Matrix ETFs: record by period

Matrix’s 1-Year Record

1Y

1 of 1 Made Money0 lostMatrix typical +16.8% · All ETFs +6.9%

Made money · 1

More than 30%0

20–30%0

10–20%1BestMAVF+16.8%

5–10%0

0–5%0

Lost money · 0

0–5%0

5–10%0

More than 10%0

Matrix ETFs · past-year returns · 1 funds with a full year · as of Nov 4, 2026

Matrix’s Returns by Bucket

1Y

BucketYTD1YMoney made

US stocks1 fund · $91.4M+13.1%+16.8%$13.2M

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

Matrix’s Best ETFs

YTD

+13.1%MAVF, Advisors Value, led Matrix

1MAVFAdvisors Value+13.1%

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

Matrix’s Worst ETFs

YTD

No Matrix fund is down this year.

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

Matrix’s ETF Returns

YTD

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

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

Typical+13.1%

BestMAVF +13.1%

WorstMAVF +13.1%

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

Top 1 Matrix ETFs

1Y

MAVF+16.8%

Best first · dashed line = Matrix typical +16.8%

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

Matrix’s Money Made

1Y

$13.2Mmade by the 1 largest · 100% of $13.2M

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

Matrix’s Best and Worst ETFs

1Y

Best 1 of 1

MAVFAdvisors Value+16.8%

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

Matrix’s Record by Bucket

1Y

US stocks1 of 1

Matrix 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

Matrix’s Losing ETFs

1Y

0funds lost money

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

Matrix’s Newest ETFs

1Y

0funds not in the record yet

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

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

MMatrix

Record

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