Performance analysis of Donaldson (DCI)
Annual Return
Over the past 3 years, DCI has had an average annual return of +14.74%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, DCI has had an average annual return of +8.03%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, DCI has had an average annual return of +11.52%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, DCI has had an average annual return of +12.19%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.75% | +33.69% | +4.60% | +12.78% | +0.97% | +7.54% | -1.41% | +34.99% | -9.95% | +18.15% | +49.74% | -24.32% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -9.71% | +34.08% | -2.56% | +18.03% | +38.50% | +28.08% | -26.67% | +35% | +10.22% | -1.52% | +11.03% | +65.71% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -6.48% | +41.01% | +17.04% | +2.71% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +14.98% | -8.76% | -8.51% | +3.89% | -7.15% | +10.06% | -0.16% | +1.75% | |||||
| 2025 | +5.70% | -2.58% | -2.94% | -1.98% | +5.81% | +0.15% | +3.78% | +11.15% | +2.74% | +2.93% | +6.71% | -1.06% | +33.69% |
| 2024 | -1.16% | +11.30% | +4.27% | -3.32% | +2.05% | -2.52% | +4.56% | -2.43% | +1.33% | -0.73% | +6.68% | -13.39% | +4.60% |
| 2023 | +5.91% | +1.82% | +3.30% | -2.74% | -7.90% | +7.25% | +0.51% | +2.06% | -6.62% | -3.32% | +5.51% | +7.85% | +12.78% |
| 2022 | -6.07% | -2.10% | -4.31% | -5.56% | +6.61% | -7.52% | +13.02% | -5.24% | -4.56% | +17.22% | +6.04% | -3.00% | +0.97% |
| 2021 | +6.37% | -0.55% | -1.27% | +8.12% | -2.05% | +3.51% | +4.19% | +2.69% | -15.26% | +4.53% | -5.97% | +5.42% | +7.54% |
| 2020 | -10.01% | -12.71% | -14.31% | +13.46% | +8.26% | -1.51% | +3.91% | +4.60% | -7.82% | +2.33% | +12.08% | +5.36% | -1.41% |
| 2019 | +8.97% | +9.55% | -2.97% | +6.95% | -11.37% | +7.64% | -1.79% | -2.76% | +7.69% | +1.27% | +6.33% | +3.14% | +34.99% |
| 2018 | +3.49% | -5.96% | -5.08% | -1.75% | +6.64% | -4.03% | +5.72% | +6.51% | +15.14% | -11.98% | +9.28% | -22.27% | -9.95% |
| 2017 | +0.40% | +2.08% | +5.98% | +1.67% | +3.63% | -4.69% | +4.28% | -0.12% | -2.77% | +2.76% | +5.70% | -1.54% | +18.15% |
Drawdown analysis of Donaldson (DCI)
The maximum drawdown for the DCI was -56.91%, occurring on Mar 9, 2009. Recovery took 420 trading sessions.
The current DCI drawdown is -18.42%.
Since Nov 1, 1999 DCI has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 6 times
- 20% or more: 11 times
- 10% or more: 25 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.91% | Jun 5, 2008 | 190 | Mar 9, 2009 | 420 | Nov 4, 2010 | 610 |
| -42.72% | Dec 23, 2019 | 61 | Mar 23, 2020 | 200 | Jan 6, 2021 | 261 |
| -37.77% | Dec 26, 2013 | 519 | Jan 20, 2016 | 220 | Dec 1, 2016 | 739 |
| -32.20% | Aug 30, 2021 | 202 | Jun 17, 2022 | 408 | Feb 2, 2024 | 610 |
| -31.35% | Apr 16, 2002 | 68 | Jul 23, 2002 | 224 | Jun 12, 2003 | 292 |
| -30.94% | Sep 21, 2018 | 64 | Dec 24, 2018 | 250 | Dec 20, 2019 | 314 |
| -26.04% | Feb 11, 2026 | 67 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -25.50% | Jul 7, 2011 | 22 | Aug 8, 2011 | 54 | Oct 24, 2011 | 76 |
| -23.82% | Nov 25, 2024 | 90 | Apr 8, 2025 | 97 | Aug 27, 2025 | 187 |
| -22.42% | Dec 9, 1999 | 160 | Jul 28, 2000 | 86 | Nov 29, 2000 | 246 |
| -22.17% | Dec 6, 2007 | 28 | Jan 17, 2008 | 90 | May 28, 2008 | 118 |
| -18.46% | Feb 14, 2012 | 92 | Jun 26, 2012 | 220 | May 14, 2013 | 312 |
| -18.06% | Jul 13, 2001 | 48 | Sep 26, 2001 | 29 | Nov 6, 2001 | 77 |
| -17.12% | Dec 11, 2003 | 43 | Feb 13, 2004 | 181 | Nov 2, 2004 | 224 |
| -16.15% | Dec 19, 2001 | 18 | Jan 16, 2002 | 33 | Mar 6, 2002 | 51 |
| -16.04% | Jan 19, 2018 | 49 | Apr 2, 2018 | 110 | Sep 6, 2018 | 159 |
| -15.18% | Dec 8, 2000 | 5 | Dec 15, 2000 | 7 | Dec 27, 2000 | 12 |
| -14.98% | Nov 29, 2004 | 204 | Sep 20, 2005 | 53 | Dec 5, 2005 | 257 |
| -14.85% | Feb 27, 2006 | 75 | Jun 14, 2006 | 58 | Sep 6, 2006 | 133 |
| -14.28% | Aug 9, 2007 | 13 | Aug 28, 2007 | 21 | Sep 27, 2007 | 34 |
| -14.13% | Jan 4, 2001 | 61 | Apr 3, 2001 | 22 | May 4, 2001 | 83 |
| -12.28% | Apr 6, 2011 | 46 | Jun 13, 2011 | 17 | Jul 7, 2011 | 63 |
| -11.93% | Oct 16, 2006 | 65 | Jan 22, 2007 | 138 | Aug 8, 2007 | 203 |
| -11.63% | May 21, 2013 | 23 | Jun 24, 2013 | 77 | Oct 11, 2013 | 100 |
| -10.72% | Feb 15, 2011 | 5 | Feb 23, 2011 | 25 | Mar 30, 2011 | 30 |