Performance analysis of BorgWarner (BWA)
Annual Return
Over the past 3 years, BWA has had an average annual return of +22.50%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, BWA has had an average annual return of +10.74%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, BWA has had an average annual return of +11.27%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, BWA has had an average annual return of +12.45%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +65.30% | +43.90% | -10.16% | +2.52% | -9.18% | +18.40% | -9.20% | +27.16% | -30.97% | +31.20% | -7.33% | -20.52% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -0.86% | +56.91% | +12.36% | -11.91% | +117.82% | +53.61% | -54.47% | +65.40% | -1.59% | +13.11% | +28.76% | +70.66% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -2.40% | +32.37% | +0.42% | +1.55% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.22% | +21.43% | -5.46% | +4.99% | +26.07% | +3.39% | +65.30% | ||||||
| 2025 | +0.35% | -6.68% | -3.39% | -0.94% | +16.60% | +1.52% | +9.92% | +16.20% | +3.22% | -2.27% | +0.23% | +5.06% | +43.90% |
| 2024 | -5.44% | -7.85% | +11.60% | -5.67% | +8.82% | -9.31% | +9.52% | -3.51% | +6.87% | -7.33% | +2.05% | -7.07% | -10.16% |
| 2023 | +17.47% | +6.70% | -2.33% | -2.00% | -7.54% | +10.33% | +8% | -12.13% | -0.93% | -8.60% | -8.40% | +6.41% | +2.52% |
| 2022 | -2.71% | -6.09% | -5.15% | -5.32% | +9.94% | -17.24% | +15.25% | -1.53% | -16.71% | +19.52% | +13.72% | -5.32% | -9.18% |
| 2021 | +8.67% | +7.57% | +3.02% | +4.79% | +5.93% | -5.36% | +0.91% | -12.52% | +1.24% | +4.30% | -3.59% | +4.14% | +18.40% |
| 2020 | -20.95% | -7.35% | -22.88% | +17.23% | +13.13% | +9.80% | +3.68% | +11.37% | -4.56% | -9.71% | +11.55% | -0.54% | -9.20% |
| 2019 | +17.73% | -0.29% | -5.42% | +8.75% | -14.65% | +18.32% | -9.96% | -13.23% | +12.41% | +13.63% | +1.30% | +3.16% | +27.16% |
| 2018 | +10.12% | -12.46% | +2.34% | -2.57% | +0.02% | -11.52% | +6.63% | -4.52% | -2.26% | -7.88% | +0.86% | -12.23% | -30.97% |
| 2017 | +3.52% | +3.67% | -0.95% | +1.17% | +0.88% | -0.35% | +10.34% | -0.40% | +10.38% | +2.91% | +5.94% | -8.24% | +31.20% |
Drawdown analysis of BorgWarner (BWA)
The maximum drawdown for the BWA was -72.14%, occurring on Mar 6, 2009. Recovery took 415 trading sessions.
Since Nov 1, 1999 BWA has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 6 times
- 20% or more: 11 times
- 10% or more: 18 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.14% | May 16, 2008 | 202 | Mar 6, 2009 | 415 | Oct 27, 2010 | 617 |
| -68.23% | Jul 9, 2014 | 1433 | Mar 18, 2020 | 1478 | Feb 4, 2026 | 2911 |
| -42.30% | May 23, 2002 | 96 | Oct 9, 2002 | 194 | Jul 18, 2003 | 290 |
| -33.05% | Aug 7, 2001 | 27 | Sep 20, 2001 | 89 | Jan 29, 2002 | 116 |
| -31.25% | Apr 4, 2011 | 126 | Oct 3, 2011 | 94 | Feb 16, 2012 | 220 |
| -30.45% | Mar 15, 2012 | 90 | Jul 24, 2012 | 240 | Jul 10, 2013 | 330 |
| -28.43% | Nov 19, 1999 | 65 | Feb 24, 2000 | 46 | May 1, 2000 | 111 |
| -28.16% | May 16, 2000 | 93 | Sep 27, 2000 | 90 | Feb 6, 2001 | 183 |
| -23.80% | Feb 12, 2026 | 20 | Mar 13, 2026 | 42 | May 13, 2026 | 62 |
| -23.36% | Oct 31, 2007 | 88 | Mar 10, 2008 | 41 | May 7, 2008 | 129 |
| -21.49% | Jan 26, 2004 | 78 | May 17, 2004 | 120 | Nov 5, 2004 | 198 |
| -19.91% | May 16, 2006 | 90 | Sep 22, 2006 | 83 | Jan 24, 2007 | 173 |
| -17.83% | Jul 16, 2007 | 23 | Aug 16, 2007 | 31 | Oct 1, 2007 | 54 |
| -16.41% | Feb 1, 2005 | 60 | Apr 28, 2005 | 31 | Jun 13, 2005 | 91 |
| -15.08% | Mar 8, 2001 | 10 | Mar 22, 2001 | 38 | May 16, 2001 | 48 |
| -13.14% | Jan 3, 2006 | 28 | Feb 13, 2006 | 50 | Apr 26, 2006 | 78 |
| -10.41% | Jan 3, 2011 | 22 | Feb 3, 2011 | 5 | Feb 10, 2011 | 27 |
| -10.02% | Aug 25, 2005 | 31 | Oct 10, 2005 | 30 | Nov 21, 2005 | 61 |
| -9.85% | Mar 8, 2002 | 11 | Mar 25, 2002 | 11 | Apr 10, 2002 | 22 |
| -9.65% | Jan 16, 2014 | 11 | Feb 3, 2014 | 8 | Feb 13, 2014 | 19 |
| -9.34% | Feb 16, 2011 | 19 | Mar 16, 2011 | 12 | Apr 1, 2011 | 31 |
| -9.33% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -8.59% | Apr 10, 2002 | 6 | Apr 18, 2002 | 24 | May 22, 2002 | 30 |
| -8.14% | Jul 17, 2001 | 5 | Jul 24, 2001 | 4 | Jul 30, 2001 | 9 |
| -8.03% | Nov 13, 2003 | 5 | Nov 20, 2003 | 14 | Dec 11, 2003 | 19 |