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Performance analysis of Ellington Financial (EFC-P-A)

Annual Return

Over the past 3 years, EFC-P-A has had an average annual return of +15.63%, underperforming the benchmark SPY, which returned +20.49% annual.

Over the past 5 years, EFC-P-A has had an average annual return of +8.13%, underperforming the benchmark SPY, which returned +12.36% annual.

Since Oct 17, 2019, EFC-P-A has had an average annual return of +8.12%, underperforming the benchmark SPY, which returned +15.58% annual.

20262025202420232022202120202019
-0.16%+11.48%+18.06%+31.47%-23.03%+25.61%-4.05%+2.58%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-0.52%+0.36%-0.16%
2025+1.36%+0.20%+0.75%-0.16%-0.09%+1.68%+2.32%+0.63%+1.40%+0.67%-0.60%+2.81%+11.48%
2024+5.14%+1.79%-1.95%+1.92%+2.33%+0.66%+1.98%+2.22%-0.11%+0.97%+1.44%+0.48%+18.06%
2023+17.03%+2.87%-5.82%-4.52%+7.55%+8.66%-2.64%+1.36%+2.60%-1.11%+1.08%+2.68%+31.47%
2022-4.89%-3.38%+2.53%-1.02%-3.52%-5.26%-1.48%+1.08%-14.77%+11.89%+3.47%-8.11%-23.03%
2021+4.52%-0.86%+11.12%+1.02%-1.28%+2.57%+0.77%+3.54%-2.82%+3.91%-3.29%+4.67%+25.61%
2020+2.81%-6.26%-56.40%+82.76%+0.48%+3.50%+5.88%+5.81%-5.10%-1.41%+12.82%+1.60%-4.05%
2019+0.56%+0.55%+1.45%+2.58%

Drawdown analysis of Ellington Financial (EFC-P-A)

The maximum drawdown for the EFC-P-A was -77.01%, occurring on Mar 24, 2020. Recovery took 222 trading sessions.

The current EFC-P-A drawdown is -0.94%.

Since Oct 17, 2019 EFC-P-A has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 2 times
  • 10% or more: 2 times
DepthStartTo BottomBottomTo RecoverEndTotal
-77.01%Feb 13, 202027Mar 24, 2020222Feb 9, 2021249
-27.66%Jan 10, 2022182Sep 30, 2022301Dec 12, 2023483
-6.20%Feb 11, 202111Mar 1, 20217Mar 10, 202118
-6.09%Apr 3, 20252Apr 7, 202517May 1, 202519
-4.22%Nov 19, 20216Nov 30, 202122Dec 31, 202128
-3.70%Jul 28, 20212Jul 30, 202164Oct 29, 202166
-3.65%Apr 16, 202118May 12, 202124Jun 16, 202142
-3.46%Feb 23, 202410Mar 8, 202437May 1, 202447
-2.26%Jan 2, 20242Jan 4, 202410Jan 19, 202412
-2.08%Dec 19, 20237Dec 29, 20231Jan 2, 20248
-1.98%Jun 16, 20212Jun 18, 202119Jul 16, 202121
-1.77%Feb 2, 20248Feb 14, 20243Feb 20, 202411
-1.61%Jul 16, 202414Aug 5, 20249Aug 16, 202423
-1.57%Nov 4, 20216Nov 12, 20215Nov 19, 202111
-1.53%Apr 5, 20212Apr 7, 20211Apr 8, 20213
-1.50%Aug 30, 20246Sep 10, 20248Sep 20, 202414
-1.50%May 22, 20244May 29, 202417Jun 24, 202421
-1.50%Oct 24, 201910Nov 7, 201915Nov 29, 201925
-1.33%Apr 8, 20211Apr 9, 20215Apr 16, 20216
-1.33%Dec 31, 20213Jan 5, 20223Jan 10, 20226
-1.30%Jan 26, 20263Jan 29, 2026OngoingOngoingOngoing
-1.24%May 12, 202513May 30, 202513Jun 18, 202526
-1.14%Aug 1, 20251Aug 4, 20251Aug 5, 20252
-1.08%Nov 13, 20243Nov 18, 202415Dec 10, 202418
-1.05%Nov 8, 20242Nov 12, 20241Nov 13, 20243