Performance analysis of Coastal Financial (CCB)
Annual Return
Over the past 3 years, CCB has had an average annual return of +21.72%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, CCB has had an average annual return of +17.21%, outperforming the benchmark SPY, which returned +13.88% annual.
Since Jul 18, 2018, CCB has had an average annual return of +19.73%, outperforming the benchmark SPY, which returned +15.08% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -40.81% | +34.96% | +91.20% | -6.55% | -6.12% | +141.05% | +27.50% | +8.14% | -7.13% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -16.42% | -22.54% | +2.57% | -0.63% | -5.87% | -4.72% | -40.81% | ||||||
| 2025 | +5.03% | +10.71% | -8.43% | -9.14% | +6.99% | +10.22% | -0.69% | +19.02% | -5.53% | -1.54% | +4.55% | +2.91% | +34.96% |
| 2024 | -10.16% | -3.78% | +1.25% | -0.49% | +14.64% | +4.06% | +14.22% | +1.84% | +0.60% | +16.67% | +21.53% | +10.92% | +91.20% |
| 2023 | -3.89% | +1.05% | -21.97% | +0.67% | -5.63% | +10.05% | +19.98% | -2.48% | -2.59% | -13.38% | +5.11% | +13.67% | -6.55% |
| 2022 | -4.35% | -1.69% | -3.89% | -10.30% | -3.85% | -3.40% | +8.16% | -2.50% | -1.14% | +17.31% | +7.08% | -4.81% | -6.12% |
| 2021 | -5.72% | +41.41% | -6.36% | +13.54% | +4.47% | -8.16% | +2.31% | +0.52% | +8.48% | +19.43% | +14.93% | +15.75% | +141.05% |
| 2020 | +8.08% | -7.92% | -35.87% | +24.92% | -3.27% | +14.33% | -7.93% | +2.85% | -10.90% | +21.30% | +32.70% | +6.50% | +27.50% |
| 2019 | -2.37% | +9.96% | +3.91% | -6.12% | +0.69% | -3.68% | +2.71% | -7.05% | +2.30% | -0.39% | +12.89% | -3.06% | +8.14% |
| 2018 | -0.98% | -0.12% | +4.81% | -3.95% | -2.32% | -4.51% | -7.13% |
Drawdown analysis of Coastal Financial (CCB)
The maximum drawdown for the CCB was -50.22%, occurring on Mar 18, 2020. Recovery took 164 trading sessions.
The current CCB drawdown is -42.99%.
Since Jul 18, 2018 CCB has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 5 times
- 20% or more: 6 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.22% | Jan 30, 2020 | 33 | Mar 18, 2020 | 164 | Nov 9, 2020 | 197 |
| -42.99% | Jan 8, 2026 | 100 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -39.02% | Dec 7, 2022 | 107 | May 12, 2023 | 327 | Aug 30, 2024 | 434 |
| -32.48% | Jan 7, 2022 | 92 | May 20, 2022 | 138 | Dec 7, 2022 | 230 |
| -30.56% | Sep 12, 2018 | 66 | Dec 17, 2018 | 281 | Jan 30, 2020 | 347 |
| -21.55% | Mar 3, 2025 | 46 | May 7, 2025 | 38 | Jul 2, 2025 | 84 |
| -18.64% | Mar 12, 2021 | 26 | Apr 20, 2021 | 14 | May 10, 2021 | 40 |
| -15.71% | Sep 26, 2025 | 39 | Nov 20, 2025 | 21 | Dec 22, 2025 | 60 |
| -13.98% | May 10, 2021 | 48 | Jul 19, 2021 | 51 | Sep 29, 2021 | 99 |
| -13.67% | Nov 24, 2021 | 13 | Dec 14, 2021 | 3 | Dec 17, 2021 | 16 |
| -11.21% | Dec 15, 2020 | 30 | Jan 29, 2021 | 9 | Feb 11, 2021 | 39 |
| -11.19% | Jul 9, 2025 | 17 | Aug 1, 2025 | 8 | Aug 13, 2025 | 25 |
| -8.55% | Aug 30, 2024 | 7 | Sep 11, 2024 | 13 | Sep 30, 2024 | 20 |
| -8.07% | Dec 16, 2024 | 3 | Dec 19, 2024 | 6 | Dec 30, 2024 | 9 |
| -7.34% | Dec 30, 2024 | 7 | Jan 10, 2025 | 11 | Jan 28, 2025 | 18 |
| -6.75% | Sep 4, 2025 | 8 | Sep 16, 2025 | 5 | Sep 23, 2025 | 13 |
| -6.15% | Sep 29, 2021 | 3 | Oct 4, 2021 | 3 | Oct 7, 2021 | 6 |
| -5.63% | Oct 30, 2024 | 3 | Nov 4, 2024 | 2 | Nov 6, 2024 | 5 |
| -4.88% | Nov 25, 2024 | 9 | Dec 9, 2024 | 2 | Dec 11, 2024 | 11 |
| -4.44% | Aug 13, 2025 | 4 | Aug 19, 2025 | 3 | Aug 22, 2025 | 7 |
| -4.32% | Dec 22, 2021 | 5 | Dec 30, 2021 | 5 | Jan 6, 2022 | 10 |
| -4.05% | Dec 22, 2025 | 7 | Jan 2, 2026 | 4 | Jan 8, 2026 | 11 |
| -3.87% | Jan 30, 2025 | 7 | Feb 10, 2025 | 4 | Feb 14, 2025 | 11 |
| -3.78% | Jul 18, 2018 | 2 | Jul 20, 2018 | 5 | Jul 27, 2018 | 7 |
| -3.77% | Oct 17, 2024 | 6 | Oct 25, 2024 | 1 | Oct 28, 2024 | 7 |