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Performance analysis of Educational Development (EDUC)

Annual Return

Over the past 3 years, EDUC has had an average annual return of +4.81%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, EDUC has had an average annual return of -35.37%, underperforming the benchmark SPY, which returned +14% annual.

Over the past 10 years, EDUC has had an average annual return of -11.31%, underperforming the benchmark SPY, which returned +15.53% annual.

Since Nov 1, 1999, EDUC has had an average annual return of +2.59%, underperforming the benchmark SPY, which returned +8.59% annual.

202620252024202320222021202020192018201720162015
+9.85%-20.00%+42.24%-63.29%-64.60%-39.00%+155.41%-25.44%-8.70%+90.45%-7.12%+140.88%
201420132012201120102009200820072006200520042003
+70.14%-11.35%-15.07%-20.51%+23.95%+90.46%-20.05%-22.34%-8.16%-20.30%-5.51%+36.68%
2002200120001999
+49.47%+85.09%+0.54%-31.43%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+6.06%-2.79%-7.42%+11.12%+4.28%-0.68%+9.85%
2025-1.21%-11.04%-5.52%-10.22%+10.57%-1.47%+0%-13.43%+14.66%+17.29%-19.23%+4.77%-20.00%
2024+37.93%+15%+12.50%+4.35%-13.42%-0.88%+11.68%-1.93%+15.27%-12.82%-10.29%-9.84%+42.24%
2023+5.06%+10.84%-20.11%-28.23%-42.18%-2.46%+49.58%-14.61%-30.26%-11.32%-9.56%+36.45%-63.29%
2022-21.88%+12.99%-1.65%-15.48%-31.15%-6.76%-19.50%-6.35%-23.97%+3.73%+19.20%+6.04%-64.60%
2021-11.78%+15.91%+9.22%+4.28%-19.01%-13.19%-14.99%-7.28%-0.21%+1.14%-5.17%-1.25%-39.00%
2020-7.77%-8.69%-9.88%+7.53%+65%+18.10%+37.95%+15.34%+9.46%-0.83%-4.77%-2.35%+155.41%
2019-6.56%+1.62%-5.96%+18.89%-18.67%-3.85%-4.86%-10.84%+5.10%+8.41%-8.43%+1.48%-25.44%
2018+14.78%-11.03%+29.97%-3.38%-7.00%-16.65%+6.40%+20.30%-4.16%+6.99%-20.00%-12.51%-8.70%
2017-25.13%+28.19%-29.32%+22.22%+19.39%+7.61%-1.89%+1.44%-8.82%+29.95%+11.60%+35.84%+90.45%

Drawdown analysis of Educational Development (EDUC)

The maximum drawdown for the EDUC was -95.58%, occurring on Nov 17, 2023. This drawdown has not yet recovered.

The current EDUC drawdown is -92.09%.

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

  • 50% or more: 5 times
  • 40% or more: 5 times
  • 30% or more: 5 times
  • 20% or more: 8 times
  • 10% or more: 15 times
DepthStartTo BottomBottomTo RecoverEndTotal
-95.58%Mar 11, 2021678Nov 17, 2023OngoingOngoingOngoing
-73.15%Mar 28, 2018496Mar 18, 202083Jul 16, 2020579
-72.71%Oct 11, 20041039Nov 24, 20081702Aug 31, 20152741
-58.68%Dec 3, 2015333Mar 31, 2017180Dec 15, 2017513
-55.56%Nov 4, 1999167Jul 5, 2000271Aug 1, 2001438
-28.83%Oct 13, 202074Jan 29, 202128Mar 11, 2021102
-26.36%Jul 16, 2003163Mar 9, 2004149Oct 11, 2004312
-20.18%Feb 1, 20184Feb 7, 201826Mar 16, 201830
-18.71%Nov 19, 20152Nov 23, 20155Dec 1, 20157
-18.21%Apr 23, 2002118Oct 9, 200224Nov 12, 2002142
-17.27%Sep 4, 200111Sep 25, 200116Oct 17, 200127
-14.78%Dec 29, 201711Jan 17, 20183Jan 22, 201814
-14.38%Sep 28, 20157Oct 7, 20151Oct 8, 20158
-14.36%Sep 1, 202013Sep 21, 20207Sep 30, 202020
-12.82%Aug 7, 20208Aug 19, 20209Sep 1, 202017
-9.43%Nov 2, 20153Nov 5, 20152Nov 9, 20155
-8.70%Oct 17, 200131Nov 30, 200129Jan 14, 200260
-8.66%Feb 4, 20023Feb 7, 200251Apr 23, 200254
-8.57%Nov 1, 19991Nov 2, 19992Nov 4, 19993
-7.81%Jul 23, 20206Jul 31, 20201Aug 3, 20207
-7.02%Nov 20, 20023Nov 25, 20026Dec 4, 20029
-6.86%Dec 10, 200215Jan 2, 20035Jan 9, 200320
-6.13%Aug 16, 20013Aug 21, 20018Aug 31, 200111
-5.96%May 8, 200331Jun 23, 20037Jul 2, 200338
-5.61%Jan 9, 20036Jan 17, 20034Jan 24, 200310