Columbia Research Enhanced Value ETF (REVS) Performance
REVS total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +20.9% since Dec 31, 2025
- 1 year
- +24.3% total return
- 5 years
- +12.4% a year
- Since first price
- +13.5% a year since 2019
REVS trailing returns vs SPY, QQQ, AGG
| Period | REVS total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +3.2% | +3.2% | −1.0% | −5.0% | +0.9% |
| 3 months | +5.4% | +5.4% | +3.2% | +1.9% | −0.4% |
| 6 months | +13.2% | +13.2% | +7.8% | +8.4% | −1.5% |
| YTD | +20.9% | +20.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +24.3% | +21.7% | +14.4% | +15.9% | −1.1% |
| 3 years | +85.6%+22.9%/yr | +74.0% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +79.4%+12.4%/yr | +62.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionSep 25, 2019 | +144.3%+13.5%/yr | +71.4% | — | — | — |
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: REVS vs SPY
From Sep 25, 2019: REVS grew to $24,432, SPY to $28,221.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
REVS returns by calendar year
5 of 6 full years positive. Best 2021 (+28.5%), worst 2022 (−6.2%). 2026 is year to date.
REVS annual returns table
| Year | REVS | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +20.9% | −6.9% | +12.3% | +15.1% | −1.0% |
| 2025 | +16.8% | −15.1% | +17.7% | +20.8% | +7.2% |
| 2024 | +16.4% | −7.6% | +24.9% | +25.6% | +1.3% |
| 2023 | +13.5% | −11.3% | +26.2% | +54.9% | +5.7% |
| 2022 | −6.2% | −18.0% | −18.2% | −32.6% | −13.0% |
| 2021 | +28.5% | −6.0% | +28.7% | +27.4% | −1.8% |
| 2020 | +1.4% | −37.9% | +18.3% | +48.6% | +7.5% |
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.
REVS largest drawdowns
Now 0.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 12, 2020 | −37.9% | Mar 23, 2020 | Jan 6, 2021 | 40 days | 11 months |
| Apr 20, 2022 | −18.0% | Sep 30, 2022 | Jul 18, 2023 | 5 months | 1.2 years |
| Nov 29, 2024 | −16.4% | Apr 8, 2025 | Jul 1, 2025 | 4 months | 7 months |
| Jul 26, 2023 | −11.3% | Oct 27, 2023 | Dec 14, 2023 | 3 months | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
REVS risk statistics
| Statistic | 3 years | 5 years | Since 2019 |
|---|---|---|---|
| Annualized return | +19.7% | +12.5% | +13.0% |
| Volatility (annualized) | 12.2% | 14.5% | 16.8% |
| Sharpe ratio | 1.19 | 0.64 | 0.65 |
| Sortino ratio | 2.05 | 1.02 | 1.02 |
| Best month | +7.6% | +10.4% | +14.4% |
| Worst month | −6.6% | −8.8% | −15.7% |
| Best 12 months | +33.2% | +33.2% | +55.4% |
| Worst 12 months | +7.2% | −10.0% | −10.0% |
| Positive months | 75% | 63% | 63% |
| Beta vs S&P 500 | 0.76 | 0.79 | — |
| Correlation with S&P 500 | 0.77 | 0.86 | — |
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.
REVS rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 74 | −10.0% | +15.2% | +55.4% | 85% |
| 3-year (a year) | 50 | +5.5% | +12.3% | +23.0% | 100% |
| 5-year (a year) | 26 | +10.0% | +12.9% | +17.4% | 100% |
Every holding period starting at a month-end since 2019. Returns for 3 years and longer are annualized.
REVS performance overview
Columbia Research Enhanced Value ETF (REVS) returned +24.3% over the past year and +12.4% a year over five years, with distributions reinvested. Since its first recorded price in 2019 it has returned +13.5% a year, turning $10,000 into about $24,432. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −37.9%, from Feb 12, 2020 to Mar 23, 2020, and it took 9 months to get back to the old high. REVS finished 5 of its 6 full calendar years with a gain; the best year was 2021 (+28.5%) and the worst 2022 (−6.2%). Volatility has been 16.8% a year.
Related: REVS chart, REVS holdings, REVS dividends, REVS valuation. See the REVS overview for the latest quote and fund facts.
REVS performance FAQ
What is the REVS return over the past year?
REVS returned +24.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 21.7%.
What is the average annual return of REVS?
REVS has returned +12.4% a year over 5 years, +13.5% a year since September 25, 2019 (total return, distributions reinvested).
How much would $10,000 invested in REVS be worth?
$10,000 invested in REVS at its first recorded close on September 25, 2019 would be worth about $24,432 on October 23, 2026 with distributions reinvested.
What was the worst year for REVS?
The worst calendar year was 2022, with a total return of −6.2%. The best was 2021 at +28.5%.
What is the biggest drawdown of REVS?
The largest peak-to-trough decline was −37.9% between February 12, 2020 and March 23, 2020. It recovered to the old high on January 6, 2021, 9 months after the bottom.
How volatile is REVS?
Over the past 3 years REVS had an annualized volatility of 12.2% and a Sharpe ratio of 1.19 (excess return over 1–3 month T-bills per unit of risk).