Performance analysis of New Oriental Education & Technology Group (EDU)
Annual Return
Over the past 3 years, EDU has had an average annual return of +2.67%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, EDU has had an average annual return of -4.51%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, EDU has had an average annual return of +1.42%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Sep 7, 2006, EDU has had an average annual return of +12.61%, outperforming the benchmark SPY, which returned +11.20% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -9.56% | -13.29% | -11.55% | +110.45% | +65.81% | -88.70% | +53.25% | +121.22% | -41.69% | +124.42% | +34.20% | +56.76% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| -35.21% | +64.80% | -15.56% | -8.58% | +39.17% | +37.70% | -31.87% | +140.29% | +60.63% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.72% | -9.49% | +3.62% | -3.43% | -15.29% | +0.26% | +7.14% | -9.56% | |||||
| 2025 | -24.03% | -1.39% | -0.56% | +2.17% | -3.05% | +13.91% | -18.24% | +8.77% | +10.61% | +12.25% | -13.19% | +7.61% | -13.29% |
| 2024 | +4.61% | +22.01% | -7.17% | -11.20% | +3.67% | -2.75% | -19.18% | -2.13% | +24.57% | -17.46% | -6.84% | +10.05% | -11.55% |
| 2023 | +22.46% | -9.19% | -0.28% | +18.08% | -17.37% | +4.83% | +42.14% | -3.37% | +7.95% | +11.85% | +24.26% | -9.95% | +110.45% |
| 2022 | -31.90% | +5.59% | -23.84% | +9.13% | +4.06% | +55.90% | +34.62% | +3.61% | -15.60% | -0.96% | +21.06% | +21.16% | +65.81% |
| 2021 | -9.85% | +6.04% | -21.18% | +9% | -32.96% | -19.94% | -73.50% | +4.15% | -9.29% | +0% | +7.80% | -4.98% | -88.70% |
| 2020 | +0.25% | +5.22% | -15.37% | +17.94% | -6.03% | +8.56% | +7.66% | +4.59% | +1.96% | +7.28% | +2.79% | +12.71% | +53.25% |
| 2019 | +40.56% | +6.52% | +9.79% | +5.96% | -10.28% | +12.76% | +8% | +8.71% | -2.33% | +10.20% | -0.80% | +0.14% | +121.22% |
| 2018 | -2.03% | -0.76% | -4.09% | +2.50% | +10.72% | -4.84% | -9.11% | -8.65% | -5.84% | -20.94% | -2.31% | -4.11% | -41.69% |
| 2017 | +12.94% | +1.81% | +24.73% | +6.89% | +11.05% | -1.65% | +13.01% | +2.62% | +8.51% | -5.69% | +1.95% | +10.77% | +124.42% |
Drawdown analysis of New Oriental Education & Technology Group (EDU)
The maximum drawdown for the EDU was -95.61%, occurring on Mar 14, 2022. This drawdown has not yet recovered.
The current EDU drawdown is -74.17%.
Since Sep 7, 2006 EDU has experienced the following drawdowns:
- 50% or more: 4 times
- 40% or more: 5 times
- 30% or more: 5 times
- 20% or more: 13 times
- 10% or more: 28 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -95.61% | Feb 16, 2021 | 271 | Mar 14, 2022 | Ongoing | Ongoing | Ongoing |
| -71.81% | Sep 14, 2011 | 212 | Jul 18, 2012 | 370 | Jan 8, 2014 | 582 |
| -56.20% | Oct 29, 2007 | 269 | Nov 20, 2008 | 349 | Apr 14, 2010 | 618 |
| -52.49% | Jun 12, 2018 | 135 | Dec 24, 2018 | 144 | Jul 23, 2019 | 279 |
| -45.70% | Jan 17, 2014 | 260 | Jan 30, 2015 | 281 | Mar 14, 2016 | 541 |
| -26.74% | Feb 19, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -22.43% | Apr 27, 2011 | 34 | Jun 15, 2011 | 59 | Sep 8, 2011 | 93 |
| -21.77% | Oct 25, 2016 | 39 | Dec 20, 2016 | 57 | Mar 15, 2017 | 96 |
| -21.49% | Feb 20, 2007 | 9 | Mar 5, 2007 | 29 | Apr 16, 2007 | 38 |
| -21.42% | Sep 23, 2010 | 11 | Oct 8, 2010 | 124 | Apr 6, 2011 | 135 |
| -21.11% | Jan 12, 2018 | 18 | Feb 8, 2018 | 83 | Jun 8, 2018 | 101 |
| -20.17% | Jul 23, 2007 | 18 | Aug 16, 2007 | 27 | Sep 25, 2007 | 45 |
| -20.14% | Sep 18, 2006 | 6 | Sep 26, 2006 | 31 | Nov 8, 2006 | 37 |
| -14.81% | Jun 7, 2017 | 16 | Jun 29, 2017 | 18 | Jul 26, 2017 | 34 |
| -13.71% | Nov 16, 2006 | 7 | Nov 28, 2006 | 5 | Dec 5, 2006 | 12 |
| -13.64% | Jan 16, 2020 | 10 | Jan 31, 2020 | 10 | Feb 14, 2020 | 20 |
| -13.23% | Oct 23, 2017 | 9 | Nov 3, 2017 | 38 | Dec 29, 2017 | 47 |
| -12.59% | Apr 20, 2010 | 13 | May 7, 2010 | 27 | Jun 16, 2010 | 40 |
| -12.57% | Nov 19, 2020 | 8 | Dec 2, 2020 | 19 | Dec 30, 2020 | 27 |
| -12.50% | Jul 28, 2016 | 24 | Aug 31, 2016 | 8 | Sep 13, 2016 | 32 |
| -12.21% | May 22, 2007 | 2 | May 24, 2007 | 16 | Jun 18, 2007 | 18 |
| -11.52% | Jan 12, 2007 | 4 | Jan 19, 2007 | 13 | Feb 7, 2007 | 17 |
| -10.70% | Jun 2, 2016 | 7 | Jun 13, 2016 | 26 | Jul 20, 2016 | 33 |
| -10.46% | Jun 21, 2010 | 9 | Jul 2, 2010 | 44 | Sep 3, 2010 | 53 |
| -10.42% | Sep 13, 2017 | 8 | Sep 25, 2017 | 6 | Oct 3, 2017 | 14 |