Performance analysis of Anterix (ATEX)
Annual Return
Over the past 3 years, ATEX has had an average annual return of +27.13%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, ATEX has had an average annual return of +6.01%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, ATEX has had an average annual return of +11.91%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Feb 3, 2015, ATEX has had an average annual return of +4.64%, underperforming the benchmark SPY, which returned +14.15% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +206.43% | -28.82% | -7.95% | +3.57% | -45.25% | +56.28% | -12.99% | +15.56% | +16.49% | +42.34% | -17.99% | -31.25% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +20.30% | +40.54% | +3.47% | +26.52% | +32.49% | +4.50% | +206.43% | ||||||
| 2025 | -6.85% | +36.50% | -6.15% | -18.44% | -10.93% | -3.52% | -13.41% | +6.88% | -9.57% | -5.81% | +1.68% | +6.19% | -28.82% |
| 2024 | -10.50% | +33.13% | -15.34% | -6.22% | +6.76% | +17.65% | +1.69% | -11.89% | +6.17% | -13.75% | +6.83% | -11.61% | -7.95% |
| 2023 | +12.12% | -16.28% | +9.40% | -4.42% | +3.38% | -2.93% | -11.42% | +17.88% | -5.17% | -2.83% | +7.24% | +1.90% | +3.57% |
| 2022 | -12.76% | +3.94% | +8.67% | -10.47% | -17.45% | -4.02% | +8.33% | -4.59% | -15.86% | +7.37% | -11.35% | -5.38% | -45.25% |
| 2021 | -3.51% | +16.41% | +11.67% | +0.34% | +4.52% | +21.29% | -2.79% | +1.20% | +2.85% | +5.60% | -6.15% | -2.33% | +56.28% |
| 2020 | +7.52% | +0.84% | -2.52% | +14.95% | +2.10% | -15.41% | -3.88% | +0.37% | -25.21% | -2.42% | -6.23% | +25.62% | -12.99% |
| 2019 | +7.88% | -2.63% | -10.49% | +13.20% | +22.49% | -3.59% | -5.34% | -12.90% | -6.59% | +12.04% | +4.71% | +1.74% | +15.56% |
| 2018 | +7.17% | -6.40% | -7.29% | -2.52% | -12.88% | -1.58% | +19.83% | +0.51% | +12.80% | +19.47% | +7.26% | -13.92% | +16.49% |
| 2017 | -5.55% | +20.90% | -15.14% | +17.39% | -6.83% | -2.51% | +6.01% | +18.43% | +1.87% | -4.19% | +14.35% | -1.68% | +42.34% |
Drawdown analysis of Anterix (ATEX)
The maximum drawdown for the ATEX was -72.27%, occurring on Nov 6, 2025. Recovery took 138 trading sessions.
Since Feb 3, 2015 ATEX has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.27% | Nov 2, 2021 | 1007 | Nov 6, 2025 | 138 | May 28, 2026 | 1145 |
| -65.00% | Feb 18, 2015 | 333 | Jun 14, 2016 | 985 | May 13, 2020 | 1318 |
| -51.73% | May 20, 2020 | 127 | Nov 18, 2020 | 144 | Jun 17, 2021 | 271 |
| -13.01% | Jun 23, 2021 | 60 | Sep 17, 2021 | 30 | Oct 29, 2021 | 90 |
| -6.48% | Feb 11, 2015 | 1 | Feb 12, 2015 | 2 | Feb 17, 2015 | 3 |
| -1.72% | May 13, 2020 | 2 | May 15, 2020 | 3 | May 20, 2020 | 5 |
| -1.57% | May 28, 2026 | 1 | May 29, 2026 | 1 | Jun 1, 2026 | 2 |