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Performance analysis of AMREP (AXR)

Annual Return

Over the past 3 years, AXR has had an average annual return of +10.16%, underperforming the benchmark SPY, which returned +19.63% annual.

Over the past 5 years, AXR has had an average annual return of +18.07%, outperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, AXR has had an average annual return of +16.35%, outperforming the benchmark SPY, which returned +15.04% annual.

Since Nov 1, 1999, AXR has had an average annual return of +7.29%, underperforming the benchmark SPY, which returned +8.49% annual.

202620252024202320222021202020192018201720162015
+36.54%-40.13%+42.92%+90.21%-24.01%+77.98%+42.81%+0.51%-15.24%-5.39%+70.58%+13.27%
201420132012201120102009200820072006200520042003
-45.14%-53.05%+122.87%-44.25%-12.42%-56.20%+2.39%-74.32%+380.14%+29.12%+48.26%+108.15%
2002200120001999
+20.15%+58.76%-14.47%-2.56%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+10.53%+21.56%+11.36%-2.06%-9.18%+0.80%+1.78%+36.54%
2025-3.31%-15.68%-21.68%+12.47%-10.20%+3.36%+6.31%-3.51%+11.41%-10.20%+2.65%-14.74%-40.13%
2024-7.24%+5.05%+8.55%-12.72%+4.37%-10.68%+34.64%-14.57%+36.51%+2.43%+18.51%-12.87%+42.92%
2023+17.88%-0.92%+3.71%-0.64%+6.45%+21.22%+0.41%-5.86%-0.78%-0.79%-2.15%+34.53%+90.21%
2022-21.05%-0.50%+13.23%-4.88%-0.93%-11.93%+25.67%-1.20%-19.02%+7.27%-3.97%-0.60%-24.01%
2021-6.33%+1%+37.38%-3.61%+32.90%-18.00%+15.09%+12.15%+4.32%-10.70%-10.84%+21.60%+77.98%
2020+1.96%-3.89%-18.09%+0.83%-13.01%+7.12%-1.10%+1.79%+23.35%+16.25%-8.83%+43.89%+42.81%
2019+4.54%-3.86%-3.85%-2.95%-7.53%+32.94%-11.07%-12.13%+6.63%+2.71%+2.21%-0.33%+0.51%
2018+8.55%+0%-5.64%+0.83%-3.31%+1.71%+3.23%+0.68%-1.35%-8.89%+3%-13.26%-15.24%
2017-5.12%-12.36%+3.89%-6.24%+5.99%+6.44%+1.48%-0.30%+2.04%+2.57%-3.06%+0.86%-5.39%

Drawdown analysis of AMREP (AXR)

The maximum drawdown for the AXR was -97.42%, occurring on Feb 11, 2016. This drawdown has not yet recovered.

The current AXR drawdown is -81.94%.

Since Nov 1, 1999 AXR has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 3 times
  • 30% or more: 3 times
  • 20% or more: 8 times
  • 10% or more: 16 times
DepthStartTo BottomBottomTo RecoverEndTotal
-97.42%Jan 16, 20072285Feb 11, 2016OngoingOngoingOngoing
-49.66%Jun 9, 2000206Apr 4, 2001201Jan 28, 2002407
-42.09%Jun 26, 200622Jul 27, 200649Oct 5, 200671
-27.50%Nov 2, 199931Dec 16, 199937Feb 9, 200068
-26.32%Sep 12, 200510Sep 26, 200555Dec 13, 200565
-25.30%Dec 19, 200516Jan 12, 200629Feb 24, 200645
-23.85%Mar 8, 200555May 25, 200535Jul 15, 200590
-20.69%May 8, 200611May 23, 20066Jun 1, 200617
-18.38%Oct 18, 200611Nov 2, 20065Nov 9, 200616
-16.32%Jul 1, 2002114Dec 11, 200263Mar 14, 2003177
-16.06%Jun 29, 200486Oct 29, 200432Dec 15, 2004118
-15.80%Mar 31, 200015Apr 24, 20006May 2, 200021
-14.39%Jan 31, 200239Mar 28, 200265Jul 1, 2002104
-13.63%Feb 14, 200021Mar 15, 20002Mar 17, 200023
-11.23%Jul 17, 200311Aug 1, 200320Aug 29, 200331
-10.85%Jun 7, 20065Jun 14, 20066Jun 22, 200611
-9.93%Jul 22, 20057Aug 2, 200526Sep 8, 200533
-8.60%Dec 21, 20068Jan 5, 20075Jan 12, 200713
-8.15%Dec 11, 20061Dec 12, 20062Dec 14, 20063
-7.41%Dec 27, 20049Jan 7, 200539Mar 7, 200548
-6.55%Oct 22, 200341Dec 19, 200358Mar 16, 200499
-6.52%Mar 20, 20003Mar 23, 20005Mar 30, 20008
-5.14%Mar 14, 200317Apr 8, 200310Apr 23, 200327
-4.87%May 2, 20062May 4, 20062May 8, 20064
-4.71%May 12, 20002May 16, 200014Jun 6, 200016