The Acquirers Fund ETF (ZIG) Performance
ZIG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +11.0% since Dec 31, 2025
- 1 year
- +10.3% total return
- 5 years
- +7.8% a year
- Since first price
- +7.5% a year since 2019
ZIG trailing returns vs SPY, QQQ, AGG
| Period | ZIG total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +4.2% | +4.2% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.3% | +2.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +1.0% | +1.0% | +7.8% | +8.4% | −1.5% |
| YTD | +11.0% | +11.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +10.3% | +8.3% | +14.4% | +15.9% | −1.1% |
| 3 years | +43.2%+12.7%/yr | +36.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +45.7%+7.8%/yr | +36.8% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionMay 15, 2019 | +71.5%+7.5%/yr | +60.8% | — | — | — |
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: ZIG vs SPY
From May 15, 2019: ZIG grew to $17,153, SPY to $29,745.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
ZIG returns by calendar year
3 of 6 full years positive. Best 2021 (+37.4%), worst 2022 (−17.3%). 2026 is year to date.
ZIG annual returns table
| Year | ZIG | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +11.0% | −9.0% | +12.3% | +15.1% | −1.0% |
| 2025 | −2.7% | −25.0% | +17.7% | +20.8% | +7.2% |
| 2024 | +11.3% | −11.2% | +24.9% | +25.6% | +1.3% |
| 2023 | +36.7% | −13.3% | +26.2% | +54.9% | +5.7% |
| 2022 | −17.3% | −28.5% | −18.2% | −32.6% | −13.0% |
| 2021 | +37.4% | −6.3% | +28.7% | +27.4% | −1.8% |
| 2020 | −15.8% | −36.5% | +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.
ZIG largest drawdowns
Now 3.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 17, 2019 | −37.1% | Mar 23, 2020 | May 10, 2021 | 3 months | 1.4 years |
| Nov 25, 2024 | −29.8% | Apr 8, 2025 | not yet | 4 months | 1.9 years so far |
| Dec 29, 2021 | −28.8% | Sep 30, 2022 | Jul 13, 2023 | 9 months | 1.5 years |
| Jul 24, 2019 | −13.2% | Aug 27, 2019 | Nov 4, 2019 | 34 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
ZIG risk statistics
| Statistic | 3 years | 5 years | Since 2019 |
|---|---|---|---|
| Annualized return | +8.2% | +7.6% | +7.7% |
| Volatility (annualized) | 18.0% | 20.9% | 20.2% |
| Sharpe ratio | 0.28 | 0.28 | 0.34 |
| Sortino ratio | 0.44 | 0.44 | 0.50 |
| Best month | +11.0% | +12.7% | +12.7% |
| Worst month | −10.1% | −11.5% | −17.2% |
| Best 12 months | +36.3% | +42.8% | +42.8% |
| Worst 12 months | −12.1% | −19.1% | −19.1% |
| Positive months | 53% | 52% | 56% |
| Beta vs S&P 500 | 0.83 | 1.00 | — |
| Correlation with S&P 500 | 0.58 | 0.75 | — |
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.
ZIG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 78 | −19.1% | +10.4% | +42.8% | 63% |
| 3-year (a year) | 54 | −3.0% | +12.1% | +20.4% | 93% |
| 5-year (a year) | 30 | +7.6% | +10.4% | +13.3% | 100% |
Every holding period starting at a month-end since 2019. Returns for 3 years and longer are annualized.
ZIG performance overview
The Acquirers Fund ETF (ZIG) returned +10.3% over the past year and +7.8% a year over five years, with distributions reinvested. Since its first recorded price in 2019 it has returned +7.5% a year, turning $10,000 into about $17,153. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −37.1%, from Dec 17, 2019 to Mar 23, 2020, and it took 1.1 years to get back to the old high. ZIG finished 3 of its 6 full calendar years with a gain; the best year was 2021 (+37.4%) and the worst 2022 (−17.3%). Volatility has been 20.2% a year.
Related: ZIG chart, ZIG holdings, ZIG dividends, ZIG valuation. See the ZIG overview for the latest quote and fund facts.
ZIG performance FAQ
What is the ZIG return over the past year?
ZIG returned +10.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 8.3%.
What is the average annual return of ZIG?
ZIG has returned +7.8% a year over 5 years, +7.5% a year since May 15, 2019 (total return, distributions reinvested).
How much would $10,000 invested in ZIG be worth?
$10,000 invested in ZIG at its first recorded close on May 15, 2019 would be worth about $17,153 on October 23, 2026 with distributions reinvested.
What was the worst year for ZIG?
The worst calendar year was 2022, with a total return of −17.3%. The best was 2021 at +37.4%.
What is the biggest drawdown of ZIG?
The largest peak-to-trough decline was −37.1% between December 17, 2019 and March 23, 2020. It recovered to the old high on May 10, 2021, 1.1 years after the bottom.
How volatile is ZIG?
Over the past 3 years ZIG had an annualized volatility of 18.0% and a Sharpe ratio of 0.28 (excess return over 1–3 month T-bills per unit of risk).