6 Meridian Small Cap Equity ETF (SIXS) Performance
SIXS total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +14.6% since Dec 31, 2025
- 1 year
- +17.3% total return
- 5 years
- +4.4% a year
- Since first price
- +14.5% a year since 2020
SIXS trailing returns vs SPY, QQQ, AGG
| Period | SIXS total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +4.1% | +3.9% | −1.0% | −5.0% | +0.9% |
| 3 months | −1.2% | −1.7% | +3.2% | +1.9% | −0.4% |
| 6 months | +4.6% | +3.7% | +7.8% | +8.4% | −1.5% |
| YTD | +14.6% | +12.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +17.3% | +15.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +47.5%+13.8%/yr | +40.5% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +24.2%+4.4%/yr | +14.8% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionMay 11, 2020 | +139.7%+14.5%/yr | +119.1% | — | — | — |
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: SIXS vs SPY
From May 11, 2020: SIXS grew to $23,972, SPY to $28,408.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SIXS returns by calendar year
4 of 5 full years positive. Best 2021 (+40.7%), worst 2022 (−18.5%). 2026 is year to date.
SIXS annual returns table
| Year | SIXS | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +14.6% | −9.0% | +12.3% | +15.1% | −1.0% |
| 2025 | +4.6% | −17.4% | +17.7% | +20.8% | +7.2% |
| 2024 | +5.9% | −8.9% | +24.9% | +25.6% | +1.3% |
| 2023 | +14.9% | −15.6% | +26.2% | +54.9% | +5.7% |
| 2022 | −18.5% | −27.7% | −18.2% | −32.6% | −13.0% |
| 2021 | +40.7% | −8.1% | +28.7% | +27.4% | −1.8% |
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.
SIXS largest drawdowns
Now 4.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 4, 2022 | −27.7% | Sep 30, 2022 | Jul 30, 2024 | 9 months | 2.6 years |
| Nov 29, 2024 | −19.9% | Apr 8, 2025 | Dec 11, 2025 | 4 months | 1.0 years |
| Jun 8, 2020 | −17.7% | Jul 9, 2020 | Nov 10, 2020 | 31 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.
SIXS risk statistics
| Statistic | 3 years | 5 years | Since 2020 |
|---|---|---|---|
| Annualized return | +10.4% | +4.5% | +12.5% |
| Volatility (annualized) | 15.8% | 17.6% | 17.6% |
| Sharpe ratio | 0.43 | 0.13 | 0.60 |
| Sortino ratio | 0.77 | 0.20 | 1.04 |
| Best month | +11.9% | +11.9% | +14.8% |
| Worst month | −6.2% | −10.1% | −10.1% |
| Best 12 months | +27.8% | +27.8% | +72.6% |
| Worst 12 months | −5.5% | −19.6% | −19.6% |
| Positive months | 53% | 52% | 57% |
| Beta vs S&P 500 | 0.58 | 0.75 | — |
| Correlation with S&P 500 | 0.46 | 0.67 | — |
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.
SIXS rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 66 | −19.6% | +5.5% | +72.6% | 74% |
| 3-year (a year) | 42 | −0.3% | +6.8% | +15.6% | 93% |
| 5-year (a year) | 18 | +3.8% | +6.7% | +12.6% | 100% |
Every holding period starting at a month-end since 2020. Returns for 3 years and longer are annualized.
SIXS performance overview
6 Meridian Small Cap Equity ETF (SIXS) returned +17.3% over the past year and +4.4% a year over five years, with distributions reinvested. Since its first recorded price in 2020 it has returned +14.5% a year, turning $10,000 into about $23,972. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −27.7%, from Jan 4, 2022 to Sep 30, 2022, and it took 1.8 years to get back to the old high. SIXS finished 4 of its 5 full calendar years with a gain; the best year was 2021 (+40.7%) and the worst 2022 (−18.5%). Volatility has been 17.6% a year.
Related: SIXS chart, SIXS holdings, SIXS dividends, SIXS valuation. See the SIXS overview for the latest quote and fund facts.
SIXS performance FAQ
What is the SIXS return over the past year?
SIXS returned +17.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 15.0%.
What is the average annual return of SIXS?
SIXS has returned +4.4% a year over 5 years, +14.5% a year since May 11, 2020 (total return, distributions reinvested).
How much would $10,000 invested in SIXS be worth?
$10,000 invested in SIXS at its first recorded close on May 11, 2020 would be worth about $23,972 on October 23, 2026 with distributions reinvested.
What was the worst year for SIXS?
The worst calendar year was 2022, with a total return of −18.5%. The best was 2021 at +40.7%.
What is the biggest drawdown of SIXS?
The largest peak-to-trough decline was −27.7% between January 4, 2022 and September 30, 2022. It recovered to the old high on July 30, 2024, 1.8 years after the bottom.
How volatile is SIXS?
Over the past 3 years SIXS had an annualized volatility of 15.8% and a Sharpe ratio of 0.43 (excess return over 1–3 month T-bills per unit of risk).