Relative Sentiment Tactical Allocation ETF (MOOD) Performance
MOOD total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +15.5% since Dec 31, 2025
- 1 year
- +20.5% total return
- 3 years
- +23.0% a year
- Since first price
- +14.9% a year since 2022
MOOD trailing returns vs SPY, QQQ, AGG
| Period | MOOD total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.6% | −0.6% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.9% | +1.9% | +3.2% | +1.9% | −0.4% |
| 6 months | +5.0% | +5.0% | +7.8% | +8.4% | −1.5% |
| YTD | +15.5% | +15.5% | +12.3% | +15.1% | −1.0% |
| 1 year | +20.5% | +20.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +86.3%+23.0%/yr | +80.7% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionMay 19, 2022 | +85.2%+14.9%/yr | +77.1% | — | — | — |
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: MOOD vs SPY
From May 19, 2022: MOOD grew to $18,524, SPY to $20,726.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
MOOD returns by calendar year
3 of 3 full years positive. Best 2025 (+30.4%), worst 2024 (+12.5%). 2026 is year to date.
MOOD annual returns table
| Year | MOOD | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +15.5% | −9.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +30.4% | −4.7% | +17.7% | +20.8% | +7.2% |
| 2024 | +12.5% | −5.6% | +24.9% | +25.6% | +1.3% |
| 2023 | +12.6% | −9.2% | +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.
MOOD largest drawdowns
Now 1.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Aug 16, 2022 | −14.3% | Oct 14, 2022 | Jan 26, 2023 | 59 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.
MOOD risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +22.1% | +15.2% |
| Volatility (annualized) | 9.7% | 12.4% |
| Sharpe ratio | 1.67 | 0.87 |
| Sortino ratio | 3.19 | 1.41 |
| Best month | +7.6% | +7.6% |
| Worst month | −6.0% | −8.8% |
| Best 12 months | +42.4% | +42.4% |
| Worst 12 months | +12.5% | +2.0% |
| Positive months | 81% | 71% |
| Beta vs S&P 500 | 0.51 | — |
| Correlation with S&P 500 | 0.65 | — |
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.
MOOD rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 42 | +2.0% | +15.4% | +42.4% | 100% |
| 3-year (a year) | 18 | +9.7% | +18.7% | +23.1% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
MOOD performance overview
Relative Sentiment Tactical Allocation ETF (MOOD) returned +20.5% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +14.9% a year, turning $10,000 into about $18,524. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −14.3%, from Aug 16, 2022 to Oct 14, 2022, and it took 3 months to get back to the old high. MOOD finished 3 of its 3 full calendar years with a gain; the best year was 2025 (+30.4%) and the worst 2024 (+12.5%). Volatility has been 12.4% a year.
Related: MOOD chart, MOOD holdings, MOOD dividends. See the MOOD overview for the latest quote and fund facts.
MOOD performance FAQ
What is the MOOD return over the past year?
MOOD returned +20.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 20.0%.
How much would $10,000 invested in MOOD be worth?
$10,000 invested in MOOD at its first recorded close on May 19, 2022 would be worth about $18,524 on October 23, 2026 with distributions reinvested.
What was the worst year for MOOD?
The worst calendar year was 2024, with a total return of +12.5%. The best was 2025 at +30.4%.
What is the biggest drawdown of MOOD?
The largest peak-to-trough decline was −14.3% between August 16, 2022 and October 14, 2022. It recovered to the old high on January 26, 2023, 3 months after the bottom.
How volatile is MOOD?
Over the past 3 years MOOD had an annualized volatility of 9.7% and a Sharpe ratio of 1.67 (excess return over 1–3 month T-bills per unit of risk).