Performance analysis of AGNC Investment (AGNCM)
Annual Return
Over the past 3 years, AGNCM has had an average annual return of +13.82%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, AGNCM has had an average annual return of +7.88%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Feb 28, 2019, AGNCM has had an average annual return of +8.16%, underperforming the benchmark SPY, which returned +16.42% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.60% | +5.13% | +18.63% | +27.81% | -16.44% | +10.67% | +4.27% | +9.96% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.84% | -0.08% | -1.44% | +3.81% | -0.12% | +0.60% | +4.60% | ||||||
| 2025 | -1.73% | +1.40% | -0.39% | -1.25% | +0.16% | +1.51% | +3.18% | +0.08% | -0.24% | +0.34% | -0.45% | +2.50% | +5.13% |
| 2024 | +4.09% | +0.94% | +1.13% | +1.06% | +1.49% | +1.03% | +1.30% | +0.04% | +1.04% | +1.23% | +1.47% | +2.44% | +18.63% |
| 2023 | +12.19% | +1.71% | -7.32% | +1.85% | +3.10% | +5.89% | +2.50% | +3.57% | +2.67% | -12.58% | +13.44% | +0.56% | +27.81% |
| 2022 | -3.57% | -1.32% | +3.99% | -4.71% | -0.59% | -13.74% | +8.73% | -0.69% | -8.99% | -4.61% | +14.14% | -3.42% | -16.44% |
| 2021 | -1.01% | +1.51% | +4.12% | -1.02% | +1.46% | +3.15% | -0.46% | +0.88% | +0.08% | -0.58% | -1.10% | +3.33% | +10.67% |
| 2020 | +1.32% | -3.90% | -23.43% | +18.20% | +2.38% | -1.85% | +3.66% | +4.59% | -2.32% | -1.80% | +4.88% | +7.98% | +4.27% |
| 2019 | +0% | +0.75% | +1.33% | +0.47% | +1.15% | +1.74% | +2.35% | -1.49% | +0.04% | +0.23% | +3.04% | +9.96% |
Drawdown analysis of AGNC Investment (AGNCM)
The maximum drawdown for the AGNCM was -55.99%, occurring on Mar 18, 2020. Recovery took 195 trading sessions.
The current AGNCM drawdown is -0.08%.
Since Feb 28, 2019 AGNCM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.99% | Feb 3, 2020 | 31 | Mar 18, 2020 | 195 | Dec 23, 2020 | 226 |
| -28.38% | Jan 3, 2022 | 203 | Oct 24, 2022 | 190 | Jul 28, 2023 | 393 |
| -13.96% | Sep 29, 2023 | 21 | Oct 30, 2023 | 39 | Dec 26, 2023 | 60 |
| -6.50% | Apr 1, 2025 | 8 | Apr 11, 2025 | 47 | Jun 20, 2025 | 55 |
| -3.92% | Jul 12, 2021 | 55 | Sep 28, 2021 | 66 | Dec 31, 2021 | 121 |
| -3.65% | Feb 18, 2026 | 33 | Apr 7, 2026 | 6 | Apr 15, 2026 | 39 |
| -3.32% | May 7, 2021 | 3 | May 12, 2021 | 19 | Jun 9, 2021 | 22 |
| -3.03% | Dec 30, 2020 | 8 | Jan 12, 2021 | 36 | Mar 5, 2021 | 44 |
| -2.46% | Aug 29, 2019 | 32 | Oct 15, 2019 | 45 | Dec 18, 2019 | 77 |
| -2.36% | Oct 7, 2025 | 43 | Dec 8, 2025 | 7 | Dec 17, 2025 | 50 |
| -2.03% | Aug 2, 2023 | 10 | Aug 16, 2023 | 6 | Aug 24, 2023 | 16 |
| -1.97% | Jun 24, 2025 | 4 | Jun 30, 2025 | 10 | Jul 15, 2025 | 14 |
| -1.88% | Dec 31, 2024 | 6 | Jan 10, 2025 | 55 | Apr 1, 2025 | 61 |
| -1.82% | Apr 21, 2021 | 7 | Apr 30, 2021 | 2 | May 4, 2021 | 9 |
| -1.63% | Dec 28, 2023 | 1 | Dec 29, 2023 | 5 | Jan 8, 2024 | 6 |
| -1.55% | Jun 14, 2021 | 11 | Jun 29, 2021 | 1 | Jun 30, 2021 | 12 |
| -1.51% | May 9, 2024 | 2 | May 13, 2024 | 14 | Jun 3, 2024 | 16 |
| -1.39% | Aug 2, 2024 | 1 | Aug 5, 2024 | 12 | Aug 21, 2024 | 13 |
| -1.37% | Aug 13, 2025 | 21 | Sep 12, 2025 | 14 | Oct 2, 2025 | 35 |
| -1.12% | May 1, 2026 | 14 | May 21, 2026 | 6 | Jun 1, 2026 | 20 |
| -1.09% | Feb 1, 2024 | 2 | Feb 5, 2024 | 10 | Feb 20, 2024 | 12 |
| -1.03% | Aug 22, 2024 | 5 | Aug 29, 2024 | 6 | Sep 9, 2024 | 11 |
| -0.92% | Oct 15, 2024 | 11 | Oct 30, 2024 | 1 | Oct 31, 2024 | 12 |
| -0.88% | Sep 9, 2024 | 2 | Sep 11, 2024 | 3 | Sep 16, 2024 | 5 |
| -0.85% | Apr 12, 2024 | 8 | Apr 24, 2024 | 4 | Apr 30, 2024 | 12 |