Performance analysis of Customers Bancorp (CUBI-P-F)
Annual Return
Over the past 3 years, CUBI-P-F has had an average annual return of +16.43%, underperforming the benchmark SPY, which returned +21.94% annual.
Over the past 5 years, CUBI-P-F has had an average annual return of +8.74%, underperforming the benchmark SPY, which returned +12.70% annual.
Since Sep 12, 2016, CUBI-P-F has had an average annual return of +7.59%, underperforming the benchmark SPY, which returned +15.09% annual.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.99% | +11.87% | +9.77% | +7.44% | +7.12% | +2.58% | +16.44% | -4.47% | +11.03% | +1.75% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +0.97% | +1.36% | +0.11% | -0.28% | +2.21% | +1.14% | +0.36% | +0.62% | +0.12% | +0.51% | +0.40% | +0.20% | +7.99% |
| 2024 | +1.11% | +1.72% | -0.14% | +0.58% | +2.14% | +0.24% | +1.11% | +0.53% | +0.92% | +0.95% | +1.42% | +0.71% | +11.87% |
| 2023 | -0.00674% | +1.04% | -20.62% | +8.30% | +2.06% | +4.96% | +5.79% | +5.21% | +1.28% | -0.24% | +3.63% | +1.25% | +9.77% |
| 2022 | -0.73% | -0.39% | +0.79% | -0.64% | +1.08% | -0.20% | +1.59% | +3.05% | -1.82% | +1.38% | +2.19% | +0.99% | +7.44% |
| 2021 | +1.96% | -1.67% | +2.44% | -0.76% | +2.10% | -0.24% | +0.44% | +1.87% | -0.61% | +0.51% | +0.50% | +0.44% | +7.12% |
| 2020 | +1.13% | -3.56% | -20.63% | +7.46% | +0.33% | -7.69% | +3.84% | +18.60% | +0.04% | +2.73% | +4.43% | +0.73% | +2.58% |
| 2019 | +5.82% | +1.60% | +1.56% | +0.62% | +0.26% | +1.72% | +2.40% | -0.05% | -0.48% | +1.75% | -0.89% | +1.18% | +16.44% |
| 2018 | -1.13% | +3.35% | -3.22% | +0.20% | +1.88% | +0.28% | -0.14% | +1.31% | -0.48% | -1.55% | -4.70% | -0.08% | -4.47% |
| 2017 | -0.32% | +3.24% | +1.15% | +1.58% | +1.58% | +0.92% | -0.45% | +1.73% | -0.46% | +0.69% | +0.88% | +0.03% | +11.03% |
Drawdown analysis of Customers Bancorp (CUBI-P-F)
The maximum drawdown for the CUBI-P-F was -52.47%, occurring on Mar 23, 2020. Recovery took 168 trading sessions.
Since Sep 12, 2016 CUBI-P-F has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.47% | Mar 4, 2020 | 13 | Mar 23, 2020 | 168 | Nov 18, 2020 | 181 |
| -33.21% | Mar 2, 2023 | 44 | May 4, 2023 | 66 | Aug 9, 2023 | 110 |
| -12.15% | Sep 4, 2018 | 80 | Dec 28, 2018 | 40 | Feb 27, 2019 | 120 |
| -9.54% | Oct 26, 2016 | 13 | Nov 14, 2016 | 42 | Jan 17, 2017 | 55 |
| -5.95% | Dec 10, 2021 | 63 | Mar 14, 2022 | 58 | Jun 6, 2022 | 121 |
| -5.59% | Jan 8, 2018 | 23 | Feb 9, 2018 | 134 | Aug 22, 2018 | 157 |
| -4.28% | Jan 6, 2021 | 11 | Jan 22, 2021 | 28 | Mar 4, 2021 | 39 |
| -3.95% | Oct 12, 2023 | 7 | Oct 23, 2023 | 8 | Nov 2, 2023 | 15 |
| -3.82% | Mar 4, 2019 | 2 | Mar 6, 2019 | 66 | Jun 10, 2019 | 68 |
| -3.62% | Jan 7, 2020 | 36 | Feb 28, 2020 | 2 | Mar 3, 2020 | 38 |
| -3.62% | Nov 19, 2020 | 5 | Nov 27, 2020 | 26 | Jan 6, 2021 | 31 |
| -3.24% | Sep 21, 2023 | 8 | Oct 3, 2023 | 6 | Oct 11, 2023 | 14 |
| -2.98% | Jan 18, 2017 | 5 | Jan 25, 2017 | 10 | Feb 8, 2017 | 15 |
| -2.96% | Jul 24, 2024 | 13 | Aug 12, 2024 | 14 | Aug 30, 2024 | 27 |
| -2.88% | Mar 14, 2025 | 17 | Apr 8, 2025 | 17 | May 2, 2025 | 34 |
| -2.79% | Jun 9, 2022 | 17 | Jul 6, 2022 | 17 | Jul 29, 2022 | 34 |
| -2.68% | Sep 3, 2019 | 20 | Oct 1, 2019 | 16 | Oct 23, 2019 | 36 |
| -2.40% | Oct 23, 2019 | 10 | Nov 6, 2019 | 27 | Dec 16, 2019 | 37 |
| -2.24% | Feb 8, 2017 | 20 | Mar 9, 2017 | 5 | Mar 16, 2017 | 25 |
| -2.24% | Aug 9, 2023 | 1 | Aug 10, 2023 | 12 | Aug 28, 2023 | 13 |
| -2.12% | Jan 30, 2024 | 6 | Feb 7, 2024 | 10 | Feb 22, 2024 | 16 |
| -2.09% | Sep 1, 2022 | 20 | Sep 30, 2022 | 39 | Nov 25, 2022 | 59 |
| -2.04% | Sep 1, 2023 | 3 | Sep 7, 2023 | 7 | Sep 18, 2023 | 10 |
| -1.95% | Dec 5, 2017 | 19 | Jan 3, 2018 | 3 | Jan 8, 2018 | 22 |
| -1.90% | Jul 31, 2019 | 1 | Aug 1, 2019 | 6 | Aug 9, 2019 | 7 |