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Performance analysis of Donegal Group (DGICB)

Annual Return

Over the past 3 years, DGICB has had an average annual return of +25.27%, outperforming the benchmark SPY, which returned +19.62% annual.

Over the past 5 years, DGICB has had an average annual return of +11.90%, underperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, DGICB has had an average annual return of +7.64%, underperforming the benchmark SPY, which returned +15.04% annual.

Since Nov 1, 1999, DGICB has had an average annual return of +9.48%, outperforming the benchmark SPY, which returned +8.49% annual.

202620252024202320222021202020192018201720162015
+25.63%+30.92%+1.58%-6.82%+25.85%+18.61%-3.43%+12.41%-19.54%-1.18%-0.76%-21.35%
201420132012201120102009200820072006200520042003
-7.30%+34.16%+12.30%-4.38%+7.26%+0.85%-4.54%+3.13%+14.80%+29.79%+17.93%+76.23%
2002200120001999
+9.96%+15.54%+56.41%-17.74%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-6.27%+1.65%+5.99%+8.82%+0.39%+13.73%+0.14%+25.63%
2025-2.20%+6.10%+14.33%+5.80%-3.14%+5.77%-12.38%-7.40%+12.34%-4.24%+7.29%+8.70%+30.92%
2024+4.08%-5.08%-5.21%-4.16%+0.30%-7.82%+9.10%+1.10%+0.23%+13.98%-0.11%-2.76%+1.58%
2023-0.81%-5.57%-0.40%-3.04%-3.26%-3.15%-1.02%+5.82%-2.14%-1.08%+2.61%+5.67%-6.82%
2022+0.17%-0.52%+3.76%-1.76%+20.39%-0.87%-10.22%+14.22%-13.07%+15.23%-8.01%+9.86%+25.85%
2021+5.84%+3.05%+6.67%+11.42%-1.53%-2.77%+9.28%+0.62%-12.18%+8.82%-13.78%+5.48%+18.61%
2020-3.08%-4.25%+14.43%+1.73%-7.41%-9.60%+11.79%-0.82%-2.40%+0.27%-0.58%-1.01%-3.43%
2019+3.26%+0%-1.58%+3.43%+17.69%+1.40%-4.22%-12.79%+4.25%+6.94%-6.34%+2.74%+12.41%
2018+1%-8.13%+0.29%-6.58%+3.46%-1.86%-2.69%+5.34%+2.61%-6.52%-4.94%-2.48%-19.54%
2017+0.12%-0.32%+1.59%+0.77%-7.19%-2.36%-2.26%-0.64%+7.45%+2.48%-9.18%+9.89%-1.18%

Drawdown analysis of Donegal Group (DGICB)

The maximum drawdown for the DGICB was -57.72%, occurring on Mar 23, 2020. Recovery took 1477 trading sessions.

The current DGICB drawdown is -18.31%.

Since Nov 1, 1999 DGICB has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 7 times
  • 20% or more: 13 times
  • 10% or more: 28 times
DepthStartTo BottomBottomTo RecoverEndTotal
-57.72%Feb 17, 20151283Mar 23, 20201477Feb 6, 20262760
-37.03%Sep 19, 2007267Oct 9, 2008269Nov 3, 2009536
-36.90%Jul 25, 201145Sep 27, 2011367Mar 15, 2013412
-35.12%Mar 20, 201395Aug 5, 2013169Apr 7, 2014264
-34.34%Nov 3, 2009386May 17, 201144Jul 20, 2011430
-31.61%Mar 28, 200066Jun 30, 200083Oct 27, 2000149
-31.13%Aug 3, 2001150Mar 15, 2002307Jun 4, 2003457
-29.91%Apr 7, 201449Jun 17, 2014166Feb 12, 2015215
-26.92%Nov 2, 199936Dec 23, 199964Mar 27, 2000100
-23.31%Feb 6, 202624Mar 13, 202629Apr 24, 202653
-22.55%Feb 20, 200116Mar 14, 200199Aug 3, 2001115
-22.39%Nov 21, 200019Dec 19, 200040Feb 16, 200159
-20.60%Jun 16, 20261Jun 17, 20265Jun 25, 20266
-18.31%Jul 13, 20266Jul 21, 2026OngoingOngoingOngoing
-17.75%Apr 15, 2004129Oct 19, 200446Dec 23, 2004175
-16.94%May 10, 200675Aug 25, 2006226Jul 23, 2007301
-16.28%Feb 16, 200541Apr 18, 200548Jun 24, 200589
-14.10%Nov 7, 20003Nov 10, 20003Nov 15, 20006
-13.58%Jul 23, 20076Jul 31, 200731Sep 13, 200737
-13.47%Apr 19, 20066Apr 27, 20069May 10, 200615
-12.98%Dec 28, 20048Jan 7, 200525Feb 14, 200533
-12.84%Jun 24, 200513Jul 14, 200510Jul 28, 200523
-12.50%Dec 13, 200511Dec 29, 200566Apr 5, 200677
-12.30%Aug 8, 200542Oct 6, 200524Nov 9, 200566
-12.29%Jan 22, 200443Mar 24, 200414Apr 14, 200457