Performance analysis of AGNC Investment (AGNCO)
Annual Return
Over the past 3 years, AGNCO has had an average annual return of +12.35%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, AGNCO has had an average annual return of +7.78%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Sep 27, 2019, AGNCO has had an average annual return of +8.13%, underperforming the benchmark SPY, which returned +16.26% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.99% | +8.02% | +18.14% | +25.22% | -16.46% | +10.70% | +3.77% | +4.82% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.88% | -0.67% | -1.38% | +4.40% | +0.35% | -0.67% | +2.05% | +5.99% | |||||
| 2025 | -0.71% | +1.27% | +0.04% | +0.21% | +0.64% | +0.75% | +3.57% | -1.05% | +1.10% | +0.15% | +0.16% | +1.69% | +8.02% |
| 2024 | +4.79% | +0.08% | +0.64% | +1.53% | +2.25% | +0.57% | +0.22% | +0.57% | +1.49% | +1.58% | -0.08% | +3.26% | +18.14% |
| 2023 | +12.62% | +0.32% | -8.31% | +6.63% | +2.19% | +4.50% | +2.52% | +3.32% | +0.03% | -9.55% | +10.14% | +0.57% | +25.22% |
| 2022 | -2.10% | -4.30% | +2.85% | -1.53% | -1.71% | -8.59% | +7.10% | -1.73% | -5.48% | -4.86% | +10.10% | -5.97% | -16.46% |
| 2021 | -1.14% | +0.20% | +2.27% | +1.62% | +1.48% | +3.29% | -0.31% | +0.19% | +1% | +1.09% | -2.39% | +3.05% | +10.70% |
| 2020 | +1.17% | -4.78% | -23.49% | +21.36% | -0.45% | -1.36% | +5% | +2.56% | -0.49% | -2.68% | +4.24% | +8.68% | +3.77% |
| 2019 | +0.56% | +2.71% | -0.58% | +2.07% | +4.82% |
Drawdown analysis of AGNC Investment (AGNCO)
The maximum drawdown for the AGNCO was -59.78%, occurring on Mar 18, 2020. Recovery took 197 trading sessions.
The current AGNCO drawdown is -0.23%.
Since Sep 27, 2019 AGNCO 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 |
|---|---|---|---|---|---|---|
| -59.78% | Jan 21, 2020 | 40 | Mar 18, 2020 | 197 | Dec 28, 2020 | 237 |
| -26.73% | Nov 4, 2021 | 242 | Oct 21, 2022 | 178 | Jul 11, 2023 | 420 |
| -10.44% | Sep 29, 2023 | 21 | Oct 30, 2023 | 34 | Dec 18, 2023 | 55 |
| -5.33% | Mar 14, 2025 | 20 | Apr 11, 2025 | 20 | May 12, 2025 | 40 |
| -2.99% | Sep 17, 2021 | 21 | Oct 18, 2021 | 12 | Nov 3, 2021 | 33 |
| -2.88% | Aug 31, 2023 | 6 | Sep 11, 2023 | 14 | Sep 29, 2023 | 20 |
| -2.76% | Jan 22, 2021 | 3 | Jan 27, 2021 | 30 | Mar 11, 2021 | 33 |
| -2.47% | Feb 26, 2026 | 22 | Mar 30, 2026 | 8 | Apr 10, 2026 | 30 |
| -2.33% | Jul 12, 2021 | 5 | Jul 19, 2021 | 39 | Sep 13, 2021 | 44 |
| -2.14% | Jul 28, 2023 | 17 | Aug 22, 2023 | 5 | Aug 29, 2023 | 22 |
| -1.90% | Dec 30, 2020 | 8 | Jan 12, 2021 | 7 | Jan 22, 2021 | 15 |
| -1.71% | Jun 24, 2025 | 4 | Jun 30, 2025 | 8 | Jul 11, 2025 | 12 |
| -1.62% | May 7, 2021 | 3 | May 12, 2021 | 2 | May 14, 2021 | 5 |
| -1.39% | Mar 21, 2024 | 5 | Mar 28, 2024 | 1 | Apr 1, 2024 | 6 |
| -1.32% | Mar 11, 2021 | 8 | Mar 23, 2021 | 6 | Mar 31, 2021 | 14 |
| -1.27% | Jan 25, 2024 | 9 | Feb 7, 2024 | 10 | Feb 22, 2024 | 19 |
| -1.24% | Jul 16, 2024 | 14 | Aug 5, 2024 | 12 | Aug 21, 2024 | 26 |
| -1.22% | Feb 23, 2024 | 5 | Mar 1, 2024 | 10 | Mar 15, 2024 | 15 |
| -1.19% | Apr 1, 2024 | 10 | Apr 15, 2024 | 12 | May 1, 2024 | 22 |
| -1.17% | Jul 11, 2023 | 4 | Jul 17, 2023 | 7 | Jul 26, 2023 | 11 |
| -1.14% | Dec 31, 2024 | 6 | Jan 10, 2025 | 24 | Feb 14, 2025 | 30 |
| -1.06% | May 19, 2025 | 8 | May 30, 2025 | 9 | Jun 12, 2025 | 17 |
| -1.05% | Jul 31, 2025 | 21 | Aug 29, 2025 | 14 | Sep 19, 2025 | 35 |
| -0.91% | Oct 31, 2019 | 3 | Nov 5, 2019 | 15 | Nov 26, 2019 | 18 |
| -0.91% | Dec 27, 2023 | 4 | Jan 3, 2024 | 3 | Jan 8, 2024 | 7 |