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Performance analysis of BrightSpring Health Services (BTSGU)

Annual Return

Since Jan 26, 2024, BTSGU has had an average annual return of +101.69%, outperforming the benchmark SPY, which returned +19.88% annual.

202620252024
+87.93%+111.15%+43.79%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+6.40%+3.42%+2.93%+11.88%+27.83%+13.33%+2.36%+87.93%
2025+34.23%-17.10%-5.48%-2.22%+33.77%-1.57%-11.29%+12.80%+23.84%+10.07%+9.16%+4.75%+111.15%
2024+1.33%-16.67%+18.64%-4.10%+6.66%+2.08%+4.24%+1.87%+13.59%+1.81%+27.18%-12.00%+43.79%

Drawdown analysis of BrightSpring Health Services (BTSGU)

The maximum drawdown for the BTSGU was -32.45%, occurring on Apr 21, 2025. Recovery took 19 trading sessions.

The current BTSGU drawdown is -0.61%.

Since Jan 26, 2024 BTSGU has experienced the following drawdowns:

  • 30% or more: 1 time
  • 20% or more: 2 times
  • 10% or more: 5 times
DepthStartTo BottomBottomTo RecoverEndTotal
-32.45%Jan 30, 202555Apr 21, 202519May 16, 202574
-22.43%Jan 30, 202431Mar 14, 202457Jun 5, 202488
-18.43%May 16, 202553Aug 4, 202514Aug 22, 202567
-13.47%Nov 11, 202434Dec 31, 202412Jan 21, 202546
-11.14%Jul 29, 20244Aug 2, 202416Aug 26, 202420
-8.63%Mar 4, 20267Mar 13, 20263Mar 18, 202610
-7.69%Jan 6, 20263Jan 9, 202631Feb 25, 202634
-7.52%May 28, 20265Jun 4, 20265Jun 11, 202610
-7.22%Oct 18, 20249Oct 31, 20241Nov 1, 202410
-7.04%Jun 5, 202410Jun 20, 20246Jun 28, 202416
-7.02%Nov 11, 20255Nov 18, 20254Nov 24, 20259
-6.75%Mar 19, 20261Mar 20, 20263Mar 25, 20264
-6.42%Mar 25, 20263Mar 30, 20266Apr 8, 20269
-5.45%Sep 10, 20252Sep 12, 202512Sep 30, 202514
-5.38%Oct 1, 20257Oct 10, 20252Oct 14, 20259
-5.08%Aug 22, 20255Aug 29, 20255Sep 8, 202510
-4.97%Jun 28, 20247Jul 10, 20244Jul 16, 202411
-4.33%May 15, 20262May 19, 20261May 20, 20263
-3.97%Oct 15, 20251Oct 16, 20253Oct 21, 20254
-3.93%Oct 29, 20252Oct 31, 20257Nov 11, 20259
-3.91%Sep 24, 20244Sep 30, 20247Oct 9, 202411
-3.47%May 4, 20261May 5, 20263May 8, 20264
-3.42%Dec 1, 20257Dec 10, 20252Dec 12, 20259
-3.41%Apr 20, 20261Apr 21, 20263Apr 24, 20264
-2.92%Jul 9, 20264Jul 15, 2026OngoingOngoingOngoing