Performance analysis of LKOR (FLEXSHARES CREDIT-SCORED US LONG CORPORATE BOND INDEX FUND)
Annual Return
Over the past 3 years, LKOR has had an average annual return of +4.85%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, LKOR has had an average annual return of -1.36%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, LKOR has had an average annual return of +2.48%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Sep 24, 2015, LKOR has had an average annual return of +3.25%, underperforming the benchmark SPY, which returned +15.54% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.10% | +7.05% | -1.03% | +11.64% | -25.57% | -1.53% | +16.01% | +23.94% | -7.60% | +13.86% | +6.57% | -0.34% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.33% | +1.77% | -2.85% | +0.07% | +1.64% | +0.20% | +1.10% | ||||||
| 2025 | +0.08% | +3.55% | -1.36% | -1.32% | -0.49% | +3.31% | -0.23% | +0.77% | +3.29% | +0.20% | +0.76% | -1.53% | +7.05% |
| 2024 | -0.70% | -2.40% | +2.02% | -4.87% | +3.11% | +0.49% | +2.86% | +2.62% | +2.70% | -4.40% | +2.48% | -4.39% | -1.03% |
| 2023 | +7.66% | -5.95% | +4.76% | +0.55% | -2.93% | +1.98% | +0.06% | -2.14% | -5.30% | -3.87% | +10.83% | +7% | +11.64% |
| 2022 | -5.31% | -3.46% | -3.02% | -10.36% | +1.77% | -4.72% | +5.59% | -5.62% | -8.22% | -2.13% | +10.23% | -2.11% | -25.57% |
| 2021 | -2.65% | -3.63% | -2.18% | +1.67% | +0.69% | +3.98% | +2.25% | -0.42% | -2.27% | +1.76% | +0.13% | -0.58% | -1.53% |
| 2020 | +3.56% | +1.67% | -7.10% | +5.14% | +2.65% | +2.85% | +5.61% | -3.97% | -0.40% | -0.53% | +6.25% | +0.08% | +16.01% |
| 2019 | +3.62% | -0.22% | +3.96% | +0.52% | +2.27% | +1.63% | +3.44% | +6.12% | -1.20% | +0.41% | +1.10% | +0.24% | +23.94% |
| 2018 | -0.22% | -5.06% | +1.33% | -2.67% | -0.10% | -1.12% | +2.26% | -0.70% | +0.24% | -4.26% | -0.11% | +2.85% | -7.60% |
| 2017 | +1.76% | +0.46% | -1.15% | +3.01% | +2.74% | +1.16% | +1.14% | +0.46% | -0.04% | +0.94% | +0.08% | +2.57% | +13.86% |
Drawdown analysis of LKOR (FLEXSHARES CREDIT-SCORED US LONG CORPORATE BOND INDEX FUND)
The maximum drawdown for the LKOR was -34.80%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The current LKOR drawdown is -13.36%.
Since Sep 24, 2015 LKOR has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.80% | Sep 22, 2021 | 274 | Oct 24, 2022 | Ongoing | Ongoing | Ongoing |
| -28.32% | Mar 6, 2020 | 9 | Mar 19, 2020 | 70 | Jun 30, 2020 | 79 |
| -11.05% | Dec 15, 2017 | 231 | Nov 15, 2018 | 129 | May 24, 2019 | 360 |
| -10.66% | Aug 31, 2016 | 132 | Mar 13, 2017 | 91 | Jul 21, 2017 | 223 |
| -10.31% | Dec 31, 2020 | 52 | Mar 18, 2021 | 84 | Jul 19, 2021 | 136 |
| -5.85% | Aug 6, 2020 | 60 | Oct 30, 2020 | 20 | Nov 30, 2020 | 80 |
| -4.85% | Aug 28, 2019 | 11 | Sep 13, 2019 | 63 | Dec 13, 2019 | 74 |
| -4.64% | Oct 27, 2015 | 76 | Feb 17, 2016 | 18 | Mar 14, 2016 | 94 |
| -2.77% | Aug 4, 2021 | 4 | Aug 10, 2021 | 24 | Sep 14, 2021 | 28 |
| -2.33% | Sep 6, 2017 | 5 | Sep 13, 2017 | 50 | Nov 22, 2017 | 55 |
| -2.33% | Jul 11, 2016 | 17 | Aug 3, 2016 | 14 | Aug 23, 2016 | 31 |
| -1.92% | Aug 3, 2017 | 7 | Aug 14, 2017 | 16 | Sep 6, 2017 | 23 |
| -1.87% | Nov 30, 2020 | 7 | Dec 9, 2020 | 15 | Dec 31, 2020 | 22 |
| -1.83% | Apr 15, 2016 | 25 | May 20, 2016 | 9 | Jun 3, 2016 | 34 |
| -1.34% | Feb 24, 2020 | 3 | Feb 27, 2020 | 1 | Feb 28, 2020 | 4 |
| -1.27% | Jan 3, 2020 | 3 | Jan 8, 2020 | 2 | Jan 10, 2020 | 5 |
| -1.26% | Jun 13, 2016 | 8 | Jun 23, 2016 | 3 | Jun 28, 2016 | 11 |
| -1.20% | Nov 27, 2017 | 3 | Nov 30, 2017 | 2 | Dec 4, 2017 | 5 |
| -1.10% | Jul 1, 2019 | 12 | Jul 18, 2019 | 10 | Aug 1, 2019 | 22 |
| -1.01% | Jul 19, 2021 | 2 | Jul 21, 2021 | 5 | Jul 28, 2021 | 7 |
| -1.00% | Aug 23, 2016 | 3 | Aug 26, 2016 | 3 | Aug 31, 2016 | 6 |
| -0.93% | Dec 6, 2017 | 2 | Dec 8, 2017 | 4 | Dec 14, 2017 | 6 |
| -0.83% | Apr 7, 2016 | 2 | Apr 11, 2016 | 4 | Apr 15, 2016 | 6 |
| -0.83% | Dec 13, 2019 | 3 | Dec 18, 2019 | 7 | Dec 30, 2019 | 10 |
| -0.73% | Jan 31, 2020 | 3 | Feb 5, 2020 | 2 | Feb 7, 2020 | 5 |