Performance analysis of Beacon Financial (BBT)
Annual Return
Over the past 3 years, BBT has had an average annual return of +15.70%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, BBT has had an average annual return of +5.37%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, BBT has had an average annual return of +3.80%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jun 28, 2000, BBT has had an average annual return of +6.25%, underperforming the benchmark SPY, which returned +8.39% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.32% | -4.21% | +17.87% | -14.33% | +7.17% | +69.20% | -45.21% | +25.69% | -24.58% | +1.64% | +30.38% | +12.18% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +0.70% | +17.53% | +10.87% | +3.50% | +10.47% | -31.00% | +21.62% | -20.75% | +1.51% | -8.43% | +4.01% | +56.34% |
| 2002 | 2001 | 2000 | |||||||||
| +18.72% | +31.64% | +28.80% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.51% | +6.01% | +0.88% | -4.90% | +3.15% | +4.67% | +0.23% | +18.32% | |||||
| 2025 | +3.45% | -2.52% | -8.42% | -4.83% | +0.39% | +1.13% | -1.60% | +6.79% | -9.26% | +2.66% | +6.43% | +3.05% | -4.21% |
| 2024 | -3.34% | -10.46% | +7.52% | -6.98% | +4.27% | +3.43% | +21.05% | -0.22% | -1.56% | +1.11% | +12.59% | -6.73% | +17.87% |
| 2023 | +3.85% | -5.86% | -13.77% | -15.12% | -3.02% | +1.37% | +10.04% | -7.61% | -4.07% | -2.20% | +7.62% | +18.64% | -14.33% |
| 2022 | +4.08% | +5.52% | -6.85% | -14.60% | +6.05% | -5.13% | +13.73% | +0.55% | -3.23% | +7.15% | +7.23% | -4.11% | +7.17% |
| 2021 | -3.16% | +21.59% | +11.31% | -0.58% | +25.06% | -0.79% | -1.35% | -4.77% | +5.27% | +0.63% | -1.20% | +6.44% | +69.20% |
| 2020 | -14.39% | -12.56% | -39.12% | +14.67% | -36.50% | +4.27% | -9.61% | -7.83% | +11.52% | +28.88% | +25.87% | +5.08% | -45.21% |
| 2019 | +1.04% | +15.85% | -13.03% | +10.10% | -1.92% | +7.54% | +4.49% | -9.88% | -0.14% | +5.94% | +2.41% | +4.21% | +25.69% |
| 2018 | +3.69% | -2.60% | +3.27% | +0% | +4.15% | +3.31% | +0% | +4.62% | -3.67% | -18.01% | +2.99% | -21.02% | -24.58% |
| 2017 | -3.93% | +0.45% | +1.98% | +4.02% | -3.86% | -1.95% | +5.69% | -8.48% | +14.65% | -1.16% | +1.23% | -5.06% | +1.64% |
Drawdown analysis of Beacon Financial (BBT)
The maximum drawdown for the BBT was -78.19%, occurring on Sep 23, 2020. This drawdown has not yet recovered.
The current BBT drawdown is -10.47%.
Since Jun 28, 2000 BBT 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: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -78.19% | Jun 7, 2018 | 578 | Sep 23, 2020 | Ongoing | Ongoing | Ongoing |
| -54.28% | Oct 19, 2006 | 828 | Feb 4, 2010 | 1452 | Nov 10, 2015 | 2280 |
| -20.19% | Jul 1, 2002 | 16 | Jul 24, 2002 | 18 | Aug 19, 2002 | 34 |
| -19.79% | Sep 10, 2004 | 159 | Apr 28, 2005 | 341 | Sep 5, 2006 | 500 |
| -19.40% | Aug 26, 2002 | 104 | Jan 24, 2003 | 70 | May 6, 2003 | 174 |
| -17.04% | Dec 1, 2015 | 49 | Feb 11, 2016 | 183 | Nov 1, 2016 | 232 |
| -15.83% | Aug 14, 2001 | 19 | Sep 17, 2001 | 59 | Dec 10, 2001 | 78 |
| -14.75% | Jan 9, 2004 | 88 | May 17, 2004 | 31 | Jul 1, 2004 | 119 |
| -13.97% | Nov 15, 2000 | 5 | Nov 22, 2000 | 24 | Dec 28, 2000 | 29 |
| -12.04% | Apr 15, 2002 | 8 | Apr 25, 2002 | 42 | Jun 25, 2002 | 50 |
| -11.83% | Aug 24, 2000 | 34 | Oct 12, 2000 | 14 | Nov 1, 2000 | 48 |
| -11.64% | May 4, 2017 | 73 | Aug 17, 2017 | 28 | Sep 27, 2017 | 101 |
| -10.11% | May 9, 2003 | 9 | May 22, 2003 | 8 | Jun 4, 2003 | 17 |
| -8.81% | Oct 20, 2017 | 14 | Nov 9, 2017 | 81 | Mar 9, 2018 | 95 |
| -8.64% | Dec 28, 2016 | 73 | Apr 13, 2017 | 7 | Apr 25, 2017 | 80 |
| -8.63% | Nov 6, 2003 | 13 | Nov 25, 2003 | 15 | Dec 17, 2003 | 28 |
| -8.52% | Jul 1, 2004 | 29 | Aug 12, 2004 | 16 | Sep 3, 2004 | 45 |
| -8.23% | Apr 17, 2001 | 52 | Jun 29, 2001 | 13 | Jul 19, 2001 | 65 |
| -7.67% | Aug 19, 2003 | 5 | Aug 26, 2003 | 25 | Oct 1, 2003 | 30 |
| -7.15% | Sep 8, 2006 | 17 | Oct 3, 2006 | 12 | Oct 19, 2006 | 29 |
| -6.92% | Mar 13, 2018 | 8 | Mar 23, 2018 | 41 | May 22, 2018 | 49 |
| -6.18% | Jun 16, 2003 | 8 | Jun 26, 2003 | 2 | Jun 30, 2003 | 10 |
| -4.50% | Nov 3, 2000 | 6 | Nov 13, 2000 | 2 | Nov 15, 2000 | 8 |
| -4.17% | Oct 2, 2017 | 2 | Oct 4, 2017 | 12 | Oct 20, 2017 | 14 |
| -4.00% | Dec 29, 2000 | 1 | Jan 2, 2001 | 2 | Jan 4, 2001 | 3 |