Performance analysis of Carters (CRI)
Annual Return
Over the past 3 years, CRI has had an average annual return of -16.34%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, CRI has had an average annual return of -13.53%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, CRI has had an average annual return of -7.53%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Oct 24, 2003, CRI has had an average annual return of +6.57%, underperforming the benchmark SPY, which returned +11.10% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +21.09% | -37.47% | -24.12% | +4.89% | -23.42% | +9.08% | -13.38% | +36.86% | -29.34% | +38.25% | -1.64% | +2.94% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +22.80% | +29.88% | +39.79% | +34.90% | +12.42% | +36.29% | -0.46% | -24.12% | -13.34% | +73.14% | +33.55% | +3.25% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.72% | -3.06% | +7.36% | +1.01% | +7.53% | +6.66% | -5.89% | +21.09% | |||||
| 2025 | -0.50% | -23.46% | +0.91% | -19.19% | -5.08% | -3.16% | -19.55% | +18.91% | -1.19% | +11.27% | +2.47% | +1.63% | -37.47% |
| 2024 | +1% | +7.02% | +5.61% | -19.21% | +1.20% | -9.40% | -2.29% | +10.09% | -1.40% | -15.82% | +1.21% | -0.70% | -24.12% |
| 2023 | +11.74% | -9.57% | -3.62% | -2.99% | -9.83% | +16.78% | +3.32% | -3.57% | -3.38% | -2.88% | +2.67% | +9.83% | +4.89% |
| 2022 | -8.00% | +3.82% | -4.07% | -8.42% | -7.65% | -8.53% | +15.61% | -9.36% | -10.36% | +3.57% | +8.72% | +2.15% | -23.42% |
| 2021 | -6.41% | -5.19% | +6.54% | +22.33% | -5.65% | +0.91% | -5.26% | +5.15% | -5.02% | +1.32% | +3.16% | +0.19% | +9.08% |
| 2020 | -2.99% | -13.76% | -27.65% | +18.97% | +9.86% | -6.06% | -2.45% | +1.14% | +8.74% | -5.93% | +9.26% | +5.71% | -13.38% |
| 2019 | +1.57% | +17.54% | +3.99% | +5.08% | -20.13% | +15.97% | -4.63% | -1.12% | -0.30% | +9.90% | +3.06% | +6.36% | +36.86% |
| 2018 | +2.39% | -3.01% | -10.43% | -3.63% | +9.10% | -0.57% | -3.28% | +1.48% | -6.92% | -2.66% | -3.16% | -11.76% | -29.34% |
| 2017 | -3.06% | +5.09% | +2.46% | +2.49% | -10.34% | +8.27% | -2.50% | +0.40% | +13.88% | -2.04% | +12.38% | +8.47% | +38.25% |
Drawdown analysis of Carters (CRI)
The maximum drawdown for the CRI was -76.12%, occurring on Aug 1, 2025. This drawdown has not yet recovered.
The current CRI drawdown is -59.64%.
Since Oct 24, 2003 CRI has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.12% | Feb 26, 2018 | 1868 | Aug 1, 2025 | Ongoing | Ongoing | Ongoing |
| -63.97% | Mar 16, 2006 | 585 | Jul 14, 2008 | 828 | Oct 24, 2011 | 1413 |
| -29.25% | Jul 26, 2016 | 135 | Feb 7, 2017 | 204 | Nov 28, 2017 | 339 |
| -22.68% | Jul 22, 2015 | 83 | Nov 17, 2015 | 160 | Jul 8, 2016 | 243 |
| -20.12% | May 25, 2004 | 81 | Sep 21, 2004 | 26 | Oct 27, 2004 | 107 |
| -18.78% | Aug 3, 2005 | 53 | Oct 18, 2005 | 65 | Jan 23, 2006 | 118 |
| -15.96% | Sep 20, 2013 | 94 | Feb 5, 2014 | 18 | Mar 4, 2014 | 112 |
| -15.57% | Nov 12, 2003 | 17 | Dec 8, 2003 | 44 | Feb 11, 2004 | 61 |
| -14.31% | Apr 2, 2014 | 55 | Jun 20, 2014 | 34 | Aug 8, 2014 | 89 |
| -12.43% | Sep 6, 2012 | 48 | Nov 15, 2012 | 33 | Jan 4, 2013 | 81 |
| -11.00% | Apr 21, 2005 | 6 | Apr 29, 2005 | 8 | May 11, 2005 | 14 |
| -10.49% | Jul 5, 2012 | 19 | Aug 1, 2012 | 19 | Aug 28, 2012 | 38 |
| -10.29% | Jan 26, 2006 | 19 | Feb 23, 2006 | 15 | Mar 16, 2006 | 34 |
| -10.26% | Apr 26, 2012 | 15 | May 17, 2012 | 33 | Jul 5, 2012 | 48 |
| -10.11% | Nov 30, 2004 | 11 | Dec 15, 2004 | 29 | Jan 27, 2005 | 40 |
| -10.04% | Oct 28, 2011 | 8 | Nov 9, 2011 | 17 | Dec 5, 2011 | 25 |
| -9.87% | Aug 26, 2014 | 41 | Oct 23, 2014 | 25 | Nov 28, 2014 | 66 |
| -8.97% | Jul 12, 2013 | 24 | Aug 15, 2013 | 22 | Sep 17, 2013 | 46 |
| -8.69% | Feb 8, 2013 | 12 | Feb 27, 2013 | 40 | Apr 25, 2013 | 52 |
| -8.34% | Mar 1, 2004 | 32 | Apr 15, 2004 | 23 | May 18, 2004 | 55 |
| -7.77% | Nov 17, 2004 | 6 | Nov 26, 2004 | 2 | Nov 30, 2004 | 8 |
| -7.43% | Jun 28, 2005 | 11 | Jul 14, 2005 | 9 | Jul 27, 2005 | 20 |
| -7.25% | Dec 31, 2014 | 33 | Feb 19, 2015 | 6 | Feb 27, 2015 | 39 |
| -7.08% | Mar 18, 2005 | 13 | Apr 7, 2005 | 3 | Apr 12, 2005 | 16 |
| -5.64% | Feb 9, 2005 | 7 | Feb 18, 2005 | 2 | Feb 23, 2005 | 9 |