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Performance analysis of Carter Bankshares (CARE)

Annual Return

Over the past 3 years, CARE has had an average annual return of +23.78%, outperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, CARE has had an average annual return of +13.66%, underperforming the benchmark SPY, which returned +14% annual.

Over the past 10 years, CARE has had an average annual return of +8.58%, underperforming the benchmark SPY, which returned +15.53% annual.

Since Aug 27, 2012, CARE has had an average annual return of +9.57%, underperforming the benchmark SPY, which returned +14.97% annual.

202620252024202320222021202020192018201720162015
+44.64%+11.76%+17.50%-9.77%+7.80%+43.57%-54.48%+58.14%-14.53%+32.05%+0.73%+9.72%
201420132012
+18.54%+26.81%-1.67%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+8.90%-2.66%+11.90%+9.78%+7.04%+3.77%+44.64%
2025+0.17%-1.59%-6.69%-5.38%+7.44%+5.41%+0.23%+11.97%-0.26%-12.01%+7.55%+7.02%+11.76%
2024-3.40%-8.71%-4.25%-3.71%+4.77%+18.59%+7.74%+6.20%+0.52%+5.81%+1.52%-5.83%+17.50%
2023+0.18%+4.51%-19.40%-8.22%+9.73%+4.89%-0.68%-2.58%-12.44%-10.13%+11.28%+19.48%-9.77%
2022-0%+8.25%+4.26%-5.81%-9.60%-10.75%+5.68%+18.07%-2.25%+11.18%+3.58%-10.52%+7.80%
2021-6.62%+18.18%+18%-7.24%+20.23%-19.65%-8.32%+6.27%+16.66%+5.34%-3.13%+6.06%+43.57%
2020-16.57%-14.00%-45.68%+3.26%-25.53%+14.31%-12.64%+0.57%-6.21%+4.51%+34.82%+14.41%-54.48%
2019+12.60%+2.13%+11.25%-0.05%+2.97%-0%+1.01%-5.31%-0%+4.02%+7.48%+12.31%+58.14%
2018+0.28%-4.26%+1.18%+2.76%-0.11%+2.63%+0.50%-3.05%+10.85%-10.57%+0.58%-14.04%-14.53%
2017+16.10%+1.42%+7.99%-0%-10.47%+2.45%+3.23%+12.50%-5.28%-3.52%+5.78%+0.86%+32.05%

Drawdown analysis of Carter Bankshares (CARE)

The maximum drawdown for the CARE was -73.17%, occurring on Sep 23, 2020. Recovery took 1388 trading sessions.

Since Aug 27, 2012 CARE has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 2 times
  • 10% or more: 4 times
DepthStartTo BottomBottomTo RecoverEndTotal
-73.17%Dec 31, 2019184Sep 23, 20201388Apr 6, 20261572
-26.41%Sep 19, 201868Dec 27, 201887May 3, 2019155
-14.66%Jul 27, 201665Oct 27, 201652Jan 12, 2017117
-12.95%Apr 13, 201733Jun 1, 201761Aug 28, 201794
-9.78%Jul 26, 2013102Dec 20, 2013198Oct 13, 2014300
-9.06%Jun 18, 201950Aug 28, 201957Nov 18, 2019107
-8.61%Aug 31, 201741Oct 30, 2017166Jun 28, 2018207
-7.80%Mar 24, 201574Jul 10, 201589Nov 13, 2015163
-7.78%Jul 18, 201828Aug 27, 201813Sep 14, 201841
-7.57%Mar 31, 201642May 31, 201640Jul 27, 201682
-5.34%Apr 22, 20136May 2, 20136May 13, 201312
-4.23%Jan 24, 201315Feb 14, 20133Feb 20, 201318
-4.01%Jun 18, 20134Jun 24, 20133Jun 27, 20137
-3.94%May 13, 201319Jun 13, 20132Jun 17, 201321
-3.72%Jun 27, 20132Jul 1, 20135Jul 9, 20137
-3.56%Feb 14, 201730Mar 29, 20172Mar 31, 201732
-3.44%Apr 10, 20133Apr 17, 20133Apr 22, 20136
-3.44%May 14, 20262May 18, 20264May 22, 20266
-3.40%Oct 16, 201236Dec 10, 201222Jan 11, 201358
-3.17%Apr 9, 202610Apr 23, 20263Apr 28, 202613
-3.16%Nov 24, 201422Dec 26, 20143Dec 31, 201425
-3.16%Feb 20, 201312Mar 8, 201318Apr 4, 201330
-3.15%Dec 31, 20141Jan 2, 201511Jan 20, 201512
-2.92%Jan 29, 20167Feb 9, 201635Mar 31, 201642
-2.73%Aug 28, 201218Sep 24, 201216Oct 16, 201234