Performance analysis of Atlantic Union Bankshares (AUB-P-A)
Annual Return
Over the past 3 years, AUB-P-A has had an average annual return of +12.97%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, AUB-P-A has had an average annual return of +4.07%, underperforming the benchmark SPY, which returned +12.55% annual.
Since Jun 3, 2020, AUB-P-A has had an average annual return of +6.44%, underperforming the benchmark SPY, which returned +16.82% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.51% | +13.45% | +17.36% | -7.69% | -5.66% | +7.53% | +13.60% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.24% | +0.67% | -0.12% | +1.89% | +1.12% | -1.78% | +0.49% | +3.51% | |||||
| 2025 | +10.13% | +0.85% | -1.75% | -1.06% | -3.29% | +4.18% | +4.06% | +1.02% | +0.56% | -0.32% | -0.09% | -0.94% | +13.45% |
| 2024 | +17.89% | -0.85% | -2.65% | -7.78% | +8.99% | -0.35% | +5.58% | +1.42% | +0.74% | +2.33% | +4.08% | -10.37% | +17.36% |
| 2023 | +3.84% | +2.50% | -16.13% | -2.99% | -1.79% | +0.59% | +5.12% | -2.24% | +0.63% | -5.73% | +5.42% | +4.99% | -7.69% |
| 2022 | -3.61% | -1.21% | -0.91% | -1.04% | +2.38% | -1.09% | +0.43% | +0.25% | -4.94% | -1.28% | +6.46% | -0.80% | -5.66% |
| 2021 | -1.55% | -0.55% | +3.11% | +0.40% | +2.08% | +0.79% | +1.71% | +0.56% | -0.94% | -0.11% | +0.07% | +1.82% | +7.53% |
| 2020 | -0.80% | +1.76% | +4.92% | +0.11% | +1.53% | +2.85% | +2.59% | +13.60% |
Drawdown analysis of Atlantic Union Bankshares (AUB-P-A)
The maximum drawdown for the AUB-P-A was -35.85%, occurring on May 4, 2023. Recovery took 186 trading sessions.
The current AUB-P-A drawdown is -2.29%.
Since Jun 3, 2020 AUB-P-A has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.85% | Dec 7, 2021 | 353 | May 4, 2023 | 186 | Jan 31, 2024 | 539 |
| -11.37% | Jan 31, 2024 | 51 | Apr 15, 2024 | 45 | Jun 18, 2024 | 96 |
| -10.37% | Nov 29, 2024 | 21 | Dec 31, 2024 | 141 | Jul 28, 2025 | 162 |
| -4.23% | Dec 31, 2020 | 6 | Jan 11, 2021 | 22 | Feb 11, 2021 | 28 |
| -3.97% | Sep 16, 2025 | 18 | Oct 10, 2025 | 31 | Nov 24, 2025 | 49 |
| -3.78% | Jun 3, 2020 | 12 | Jun 19, 2020 | 25 | Jul 27, 2020 | 37 |
| -3.59% | Jun 18, 2024 | 7 | Jun 28, 2024 | 12 | Jul 17, 2024 | 19 |
| -3.20% | Sep 2, 2021 | 17 | Sep 28, 2021 | 49 | Dec 7, 2021 | 66 |
| -2.97% | Nov 15, 2024 | 7 | Nov 26, 2024 | 2 | Nov 29, 2024 | 9 |
| -2.83% | Jun 1, 2021 | 4 | Jun 7, 2021 | 21 | Jul 7, 2021 | 25 |
| -2.78% | Jul 30, 2024 | 9 | Aug 12, 2024 | 11 | Aug 27, 2024 | 20 |
| -2.77% | Jun 12, 2026 | 11 | Jun 30, 2026 | Ongoing | Ongoing | Ongoing |
| -2.31% | Feb 11, 2021 | 10 | Feb 26, 2021 | 8 | Mar 10, 2021 | 18 |
| -2.30% | Jul 27, 2021 | 11 | Aug 11, 2021 | 13 | Aug 30, 2021 | 24 |
| -2.17% | Mar 4, 2026 | 19 | Mar 31, 2026 | 22 | May 1, 2026 | 41 |
| -2.09% | Apr 6, 2021 | 3 | Apr 9, 2021 | 31 | May 24, 2021 | 34 |
| -2.05% | Dec 2, 2025 | 24 | Jan 7, 2026 | 10 | Jan 22, 2026 | 34 |
| -1.70% | Feb 25, 2026 | 2 | Feb 27, 2026 | 3 | Mar 4, 2026 | 5 |
| -1.56% | Aug 29, 2024 | 2 | Sep 3, 2024 | 5 | Sep 10, 2024 | 7 |
| -1.49% | Oct 8, 2020 | 14 | Oct 28, 2020 | 5 | Nov 4, 2020 | 19 |
| -1.42% | Nov 11, 2020 | 21 | Dec 11, 2020 | 1 | Dec 14, 2020 | 22 |
| -1.36% | Jul 12, 2021 | 1 | Jul 13, 2021 | 9 | Jul 26, 2021 | 10 |
| -1.36% | Jan 23, 2026 | 5 | Jan 30, 2026 | 10 | Feb 13, 2026 | 15 |
| -1.28% | Sep 1, 2020 | 2 | Sep 3, 2020 | 4 | Sep 10, 2020 | 6 |
| -1.20% | Aug 12, 2025 | 5 | Aug 19, 2025 | 5 | Aug 26, 2025 | 10 |