Performance analysis of TY (Tri-Continental)
Annual Return
Over the past 3 years, TY has had an average annual return of +17.74%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, TY has had an average annual return of +10.93%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, TY has had an average annual return of +13.87%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, TY has had an average annual return of +6.11%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.49% | +16.14% | +21.96% | +17.88% | -16.28% | +29.41% | +12.21% | +28.58% | -5.88% | +28.45% | +15.09% | -2.78% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +11.11% | +29.17% | +17.13% | +5.45% | +21.86% | +21.56% | -45.89% | +3.51% | +22.10% | +2.98% | +12.94% | +25.25% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -28.19% | -5.22% | -22.95% | -8.03% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.84% | -0.51% | -3.68% | +8.14% | +3.19% | -1.56% | +2.15% | +9.49% | |||||
| 2025 | +3.12% | -1.90% | -3.47% | -2.94% | +4.77% | +4.98% | +3.22% | +2.63% | +2.17% | +1.23% | -0.23% | +1.90% | +16.14% |
| 2024 | +0.42% | +2.42% | +4.77% | -3.93% | +4.05% | +2.50% | +2.94% | +1.13% | +3.41% | -0.91% | +5.32% | -1.67% | +21.96% |
| 2023 | +7.02% | -1.79% | -0.34% | +1.13% | -3.17% | +6.78% | +3.54% | -2.46% | -3.05% | -3.65% | +8.63% | +5.02% | +17.88% |
| 2022 | -5.94% | -1.79% | +1.51% | -5.64% | +0.51% | -7.90% | +8.44% | -2.57% | -6.67% | +6.89% | +2.74% | -5.61% | -16.28% |
| 2021 | +0.64% | +4.05% | +5.90% | +4.13% | +1.33% | +1.18% | +0.03% | +2.43% | -3.60% | +3.95% | +0.23% | +6.21% | +29.41% |
| 2020 | +0.04% | -10.21% | -16.38% | +11.91% | +5.47% | +2.90% | +4.94% | +4.55% | -3.39% | -2.35% | +14.25% | +4.03% | +12.21% |
| 2019 | +8.67% | +3.72% | +0.11% | +3.76% | -5.24% | +5.74% | +1.82% | -3.90% | +4.25% | +0.70% | +3.35% | +3.24% | +28.58% |
| 2018 | +2.82% | -1.55% | -2.69% | +1.52% | +1.09% | -0.17% | +2.72% | +2.68% | +0.54% | -7.03% | +2.05% | -7.28% | -5.88% |
| 2017 | +2.13% | +4.13% | -0.34% | +2.43% | +1.73% | +2.13% | +2.88% | +0.16% | +2.89% | +1.52% | +2.70% | +3.03% | +28.45% |
Drawdown analysis of TY (Tri-Continental)
The maximum drawdown for the TY was -67.69%, occurring on Mar 9, 2009. Recovery took 1163 trading sessions.
The current TY drawdown is -1.16%.
Since Nov 1, 1999 TY has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -67.69% | Dec 7, 1999 | 2325 | Mar 9, 2009 | 1163 | Oct 18, 2013 | 3488 |
| -38.60% | Feb 12, 2020 | 27 | Mar 23, 2020 | 165 | Nov 13, 2020 | 192 |
| -20.75% | Dec 27, 2021 | 119 | Jun 16, 2022 | 414 | Feb 9, 2024 | 533 |
| -17.72% | Apr 24, 2015 | 202 | Feb 11, 2016 | 105 | Jul 13, 2016 | 307 |
| -17.65% | Oct 1, 2018 | 58 | Dec 24, 2018 | 68 | Apr 3, 2019 | 126 |
| -16.08% | Jan 24, 2025 | 50 | Apr 7, 2025 | 56 | Jun 27, 2025 | 106 |
| -8.00% | Jan 24, 2018 | 46 | Apr 2, 2018 | 89 | Aug 7, 2018 | 135 |
| -7.84% | Sep 5, 2014 | 28 | Oct 15, 2014 | 13 | Nov 3, 2014 | 41 |
| -6.80% | Feb 10, 2026 | 33 | Mar 30, 2026 | 10 | Apr 14, 2026 | 43 |
| -6.34% | Jul 31, 2024 | 3 | Aug 5, 2024 | 10 | Aug 19, 2024 | 13 |
| -6.33% | Dec 26, 2013 | 25 | Feb 3, 2014 | 39 | Mar 31, 2014 | 64 |
| -6.25% | May 3, 2019 | 20 | Jun 3, 2019 | 13 | Jun 20, 2019 | 33 |
| -5.93% | Jul 29, 2019 | 19 | Aug 23, 2019 | 44 | Oct 25, 2019 | 63 |
| -5.07% | Mar 28, 2024 | 13 | Apr 17, 2024 | 23 | May 20, 2024 | 36 |
| -4.54% | Nov 26, 2014 | 13 | Dec 16, 2014 | 5 | Dec 23, 2014 | 18 |
| -4.31% | Dec 6, 2024 | 9 | Dec 19, 2024 | 19 | Jan 21, 2025 | 28 |
| -4.15% | Sep 3, 2021 | 10 | Sep 20, 2021 | 24 | Oct 22, 2021 | 34 |
| -3.90% | May 7, 2021 | 3 | May 12, 2021 | 14 | Jun 2, 2021 | 17 |
| -3.83% | Dec 29, 2014 | 12 | Jan 15, 2015 | 19 | Feb 12, 2015 | 31 |
| -3.79% | Sep 7, 2016 | 41 | Nov 3, 2016 | 12 | Nov 21, 2016 | 53 |
| -3.44% | Jul 23, 2014 | 11 | Aug 7, 2014 | 9 | Aug 20, 2014 | 20 |
| -3.41% | Jun 10, 2021 | 6 | Jun 18, 2021 | 37 | Aug 11, 2021 | 43 |
| -3.29% | Oct 28, 2025 | 17 | Nov 20, 2025 | 10 | Dec 5, 2025 | 27 |
| -3.24% | Jun 15, 2026 | 10 | Jun 30, 2026 | Ongoing | Ongoing | Ongoing |
| -3.14% | Nov 8, 2021 | 16 | Dec 1, 2021 | 10 | Dec 15, 2021 | 26 |