Performance analysis of City (CHCO)
Annual Return
Over the past 3 years, CHCO has had an average annual return of +15.43%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, CHCO has had an average annual return of +16.44%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, CHCO has had an average annual return of +14.44%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, CHCO has had an average annual return of +11.90%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.58% | +3.39% | +10.38% | +21.91% | +17.23% | +21.26% | -12.15% | +24.81% | +2.85% | +2.44% | +53.65% | +1.58% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +4.11% | +37.91% | +7.05% | -2.52% | +17% | -2.80% | +6.50% | -14.60% | +17.18% | +2.13% | +6.12% | +27.17% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +137.69% | +109.40% | -56.95% | -8.59% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.99% | -2.53% | -0.38% | +3.59% | +1.10% | +6.70% | +2.43% | +15.58% | |||||
| 2025 | +0.36% | +0.73% | -1.28% | -0.67% | +1.74% | +3.84% | +0.38% | +5.23% | -3.59% | -4.14% | +2.91% | -1.74% | +3.39% |
| 2024 | -6.66% | -1.69% | +3.72% | -2.37% | +1.19% | +3.94% | +15.45% | -2.59% | -1.14% | -0.02% | +12.62% | -9.78% | +10.38% |
| 2023 | +2.54% | +3.60% | -7.45% | +1.05% | -5.48% | +4.41% | +10.69% | -7.63% | -1.11% | +1.26% | +6.05% | +14.53% | +21.91% |
| 2022 | -1.23% | -0.67% | -1.22% | -0.90% | +6.09% | -2.69% | +9.48% | -2.05% | +4.33% | +14.50% | +1.06% | -8.66% | +17.23% |
| 2021 | +0.09% | +8.92% | +8.74% | -4.67% | +3.64% | -6.21% | +1.35% | +2.96% | +0.01% | +2.91% | -1.41% | +4.25% | +21.26% |
| 2020 | -7.01% | -7.61% | -4.85% | +2.47% | -6.94% | +3.61% | -3.28% | +2.43% | -9.96% | +5.93% | +8.70% | +5.88% | -12.15% |
| 2019 | +6.88% | +11.80% | -4.93% | +4.89% | -7.97% | +4.39% | +2.26% | -4.00% | +2.56% | +4.84% | +0.18% | +3.11% | +24.81% |
| 2018 | +2.65% | -2.08% | +1.77% | +5.08% | +3.79% | +1.27% | +7.63% | +0.75% | -5.28% | -3.23% | +4% | -11.91% | +2.85% |
| 2017 | -3.09% | +0.63% | -1.56% | +11.01% | -11.25% | +4.41% | +0.30% | -3.50% | +13.55% | -1.38% | +1.04% | -5.27% | +2.44% |
Drawdown analysis of City (CHCO)
The maximum drawdown for the CHCO was -70.53%, occurring on Dec 22, 2000. Recovery took 320 trading sessions.
The current CHCO drawdown is -1.97%.
Since Nov 1, 1999 CHCO has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 7 times
- 10% or more: 29 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -70.53% | Nov 26, 1999 | 272 | Dec 22, 2000 | 320 | Apr 10, 2002 | 592 |
| -54.95% | Sep 19, 2008 | 116 | Mar 9, 2009 | 1012 | Mar 15, 2013 | 1128 |
| -32.25% | Dec 23, 2019 | 99 | May 15, 2020 | 202 | Mar 5, 2021 | 301 |
| -24.68% | Dec 1, 2004 | 93 | Apr 15, 2005 | 55 | Jul 5, 2005 | 148 |
| -24.04% | Dec 30, 2003 | 97 | May 19, 2004 | 122 | Nov 11, 2004 | 219 |
| -23.82% | Dec 27, 2006 | 150 | Aug 3, 2007 | 158 | Mar 20, 2008 | 308 |
| -20.51% | Aug 19, 2002 | 37 | Oct 10, 2002 | 14 | Oct 30, 2002 | 51 |
| -19.61% | Jul 15, 2015 | 133 | Jan 25, 2016 | 149 | Aug 25, 2016 | 282 |
| -19.26% | Aug 22, 2018 | 85 | Dec 24, 2018 | 78 | Apr 17, 2019 | 163 |
| -18.38% | Nov 11, 2024 | 102 | Apr 10, 2025 | 70 | Jul 23, 2025 | 172 |
| -18.34% | May 27, 2008 | 34 | Jul 15, 2008 | 10 | Jul 29, 2008 | 44 |
| -17.09% | Apr 26, 2017 | 79 | Aug 17, 2017 | 31 | Oct 2, 2017 | 110 |
| -16.86% | Oct 24, 2022 | 137 | May 11, 2023 | 141 | Dec 1, 2023 | 278 |
| -16.04% | Mar 12, 2021 | 130 | Sep 16, 2021 | 78 | Jan 6, 2022 | 208 |
| -14.38% | May 8, 2002 | 26 | Jun 14, 2002 | 5 | Jun 21, 2002 | 31 |
| -14.32% | Nov 27, 2002 | 36 | Jan 22, 2003 | 108 | Jun 26, 2003 | 144 |
| -14.29% | Dec 27, 2023 | 71 | Apr 10, 2024 | 65 | Jul 15, 2024 | 136 |
| -14.12% | Aug 11, 2008 | 19 | Sep 8, 2008 | 9 | Sep 19, 2008 | 28 |
| -14.02% | Nov 29, 2013 | 168 | Aug 1, 2014 | 153 | Mar 12, 2015 | 321 |
| -13.47% | Jan 7, 2022 | 63 | Apr 8, 2022 | 72 | Jul 25, 2022 | 135 |
| -13.29% | Jul 20, 2005 | 59 | Oct 12, 2005 | 192 | Jul 19, 2006 | 251 |
| -13.16% | Jul 17, 2002 | 4 | Jul 23, 2002 | 4 | Jul 29, 2002 | 8 |
| -12.42% | Jul 25, 2013 | 28 | Sep 4, 2013 | 32 | Oct 18, 2013 | 60 |
| -11.76% | Apr 17, 2019 | 96 | Sep 4, 2019 | 70 | Dec 12, 2019 | 166 |
| -11.75% | Jul 23, 2025 | 60 | Oct 16, 2025 | 171 | Jun 24, 2026 | 231 |