Skip to main content

Want a detailed portfolio tracker?

Performance analysis of Cadiz (CDZI)

Annual Return

Over the past 3 years, CDZI has had an average annual return of -6.62%, underperforming the benchmark SPY, which returned +19.62% annual.

Over the past 5 years, CDZI has had an average annual return of -24.46%, underperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, CDZI has had an average annual return of -7.13%, underperforming the benchmark SPY, which returned +15.04% annual.

Since Nov 1, 1999, CDZI has had an average annual return of -14.37%, underperforming the benchmark SPY, which returned +8.49% annual.

202620252024202320222021202020192018201720162015
-40.60%+8.13%+84.96%+12.71%-35.52%-63.76%-3.26%+6.97%-27.70%+14.02%+137.75%-53.11%
201420132012201120102009200820072006200520042003
+60.91%-12.00%-17.76%-22.71%+4.06%-4.38%-40.40%-8.55%+6.77%+50.96%+178.93%-62.88%
2002200120001999
-93.14%-10.29%-5.90%+12.56%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.38%-7.87%-5.28%-12.02%+12.68%-14.29%-20.20%-40.60%
2025-4.88%-13.68%-31.19%-2.88%+3.70%+1.43%+6.34%+12.58%+31.76%+12.05%+5.18%+0.76%+8.13%
2024-3.76%+7.03%-0%-21.17%+33.33%+1.39%+20.55%-9.09%-10.00%+0%+45.83%+17.14%+84.96%
2023+61.02%+3.16%-2.55%+1.05%+28.50%-22.58%+2.08%-3.06%-17.37%-8.28%-10.42%+3.10%+12.71%
2022-27.32%-7.52%-20.33%-4.08%+2.13%+14.58%+63.64%+1.11%-50.55%+2.22%+8.70%+18%-35.52%
2021+4.75%-2.65%-11.65%+21.32%+18.12%-1.07%-0.47%-0.78%-47.57%-13.77%-33.33%-4.69%-63.76%
2020-17.43%-3.71%+33.25%-8.50%+3.75%-8.19%+4.36%-1.39%-5.04%-3.82%+5.08%+6.09%-3.26%
2019-0%-4.51%-1.50%+5.66%+1.44%+8.33%-3.75%+6.24%+8.62%-5.24%-3.21%-3.87%+6.97%
2018+2.22%-4.93%-2.44%-0.47%-3.61%+1.14%+2.25%-28.35%+16.04%-0.19%-2.66%-4.87%-27.70%
2017+12.50%+4.20%+2.74%+0.42%+0.28%-10.86%-3.75%-6.17%+4.15%+4.32%+3.34%+4.01%+14.02%

Drawdown analysis of Cadiz (CDZI)

The maximum drawdown for the CDZI was -99.52%, occurring on Jul 22, 2003. This drawdown has not yet recovered.

The current CDZI drawdown is -98.92%.

Since Nov 1, 1999 CDZI has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 2 times
DepthStartTo BottomBottomTo RecoverEndTotal
-99.52%Feb 15, 2000860Jul 22, 2003OngoingOngoingOngoing
-11.11%Nov 2, 19998Nov 12, 199923Dec 16, 199931
-9.52%Dec 16, 19991Dec 17, 19999Dec 31, 199910
-5.90%Dec 31, 19992Jan 4, 20003Jan 7, 20005
-4.77%Jan 25, 20004Jan 31, 20003Feb 3, 20007
-3.68%Feb 4, 20001Feb 7, 20003Feb 10, 20004
-2.32%Jan 12, 20005Jan 20, 20002Jan 24, 20007
-2.03%Feb 10, 20002Feb 14, 20001Feb 15, 20003