Performance analysis of Daily Journal (DJCO)
Annual Return
Over the past 3 years, DJCO has had an average annual return of +22.18%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, DJCO has had an average annual return of +8.80%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, DJCO has had an average annual return of +10.38%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, DJCO has had an average annual return of +10.59%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.14% | -14.20% | +66.65% | +36.05% | -29.78% | -11.70% | +39.11% | +24.11% | +1.64% | -4.79% | +19.70% | -23.20% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +37.09% | +107.29% | +42.06% | -9.52% | +16.13% | +81.02% | -16.97% | -2.91% | -6.23% | +26.38% | +17.54% | +27.08% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -2.04% | -18.33% | -7.70% | -10.34% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +20.33% | -13.11% | -5.33% | +9.62% | -2.20% | +1.91% | +8.14% | ||||||
| 2025 | -27.80% | -4.10% | +1.13% | -4.71% | +11.20% | +0.19% | -5.37% | +16.92% | -0.44% | -12.92% | +13.17% | +6.31% | -14.20% |
| 2024 | -5.72% | +5.36% | +6.81% | -7.30% | +13.07% | +4.08% | +18.03% | +6.77% | -1.41% | -1.04% | +16.39% | +0.62% | +66.65% |
| 2023 | +22.15% | -0.76% | -6.16% | -4.14% | +7.92% | -1.87% | +0.08% | +1.82% | -0.27% | -1.06% | +11.92% | +4.68% | +36.05% |
| 2022 | -9.18% | -0.19% | -3.52% | -17.58% | +7.26% | -6.17% | +4.44% | -3.37% | -1.84% | +4.63% | +2.52% | -8.91% | -29.78% |
| 2021 | -17.33% | +2.49% | -7.55% | -3.56% | +4.69% | +5.95% | -1.62% | +2.10% | -5.77% | +7.13% | +6.15% | -2.08% | -11.70% |
| 2020 | -5.31% | -9.09% | -8.68% | +21.55% | +0.94% | -3.61% | +5.19% | -3.10% | -12.06% | +12.07% | -0.44% | +49.63% | +39.11% |
| 2019 | -5.51% | +1.75% | -4.84% | +4.16% | -3.64% | +10.75% | +4.24% | -19.19% | +23.48% | +13.51% | +1.10% | +2.23% | +24.11% |
| 2018 | -0.66% | -0.74% | +0.65% | -0.85% | -0.24% | +1.86% | +1.99% | +1.56% | +1.07% | -1.64% | -0.44% | -0.85% | +1.64% |
| 2017 | -10.50% | -3.51% | +2.63% | -2.46% | +0.61% | -0.17% | -2.45% | +2.49% | +4.15% | +6.17% | +1.52% | -2.30% | -4.79% |
Drawdown analysis of Daily Journal (DJCO)
The maximum drawdown for the DJCO was -41.58%, occurring on Sep 26, 2022. Recovery took 443 trading sessions.
The current DJCO drawdown is -20.72%.
Since Nov 1, 1999 DJCO has experienced the following drawdowns:
- 40% or more: 2 times
- 30% or more: 8 times
- 20% or more: 14 times
- 10% or more: 23 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.58% | Dec 31, 2020 | 436 | Sep 26, 2022 | 443 | Jul 2, 2024 | 879 |
| -41.38% | Nov 1, 1999 | 685 | Jul 26, 2002 | 388 | Feb 10, 2004 | 1073 |
| -38.01% | Nov 11, 2024 | 100 | Apr 8, 2025 | 190 | Jan 9, 2026 | 290 |
| -37.98% | Apr 4, 2008 | 174 | Dec 10, 2008 | 165 | Aug 7, 2009 | 339 |
| -33.14% | Dec 31, 2014 | 278 | Feb 9, 2016 | 210 | Dec 7, 2016 | 488 |
| -32.90% | Feb 19, 2020 | 16 | Mar 12, 2020 | 102 | Aug 6, 2020 | 118 |
| -31.17% | Jan 28, 2008 | 46 | Apr 3, 2008 | 1 | Apr 4, 2008 | 47 |
| -30.41% | Jan 23, 2026 | 78 | May 15, 2026 | Ongoing | Ongoing | Ongoing |
| -28.00% | Dec 14, 2016 | 682 | Sep 3, 2019 | 24 | Oct 7, 2019 | 706 |
| -24.28% | Aug 9, 2013 | 17 | Sep 4, 2013 | 79 | Dec 26, 2013 | 96 |
| -24.12% | Aug 6, 2020 | 27 | Sep 15, 2020 | 67 | Dec 18, 2020 | 94 |
| -23.56% | Nov 1, 2012 | 22 | Dec 4, 2012 | 76 | Mar 26, 2013 | 98 |
| -23.23% | Jun 23, 2014 | 27 | Jul 31, 2014 | 73 | Nov 12, 2014 | 100 |
| -20.64% | Dec 27, 2005 | 162 | Aug 18, 2006 | 298 | Oct 25, 2007 | 460 |
| -19.78% | Jan 13, 2005 | 84 | May 16, 2005 | 155 | Dec 23, 2005 | 239 |
| -18.71% | Oct 25, 2007 | 51 | Jan 9, 2008 | 12 | Jan 28, 2008 | 63 |
| -18.43% | Dec 31, 2013 | 24 | Feb 5, 2014 | 91 | Jun 17, 2014 | 115 |
| -18.26% | Jul 15, 2010 | 312 | Oct 7, 2011 | 116 | Mar 26, 2012 | 428 |
| -14.92% | Feb 11, 2004 | 113 | Jul 26, 2004 | 38 | Sep 17, 2004 | 151 |
| -14.74% | Apr 2, 2013 | 9 | Apr 15, 2013 | 61 | Jul 11, 2013 | 70 |
| -13.48% | Jul 23, 2024 | 9 | Aug 5, 2024 | 14 | Aug 23, 2024 | 23 |
| -12.35% | Nov 12, 2014 | 22 | Dec 15, 2014 | 11 | Dec 31, 2014 | 33 |
| -10.86% | Aug 7, 2012 | 47 | Oct 12, 2012 | 12 | Nov 1, 2012 | 59 |
| -9.86% | Aug 21, 2009 | 17 | Sep 16, 2009 | 10 | Sep 30, 2009 | 27 |
| -9.27% | Sep 19, 2024 | 12 | Oct 7, 2024 | 22 | Nov 6, 2024 | 34 |