Performance analysis of A.O. Smith (AOS)
Annual Return
Over the past 3 years, AOS has had an average annual return of -6.38%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, AOS has had an average annual return of -1.19%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, AOS has had an average annual return of +4.54%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, AOS has had an average annual return of +12.37%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -11.21% | +0.06% | -15.92% | +47.28% | -32.08% | +59.13% | +17.48% | +13.61% | -29.38% | +30.78% | +25.08% | +37.34% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +5.89% | +73% | +58.95% | +6.88% | +33.73% | +50.34% | -13.87% | -5.03% | +8.72% | +19.91% | -12.75% | +32.77% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +41.90% | +17.78% | -20.20% | -12.90% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.42% | +6.14% | -15.46% | -5.67% | -8.28% | +10.58% | -6.33% | -11.21% | |||||
| 2025 | -0.84% | -1.22% | -1.68% | +4.35% | -5.23% | +1.96% | +8.48% | +0.71% | +2.97% | -9.62% | -0.02% | +1.36% | +0.06% |
| 2024 | -5.48% | +6.82% | +7.91% | -7.05% | +0.97% | -2.22% | +4.38% | -1.55% | +7.30% | -16.02% | -0.81% | -8.43% | -15.92% |
| 2023 | +18.87% | -3.06% | +5.36% | -0.81% | -6.37% | +13.83% | +0.21% | +0.24% | -8.79% | +5.97% | +8.03% | +9.40% | +47.28% |
| 2022 | -10.65% | -10.26% | -6.84% | -8.12% | +2.89% | -9.05% | +16.24% | -10.78% | -13.94% | +13.38% | +10.88% | -5.76% | -32.08% |
| 2021 | -0.50% | +9.34% | +13.88% | +0.59% | +4.90% | +1.39% | -2.04% | +3.40% | -16.02% | +20.12% | +8.18% | +8.60% | +59.13% |
| 2020 | -9.90% | -7.36% | -4.40% | +12.70% | +12.08% | -0.80% | +2.67% | +1.72% | +7.82% | -1.63% | +8.94% | -2.65% | +17.48% |
| 2019 | +12.60% | +8.50% | +2.68% | -1.02% | -22.96% | +16.44% | -3.16% | +2.35% | +2.56% | +4.62% | -2.58% | -1.57% | +13.61% |
| 2018 | +9.27% | -3.88% | -0.94% | -3.24% | +2.80% | -6.22% | +0.95% | -2.44% | -8.11% | -14.28% | +4.06% | -9.88% | -29.38% |
| 2017 | +3.25% | +3.30% | +1.59% | +5.60% | +1.84% | +2.66% | -4.69% | +4% | +6.72% | -0.15% | +7.13% | -3.37% | +30.78% |
Drawdown analysis of A.O. Smith (AOS)
The maximum drawdown for the AOS was -60.17%, occurring on Mar 9, 2009. Recovery took 262 trading sessions.
The current AOS drawdown is -33.57%.
Since Nov 1, 1999 AOS has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 4 times
- 30% or more: 8 times
- 20% or more: 10 times
- 10% or more: 23 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.17% | Apr 17, 2006 | 728 | Mar 9, 2009 | 262 | Mar 23, 2010 | 990 |
| -52.94% | Nov 3, 1999 | 224 | Sep 22, 2000 | 337 | Jan 31, 2002 | 561 |
| -46.84% | Jan 26, 2018 | 540 | Mar 20, 2020 | 244 | Mar 10, 2021 | 784 |
| -42.68% | Dec 31, 2021 | 188 | Sep 30, 2022 | 313 | Dec 29, 2023 | 501 |
| -36.93% | Jul 16, 2024 | 470 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -35.46% | Dec 3, 2003 | 196 | Sep 15, 2004 | 298 | Nov 17, 2005 | 494 |
| -33.98% | May 9, 2002 | 128 | Nov 8, 2002 | 124 | May 9, 2003 | 252 |
| -31.59% | Jul 22, 2011 | 50 | Oct 3, 2011 | 85 | Feb 3, 2012 | 135 |
| -23.25% | Nov 27, 2015 | 35 | Jan 20, 2016 | 85 | May 20, 2016 | 120 |
| -22.44% | Sep 2, 2003 | 19 | Sep 29, 2003 | 44 | Dec 1, 2003 | 63 |
| -19.95% | Apr 14, 2010 | 37 | Jun 7, 2010 | 70 | Sep 15, 2010 | 107 |
| -18.32% | Nov 26, 2013 | 92 | Apr 10, 2014 | 157 | Nov 21, 2014 | 249 |
| -18.01% | Jun 23, 2015 | 44 | Aug 25, 2015 | 42 | Oct 23, 2015 | 86 |
| -17.15% | Sep 2, 2021 | 19 | Sep 30, 2021 | 22 | Nov 1, 2021 | 41 |
| -14.56% | Oct 6, 2016 | 20 | Nov 3, 2016 | 77 | Feb 27, 2017 | 97 |
| -12.88% | Jun 4, 2003 | 18 | Jun 30, 2003 | 17 | Jul 24, 2003 | 35 |
| -11.73% | Dec 10, 2010 | 16 | Jan 4, 2011 | 15 | Jan 26, 2011 | 31 |
| -11.69% | Apr 4, 2011 | 48 | Jun 13, 2011 | 28 | Jul 22, 2011 | 76 |
| -11.18% | Jan 31, 2002 | 4 | Feb 6, 2002 | 19 | Mar 6, 2002 | 23 |
| -10.66% | May 15, 2013 | 27 | Jun 24, 2013 | 18 | Jul 19, 2013 | 45 |
| -10.47% | Apr 27, 2012 | 15 | May 18, 2012 | 21 | Jun 19, 2012 | 36 |
| -10.45% | Mar 21, 2024 | 69 | Jul 1, 2024 | 10 | Jul 16, 2024 | 79 |
| -10.25% | Mar 20, 2013 | 17 | Apr 15, 2013 | 8 | Apr 25, 2013 | 25 |
| -9.30% | Feb 9, 2012 | 41 | Apr 10, 2012 | 8 | Apr 20, 2012 | 49 |
| -9.26% | Mar 19, 2002 | 7 | Mar 28, 2002 | 12 | Apr 16, 2002 | 19 |