Performance analysis of Pathward Financial (CASH)
Annual Return
Over the past 3 years, CASH has had an average annual return of +17.34%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, CASH has had an average annual return of +8.28%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, CASH has had an average annual return of +17.05%, outperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, CASH has had an average annual return of +13.37%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.55% | -3.24% | +39.47% | +23.45% | -27.49% | +63.81% | +0.99% | +89.68% | -36.81% | -9.38% | +126.10% | +32.75% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -11.93% | +79.96% | +40.16% | +24.73% | -32.50% | +140.83% | -77.40% | +40.13% | +50.40% | -10.52% | +9.88% | +39.56% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +21.95% | +26.70% | +3.09% | -15.76% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +27.17% | +0.55% | -1.66% | -2.68% | -5.30% | -5.47% | +9.55% | ||||||
| 2025 | +8.36% | -2.78% | -5.82% | +8.80% | -1.66% | +1.44% | -4.42% | +5.08% | -6.81% | -8.04% | +5.64% | -1.19% | -3.24% |
| 2024 | -2.17% | -1.82% | -0.61% | -0.22% | +5.84% | +6.21% | +19.39% | +1.90% | -4.01% | +7.20% | +18.54% | -12.23% | +39.47% |
| 2023 | +15.26% | +2.80% | -18.57% | +7.33% | -1.33% | +5.61% | +12.08% | -5.18% | -6.36% | -1.74% | +9.49% | +6.84% | +23.45% |
| 2022 | -0.34% | -6.84% | -0.75% | -20.52% | -4.77% | -6.86% | -12.80% | -2.25% | +0.15% | +27.52% | +3.57% | -0.99% | -27.49% |
| 2021 | +5.66% | +14.65% | +2.41% | +8.72% | +7.61% | -4.40% | -1.84% | -1.03% | +6.80% | +5.64% | +7.81% | -0.10% | +63.81% |
| 2020 | +1.95% | -11.74% | -33.76% | -15.19% | -1.63% | +0.52% | +2.70% | +3.32% | -0.04% | +52.65% | +12.81% | +10.61% | +0.99% |
| 2019 | +21.45% | -0.85% | -15.50% | +30.89% | +1.59% | +7.38% | +10.05% | +0.13% | +5.66% | -2.91% | +12.35% | +2.79% | +89.68% |
| 2018 | +26.28% | -8.21% | +1.79% | +1.79% | +1.80% | -13.82% | -8.16% | -3.19% | -4.40% | -8.38% | -9.43% | -14.98% | -36.81% |
| 2017 | -14.63% | -2.56% | +3.55% | -4.07% | +0.82% | +4.13% | -19.89% | -1.40% | +11.75% | +11.29% | +7.68% | -1.25% | -9.38% |
Drawdown analysis of Pathward Financial (CASH)
The maximum drawdown for the CASH was -83.74%, occurring on Mar 10, 2009. Recovery took 1133 trading sessions.
The current CASH drawdown is -22.21%.
Since Nov 1, 1999 CASH has experienced the following drawdowns:
- 50% or more: 4 times
- 40% or more: 4 times
- 30% or more: 7 times
- 20% or more: 11 times
- 10% or more: 20 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -83.74% | Dec 24, 2007 | 303 | Mar 10, 2009 | 1133 | Sep 9, 2013 | 1436 |
| -64.89% | Feb 13, 2020 | 62 | May 13, 2020 | 164 | Jan 6, 2021 | 226 |
| -52.81% | Jan 31, 2018 | 287 | Mar 25, 2019 | 219 | Feb 5, 2020 | 506 |
| -50.85% | Nov 15, 2021 | 217 | Sep 27, 2022 | 456 | Jul 23, 2024 | 673 |
| -39.26% | Jan 11, 2017 | 165 | Sep 7, 2017 | 100 | Jan 31, 2018 | 265 |
| -32.55% | Nov 17, 1999 | 147 | Jun 19, 2000 | 162 | Feb 8, 2001 | 309 |
| -30.45% | Nov 24, 2004 | 160 | Jul 15, 2005 | 168 | Mar 16, 2006 | 328 |
| -29.30% | Mar 21, 2014 | 210 | Jan 21, 2015 | 119 | Jul 13, 2015 | 329 |
| -28.98% | Jul 22, 2015 | 126 | Jan 21, 2016 | 94 | Jun 6, 2016 | 220 |
| -22.21% | Apr 20, 2026 | 31 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -21.46% | Dec 4, 2024 | 238 | Nov 17, 2025 | 45 | Jan 23, 2026 | 283 |
| -18.68% | Mar 16, 2006 | 65 | Jun 19, 2006 | 88 | Oct 23, 2006 | 153 |
| -16.42% | Jun 14, 2004 | 45 | Aug 17, 2004 | 50 | Oct 27, 2004 | 95 |
| -15.98% | Jul 22, 2002 | 18 | Aug 15, 2002 | 65 | Nov 15, 2002 | 83 |
| -12.74% | Jun 8, 2021 | 28 | Jul 19, 2021 | 53 | Oct 1, 2021 | 81 |
| -12.53% | Jan 4, 2007 | 8 | Jan 17, 2007 | 42 | Mar 19, 2007 | 50 |
| -12.26% | Oct 25, 2021 | 3 | Oct 28, 2021 | 7 | Nov 8, 2021 | 10 |
| -11.05% | Jul 26, 2024 | 11 | Aug 12, 2024 | 14 | Aug 30, 2024 | 25 |
| -10.72% | Aug 1, 2001 | 28 | Sep 17, 2001 | 62 | Dec 13, 2001 | 90 |
| -10.12% | Mar 19, 2021 | 21 | Apr 20, 2021 | 6 | Apr 28, 2021 | 27 |
| -9.64% | Feb 8, 2001 | 51 | Apr 24, 2001 | 15 | May 15, 2001 | 66 |
| -9.36% | Jan 30, 2014 | 4 | Feb 5, 2014 | 16 | Feb 28, 2014 | 20 |
| -8.89% | Oct 17, 2024 | 6 | Oct 25, 2024 | 8 | Nov 6, 2024 | 14 |
| -8.41% | Jul 31, 2007 | 32 | Sep 14, 2007 | 59 | Dec 7, 2007 | 91 |
| -8.32% | Jan 27, 2004 | 26 | Mar 4, 2004 | 33 | Apr 21, 2004 | 59 |