Performance analysis of AGNC Investment (AGNC)
Annual Return
Over the past 3 years, AGNC has had an average annual return of +18.92%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, AGNC has had an average annual return of +5.68%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, AGNC has had an average annual return of +6.67%, underperforming the benchmark SPY, which returned +14.91% annual.
Since May 15, 2008, AGNC has had an average annual return of +11.65%, outperforming the benchmark SPY, which returned +11.53% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.84% | +34.85% | +8.89% | +10.02% | -21.73% | +5.23% | -1.64% | +13.32% | -2.51% | +23.70% | +18.19% | -9.89% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |||||
| +27.15% | -22.32% | +20.10% | +18.62% | +32.14% | +53.31% | +25.51% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.46% | -0.61% | -9.46% | +11.07% | -4.45% | +5.86% | +0.18% | +8.84% | |||||
| 2025 | +9.55% | +5.82% | -7.00% | -6.58% | +2.60% | +4.14% | +3.92% | +4.77% | +1.54% | +3.37% | +6.10% | +3.34% | +34.85% |
| 2024 | -2.15% | +2.13% | +4.83% | -6.38% | +6.12% | +0.73% | +6.19% | +3.20% | +3.62% | -9.85% | +5.05% | -3.42% | +8.89% |
| 2023 | +13.27% | -5.26% | -6.14% | -0.48% | -6.07% | +11.53% | +1.76% | -1.56% | -3.53% | -20.47% | +21.12% | +12.55% | +10.02% |
| 2022 | -0.19% | -12.50% | +2.39% | -15.31% | +12.48% | -8.51% | +15% | -4.28% | -28.57% | -0.94% | +23.04% | +4.79% | -21.73% |
| 2021 | +0.76% | +3.53% | +5.30% | +7.70% | +4.07% | -8.25% | -5.34% | +3.53% | -2.58% | +1.72% | -3.23% | -0.86% | +5.23% |
| 2020 | +6.06% | -7.50% | -37.06% | +18.50% | +5.14% | +0.62% | +6.36% | +4.63% | -0.57% | +1.29% | +10.22% | +2.88% | -1.64% |
| 2019 | +3.13% | -0.44% | +3% | -0.16% | -6.92% | +3.54% | +2.85% | -12.31% | +9.28% | +6.99% | +2.52% | +3% | +13.32% |
| 2018 | -6.06% | -3.59% | +6.47% | +0.95% | +0.40% | -0.28% | +5.70% | -1.39% | -1.10% | -3.27% | +0.22% | +0.10% | -2.51% |
| 2017 | +3.96% | +6.11% | +2.24% | +6.85% | -0.46% | +3.26% | +0.33% | +2.56% | +1.49% | -6.33% | -0.26% | +2.35% | +23.70% |
Drawdown analysis of AGNC Investment (AGNC)
The maximum drawdown for the AGNC was -54.54%, occurring on Oct 10, 2022. Recovery took 771 trading sessions.
The current AGNC drawdown is -4.46%.
Since May 15, 2008 AGNC has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 6 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.54% | Jun 8, 2021 | 338 | Oct 10, 2022 | 771 | Nov 5, 2025 | 1109 |
| -51.76% | Feb 20, 2020 | 20 | Mar 19, 2020 | 271 | Apr 16, 2021 | 291 |
| -37.29% | Apr 30, 2013 | 154 | Dec 6, 2013 | 836 | Apr 4, 2017 | 990 |
| -31.04% | Dec 31, 2008 | 44 | Mar 6, 2009 | 65 | Jun 9, 2009 | 109 |
| -28.82% | May 16, 2008 | 37 | Jul 10, 2008 | 41 | Sep 8, 2008 | 78 |
| -22.42% | Sep 8, 2008 | 24 | Oct 10, 2008 | 17 | Nov 4, 2008 | 41 |
| -18.99% | Sep 17, 2012 | 40 | Nov 14, 2012 | 91 | Mar 28, 2013 | 131 |
| -18.68% | Jan 27, 2026 | 42 | Mar 27, 2026 | 75 | Jul 16, 2026 | 117 |
| -15.89% | Oct 17, 2017 | 471 | Sep 3, 2019 | 47 | Nov 7, 2019 | 518 |
| -15.36% | Sep 23, 2009 | 36 | Nov 12, 2009 | 87 | Mar 22, 2010 | 123 |
| -11.69% | Jul 6, 2011 | 23 | Aug 8, 2011 | 84 | Dec 6, 2011 | 107 |
| -11.06% | Nov 5, 2008 | 11 | Nov 20, 2008 | 3 | Nov 25, 2008 | 14 |
| -10.94% | Apr 29, 2010 | 15 | May 20, 2010 | 16 | Jun 14, 2010 | 31 |
| -10.17% | Dec 3, 2008 | 6 | Dec 11, 2008 | 6 | Dec 19, 2008 | 12 |
| -7.92% | Apr 27, 2017 | 8 | May 9, 2017 | 22 | Jun 9, 2017 | 30 |
| -7.52% | Nov 28, 2008 | 1 | Dec 1, 2008 | 2 | Dec 3, 2008 | 3 |
| -7.03% | Sep 20, 2010 | 8 | Sep 30, 2010 | 20 | Oct 28, 2010 | 28 |
| -6.83% | Jul 27, 2012 | 7 | Aug 7, 2012 | 23 | Sep 10, 2012 | 30 |
| -6.68% | Jun 25, 2010 | 5 | Jul 2, 2010 | 5 | Jul 12, 2010 | 10 |
| -6.36% | Jun 30, 2009 | 9 | Jul 14, 2009 | 6 | Jul 22, 2009 | 15 |
| -6.33% | Aug 26, 2009 | 4 | Sep 1, 2009 | 5 | Sep 9, 2009 | 9 |
| -6.14% | Jun 9, 2009 | 2 | Jun 11, 2009 | 5 | Jun 18, 2009 | 7 |
| -5.13% | Aug 7, 2009 | 3 | Aug 12, 2009 | 7 | Aug 21, 2009 | 10 |
| -5.08% | Jul 28, 2009 | 3 | Jul 31, 2009 | 3 | Aug 5, 2009 | 6 |
| -5.07% | Aug 9, 2010 | 9 | Aug 20, 2010 | 11 | Sep 7, 2010 | 20 |