Performance analysis of Cbiz (CBZ)
Annual Return
Over the past 3 years, CBZ has had an average annual return of -8.67%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, CBZ has had an average annual return of +5.88%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, CBZ has had an average annual return of +14.09%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, CBZ has had an average annual return of +5.69%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -18.82% | -38.35% | +30.74% | +33.60% | +19.76% | +47.01% | -1.30% | +36.85% | +27.51% | +12.77% | +38.94% | +15.19% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -6.14% | +54.30% | -3.27% | -2.08% | -18.97% | -10.98% | -11.83% | +40.75% | +15.79% | +38.05% | -2.46% | +68.71% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +15.21% | +104.48% | -86.14% | -13.01% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -22.00% | -27.22% | -6.25% | +13.59% | +8.85% | -3.37% | +27.67% | -18.82% | |||||
| 2025 | +4.86% | -8.90% | -2.96% | -10.23% | +6.08% | -0.73% | -14.77% | +5.60% | -17.94% | +3.85% | -11.45% | +3.59% | -38.35% |
| 2024 | +1.71% | +18.65% | +3.93% | -9.32% | +6.52% | -2.27% | -6.34% | +6.05% | -8.57% | +2.44% | +19.80% | -0.91% | +30.74% |
| 2023 | +1.58% | +5.25% | -1.20% | +6.47% | -4.31% | +5.67% | -0.73% | +6.09% | -7.50% | +0.12% | +11.41% | +8.12% | +33.60% |
| 2022 | -1.25% | +0.72% | +7.86% | -0.19% | -2.22% | -2.44% | +14.16% | -4.30% | -2.01% | +16.04% | +0.02% | -5.64% | +19.76% |
| 2021 | -2.63% | +16.36% | +8.32% | +2.85% | -1.13% | -1.33% | -1.31% | +5.47% | -5.19% | +13.51% | -1.85% | +8.58% | +47.01% |
| 2020 | +0.15% | -3.56% | -19.66% | +13.53% | -4.63% | +5.83% | +0.88% | +0.58% | -5.96% | -0.88% | +6.84% | +9.87% | -1.30% |
| 2019 | -0.51% | +5.25% | -1.89% | -4.59% | +2.54% | -1.06% | +19.30% | -4.41% | +5.19% | +16.47% | -1.86% | +0.37% | +36.85% |
| 2018 | +6.80% | +9.39% | +1.11% | +1.92% | +11.02% | +11.38% | -4.35% | +8.64% | -0.84% | -6.41% | -4.92% | -6.59% | +27.51% |
| 2017 | -4.38% | +1.53% | +1.88% | +16.24% | -4.13% | -0.66% | -1.00% | +2.02% | +7.26% | +4.30% | -12.98% | +4.74% | +12.77% |
Drawdown analysis of Cbiz (CBZ)
The maximum drawdown for the CBZ was -91.34%, occurring on Oct 11, 2000. Recovery took 3767 trading sessions.
The current CBZ drawdown is -53.80%.
Since Nov 1, 1999 CBZ has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -91.34% | Nov 15, 1999 | 229 | Oct 11, 2000 | 3767 | Oct 5, 2015 | 3996 |
| -71.64% | Feb 6, 2025 | 282 | Mar 24, 2026 | Ongoing | Ongoing | Ongoing |
| -39.41% | Feb 18, 2020 | 23 | Mar 20, 2020 | 230 | Feb 18, 2021 | 253 |
| -25.85% | Jul 30, 2024 | 51 | Oct 10, 2024 | 75 | Jan 30, 2025 | 126 |
| -22.64% | Sep 18, 2018 | 65 | Dec 20, 2018 | 187 | Sep 19, 2019 | 252 |
| -15.27% | Oct 28, 2015 | 54 | Jan 15, 2016 | 145 | Aug 12, 2016 | 199 |
| -15.02% | Apr 21, 2022 | 43 | Jun 23, 2022 | 24 | Jul 28, 2022 | 67 |
| -14.49% | Oct 27, 2017 | 23 | Nov 30, 2017 | 52 | Feb 15, 2018 | 75 |
| -12.07% | Nov 5, 2021 | 17 | Dec 1, 2021 | 30 | Jan 13, 2022 | 47 |
| -11.86% | May 7, 2021 | 52 | Jul 22, 2021 | 61 | Oct 18, 2021 | 113 |
| -11.60% | Aug 30, 2023 | 41 | Oct 27, 2023 | 12 | Nov 14, 2023 | 53 |
| -10.89% | Aug 18, 2022 | 30 | Sep 30, 2022 | 19 | Oct 27, 2022 | 49 |
| -9.72% | Dec 13, 2022 | 15 | Jan 5, 2023 | 34 | Feb 24, 2023 | 49 |
| -9.46% | Jul 9, 2018 | 18 | Aug 2, 2018 | 20 | Aug 30, 2018 | 38 |
| -9.32% | Mar 28, 2024 | 22 | Apr 30, 2024 | 14 | May 20, 2024 | 36 |
| -9.25% | Dec 20, 2016 | 29 | Feb 2, 2017 | 29 | Mar 16, 2017 | 58 |
| -8.94% | Jan 14, 2022 | 26 | Feb 23, 2022 | 17 | Mar 18, 2022 | 43 |
| -8.61% | Feb 27, 2023 | 18 | Mar 23, 2023 | 14 | Apr 13, 2023 | 32 |
| -8.25% | Apr 28, 2017 | 71 | Aug 9, 2017 | 31 | Sep 22, 2017 | 102 |
| -7.79% | Mar 12, 2021 | 7 | Mar 23, 2021 | 28 | May 3, 2021 | 35 |
| -7.34% | Sep 8, 2016 | 43 | Nov 8, 2016 | 3 | Nov 11, 2016 | 46 |
| -7.28% | Oct 28, 2022 | 5 | Nov 4, 2022 | 19 | Dec 2, 2022 | 24 |
| -6.96% | Mar 9, 2018 | 10 | Mar 23, 2018 | 32 | May 9, 2018 | 42 |
| -6.71% | May 22, 2024 | 26 | Jul 1, 2024 | 10 | Jul 16, 2024 | 36 |
| -6.06% | Jul 18, 2023 | 7 | Jul 27, 2023 | 7 | Aug 7, 2023 | 14 |