Performance analysis of Enerpac Tool Group (EPAC)
Annual Return
Over the past 3 years, EPAC has had an average annual return of +7.42%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, EPAC has had an average annual return of +6.06%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, EPAC has had an average annual return of +3.62%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Jul 24, 2000, EPAC has had an average annual return of +7.79%, underperforming the benchmark SPY, which returned +8.34% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -11.21% | -6.84% | +32.29% | +22.34% | +25.74% | -10.13% | -12.95% | +24.24% | -16.91% | -2.35% | +8.50% | -11.84% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -25.56% | +31.41% | +23.17% | -14.59% | +43.91% | -2.32% | -43.99% | +42.93% | -14.47% | +7.21% | +44.06% | +55.87% |
| 2002 | 2001 | 2000 | |||||||||
| +38.24% | +124% | -25.00% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.54% | +1.09% | -10.61% | -3.76% | -4.59% | +7.08% | -5.31% | -11.21% | |||||
| 2025 | +9.98% | +2.39% | -3.05% | -10.01% | +6.22% | -5.41% | -5.05% | +9.95% | -3.17% | +0.20% | -7.72% | +0.98% | -6.84% |
| 2024 | +0.45% | +7.94% | +5.79% | -0.08% | +10.36% | -2.90% | +5.29% | +2.59% | +1.58% | +5.42% | +9.38% | -14.86% | +32.29% |
| 2023 | +4.28% | +1.47% | -5.31% | -6.82% | +6.99% | +6.22% | +1.78% | -4.66% | +0.88% | +7.23% | -3.53% | +13.88% | +22.34% |
| 2022 | -11.98% | -3.36% | +26.90% | -8.27% | -2.79% | -2.56% | +6.73% | -4.43% | -8.09% | +42.79% | -1.46% | +1.64% | +25.74% |
| 2021 | -10.35% | +21.86% | +5.75% | +1.84% | +3.01% | -2.85% | -3.57% | -1.99% | -17.45% | +0.77% | +1.06% | -3.93% | -10.13% |
| 2020 | -11.22% | -7.53% | -22.56% | +3.08% | +4.92% | -1.68% | +7.39% | +10.05% | -9.57% | -5.00% | +25.58% | +0.98% | -12.95% |
| 2019 | +9.05% | +6.82% | -0.33% | +4.97% | -13.45% | +12.06% | -7.70% | -3.01% | -1.03% | +12.90% | -0.85% | +5.99% | +24.24% |
| 2018 | -2.17% | -8.28% | +2.42% | +1.29% | -0.85% | +25.70% | -2.73% | +3.15% | -5.13% | -14.52% | +7.34% | -18.01% | -16.91% |
| 2017 | +0.77% | +1.53% | -0.75% | +3.61% | -4.94% | -5.20% | -1.63% | -0.62% | +6.61% | -0.39% | +3.53% | -4.17% | -2.35% |
Drawdown analysis of Enerpac Tool Group (EPAC)
The maximum drawdown for the EPAC was -79.32%, occurring on Mar 9, 2009. Recovery took 1109 trading sessions.
The current EPAC drawdown is -34.09%.
Since Jul 24, 2000 EPAC has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 7 times
- 20% or more: 11 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.32% | Jun 5, 2008 | 190 | Mar 9, 2009 | 1109 | Aug 2, 2013 | 1299 |
| -63.72% | Sep 19, 2013 | 1673 | May 13, 2020 | 1018 | May 30, 2024 | 2691 |
| -53.02% | Sep 1, 2000 | 137 | Mar 21, 2001 | 145 | Oct 22, 2001 | 282 |
| -36.34% | May 10, 2006 | 50 | Jul 21, 2006 | 304 | Oct 5, 2007 | 354 |
| -36.08% | Nov 11, 2024 | 387 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -31.92% | Jan 6, 2003 | 45 | Mar 12, 2003 | 81 | Jul 8, 2003 | 126 |
| -30.67% | Apr 15, 2002 | 69 | Jul 23, 2002 | 105 | Dec 19, 2002 | 174 |
| -29.14% | Mar 2, 2005 | 146 | Sep 28, 2005 | 106 | Mar 2, 2006 | 252 |
| -26.42% | Dec 28, 2007 | 13 | Jan 17, 2008 | 79 | May 12, 2008 | 92 |
| -25.00% | Jul 24, 2000 | 4 | Jul 28, 2000 | 18 | Aug 23, 2000 | 22 |
| -23.43% | Feb 17, 2004 | 123 | Aug 12, 2004 | 35 | Oct 1, 2004 | 158 |
| -14.61% | Oct 31, 2007 | 17 | Nov 26, 2007 | 18 | Dec 20, 2007 | 35 |
| -14.00% | Oct 7, 2003 | 30 | Nov 18, 2003 | 21 | Dec 18, 2003 | 51 |
| -13.04% | Oct 4, 2004 | 18 | Oct 28, 2004 | 14 | Nov 17, 2004 | 32 |
| -10.71% | Dec 31, 2001 | 5 | Jan 8, 2002 | 13 | Jan 28, 2002 | 18 |
| -10.22% | Jan 28, 2002 | 3 | Jan 31, 2002 | 7 | Feb 11, 2002 | 10 |
| -9.26% | Aug 25, 2000 | 1 | Aug 28, 2000 | 3 | Aug 31, 2000 | 4 |
| -8.96% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -8.82% | Nov 19, 2001 | 8 | Nov 30, 2001 | 7 | Dec 11, 2001 | 15 |
| -8.48% | Jan 27, 2004 | 6 | Feb 4, 2004 | 6 | Feb 12, 2004 | 12 |
| -8.12% | Feb 28, 2002 | 1 | Mar 1, 2002 | 4 | Mar 7, 2002 | 5 |
| -7.47% | Dec 30, 2004 | 13 | Jan 19, 2005 | 9 | Feb 1, 2005 | 22 |
| -6.77% | Feb 8, 2005 | 9 | Feb 22, 2005 | 5 | Mar 1, 2005 | 14 |
| -6.76% | Nov 5, 2001 | 5 | Nov 12, 2001 | 3 | Nov 15, 2001 | 8 |
| -6.67% | Oct 23, 2001 | 2 | Oct 25, 2001 | 4 | Oct 31, 2001 | 6 |