Performance analysis of ArrowMark Financial (BANX)
Annual Return
Over the past 3 years, BANX has had an average annual return of +17.01%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, BANX has had an average annual return of +7.99%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, BANX has had an average annual return of +10.43%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Nov 7, 2013, BANX has had an average annual return of +6.99%, underperforming the benchmark SPY, which returned +14.25% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -5.57% | +15.70% | +27.67% | +20.62% | -15.32% | +20.95% | -5.42% | +23.75% | +3.01% | +16% | +24.19% | -8.78% |
| 2014 | 2013 | ||||||||||
| -13.74% | -0.66% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.56% | -6.41% | -2.64% | +3.10% | +2.31% | -0.20% | -5.57% | ||||||
| 2025 | +0.42% | +1.09% | +1.45% | -4.28% | -0.50% | +6.64% | -1.85% | +0.03% | +8.84% | -3.47% | +3.78% | +3.30% | +15.70% |
| 2024 | +3.12% | +0.18% | +3.66% | -3.40% | -1.63% | +4.61% | +6.26% | +5.41% | +2.41% | -0.20% | +0.24% | +4.49% | +27.67% |
| 2023 | +6.69% | +5.22% | -3.75% | -3.89% | -3.58% | +2.20% | -0.33% | +0.78% | +7.09% | -1.97% | +1.85% | +9.73% | +20.62% |
| 2022 | -0.29% | -4.32% | +4.49% | -5.31% | -3.94% | +0.23% | -5.58% | +10.09% | -11.66% | -1.61% | +3.23% | -0.09% | -15.32% |
| 2021 | +3.22% | +3.25% | -1.70% | +0.60% | +9.55% | +2.67% | -1.86% | +2.55% | +1.30% | +2.65% | -5.03% | +2.67% | +20.95% |
| 2020 | -1.48% | -8.97% | -16.50% | +2.89% | +2.94% | -5.42% | +5.97% | +17.80% | -0.25% | -2.99% | +4.15% | +0.20% | -5.42% |
| 2019 | +5.80% | +5.78% | +0.99% | +2.43% | -0.82% | +1.92% | -0.78% | +1.11% | +3.02% | +2.30% | +2.08% | -2.03% | +23.75% |
| 2018 | +5.51% | +1.56% | +2.56% | -0.42% | +1.53% | +5.82% | -1.71% | +1.07% | +0.25% | -11.24% | +4.27% | -4.95% | +3.01% |
| 2017 | +5.67% | +0.05% | +3.95% | -0.94% | +0.15% | +3.89% | +0.05% | -1.04% | +4.09% | -1.99% | +1.53% | -0.15% | +16% |
Drawdown analysis of ArrowMark Financial (BANX)
The maximum drawdown for the BANX was -54.90%, occurring on Mar 18, 2020. Recovery took 285 trading sessions.
The current BANX drawdown is -6.77%.
Since Nov 7, 2013 BANX has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.90% | Dec 12, 2019 | 65 | Mar 18, 2020 | 285 | May 5, 2021 | 350 |
| -40.39% | Jul 3, 2014 | 389 | Jan 20, 2016 | 427 | Sep 28, 2017 | 816 |
| -28.49% | Nov 3, 2021 | 376 | May 4, 2023 | 168 | Jan 4, 2024 | 544 |
| -22.47% | Jun 21, 2018 | 128 | Dec 24, 2018 | 60 | Mar 22, 2019 | 188 |
| -13.71% | Mar 28, 2025 | 7 | Apr 8, 2025 | 51 | Jun 23, 2025 | 58 |
| -13.20% | Jan 12, 2026 | 52 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -6.18% | Sep 19, 2025 | 35 | Nov 7, 2025 | 22 | Dec 10, 2025 | 57 |
| -6.14% | Sep 25, 2024 | 13 | Oct 14, 2024 | 12 | Oct 30, 2024 | 25 |
| -5.98% | Jan 16, 2018 | 14 | Feb 5, 2018 | 24 | Mar 12, 2018 | 38 |
| -5.47% | Mar 27, 2024 | 44 | May 30, 2024 | 23 | Jul 3, 2024 | 67 |
| -5.38% | Sep 20, 2019 | 1 | Sep 23, 2019 | 4 | Sep 27, 2019 | 5 |
| -4.70% | Jul 9, 2019 | 20 | Aug 6, 2019 | 32 | Sep 20, 2019 | 52 |
| -4.68% | Nov 20, 2013 | 64 | Feb 25, 2014 | 18 | Mar 21, 2014 | 82 |
| -4.49% | Mar 15, 2018 | 18 | Apr 11, 2018 | 46 | Jun 15, 2018 | 64 |
| -4.23% | Jul 1, 2021 | 49 | Sep 10, 2021 | 12 | Sep 28, 2021 | 61 |
| -4.03% | Nov 5, 2024 | 7 | Nov 14, 2024 | 27 | Dec 24, 2024 | 34 |
| -4.02% | Jan 5, 2024 | 13 | Jan 25, 2024 | 2 | Jan 29, 2024 | 15 |
| -3.95% | Jul 10, 2025 | 21 | Aug 8, 2025 | 20 | Sep 8, 2025 | 41 |
| -3.75% | Jun 16, 2021 | 5 | Jun 23, 2021 | 1 | Jun 24, 2021 | 6 |
| -3.67% | Jan 30, 2024 | 12 | Feb 15, 2024 | 9 | Feb 29, 2024 | 21 |
| -3.52% | Jan 3, 2025 | 6 | Jan 14, 2025 | 4 | Jan 21, 2025 | 10 |
| -3.06% | Jul 23, 2024 | 9 | Aug 5, 2024 | 10 | Aug 19, 2024 | 19 |
| -2.96% | Jun 18, 2014 | 5 | Jun 25, 2014 | 5 | Jul 2, 2014 | 10 |
| -2.95% | Oct 3, 2017 | 23 | Nov 3, 2017 | 17 | Nov 29, 2017 | 40 |
| -2.83% | Mar 22, 2019 | 7 | Apr 2, 2019 | 5 | Apr 9, 2019 | 12 |