STF Tactical Growth ETF (TUG) Performance
TUG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +15.9% since Dec 31, 2025
- 1 year
- +17.1% total return
- 3 years
- +23.1% a year
- Since first price
- +17.0% a year since 2022
TUG trailing returns vs SPY, QQQ, AGG
| Period | TUG total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −3.9% | −3.9% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.3% | +2.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +9.7% | +9.7% | +7.8% | +8.4% | −1.5% |
| YTD | +15.9% | +15.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +17.1% | +15.2% | +14.4% | +15.9% | −1.1% |
| 3 years | +86.3%+23.1%/yr | +74.5% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionMay 20, 2022 | +100.1%+17.0%/yr | +83.6% | — | — | — |
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: TUG vs SPY
From May 20, 2022: TUG grew to $20,013, SPY to $20,717.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
TUG returns by calendar year
3 of 3 full years positive. Best 2023 (+37.6%), worst 2024 (+19.4%). 2026 is year to date.
TUG annual returns table
| Year | TUG | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +15.9% | −12.3% | +12.3% | +15.1% | −1.0% |
| 2025 | +20.4% | −22.3% | +17.7% | +20.8% | +7.2% |
| 2024 | +19.4% | −14.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +37.6% | −9.7% | +26.2% | +54.9% | +5.7% |
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.
TUG largest drawdowns
Now 6.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 19, 2025 | −22.3% | Apr 8, 2025 | Jun 24, 2025 | 48 days | 4 months |
| Jun 2, 2022 | −15.6% | Dec 28, 2022 | May 17, 2023 | 7 months | 11 months |
| Jul 10, 2024 | −14.4% | Sep 6, 2024 | Dec 11, 2024 | 58 days | 5 months |
| Jan 28, 2026 | −12.3% | Mar 30, 2026 | Apr 16, 2026 | 2 months | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
TUG risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +24.3% | +18.1% |
| Volatility (annualized) | 16.6% | 16.3% |
| Sharpe ratio | 1.14 | 0.85 |
| Sortino ratio | 2.44 | 1.66 |
| Best month | +15.1% | +15.1% |
| Worst month | −7.0% | −7.0% |
| Best 12 months | +40.5% | +40.5% |
| Worst 12 months | +2.0% | +2.0% |
| Positive months | 64% | 60% |
| Beta vs S&P 500 | 1.18 | — |
| Correlation with S&P 500 | 0.89 | — |
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.
TUG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 42 | +2.0% | +21.0% | +40.5% | 100% |
| 3-year (a year) | 18 | +13.1% | +22.5% | +25.5% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
TUG performance overview
STF Tactical Growth ETF (TUG) returned +17.1% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +17.0% a year, turning $10,000 into about $20,013. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −22.3%, from Feb 19, 2025 to Apr 8, 2025, and it took 3 months to get back to the old high. TUG finished 3 of its 3 full calendar years with a gain; the best year was 2023 (+37.6%) and the worst 2024 (+19.4%). Volatility has been 16.3% a year.
Related: TUG chart, TUG holdings, TUG dividends, TUG valuation. See the TUG overview for the latest quote and fund facts.
TUG performance FAQ
What is the TUG return over the past year?
TUG returned +17.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 15.2%.
How much would $10,000 invested in TUG be worth?
$10,000 invested in TUG at its first recorded close on May 20, 2022 would be worth about $20,013 on October 23, 2026 with distributions reinvested.
What was the worst year for TUG?
The worst calendar year was 2024, with a total return of +19.4%. The best was 2023 at +37.6%.
What is the biggest drawdown of TUG?
The largest peak-to-trough decline was −22.3% between February 19, 2025 and April 8, 2025. It recovered to the old high on June 24, 2025, 3 months after the bottom.
How volatile is TUG?
Over the past 3 years TUG had an annualized volatility of 16.6% and a Sharpe ratio of 1.14 (excess return over 1–3 month T-bills per unit of risk).