Adaptive ETFs ETFs: record by period

Adaptive ETFs’ 1-Year Record

1Y

3 of 4 Made Money1 lostAdaptive ETFs typical +7.5% · All ETFs +6.9%

Made money · 3

More than 30%0

20–30%0

10–20%1BestRHRX+15.5%

5–10%2

0–5%0

Lost money · 1

0–5%1WorstAMAX−0.7%

5–10%0

More than 10%0

Adaptive ETFs ETFs · past-year returns · 4 funds with a full year · as of Nov 4, 2026

Adaptive ETFs’ Returns by Bucket

1Y

BucketYTD1YMoney made

Unsorted3 funds · $432M+14.1%+8.5%$33.7M

Income1 fund · $72.4M+0.7%−0.7%−$503K

Adaptive ETFs ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 4, 2026

Adaptive ETFs’ Best ETFs

YTD

+16.5%RHRX, Adaptive Tactical Rotation, led Adaptive ETFs

1RHRXAdaptive Tactical Rotation+16.5%

2AGOXAdaptive Alpha Opportunities+13.9%

3RHTXRH Tactical Outlook+3.3%

4AMAXAdaptive Hedged Multi-Asset Income+0.7%

Adaptive ETFs ETFs · year-to-date returns · as of Nov 4, 2026

Adaptive ETFs’ Worst ETFs

YTD

No Adaptive ETFs fund is down this year.

Adaptive ETFs ETFs · year-to-date returns · as of Nov 4, 2026

Adaptive ETFs’ ETF Returns

YTD

4–0up · down this year
of 4 funds that traded Jan 1

Funds per 5-point band of YTD return (%).

Typical+8.6%

BestRHRX +16.5%

WorstAMAX +0.7%

Adaptive ETFs ETFs · year-to-date returns · as of Nov 4, 2026

Top 4 Adaptive ETFs ETFs

1Y

RHRX+15.5%

AGOX+7.5%

RHTX+6.3%

AMAX−0.7%

Best first · dashed line = Adaptive ETFs typical +7.5%

Adaptive ETFs ETFs · past-year returns · as of Nov 4, 2026

Adaptive ETFs’ Money Made

1Y

$33.2Mmade by the 4 largest · 100% of $33.2M

Adaptive ETFs ETFs · past-year money made · as of Nov 4, 2026 · estimate: AUM × return

Adaptive ETFs’ Best and Worst ETFs

1Y

Best 4 of 4

RHRXAdaptive Tactical Rotation+15.5%

AGOXAdaptive Alpha Opportunities+7.5%

RHTXRH Tactical Outlook+6.3%

AMAXAdaptive Hedged Multi-Asset Income−0.7%

End-of-day Nov 4, 2026 · funds with a full year

Adaptive ETFs’ Record by Bucket

1Y

Unsorted3 of 3

Income0 of 1

Adaptive ETFs ETFs · past-year returns · as of Nov 4, 2026

Money Made by ETF Issuers

1Y

$1.47Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$435B

2iShares$381B

3SPDR$208B

4Invesco$95.7B

5Schwab$83.8B

End-of-day Nov 4, 2026

Adaptive ETFs’ Losing ETFs

1Y

1fund lost money1 income fund

FundCategoryPast year1Y ▲Assets

AMAXAdaptive Hedged Multi-Asset IncomeIncome−0.7%$72.4M

Adaptive ETFs ETFs · past-year returns · as of Nov 4, 2026 · worst first

Adaptive ETFs’ Newest ETFs

1Y

0funds not in the record yet

A fund joins Win % and typical return once it has a full year of prices.

Adaptive ETFs ETFs · launched in the past year · as of Nov 4, 2026

AEAdaptive ETFs

Record

Adaptive ETFs