Performance analysis of Federal Agricultural Mortgage (AGM)
Annual Return
Over the past 3 years, AGM has had an average annual return of +10.78%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, AGM has had an average annual return of +15.41%, outperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, AGM has had an average annual return of +21%, outperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, AGM has had an average annual return of +11.08%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.45% | -7.97% | +6.12% | +74.59% | -5.83% | +72.67% | -6.65% | +43.11% | -20.37% | +39.62% | +86.11% | +6.30% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -9.81% | +6.98% | +83.18% | +11.63% | +136.70% | +108.62% | -86.19% | -1.58% | -8.02% | +30.72% | -26.78% | +4.31% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -24.35% | +73.23% | +15.80% | +8.43% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.57% | -6.88% | -4.90% | +17.16% | +2.30% | -1.86% | +0.45% | ||||||
| 2025 | +0.42% | +5.71% | -9.62% | -6.50% | +6.33% | +5.05% | -11.33% | +21.65% | -19.22% | -5.56% | +8.27% | +3.08% | -7.97% |
| 2024 | -2.58% | -3.98% | +10.90% | -5.46% | -6.16% | +4.38% | +14.05% | -4.24% | -4.38% | -2.21% | +16.48% | -7.12% | +6.12% |
| 2023 | +17.98% | +6.69% | -5.29% | +0.08% | +0.39% | +8.21% | +11.83% | +4.71% | -7.72% | -3.72% | +11.63% | +16% | +74.59% |
| 2022 | -1.72% | +1.56% | -11.66% | -5.58% | +2.52% | -6.04% | +12.94% | -0.95% | -8.42% | +16.20% | +9.24% | -9.72% | -5.83% |
| 2021 | +2.36% | +13.49% | +17.81% | +2.12% | -1.36% | -1.68% | -1.42% | +0.41% | +11.85% | +16.19% | -3.47% | +2.58% | +72.67% |
| 2020 | -8.62% | -1.62% | -24.83% | +19.77% | -3.75% | +1.03% | -7.03% | +14.52% | -5.47% | +1.46% | +4.82% | +10.83% | -6.65% |
| 2019 | +17.06% | +15.72% | -10.74% | +5.59% | -10.53% | +7.22% | +6.34% | +6.57% | -0.04% | +3.71% | -1.94% | +1.41% | +43.11% |
| 2018 | +2.57% | -5.22% | +15.16% | -1.74% | +9.36% | -3.70% | +5.38% | -18.26% | -5.65% | -3.24% | -5.41% | -7.58% | -20.37% |
| 2017 | -2.81% | +3.45% | +0.57% | -0.90% | +6.22% | +7.35% | +5.96% | -0.64% | +7.38% | +2.06% | +0.01% | +5.90% | +39.62% |
Drawdown analysis of Federal Agricultural Mortgage (AGM)
The maximum drawdown for the AGM was -94.63%, occurring on Nov 20, 2008. Recovery took 1843 trading sessions.
The current AGM drawdown is -15.33%.
Since Nov 1, 1999 AGM has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 5 times
- 20% or more: 7 times
- 10% or more: 20 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -94.63% | Jan 28, 2002 | 1718 | Nov 20, 2008 | 1843 | Mar 21, 2016 | 3561 |
| -53.32% | Jul 26, 2018 | 415 | Mar 20, 2020 | 239 | Mar 3, 2021 | 654 |
| -41.16% | Dec 9, 1999 | 135 | Jun 22, 2000 | 115 | Dec 5, 2000 | 250 |
| -32.55% | Dec 11, 2024 | 316 | Mar 19, 2026 | Ongoing | Ongoing | Ongoing |
| -32.01% | Nov 8, 2021 | 152 | Jun 16, 2022 | 152 | Jan 25, 2023 | 304 |
| -24.47% | May 10, 2016 | 33 | Jun 27, 2016 | 95 | Nov 9, 2016 | 128 |
| -20.41% | Aug 11, 2023 | 49 | Oct 20, 2023 | 38 | Dec 14, 2023 | 87 |
| -19.47% | Jan 17, 2001 | 44 | Mar 21, 2001 | 34 | May 9, 2001 | 78 |
| -18.76% | Jul 26, 2024 | 10 | Aug 9, 2024 | 81 | Dec 4, 2024 | 91 |
| -16.11% | Nov 1, 1999 | 7 | Nov 10, 1999 | 9 | Nov 23, 1999 | 16 |
| -16.04% | Sep 10, 2001 | 5 | Sep 21, 2001 | 12 | Oct 9, 2001 | 17 |
| -15.91% | Nov 26, 2001 | 25 | Jan 2, 2002 | 15 | Jan 24, 2002 | 40 |
| -15.43% | Mar 3, 2023 | 47 | May 10, 2023 | 19 | Jun 7, 2023 | 66 |
| -14.54% | May 6, 2021 | 62 | Aug 4, 2021 | 37 | Sep 27, 2021 | 99 |
| -13.43% | Mar 5, 2024 | 68 | Jun 11, 2024 | 20 | Jul 11, 2024 | 88 |
| -13.36% | Oct 31, 2001 | 9 | Nov 13, 2001 | 5 | Nov 20, 2001 | 14 |
| -12.60% | Oct 13, 2017 | 19 | Nov 9, 2017 | 27 | Dec 19, 2017 | 46 |
| -12.42% | Mar 15, 2017 | 23 | Apr 18, 2017 | 16 | May 10, 2017 | 39 |
| -11.81% | May 31, 2001 | 20 | Jun 28, 2001 | 9 | Jul 12, 2001 | 29 |
| -10.58% | Jul 25, 2017 | 31 | Sep 7, 2017 | 11 | Sep 22, 2017 | 42 |
| -9.88% | Dec 27, 2023 | 42 | Feb 28, 2024 | 4 | Mar 5, 2024 | 46 |
| -8.40% | Jan 16, 2018 | 15 | Feb 6, 2018 | 7 | Feb 15, 2018 | 22 |
| -8.07% | Feb 21, 2018 | 5 | Feb 28, 2018 | 6 | Mar 8, 2018 | 11 |
| -7.52% | Jan 11, 2017 | 3 | Jan 17, 2017 | 36 | Mar 9, 2017 | 39 |
| -7.38% | Jun 15, 2023 | 13 | Jul 6, 2023 | 6 | Jul 14, 2023 | 19 |