Advisor Managed Portfolios (MVPA) Performance
MVPA total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +7.7% since Dec 31, 2025
- 1 year
- +3.8% total return
- Since first price
- +47.1% since 2024
MVPA trailing returns vs SPY, QQQ, AGG
| Period | MVPA total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.7% | +0.7% | −1.0% | −5.0% | +0.9% |
| 3 months | +3.4% | +3.4% | +3.2% | +1.9% | −0.4% |
| 6 months | +4.5% | +4.5% | +7.8% | +8.4% | −1.5% |
| YTD | +7.7% | +7.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +3.8% | +3.2% | +14.4% | +15.9% | −1.1% |
| Since inceptionJan 31, 2024 | +47.1% | +44.9% | — | — | — |
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: MVPA vs SPY
From Jan 31, 2024: MVPA grew to $14,706, SPY to $16,253.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
MVPA returns by calendar year
0 of 1 full years positive. Best 2025 (−2.9%), worst 2025 (−2.9%). 2026 is year to date.
MVPA annual returns table
| Year | MVPA | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +7.7% | −13.8% | +12.3% | +15.1% | −1.0% |
| 2025 | −2.9% | −25.9% | +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.
MVPA largest drawdowns
Now 6.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 14, 2025 | −25.9% | Apr 8, 2025 | Aug 5, 2026 | 53 days | 1.5 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
MVPA risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +13.8% |
| Volatility (annualized) | 21.9% |
| Sharpe ratio | 0.50 |
| Sortino ratio | 0.91 |
| Best month | +16.8% |
| Worst month | −9.1% |
| Best 12 months | +48.0% |
| Worst 12 months | −9.1% |
| Positive months | 53% |
| 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.
MVPA rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 22 | −9.1% | +3.6% | +48.0% | 68% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
MVPA performance overview
Advisor Managed Portfolios (MVPA) returned +3.8% over the past year, with distributions reinvested. Since its first recorded price on Jan 31, 2024 it has returned +47.1%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −25.9%, from Feb 14, 2025 to Apr 8, 2025, and it took 1.3 years to get back to the old high. Volatility has been 21.9% a year.
Related: MVPA chart, MVPA holdings, MVPA dividends. See the MVPA overview for the latest quote and fund facts.
MVPA performance FAQ
What is the MVPA return over the past year?
MVPA returned +3.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 3.2%.
How much would $10,000 invested in MVPA be worth?
$10,000 invested in MVPA at its first recorded close on January 31, 2024 would be worth about $14,706 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of MVPA?
The largest peak-to-trough decline was −25.9% between February 14, 2025 and April 8, 2025. It recovered to the old high on August 5, 2026, 1.3 years after the bottom.
How volatile is MVPA?
Over the past history MVPA had an annualized volatility of 21.9% and a Sharpe ratio of 0.50 (excess return over 1–3 month T-bills per unit of risk).