Advisor Managed Portfolios (MVPL) Performance
MVPL total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +15.6% since Dec 31, 2025
- 1 year
- +19.6% total return
- Since first price
- +85.3% since 2024
MVPL trailing returns vs SPY, QQQ, AGG
| Period | MVPL total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −2.5% | −2.5% | −1.0% | −5.0% | +0.9% |
| 3 months | +4.6% | +4.6% | +3.2% | +1.9% | −0.4% |
| 6 months | +12.0% | +12.0% | +7.8% | +8.4% | −1.5% |
| YTD | +15.6% | +15.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +19.6% | +18.2% | +14.4% | +15.9% | −1.1% |
| Since inceptionFeb 28, 2024 | +85.3% | +71.7% | — | — | — |
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: MVPL vs SPY
From Feb 28, 2024: MVPL grew to $18,531, SPY to $15,503.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
MVPL returns by calendar year
1 of 1 full years positive. Best 2025 (+29.1%), worst 2025 (+29.1%). 2026 is year to date.
MVPL annual returns table
| Year | MVPL | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +15.6% | −12.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +29.1% | −25.7% | +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.
MVPL largest drawdowns
Now 5.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 19, 2025 | −25.7% | Apr 8, 2025 | Jun 30, 2025 | 48 days | 4 months |
| Jul 16, 2024 | −15.0% | Aug 6, 2024 | Sep 19, 2024 | 21 days | 2 months |
| Oct 28, 2025 | −12.7% | Mar 30, 2026 | Apr 16, 2026 | 5 months | 6 months |
| Mar 28, 2024 | −11.1% | Apr 19, 2024 | May 15, 2024 | 22 days | 48 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
MVPL risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +27.2% |
| Volatility (annualized) | 21.5% |
| Sharpe ratio | 1.04 |
| Sortino ratio | 1.94 |
| Best month | +17.0% |
| Worst month | −9.9% |
| Best 12 months | +52.0% |
| Worst 12 months | +6.1% |
| Positive months | 61% |
| 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.
MVPL rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 21 | +6.1% | +24.0% | +52.0% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
MVPL performance overview
Advisor Managed Portfolios (MVPL) returned +19.6% over the past year, with distributions reinvested. Since its first recorded price on Feb 28, 2024 it has returned +85.3%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −25.7%, from Feb 19, 2025 to Apr 8, 2025, and it took 3 months to get back to the old high. Volatility has been 21.5% a year.
Related: MVPL chart, MVPL dividends. See the MVPL overview for the latest quote and fund facts.
MVPL performance FAQ
What is the MVPL return over the past year?
MVPL returned +19.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 18.2%.
How much would $10,000 invested in MVPL be worth?
$10,000 invested in MVPL at its first recorded close on February 28, 2024 would be worth about $18,531 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of MVPL?
The largest peak-to-trough decline was −25.7% between February 19, 2025 and April 8, 2025. It recovered to the old high on June 30, 2025, 3 months after the bottom.
How volatile is MVPL?
Over the past history MVPL had an annualized volatility of 21.5% and a Sharpe ratio of 1.04 (excess return over 1–3 month T-bills per unit of risk).