Performance analysis of Avalon (AWX)
Annual Return
Over the past 3 years, AWX has had an average annual return of +4.26%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, AWX has had an average annual return of -10.47%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, AWX has had an average annual return of +1.96%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, AWX has had an average annual return of -2.85%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -5.21% | -30.49% | +61.93% | -13.10% | -23.83% | +38.86% | +35.41% | -27.54% | +32.51% | -32.21% | +56.11% | -27.88% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -49.61% | +36.14% | +31.81% | +6.14% | +30.02% | +42.20% | -72.65% | -25.00% | +53.85% | +48.11% | +20.14% | +31.52% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -29.83% | +3.64% | -45.00% | -9.09% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.10% | -4.41% | -0.38% | -2.12% | +0.20% | +0.39% | -5.21% | ||||||
| 2025 | -6.71% | -9.43% | -13.14% | -3.52% | -10.58% | +1.62% | +4.02% | -2.36% | +3.11% | +5.08% | +0.36% | -2.18% | -30.49% |
| 2024 | -8.77% | +11% | -7.84% | -2.24% | +7.34% | -5.99% | -1.83% | +18.77% | -0.60% | +2.35% | +24.91% | +18.71% | +61.93% |
| 2023 | +1.82% | -4.28% | -1.13% | +1.89% | -14.44% | +10.38% | -3.90% | -8.17% | -13.79% | -0.51% | +9.32% | +13.27% | -13.10% |
| 2022 | -8.04% | +3.31% | -4.51% | -2.30% | -6.88% | -12.75% | -2.31% | +23.80% | -15.73% | +2.64% | +2.95% | -1.79% | -23.83% |
| 2021 | +26.93% | +7.58% | +3.38% | -4.09% | +21.59% | +9.57% | -4.69% | -1.12% | -11.98% | -1.54% | +0.78% | -6.47% | +38.86% |
| 2020 | -3.64% | -3.80% | -27.53% | +6.99% | -0.72% | +17.50% | +8.10% | -9.77% | +11.45% | -2.86% | +24.72% | +22.62% | +35.41% |
| 2019 | +7.93% | -11.88% | +2.38% | -8.91% | -2.13% | +8.25% | +5.24% | -15.66% | -0.22% | +3.94% | -16.34% | +0.14% | -27.54% |
| 2018 | +8.50% | -2.28% | +3.76% | -5.95% | +8.75% | -4.01% | +69.93% | +22.06% | -16.96% | -15.33% | -4.75% | -11.68% | +32.51% |
| 2017 | -4.75% | -1.06% | -14.32% | +0.74% | +6.67% | -5.07% | -6.59% | -15.41% | +4.15% | +3.25% | +3.17% | -6.12% | -32.21% |
Drawdown analysis of Avalon (AWX)
The maximum drawdown for the AWX was -90.92%, occurring on Dec 5, 2008. This drawdown has not yet recovered.
The current AWX drawdown is -76.39%.
Since Nov 1, 1999 AWX has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -90.92% | May 21, 2007 | 391 | Dec 5, 2008 | Ongoing | Ongoing | Ongoing |
| -69.09% | Nov 1, 1999 | 872 | Apr 24, 2003 | 820 | Jul 26, 2006 | 1692 |
| -20.83% | Oct 18, 2006 | 8 | Oct 30, 2006 | 64 | Feb 2, 2007 | 72 |
| -16.24% | Feb 2, 2007 | 20 | Mar 5, 2007 | 29 | Apr 16, 2007 | 49 |
| -12.89% | Jul 26, 2006 | 31 | Sep 8, 2006 | 12 | Sep 26, 2006 | 43 |
| -4.49% | May 7, 2007 | 4 | May 11, 2007 | 2 | May 15, 2007 | 6 |
| -2.70% | May 2, 2007 | 2 | May 4, 2007 | 1 | May 7, 2007 | 3 |
| -2.50% | Sep 26, 2006 | 2 | Sep 28, 2006 | 4 | Oct 4, 2006 | 6 |
| -2.27% | Apr 24, 2007 | 3 | Apr 27, 2007 | 1 | Apr 30, 2007 | 4 |
| -1.46% | Apr 16, 2007 | 3 | Apr 19, 2007 | 1 | Apr 20, 2007 | 4 |