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Performance analysis of Citigroup (C-P-K)

Annual Return

Over the past 3 years, C-P-K has had an average annual return of +1.80%, outperforming the benchmark SPY, which returned -0.48% annual.

Over the past 5 years, C-P-K has had an average annual return of +1.51%, underperforming the benchmark SPY, which returned +2.46% annual.

Over the past 10 years, C-P-K has had an average annual return of +4.27%, underperforming the benchmark SPY, which returned +12.44% annual.

Since Sep 22, 2014, C-P-K has had an average annual return of +5.90%, underperforming the benchmark SPY, which returned +11.26% annual.

2023202220212020201920182017201620152014
+6.88%-3.24%+2.32%+8.40%+14.32%-2.15%+10.69%+4.37%+11.66%+2.06%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2023+1.88%+0.30%-1.43%+2.34%+0.73%+0.83%+0.28%+0.63%+0.36%+0.60%+0.20%+6.88%
2022-2.64%+0.42%-0.90%+0.64%-0.62%-0.73%+4.35%-4.02%+1.11%-1.53%+0.89%-0%-3.24%
2021-1.22%-2.05%+3.59%+0.39%+1.26%+0.98%+0.25%-1.23%+0.22%+1.28%-2.99%+2%+2.32%
2020+3.16%-6.22%-3.99%+6.13%+0.53%-2.44%+6.02%+2.59%-2.30%+0.40%+4.29%+0.77%+8.40%
2019+0.80%+4.08%+0.04%+2.40%-0.48%+0.92%+3.97%-0.43%+0.53%+2.24%-1.02%+0.57%+14.32%
2018-1.15%+0.64%+0.32%-1.86%+0.22%+1.18%+1.17%+1.28%+0.18%-1.51%-3.16%+0.65%-2.15%
2017+1.68%+4.83%-1.29%+3.96%+0.50%+1.45%+1.28%-2.03%+0.17%-0.35%+0.85%-0.63%+10.69%

Drawdown analysis of Citigroup (C-P-K)

The maximum drawdown for the C-P-K was -29.68%, occurring on Mar 23, 2020. Recovery took 103 trading sessions.

The current C-P-K drawdown is -0.04%.

Since Sep 22, 2014 C-P-K has experienced the following drawdowns:

  • 20% or more: 1 time
  • 10% or more: 2 times
DepthStartTo BottomBottomTo RecoverEndTotal
-29.68%Feb 10, 202029Mar 23, 2020103Aug 18, 2020132
-10.46%Aug 8, 201669Nov 14, 2016108Apr 21, 2017177
-8.02%Nov 4, 2021137May 23, 2022302Aug 7, 2023439
-7.79%Jan 5, 201627Feb 12, 201655May 3, 201682
-7.24%Nov 24, 2017272Dec 26, 201836Feb 19, 2019308
-4.57%Dec 3, 202056Feb 25, 202124Mar 31, 202180
-3.91%Aug 26, 202020Sep 24, 202036Nov 13, 202056
-3.44%Aug 3, 201515Aug 24, 201538Oct 16, 201553
-3.18%Dec 2, 20158Dec 14, 20157Dec 23, 201515
-3.16%Jun 22, 202172Oct 4, 202120Nov 1, 202192
-3.11%Jul 31, 201764Oct 30, 201717Nov 22, 201781
-3.04%Apr 10, 201518May 6, 201551Jul 20, 201569
-2.71%Nov 14, 201914Dec 5, 201918Jan 2, 202032
-2.60%May 4, 20216May 12, 20216May 20, 202112
-2.56%Jun 18, 20198Jun 28, 201910Jul 15, 201918
-2.34%Nov 17, 201420Dec 16, 201410Dec 31, 201430
-1.91%Aug 2, 201929Sep 13, 201912Oct 1, 201941
-1.88%Mar 18, 20199Mar 29, 20194Apr 4, 201913
-1.68%Nov 3, 20154Nov 9, 20154Nov 13, 20158
-1.53%Oct 30, 20141Oct 31, 20142Nov 4, 20143
-1.42%May 16, 201910May 31, 20195Jun 7, 201915
-1.36%Apr 15, 20194Apr 22, 20195Apr 29, 20199
-1.28%Sep 22, 20144Sep 26, 20145Oct 3, 20149
-1.26%Apr 6, 20218Apr 16, 20215Apr 23, 202113
-1.25%Jun 7, 20167Jun 16, 20168Jun 28, 201615