1, 2022 | −34.6% | Mar 23, 2023 | Jul 2, 2026 | 12 months | 4.3 years |
| Jul 2, 2026 | −13.4% | Oct 7, 2026 | not yet | 3 months | 4 months so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
HAUS risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +8.6% | −1.5% |
| Volatility (annualized) | 16.0% | 17.6% |
| Sharpe ratio | 0.32 | -0.23 |
| Sortino ratio | 0.54 | -0.33 |
| Best month | +9.2% | +9.9% |
| Worst month | −6.7% | −9.2% |
| Best 12 months | +39.0% | +39.0% |
| Worst 12 months | −8.2% | −25.8% |
| Positive months | 44% | 41% |
| Beta vs S&P 500 | 0.64 | — |
| Correlation with S&P 500 | 0.50 | — |
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.
HAUS rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 44 | −25.8% | +5.1% | +39.0% | 59% |
| 3-year (a year) | 20 | +0.0% | +7.6% | +11.4% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
HAUS performance overview
Home Appreciation U.S. REIT ETF (HAUS) returned +4.3% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +0.9% a year, turning $10,000 into about $10,431. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −34.6%, from Apr 1, 2022 to Mar 23, 2023, and it took 3.3 years to get back to the old high. HAUS finished 2 of its 3 full calendar years with a gain; the best year was 2024 (+15.9%) and the worst 2025 (−1.1%). Volatility has been 17.6% a year.
Related: HAUS chart, HAUS holdings, HAUS dividends. See the HAUS overview for the latest quote and fund facts.
HAUS performance FAQ
What is the HAUS return over the past year?
HAUS returned +4.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 1.2%.
How much would $10,000 invested in HAUS be worth?
$10,000 invested in HAUS at its first recorded close on March 1, 2022 would be worth about $10,431 on October 23, 2026 with distributions reinvested.
What was the worst year for HAUS?
The worst calendar year was 2025, with a total return of −1.1%. The best was 2024 at +15.9%.
What is the biggest drawdown of HAUS?
The largest peak-to-trough decline was −34.6% between April 1, 2022 and March 23, 2023. It recovered to the old high on July 2, 2026, 3.3 years after the bottom.
How volatile is HAUS?
Over the past 3 years HAUS had an annualized volatility of 16.0% and a Sharpe ratio of 0.32 (excess return over 1–3 month T-bills per unit of risk).