Performance analysis of Energy Recovery (ERII)
Annual Return
Over the past 3 years, ERII has had an average annual return of -34.00%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, ERII has had an average annual return of -15.95%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, ERII has had an average annual return of -2.05%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jul 2, 2008, ERII has had an average annual return of -0.72%, underperforming the benchmark SPY, which returned +12.39% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -36.10% | -8.23% | -21.98% | -8.05% | -4.66% | +57.55% | +39.33% | +45.47% | -23.09% | -15.46% | +46.40% | +34.15% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |||||
| -5.05% | +63.23% | +31.77% | -29.49% | -46.81% | -9.23% | -22.89% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.15% | -28.51% | -3.45% | +9.93% | -26.20% | +10.41% | -4.44% | -36.10% | |||||
| 2025 | -2.45% | +4.33% | +6.22% | -2.77% | -18.38% | +1.35% | +5.25% | +5.65% | +8.52% | +10.96% | -15.55% | -6.65% | -8.23% |
| 2024 | -17.68% | +0.77% | +1.03% | -5.63% | -9.40% | -1.55% | +9.70% | +11.39% | +7.08% | +2.70% | -12.88% | -5.53% | -21.98% |
| 2023 | +8.01% | -0.27% | +4.44% | -2.26% | +5.68% | +17.39% | +9.05% | -10.83% | -21.96% | -28.34% | +25.40% | -1.16% | -8.05% |
| 2022 | -8.89% | -2.96% | +6% | -8.04% | +9.13% | -3.91% | +14.47% | +3.20% | -5.23% | +18.35% | -9.91% | -11.61% | -4.66% |
| 2021 | +1.46% | +27.17% | +4.21% | +15.60% | -10.33% | +19.83% | -7.15% | -3.41% | -6.85% | +6.78% | +4.58% | +1.13% | +57.55% |
| 2020 | +4.30% | -3.63% | -24.39% | +9.41% | -5.59% | -1.11% | -0.13% | +12.12% | -3.64% | +18.17% | +10.11% | +27.83% | +39.33% |
| 2019 | +12.93% | +5.54% | +8.85% | +11.45% | -2.88% | +10.27% | +5.38% | -11.93% | -4.19% | +0.49% | -6.44% | +12.39% | +45.47% |
| 2018 | -11.65% | -11.25% | +19.82% | +3.29% | -2.12% | -2.77% | +0.12% | +19.78% | -7.64% | -16.20% | +8.93% | -17.63% | -23.09% |
| 2017 | -1.06% | -17.87% | -1.06% | +1.44% | -10.07% | +9.22% | -8.32% | -14.47% | +21.55% | -2.41% | +45.66% | -22.09% | -15.46% |
Drawdown analysis of Energy Recovery (ERII)
The maximum drawdown for the ERII was -83.98%, occurring on Apr 12, 2012. Recovery took 1011 trading sessions.
The current ERII drawdown is -71.84%.
Since Jul 2, 2008 ERII has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 5 times
- 20% or more: 8 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -83.98% | Jul 21, 2008 | 940 | Apr 12, 2012 | 1011 | Apr 20, 2016 | 1951 |
| -74.13% | Jul 18, 2023 | 727 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -62.20% | Sep 27, 2016 | 224 | Aug 17, 2017 | 885 | Feb 24, 2021 | 1109 |
| -37.96% | Apr 21, 2016 | 46 | Jun 27, 2016 | 29 | Aug 8, 2016 | 75 |
| -30.11% | Nov 1, 2022 | 2 | Nov 3, 2022 | 146 | Jun 6, 2023 | 148 |
| -29.03% | Nov 19, 2021 | 119 | May 12, 2022 | 80 | Sep 7, 2022 | 199 |
| -23.33% | Apr 26, 2021 | 12 | May 12, 2021 | 33 | Jun 29, 2021 | 45 |
| -21.17% | Sep 9, 2022 | 25 | Oct 14, 2022 | 12 | Nov 1, 2022 | 37 |
| -18.40% | Jun 30, 2021 | 35 | Aug 19, 2021 | 11 | Sep 3, 2021 | 46 |
| -18.15% | Sep 3, 2021 | 33 | Oct 21, 2021 | 20 | Nov 18, 2021 | 53 |
| -11.06% | Mar 1, 2021 | 3 | Mar 4, 2021 | 5 | Mar 11, 2021 | 8 |
| -8.91% | Mar 15, 2021 | 7 | Mar 24, 2021 | 19 | Apr 21, 2021 | 26 |
| -8.63% | Sep 8, 2016 | 1 | Sep 9, 2016 | 4 | Sep 15, 2016 | 5 |
| -7.01% | Aug 11, 2016 | 15 | Sep 1, 2016 | 3 | Sep 7, 2016 | 18 |
| -6.64% | Sep 21, 2016 | 2 | Sep 23, 2016 | 2 | Sep 27, 2016 | 4 |
| -6.14% | Jul 10, 2008 | 4 | Jul 16, 2008 | 2 | Jul 18, 2008 | 6 |
| -5.85% | Jun 27, 2023 | 7 | Jul 7, 2023 | 6 | Jul 17, 2023 | 13 |
| -2.83% | Jun 21, 2023 | 2 | Jun 23, 2023 | 2 | Jun 27, 2023 | 4 |
| -1.44% | Jun 9, 2023 | 3 | Jun 14, 2023 | 2 | Jun 16, 2023 | 5 |
| -0.08% | Aug 9, 2016 | 1 | Aug 10, 2016 | 1 | Aug 11, 2016 | 2 |
| -0.07% | Sep 19, 2016 | 1 | Sep 20, 2016 | 1 | Sep 21, 2016 | 2 |