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Performance analysis of Bogota Financial (BSBK)

Annual Return

Over the past 3 years, BSBK has had an average annual return of +5.49%, underperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, BSBK has had an average annual return of -2.40%, underperforming the benchmark SPY, which returned +13.88% annual.

Since Jan 16, 2020, BSBK has had an average annual return of -3.90%, underperforming the benchmark SPY, which returned +15.40% annual.

2026202520242023202220212020
+6.39%+12.67%-6.84%-27.99%+9.83%+14.24%-23.12%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0%+0.47%+0.12%-2.82%+1.70%+7.02%+6.39%
2025+2.53%+3.51%-3.77%-9.93%+3.06%+9.55%+6.23%+12.02%-1.85%-4.70%-3.36%+0.84%+12.67%
2024-0%-3.11%-9.23%-5.37%+0.14%+0.31%+9.51%+1.76%+10.54%-2.53%+0.62%-7.75%-6.84%
2023+2.24%+0.61%-13.04%-12.49%-9.72%+3.30%+2.07%-9.96%-1.47%-0.13%-7.73%+18.21%-27.99%
2022-2.15%+3.91%+3.57%+0.75%+3.24%+0.54%-1.25%-0.36%-0.09%+1.72%+1.87%-2.10%+9.83%
2021+1.80%-0.12%+13.24%-3.41%+1.42%+1.29%-0.28%+2.45%-0.86%-1.07%-0.84%+0.64%+14.24%
2020+0%-11.99%-32.36%+17.40%+8.76%-0.79%-9.72%-10.40%+7.79%+3.67%+10.77%+1.83%-23.12%

Drawdown analysis of Bogota Financial (BSBK)

The maximum drawdown for the BSBK was -46.01%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current BSBK drawdown is -24.39%.

Since Jan 16, 2020 BSBK has experienced the following drawdowns:

  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-46.01%Jan 21, 202043Mar 23, 2020OngoingOngoingOngoing