Performance analysis of Carpenter Technology (CRS)
Annual Return
Over the past 3 years, CRS has had an average annual return of +116.35%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, CRS has had an average annual return of +73.63%, outperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, CRS has had an average annual return of +32.83%, outperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 1, 1999, CRS has had an average annual return of +17.75%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +76.56% | +86.21% | +141.70% | +94.51% | +29.53% | +2.65% | -39.43% | +42.14% | -29.15% | +43.38% | +22.02% | -37.36% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -19.79% | +22.10% | +1.66% | +29.91% | +52.60% | +36.03% | -72.13% | +47.98% | +46.55% | +21.62% | +99.59% | +142.49% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -50.83% | -20.04% | +34.20% | +14.08% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.01% | +25.25% | -0.98% | +8.69% | +9.52% | +31.53% | -9.98% | +76.56% | |||||
| 2025 | +13.87% | +7.26% | -12.50% | +8.09% | +20.14% | +17.61% | -9.77% | -3.33% | +1.93% | +28.76% | +0.84% | -1.16% | +86.21% |
| 2024 | -12.74% | +4.97% | +10.47% | +20.30% | +29.37% | -1.16% | +33.12% | -0.62% | +10.23% | -6.20% | +29.79% | -12.54% | +141.70% |
| 2023 | +31.26% | +0.08% | -7.39% | +17.83% | -13.18% | +23.07% | +6.65% | +4.99% | +7.31% | -6.37% | +12.90% | -0.01% | +94.51% |
| 2022 | -0.93% | +33.67% | +9.35% | -9.05% | -7.24% | -20.78% | +15.16% | +6.28% | -8.33% | +20.77% | +9.79% | -10.03% | +29.53% |
| 2021 | +7.28% | +30.99% | +1.21% | -7.97% | +27.17% | -16.07% | -5.15% | -12.06% | -1.83% | -5.07% | -11.01% | +6.22% | +2.65% |
| 2020 | -19.77% | -7.52% | -46.94% | +13.69% | +6.40% | +3.89% | -7.91% | -5.07% | -13.64% | -2.67% | +39.82% | +19.15% | -39.43% |
| 2019 | +32.72% | -0.25% | -2.32% | +8.76% | -18.34% | +18.29% | -6.19% | +8.54% | +6.21% | -4.74% | +7.24% | -5.31% | +42.14% |
| 2018 | +0.80% | -0.51% | -13.39% | +21.13% | +12.54% | -12.30% | +4.18% | +9.32% | -1.21% | -25.74% | -1.21% | -17.34% | -29.15% |
| 2017 | +10.65% | +1.77% | -8.04% | +9.33% | -10.17% | +2.63% | +8.01% | +0.72% | +18.50% | +4.04% | -0.72% | +3.16% | +43.38% |
Drawdown analysis of Carpenter Technology (CRS)
The maximum drawdown for the CRS was -84.68%, occurring on Nov 20, 2008. Recovery took 3683 trading sessions.
The current CRS drawdown is -10.33%.
Since Nov 1, 1999 CRS has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 5 times
- 20% or more: 9 times
- 10% or more: 23 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -84.68% | Dec 10, 2007 | 240 | Nov 20, 2008 | 3683 | Jul 13, 2023 | 3923 |
| -72.08% | Dec 8, 2000 | 562 | Mar 12, 2003 | 232 | Feb 11, 2004 | 794 |
| -35.12% | May 10, 2006 | 53 | Jul 26, 2006 | 241 | Jul 12, 2007 | 294 |
| -31.09% | Jan 6, 2000 | 65 | Apr 10, 2000 | 75 | Jul 27, 2000 | 140 |
| -30.24% | Jul 19, 2007 | 20 | Aug 16, 2007 | 73 | Nov 29, 2007 | 93 |
| -28.74% | Jan 23, 2025 | 52 | Apr 8, 2025 | 17 | May 2, 2025 | 69 |
| -26.94% | Mar 4, 2005 | 49 | May 13, 2005 | 147 | Dec 12, 2005 | 196 |
| -25.89% | Oct 6, 2004 | 9 | Oct 19, 2004 | 15 | Nov 9, 2004 | 24 |
| -25.65% | Feb 12, 2004 | 60 | May 10, 2004 | 52 | Jul 26, 2004 | 112 |
| -19.89% | Dec 4, 2023 | 42 | Feb 5, 2024 | 41 | Apr 4, 2024 | 83 |
| -19.45% | Aug 29, 2000 | 36 | Oct 19, 2000 | 13 | Nov 7, 2000 | 49 |
| -19.08% | Jul 18, 2025 | 48 | Sep 25, 2025 | 20 | Oct 23, 2025 | 68 |
| -16.92% | Dec 21, 2004 | 14 | Jan 11, 2005 | 16 | Feb 3, 2005 | 30 |
| -15.74% | Nov 26, 2024 | 15 | Dec 18, 2024 | 17 | Jan 15, 2025 | 32 |
| -14.08% | Jan 31, 2006 | 9 | Feb 13, 2006 | 21 | Mar 15, 2006 | 30 |
| -14.06% | Oct 10, 2023 | 11 | Oct 25, 2023 | 22 | Nov 27, 2023 | 33 |
| -13.59% | May 28, 2024 | 13 | Jun 14, 2024 | 19 | Jul 15, 2024 | 32 |
| -12.96% | Jul 30, 2004 | 9 | Aug 12, 2004 | 7 | Aug 23, 2004 | 16 |
| -12.34% | Mar 4, 2026 | 7 | Mar 13, 2026 | 17 | Apr 8, 2026 | 24 |
| -11.76% | May 6, 2026 | 8 | May 18, 2026 | 6 | May 27, 2026 | 14 |
| -11.06% | Jan 27, 2026 | 2 | Jan 29, 2026 | 6 | Feb 6, 2026 | 8 |
| -10.47% | Jul 6, 2026 | 8 | Jul 16, 2026 | Ongoing | Ongoing | Ongoing |
| -10.06% | Apr 20, 2026 | 7 | Apr 29, 2026 | 5 | May 6, 2026 | 12 |
| -9.96% | Oct 28, 2024 | 3 | Oct 31, 2024 | 4 | Nov 6, 2024 | 7 |
| -9.74% | Aug 19, 2024 | 13 | Sep 6, 2024 | 8 | Sep 18, 2024 | 21 |