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Performance analysis of Alexander & Baldwin (ALEX)

Annual Return

Over the past 3 years, ALEX has had an average annual return of +8.81%, underperforming the benchmark SPY, which returned +18.92% annual.

Over the past 5 years, ALEX has had an average annual return of +6.16%, underperforming the benchmark SPY, which returned +11.57% annual.

Over the past 10 years, ALEX has had an average annual return of +4.60%, underperforming the benchmark SPY, which returned +14.34% annual.

Since Jun 14, 2012, ALEX has had an average annual return of +6.13%, underperforming the benchmark SPY, which returned +14.41% annual.

202620252024202320222021202020192018201720162015
+0.97%+22.84%-1.81%+6.58%-22.03%+50.83%-16.38%+17.49%-33.74%+30.94%+27.95%-9.58%
201420132012
-5.51%+42.24%+11.97%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.49%+0.24%+0.24%+0.97%
2025+0.62%+1.45%-3.63%-0.29%+4.25%+0.81%+0.84%+7.56%-4.79%-12.20%-2.13%+34.29%+22.84%
2024-8.94%-6.12%+2.70%-0%+2%+2.32%+16.21%+0.41%-1.88%-3.07%+5.75%-8.70%-1.81%
2023+6.89%-6.74%+2.53%+1.69%-4.74%+2.63%+3.34%-6.20%-5.93%-5.56%+6.01%+14.90%+6.58%
2022-8.53%-2.27%+4.21%-8.58%-3.77%-11.02%+10.92%-5.93%-10.37%+17.49%+1.39%-4.04%-22.03%
2021-11.99%+15.55%-3.09%+9.18%+4.80%-3.82%+9.28%+4.30%+13.17%+4.65%-10.19%+14.73%+50.83%
2020+4.30%-14.00%-39.66%+17.11%-13.16%+6.84%-3.04%+2.45%-7.43%+14.63%+21.79%+10.76%-16.38%
2019+25.35%-0.48%+11.66%-7.15%-1.65%+0.13%+1.77%-1.83%+7.08%-4.08%-7.01%-3.32%+17.49%
2018-4.40%-17.08%+5.18%-0.99%-6.94%+10.28%+1.91%-2.00%-3.32%-13.88%+6.09%-11.33%-33.74%
2017-0.78%+0.86%-0.69%+3.35%-12.88%+3.40%+1.33%+3.68%+6.75%-2.35%+35.40%-4.54%+30.94%

Drawdown analysis of Alexander & Baldwin (ALEX)

The maximum drawdown for the ALEX was -69.31%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current ALEX drawdown is -7.63%.

Since Jun 14, 2012 ALEX has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 2 times
  • 20% or more: 3 times
  • 10% or more: 4 times
DepthStartTo BottomBottomTo RecoverEndTotal
-69.31%Dec 4, 2017577Mar 23, 2020OngoingOngoingOngoing
-35.50%Jul 18, 2013640Feb 2, 2016216Dec 8, 2016856
-22.95%Jul 13, 201271Oct 23, 201269Feb 5, 2013140
-13.95%Apr 26, 201724May 31, 201786Oct 2, 2017110
-9.94%Mar 5, 201341May 2, 201324Jun 6, 201365
-9.79%Jun 28, 20121Jun 29, 20123Jul 5, 20124
-8.43%Oct 3, 201727Nov 9, 201712Nov 28, 201739
-7.14%Feb 27, 20178Mar 9, 201733Apr 26, 201741
-5.90%Dec 8, 20164Dec 14, 201649Feb 27, 201753
-5.16%Jun 6, 20134Jun 12, 20131Jun 13, 20135
-5.15%Jul 6, 20121Jul 9, 20123Jul 12, 20124
-4.08%Jun 18, 20131Jun 19, 201311Jul 5, 201312
-2.52%Jun 14, 20121Jun 15, 20127Jun 26, 20128
-2.43%Feb 6, 20133Feb 11, 201311Feb 27, 201314
-1.34%Jul 5, 20131Jul 8, 20133Jul 11, 20134
-1.28%Jun 13, 20131Jun 14, 20131Jun 17, 20132
-1.04%Feb 27, 20131Feb 28, 20132Mar 4, 20133
-0.17%Nov 29, 20171Nov 30, 20171Dec 1, 20172