Performance analysis of Carriage Services (CSV)
Annual Return
Over the past 3 years, CSV has had an average annual return of +13.11%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, CSV has had an average annual return of +0.88%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, CSV has had an average annual return of +6.09%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Nov 1, 1999, CSV has had an average annual return of +7.32%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -11.50% | +7.28% | +61.86% | -7.73% | -56.71% | +107.89% | +24.23% | +67.51% | -38.90% | -9.43% | +19.60% | +15.53% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +7.86% | +65.75% | +114.65% | +17.01% | +23.41% | +95.50% | -77.16% | +72.88% | +1.81% | +1.20% | +33.53% | -7.04% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -24.48% | +237.09% | -73.67% | -12.03% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.44% | +7.64% | -0.89% | +7.53% | -15.91% | -9.57% | -11.50% | ||||||
| 2025 | +2.76% | -1.78% | -3.39% | +3.12% | +9.17% | +5.15% | -1.79% | -2.30% | +1.74% | +0.36% | -2.89% | -2.31% | +7.28% |
| 2024 | -1.20% | +0.90% | +8.94% | -5.40% | +5.58% | -0.19% | +19.45% | +3.80% | -0.96% | +13.89% | +8.78% | -1.73% | +61.86% |
| 2023 | +17.72% | +4.99% | -10.02% | -5.93% | -8.51% | +24.12% | -0.31% | -4.45% | -8.34% | -23.54% | +5.09% | +10.71% | -7.73% |
| 2022 | -21.91% | -1.98% | +8.37% | -19.58% | -5.62% | -1.78% | -8.50% | -2.10% | -9.18% | -24.10% | +3.51% | +9.50% | -56.71% |
| 2021 | +5.75% | -0.20% | +6.76% | +5.66% | +3.44% | -3.62% | +0.57% | +24.68% | -3.55% | +15.38% | +0.79% | +24.55% | +107.89% |
| 2020 | -7.54% | -10.36% | -23.64% | -7.00% | +25.22% | -3.20% | +22.02% | +0.52% | +0.77% | +15.69% | +5.81% | +15.11% | +24.23% |
| 2019 | +25.48% | +8.45% | -8.38% | -8.83% | +4.22% | +4.34% | +0.58% | +11.61% | -3.90% | +26.02% | -6.36% | +6.44% | +67.51% |
| 2018 | +3.58% | +2.51% | +1.62% | -5.89% | -3.10% | -2.39% | +1.79% | -8.59% | -5.36% | -11.55% | -10.21% | -9.04% | -38.90% |
| 2017 | -9.39% | -0.51% | +5.24% | +0.85% | -3.70% | +2.55% | -9.53% | +0.62% | +4.53% | +1.17% | -0.78% | +0.35% | -9.43% |
Drawdown analysis of Carriage Services (CSV)
The maximum drawdown for the CSV was -87.05%, occurring on Mar 19, 2009. Recovery took 909 trading sessions.
The current CSV drawdown is -39.99%.
Since Nov 1, 1999 CSV has experienced the following drawdowns:
- 50% or more: 5 times
- 40% or more: 6 times
- 30% or more: 6 times
- 20% or more: 9 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -87.05% | Nov 27, 2007 | 329 | Mar 19, 2009 | 909 | Oct 24, 2012 | 1238 |
| -83.61% | Nov 9, 1999 | 283 | Dec 21, 2000 | 152 | Aug 1, 2001 | 435 |
| -68.54% | Dec 29, 2021 | 471 | Nov 13, 2023 | Ongoing | Ongoing | Ongoing |
| -65.53% | Aug 15, 2001 | 276 | Sep 25, 2002 | 1145 | Apr 16, 2007 | 1421 |
| -51.01% | Dec 13, 2019 | 84 | Apr 16, 2020 | 148 | Nov 13, 2020 | 232 |
| -48.76% | Dec 27, 2016 | 501 | Dec 24, 2018 | 245 | Dec 13, 2019 | 746 |
| -28.65% | Jan 22, 2014 | 74 | May 8, 2014 | 179 | Jan 23, 2015 | 253 |
| -23.14% | Apr 10, 2013 | 31 | May 23, 2013 | 162 | Jan 14, 2014 | 193 |
| -21.51% | Dec 4, 2015 | 53 | Feb 23, 2016 | 184 | Nov 11, 2016 | 237 |
| -18.66% | May 21, 2015 | 89 | Sep 28, 2015 | 46 | Dec 2, 2015 | 135 |
| -15.40% | Jul 23, 2007 | 16 | Aug 14, 2007 | 48 | Oct 22, 2007 | 64 |
| -14.43% | May 10, 2007 | 22 | Jun 12, 2007 | 23 | Jul 16, 2007 | 45 |
| -13.88% | Nov 1, 1999 | 2 | Nov 3, 1999 | 4 | Nov 9, 1999 | 6 |
| -11.57% | Sep 3, 2021 | 11 | Sep 21, 2021 | 27 | Oct 28, 2021 | 38 |
| -10.75% | Jun 1, 2021 | 26 | Jul 8, 2021 | 24 | Aug 11, 2021 | 50 |
| -9.90% | Feb 12, 2021 | 9 | Feb 26, 2021 | 8 | Mar 10, 2021 | 17 |
| -8.96% | Oct 25, 2007 | 8 | Nov 6, 2007 | 10 | Nov 20, 2007 | 18 |
| -7.95% | Jan 26, 2021 | 3 | Jan 29, 2021 | 8 | Feb 10, 2021 | 11 |
| -7.02% | Apr 16, 2007 | 15 | May 7, 2007 | 3 | May 10, 2007 | 18 |
| -7.00% | Mar 24, 2015 | 14 | Apr 14, 2015 | 22 | May 14, 2015 | 36 |
| -6.91% | Nov 24, 2020 | 3 | Nov 30, 2020 | 6 | Dec 8, 2020 | 9 |
| -6.52% | Nov 6, 2012 | 7 | Nov 15, 2012 | 20 | Dec 14, 2012 | 27 |
| -6.12% | Oct 29, 2021 | 3 | Nov 3, 2021 | 9 | Nov 16, 2021 | 12 |
| -5.89% | Mar 19, 2021 | 3 | Mar 24, 2021 | 20 | Apr 22, 2021 | 23 |
| -5.49% | Nov 23, 2021 | 3 | Nov 29, 2021 | 5 | Dec 6, 2021 | 8 |