Twin Oak Active Opportunities ETF (TSPX) Performance
TSPX total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +9.4% since Dec 31, 2025
- 1 year
- +11.4% total return
- Since first price
- +28.0% since 2025
TSPX trailing returns vs AGG, TLT, SPY
| Period | TSPX total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −0.8% | −0.8% | +0.9% | +1.5% | −1.0% |
| 3 months | +2.7% | +2.7% | −0.4% | −1.0% | +3.2% |
| 6 months | +6.2% | +6.2% | −1.5% | −3.8% | +7.8% |
| YTD | +9.4% | +9.4% | −1.0% | −3.4% | +12.3% |
| 1 year | +11.4% | +9.0% | −1.1% | −6.9% | +14.4% |
| Since inceptionFeb 24, 2025 | +28.0% | +25.3% | — | — | — |
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: TSPX vs AGG
From Feb 24, 2025: TSPX grew to $12,797, AGG to $10,441.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
TSPX returns by calendar year
2026 is year to date.
TSPX annual returns table
| Year | TSPX | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +9.4% | −6.8% | −1.0% | −3.4% | +12.3% |
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.
TSPX largest drawdowns
Now 2.0% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 28, 2025 | −6.9% | Apr 8, 2025 | May 2, 2025 | 39 days | 2 months |
| Jan 28, 2026 | −6.8% | Mar 30, 2026 | Apr 14, 2026 | 2 months | 2 months |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
TSPX risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +16.9% |
| Volatility (annualized) | 9.1% |
| Sharpe ratio | 1.35 |
| Sortino ratio | 3.17 |
| Best month | +8.1% |
| Worst month | −3.8% |
| Best 12 months | +23.0% |
| Worst 12 months | +12.6% |
| Positive months | 74% |
| 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.
TSPX rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 9 | +10.1% | +15.9% | +23.0% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
TSPX performance overview
Twin Oak Active Opportunities ETF (TSPX) returned +11.4% over the past year, with distributions reinvested. Since its first recorded price on Feb 24, 2025 it has returned +28.0%. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −6.9%, from Feb 28, 2025 to Apr 8, 2025, and it took 24 days to get back to the old high. Volatility has been 9.1% a year.
Related: TSPX chart, TSPX dividends, TSPX bond profile. See the TSPX overview for the latest quote and fund facts.
TSPX performance FAQ
What is the TSPX return over the past year?
TSPX returned +11.4% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 9.0%.
How much would $10,000 invested in TSPX be worth?
$10,000 invested in TSPX at its first recorded close on February 24, 2025 would be worth about $12,797 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of TSPX?
The largest peak-to-trough decline was −6.9% between February 28, 2025 and April 8, 2025. It recovered to the old high on May 2, 2025, 24 days after the bottom.
How volatile is TSPX?
Over the past history TSPX had an annualized volatility of 9.1% and a Sharpe ratio of 1.35 (excess return over 1–3 month T-bills per unit of risk).