Performance analysis of Evolution Petroleum (EPM)
Annual Return
Over the past 3 years, EPM has had an average annual return of -14.41%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, EPM has had an average annual return of +6.25%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, EPM has had an average annual return of +3.02%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, EPM has had an average annual return of -9.52%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.39% | -25.06% | -1.86% | -17.27% | +59.25% | +85.71% | -44.71% | -14.51% | +4.19% | -28.71% | +115.40% | -33.08% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -37.32% | +52.95% | +1.04% | +23.57% | +49.18% | +264% | -76.25% | +68.40% | +100% | -25.15% | +149.25% | +0% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -99.50% | -42.86% | -30.00% | +233.33% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +11.32% | +13.51% | +5.08% | +4.83% | -11.65% | -10.58% | +5.84% | +16.39% | |||||
| 2025 | +1.52% | -5.11% | +5.26% | -19.10% | +7.10% | +7.20% | +2.82% | +6.80% | -4.28% | -9.08% | -10.27% | -7.21% | -25.06% |
| 2024 | -3.48% | +4.50% | +6.90% | -12.10% | +6.55% | -6.27% | +6.69% | -8.36% | +5.37% | -3.06% | +13.80% | -8.78% | -1.86% |
| 2023 | -17.37% | +4.35% | -1.19% | +4.46% | +18.94% | +4.47% | +15.80% | -9.47% | -17.64% | -6.03% | -7.79% | +0% | -17.27% |
| 2022 | +13.91% | +35.92% | -11.84% | -7.07% | +16.26% | -24.42% | +23.64% | +2.85% | +1.73% | +13.39% | -8.31% | +6.22% | +59.25% |
| 2021 | +11.55% | +11.44% | -3.91% | -2.04% | +11.43% | +35.66% | -14.95% | -1.21% | +38.45% | +4.58% | -16.38% | +3.21% | +85.71% |
| 2020 | -7.73% | -6.56% | -42.88% | +13.65% | -18.02% | +16.12% | -6.62% | +4.39% | -17.15% | -1.56% | +37.70% | -5.19% | -44.71% |
| 2019 | +9.63% | -5.37% | -3.19% | +4.15% | -13.05% | +18.80% | -14.63% | -2.96% | +0.16% | -3.69% | -7.32% | +6.82% | -14.51% |
| 2018 | +11.68% | +5.23% | +1.27% | +15.47% | +2.18% | +4.69% | +9.16% | -6.53% | +11.08% | -6.74% | -15.51% | -20.64% | +4.19% |
| 2017 | -13.02% | +0.61% | -7.80% | -0% | -8.73% | +12.03% | +6.08% | -19.15% | +4.68% | +2.88% | -5.46% | -1.04% | -28.71% |
Drawdown analysis of Evolution Petroleum (EPM)
The maximum drawdown for the EPM was -99.99%, occurring on Feb 28, 2003. This drawdown has not yet recovered.
The current EPM drawdown is -99.72%.
Since Nov 1, 1999 EPM has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 4 times
- 30% or more: 4 times
- 20% or more: 4 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -99.99% | Sep 13, 2000 | 615 | Feb 28, 2003 | Ongoing | Ongoing | Ongoing |
| -79.07% | Mar 8, 2000 | 57 | May 30, 2000 | 74 | Sep 13, 2000 | 131 |
| -58.06% | Jan 6, 2000 | 12 | Jan 25, 2000 | 29 | Mar 7, 2000 | 41 |
| -46.15% | Nov 9, 1999 | 7 | Nov 18, 1999 | 33 | Jan 6, 2000 | 40 |