Performance analysis of Conifer (CNFRZ)
Annual Return
Since Aug 30, 2023, CNFRZ has had an average annual return of +29.08%, outperforming the benchmark SPY, which returned +22.05% annual.
| 2025 | 2024 | 2023 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -5.95% | +27.13% | +42.41% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +1.83% | +0.97% | -0.69% | -6.50% | -7.85% | +11.75% | -6.87% | +13.02% | -9.12% | -5.95% | |||
| 2024 | +1.40% | +7.42% | -15.15% | -27.71% | +68.03% | +35.14% | -22.92% | -1.41% | -2.16% | +25.12% | -11.74% | +2.05% | +27.13% |
| 2023 | +0% | +0% | -2.93% | +71.70% | -14.56% | +42.41% |
Drawdown analysis of Conifer (CNFRZ)
The maximum drawdown for the CNFRZ was -52.63%, occurring on Apr 26, 2024. Recovery took 39 trading sessions.
The current CNFRZ drawdown is -21.19%.
Since Aug 30, 2023 CNFRZ has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.63% | Nov 1, 2023 | 120 | Apr 26, 2024 | 39 | Jun 24, 2024 | 159 |
| -42.04% | Jun 24, 2024 | 45 | Aug 27, 2024 | Ongoing | Ongoing | Ongoing |
| -2.93% | Aug 30, 2023 | 13 | Sep 19, 2023 | 31 | Nov 1, 2023 | 44 |