Performance analysis of Cass Information Systems (CASS)
Annual Return
Over the past 3 years, CASS has had an average annual return of +13.99%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, CASS has had an average annual return of +8.71%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, CASS has had an average annual return of +5.10%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, CASS has had an average annual return of +11.60%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +29.93% | +4.49% | -6.66% | +1.09% | +20.04% | +3.58% | -30.88% | +11.39% | +10.90% | -11.67% | +45.26% | -1.72% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -19.61% | +61.99% | +29.83% | +7.36% | +26.98% | +1.67% | -7.44% | +3% | +65.83% | +45.32% | +18.83% | +38.54% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +3.77% | +45.42% | -9.99% | -8.99% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.29% | -1.29% | -0.11% | +7.43% | -2.66% | +12.24% | +3.68% | +29.93% | |||||
| 2025 | +0.68% | +6.12% | -0.33% | -5.80% | +3.83% | +3.47% | -7.92% | +7.77% | -8.13% | +0.51% | +6.25% | -0.41% | +4.49% |
| 2024 | -4.20% | +11.96% | +0.32% | -10.34% | -1.97% | -4.68% | +7.16% | +1.16% | -3.83% | -0.29% | +8.49% | -8.19% | -6.66% |
| 2023 | +5.98% | -0.43% | -9.88% | -15.54% | +5.58% | +1.14% | -2.14% | +1.03% | -2.11% | +1.50% | +9.36% | +9.71% | +1.09% |
| 2022 | +3.46% | -2.70% | -6.09% | +4.88% | -11.86% | -0.12% | +7.87% | +0.60% | -4.69% | +23.32% | +1.64% | +6.09% | +20.04% |
| 2021 | +4.34% | +6.11% | +8.06% | -0.82% | -0.57% | -10.16% | +8.20% | +2.25% | -6.60% | -2.05% | -2.02% | -1.43% | +3.58% |
| 2020 | -6.44% | -13.09% | -24.69% | +14.08% | +0.57% | -2.62% | -8.20% | +9.29% | +3.47% | -2.54% | +8.18% | -7.71% | -30.88% |
| 2019 | -7.24% | +6.40% | -8.98% | +4.29% | -8.64% | +8.19% | +5.01% | -0.10% | +6.70% | +6.15% | -1.47% | +2.74% | +11.39% |
| 2018 | -0.45% | +1.05% | +2.03% | +1.63% | +2.79% | +11.15% | -2.14% | +6.59% | -8.96% | +1.50% | -0.14% | -3.34% | +10.90% |
| 2017 | -10.60% | -0.91% | +1.78% | +0.56% | -7.52% | +7.19% | +0.49% | -6.84% | +3.63% | +1.67% | +5.60% | -5.62% | -11.67% |
Drawdown analysis of Cass Information Systems (CASS)
The maximum drawdown for the CASS was -50.87%, occurring on Mar 18, 2020. Recovery took 1574 trading sessions.
The current CASS drawdown is -1.84%.
Since Nov 1, 1999 CASS has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 11 times
- 10% or more: 26 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.87% | Jun 22, 2018 | 436 | Mar 18, 2020 | 1574 | Jun 24, 2026 | 2010 |
| -40.38% | Dec 30, 2013 | 196 | Oct 9, 2014 | 530 | Nov 15, 2016 | 726 |
| -38.92% | Aug 11, 2008 | 117 | Jan 28, 2009 | 468 | Dec 6, 2010 | 585 |
| -30.13% | Dec 10, 2007 | 33 | Jan 29, 2008 | 135 | Aug 11, 2008 | 168 |
| -26.39% | Jan 25, 2001 | 48 | Apr 4, 2001 | 124 | Oct 5, 2001 | 172 |
| -24.26% | Nov 9, 1999 | 243 | Oct 25, 2000 | 61 | Jan 24, 2001 | 304 |
| -24.00% | Apr 6, 2011 | 117 | Sep 22, 2011 | 25 | Oct 27, 2011 | 142 |
| -22.87% | Jun 28, 2006 | 6 | Jul 7, 2006 | 40 | Sep 1, 2006 | 46 |
| -21.79% | Sep 16, 2005 | 13 | Oct 5, 2005 | 134 | Apr 19, 2006 | 147 |
| -20.02% | Dec 27, 2016 | 161 | Aug 17, 2017 | 207 | Jun 14, 2018 | 368 |
| -20.00% | May 6, 2003 | 17 | May 30, 2003 | 71 | Sep 10, 2003 | 88 |
| -18.06% | Nov 15, 2006 | 124 | May 17, 2007 | 136 | Nov 29, 2007 | 260 |
| -17.84% | Nov 3, 2011 | 15 | Nov 25, 2011 | 7 | Dec 6, 2011 | 22 |
| -17.34% | Aug 14, 2013 | 38 | Oct 8, 2013 | 36 | Nov 27, 2013 | 74 |
| -15.90% | Sep 5, 2006 | 26 | Oct 11, 2006 | 12 | Oct 27, 2006 | 38 |
| -15.32% | Aug 18, 2004 | 113 | Jan 28, 2005 | 24 | Mar 4, 2005 | 137 |
| -15.31% | Oct 10, 2003 | 30 | Nov 21, 2003 | 64 | Feb 26, 2004 | 94 |
| -14.95% | Jul 22, 2002 | 21 | Aug 20, 2002 | 124 | Feb 18, 2003 | 145 |
| -14.85% | Oct 17, 2001 | 7 | Oct 26, 2001 | 40 | Dec 24, 2001 | 47 |
| -13.45% | Apr 27, 2012 | 24 | Jun 1, 2012 | 29 | Jul 13, 2012 | 53 |
| -12.75% | Dec 11, 2012 | 36 | Feb 4, 2013 | 71 | May 16, 2013 | 107 |
| -12.00% | Oct 30, 2006 | 2 | Nov 1, 2006 | 5 | Nov 8, 2006 | 7 |
| -11.41% | Mar 11, 2002 | 82 | Jul 8, 2002 | 9 | Jul 19, 2002 | 91 |
| -11.32% | Dec 10, 2010 | 28 | Jan 21, 2011 | 52 | Apr 6, 2011 | 80 |
| -11.07% | Jul 13, 2012 | 6 | Jul 23, 2012 | 43 | Sep 21, 2012 | 49 |