Performance analysis of Conifer (CNFRL)
Annual Return
Over the past 3 years, CNFRL has had an average annual return of +6.69%, outperforming the benchmark SPY, which returned +0.82% annual.
Over the past 5 years, CNFRL has had an average annual return of +7.35%, outperforming the benchmark SPY, which returned +2.13% annual.
Since Oct 31, 2018, CNFRL has had an average annual return of +7.14%, underperforming the benchmark SPY, which returned +11.64% annual.
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.67% | -0.10% | +24.77% | +3.41% | +14.51% | -16.33% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | +2.49% | +1.44% | -1.52% | +1.12% | +2.86% | +1.36% | -6.17% | +8.11% | +3.80% | +13.67% | |||
| 2022 | -2.12% | -1.12% | +0.51% | +0.68% | +2.27% | -10.65% | +9.98% | +2.33% | +0.38% | -2.94% | +1.02% | +0.79% | -0.10% |
| 2021 | +13.91% | +0.52% | +4.75% | +0% | -0% | +1.30% | -2.21% | +1.90% | +2.18% | +0.44% | -1.78% | +2.23% | +24.77% |
| 2020 | +2.78% | -4.22% | -20.68% | +7.47% | -3.67% | +19.70% | -10.28% | +9.73% | +9.23% | -2.67% | +6.02% | -3.68% | +3.41% |
| 2019 | +16.66% | -0.41% | -6.17% | -0.18% | +0.71% | -5.13% | +11.22% | +6.36% | -6.03% | -3.04% | +0.22% | +1.96% | +14.51% |
| 2018 | +0% | +1.37% | -17.46% | -16.33% |
Drawdown analysis of Conifer (CNFRL)
The maximum drawdown for the CNFRL was -57.43%, occurring on Mar 18, 2020. Recovery took 179 trading sessions.
The current CNFRL drawdown is -0.09%.
Since Oct 31, 2018 CNFRL 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: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.43% | Nov 1, 2018 | 344 | Mar 18, 2020 | 179 | Dec 1, 2020 | 523 |
| -13.05% | May 6, 2022 | 37 | Jun 30, 2022 | 40 | Aug 26, 2022 | 77 |
| -11.70% | Jun 15, 2023 | 32 | Aug 2, 2023 | 20 | Aug 30, 2023 | 52 |
| -10.64% | Dec 8, 2020 | 7 | Dec 17, 2020 | 11 | Jan 5, 2021 | 18 |
| -7.82% | Dec 30, 2021 | 38 | Feb 24, 2022 | 50 | May 6, 2022 | 88 |
| -7.79% | Mar 14, 2023 | 40 | May 10, 2023 | 13 | May 30, 2023 | 53 |
| -6.29% | Dec 1, 2020 | 4 | Dec 7, 2020 | 1 | Dec 8, 2020 | 5 |
| -5.54% | Aug 26, 2022 | 36 | Oct 18, 2022 | 57 | Jan 10, 2023 | 93 |
| -4.91% | Sep 14, 2021 | 68 | Dec 20, 2021 | 3 | Dec 23, 2021 | 71 |
| -4.23% | Jan 15, 2021 | 15 | Feb 8, 2021 | 15 | Mar 2, 2021 | 30 |
| -3.58% | Jun 21, 2021 | 18 | Jul 16, 2021 | 19 | Aug 12, 2021 | 37 |
| -3.16% | Apr 28, 2021 | 16 | May 20, 2021 | 17 | Jun 15, 2021 | 33 |
| -2.20% | Aug 12, 2021 | 1 | Aug 13, 2021 | 19 | Sep 10, 2021 | 20 |
| -1.96% | Feb 17, 2023 | 1 | Feb 21, 2023 | 15 | Mar 14, 2023 | 16 |
| -1.89% | Jan 10, 2023 | 6 | Jan 19, 2023 | 9 | Feb 1, 2023 | 15 |
| -1.67% | Jan 7, 2021 | 3 | Jan 12, 2021 | 2 | Jan 14, 2021 | 5 |
| -1.44% | Mar 5, 2021 | 4 | Mar 11, 2021 | 1 | Mar 12, 2021 | 5 |
| -1.41% | Mar 17, 2021 | 3 | Mar 22, 2021 | 5 | Mar 29, 2021 | 8 |
| -1.38% | Feb 1, 2023 | 5 | Feb 8, 2023 | 3 | Feb 13, 2023 | 8 |
| -1.36% | Mar 31, 2021 | 1 | Apr 1, 2021 | 5 | Apr 9, 2021 | 6 |
| -1.35% | Apr 9, 2021 | 3 | Apr 14, 2021 | 10 | Apr 28, 2021 | 13 |
| -1.22% | Feb 13, 2023 | 2 | Feb 15, 2023 | 1 | Feb 16, 2023 | 3 |
| -1.08% | Mar 29, 2021 | 1 | Mar 30, 2021 | 1 | Mar 31, 2021 | 2 |
| -0.88% | Dec 23, 2021 | 2 | Dec 28, 2021 | 2 | Dec 30, 2021 | 4 |
| -0.75% | Sep 15, 2023 | 1 | Sep 18, 2023 | 6 | Sep 26, 2023 | 7 |