Performance analysis of Alico (ALCO)
Annual Return
Over the past 3 years, ALCO has had an average annual return of +16.78%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, ALCO has had an average annual return of +4.14%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, ALCO has had an average annual return of +4.68%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 1, 1999, ALCO has had an average annual return of +5.47%, underperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.03% | +40.97% | -10.17% | +22.77% | -32.42% | +25.25% | -12.12% | +22.50% | +0.79% | +9.52% | -29.21% | -22.24% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +29.68% | +7.04% | +90.35% | -18.16% | -15.91% | -28.95% | +14.61% | -26.28% | +14.33% | -20.39% | +68.35% | +33.22% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -14.11% | +97.57% | +4.73% | +9.84% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +13.70% | -0.07% | -0.05% | +0.97% | -2.31% | +1.77% | -2.61% | +11.03% | |||||
| 2025 | +19.13% | -4.92% | +1.78% | -4.36% | +13% | +1.49% | -1.22% | +4.83% | +2.58% | +1.59% | -1.18% | +4.55% | +40.97% |
| 2024 | +1.24% | -5.88% | +5.85% | -4.68% | -4.08% | -3.03% | +13.67% | -0.51% | -4.37% | -12.37% | +9.34% | -3.06% | -10.17% |
| 2023 | +11.02% | -2.87% | -5.79% | -2.64% | -1.74% | +10.19% | +1.73% | -9.15% | +6.29% | -2.08% | +14.40% | +4.18% | +22.77% |
| 2022 | -2.86% | -9.01% | +16.41% | +5.62% | +6.30% | -14.37% | +2.28% | -6.84% | -15.35% | +8.43% | +1.02% | -22.67% | -32.42% |
| 2021 | -4.25% | -0.20% | +1.36% | +0.37% | +6.78% | +12.82% | +6.21% | -1.27% | -6.96% | +3.97% | -2.19% | +7.80% | +25.25% |
| 2020 | +0.45% | -9.50% | -4.42% | -5.58% | +9.49% | -2.60% | -3.15% | +7.09% | -11.15% | +0.91% | +7.31% | +0.67% | -12.12% |
| 2019 | +0.34% | +2.23% | -9.88% | +2.10% | -7.23% | +17.97% | +5.14% | -6.43% | +14.17% | -3.44% | +3.07% | +6.09% | +22.50% |
| 2018 | -8.81% | -1.11% | +2.48% | +18.75% | -2.79% | +1.15% | +0.94% | +0.94% | +4.83% | -2.07% | -0.15% | -10.56% | +0.79% |
| 2017 | -0.74% | -5.01% | +3.36% | +13.45% | -0% | +4.71% | -3.51% | +5.96% | +6.90% | -3.66% | -2.58% | -7.77% | +9.52% |
Drawdown analysis of Alico (ALCO)
The maximum drawdown for the ALCO was -70.58%, occurring on Dec 8, 2011. This drawdown has not yet recovered.
The current ALCO drawdown is -19.32%.
Since Nov 1, 1999 ALCO has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -70.58% | Jul 6, 2007 | 1117 | Dec 8, 2011 | Ongoing | Ongoing | Ongoing |
| -32.03% | Jan 3, 2002 | 291 | Mar 3, 2003 | 167 | Oct 28, 2003 | 458 |
| -29.67% | Jan 3, 2005 | 303 | Mar 17, 2006 | 117 | Sep 1, 2006 | 420 |
| -24.97% | Oct 30, 2006 | 83 | Mar 2, 2007 | 81 | Jun 27, 2007 | 164 |
| -22.24% | Jun 29, 2001 | 60 | Oct 1, 2001 | 54 | Dec 17, 2001 | 114 |
| -17.72% | Feb 17, 2004 | 31 | Mar 31, 2004 | 59 | Jun 25, 2004 | 90 |
| -14.58% | Feb 10, 2000 | 75 | May 30, 2000 | 129 | Nov 30, 2000 | 204 |
| -12.01% | Dec 1, 2000 | 14 | Dec 21, 2000 | 89 | May 2, 2001 | 103 |
| -10.82% | Dec 21, 1999 | 23 | Jan 25, 2000 | 12 | Feb 10, 2000 | 35 |
| -10.47% | May 18, 2001 | 6 | May 29, 2001 | 14 | Jun 18, 2001 | 20 |
| -8.09% | Aug 27, 2004 | 22 | Sep 29, 2004 | 3 | Oct 4, 2004 | 25 |
| -7.92% | Nov 25, 2003 | 10 | Dec 10, 2003 | 19 | Jan 8, 2004 | 29 |
| -7.60% | Nov 30, 2004 | 4 | Dec 6, 2004 | 12 | Dec 22, 2004 | 16 |
| -6.80% | Jul 2, 2004 | 10 | Jul 19, 2004 | 22 | Aug 18, 2004 | 32 |
| -5.95% | Sep 1, 2006 | 4 | Sep 8, 2006 | 5 | Sep 15, 2006 | 9 |
| -4.67% | Jan 21, 2004 | 6 | Jan 29, 2004 | 12 | Feb 17, 2004 | 18 |
| -4.63% | Dec 17, 2001 | 3 | Dec 20, 2001 | 5 | Dec 28, 2001 | 8 |
| -4.46% | Sep 27, 2006 | 4 | Oct 3, 2006 | 13 | Oct 20, 2006 | 17 |
| -4.14% | May 8, 2001 | 3 | May 11, 2001 | 1 | May 14, 2001 | 4 |
| -4.13% | Nov 1, 1999 | 7 | Nov 10, 1999 | 4 | Nov 16, 1999 | 11 |
| -3.82% | Nov 23, 1999 | 7 | Dec 3, 1999 | 8 | Dec 15, 1999 | 15 |
| -3.82% | Nov 3, 2003 | 3 | Nov 6, 2003 | 5 | Nov 13, 2003 | 8 |
| -3.66% | Nov 13, 2003 | 2 | Nov 17, 2003 | 3 | Nov 20, 2003 | 5 |
| -3.44% | Nov 15, 2004 | 1 | Nov 16, 2004 | 5 | Nov 23, 2004 | 6 |
| -2.81% | Oct 4, 2004 | 1 | Oct 5, 2004 | 26 | Nov 10, 2004 | 27 |