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Performance analysis of Applied Industrial Technologies (AIT)

Annual Return

Over the past 3 years, AIT has had an average annual return of +34.57%, outperforming the benchmark SPY, which returned +19.62% annual.

Over the past 5 years, AIT has had an average annual return of +32.90%, outperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, AIT has had an average annual return of +23.80%, outperforming the benchmark SPY, which returned +15.04% annual.

Since Nov 1, 1999, AIT has had an average annual return of +17.89%, outperforming the benchmark SPY, which returned +8.49% annual.

202620252024202320222021202020192018201720162015
+33.27%+8.02%+39.66%+38.33%+24.25%+33.56%+19.35%+26.37%-19.43%+16.88%+50.33%-8.83%
201420132012201120102009200820072006200520042003
-5.19%+19.17%+22.01%+10.83%+50.68%+20.23%-33.21%+12.42%+19.24%+24.99%+75.47%+29.30%
2002200120001999
+4.11%-6.81%+27.15%+4.67%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.42%+8.71%-6.11%+15.24%-0.47%+11.30%+0.85%+33.27%
2025+8.59%-3.47%-10.07%+7.96%-6.70%+2.62%+16.80%-2.74%-0.96%-1.52%+0.86%-0.79%+8.02%
2024+2.18%+7.82%+4.03%-7.24%+5.52%+0.52%+12.47%-5.82%+8.78%+3.79%+18.79%-12.83%+39.66%
2023+13.63%+0.00090%-0.51%-4.55%-9.12%+17.79%+0.11%+6.71%+0.16%-0.71%+4.49%+7.88%+38.33%
2022-4.60%+3.55%+1.54%+1.98%-0.91%-7.00%+4.60%+5.71%-3.06%+21.02%+6.81%-4.88%+24.25%
2021-9.74%+21.79%+6.79%+4.92%+2.74%-7.04%-1.49%-0.63%+1.49%+8.15%-2.20%+8.06%+33.56%
2020-3.18%-8.22%-22.50%+14.59%+11.41%+7.57%+1.17%-4.13%-8.49%+10.80%+29.05%-0.56%+19.35%
2019+9.40%-0.95%+2.29%+0.79%-8.85%+13.25%-1.12%-11.73%+6.39%+5.35%+7.23%+4.45%+26.37%
2018+8.30%-4.14%+3.55%-12.28%+9.54%+0.57%+6.41%+3.62%+1.56%-16.00%-0.31%-17.31%-19.43%
2017+1.77%+4.79%-1.90%+3.48%-3.07%-4.37%-4.32%+1.41%+15.44%-3.27%+0.95%+6.49%+16.88%

Drawdown analysis of Applied Industrial Technologies (AIT)

The maximum drawdown for the AIT was -59.29%, occurring on Mar 18, 2020. Recovery took 174 trading sessions.

The current AIT drawdown is -0.73%.

Since Nov 1, 1999 AIT has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 2 times
  • 30% or more: 4 times
  • 20% or more: 11 times
  • 10% or more: 37 times
DepthStartTo BottomBottomTo RecoverEndTotal
-59.29%Sep 21, 2018373Mar 18, 2020174Nov 23, 2020547
-57.17%Oct 31, 2007266Nov 19, 2008483Oct 21, 2010749
-32.25%Apr 19, 200661Jul 17, 2006242Jul 3, 2007303
-30.33%Jul 7, 201124Aug 10, 2011102Jan 5, 2012126
-28.68%May 23, 200249Aug 2, 2002219Jun 17, 2003268
-27.51%Aug 1, 2013620Jan 19, 2016197Oct 27, 2016817
-26.42%Nov 26, 202489Apr 8, 2025192Jan 13, 2026281
-24.71%Dec 21, 200416Jan 13, 200586May 18, 2005102
-23.55%Dec 28, 200065Apr 3, 2001228Mar 6, 2002293
-22.89%Jan 23, 200432Mar 10, 200430Apr 22, 200462
-20.98%May 14, 202188Sep 20, 202139Nov 12, 2021127
-19.98%Jul 19, 200715Aug 9, 200711Aug 24, 200726
-19.01%May 4, 202248Jul 14, 202220Aug 11, 202268
-18.98%Feb 29, 200034Apr 17, 200080Aug 10, 2000114
-18.56%Aug 11, 202231Sep 26, 202223Oct 27, 202254
-18.07%Apr 27, 201780Aug 21, 201729Oct 2, 2017109
-17.79%Sep 7, 200557Nov 28, 200529Jan 10, 200686
-16.95%Jan 19, 20218Jan 29, 202115Feb 22, 202123
-16.62%Jul 20, 200414Aug 9, 200430Sep 21, 200444
-16.31%Mar 13, 201273Jun 26, 201236Aug 16, 2012109
-15.76%Sep 14, 201243Nov 16, 201232Jan 4, 201375
-15.74%Feb 7, 202378May 31, 202326Jul 10, 2023104
-14.49%Feb 1, 201860Apr 30, 201832Jun 14, 201892
-13.99%Nov 22, 199934Jan 11, 200033Feb 29, 200067
-13.55%Aug 21, 200325Sep 26, 200328Nov 5, 200353