Performance analysis of Escalade (ESCA)
Annual Return
Over the past 3 years, ESCA has had an average annual return of +18.66%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, ESCA has had an average annual return of -1.89%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, ESCA has had an average annual return of +9.68%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, ESCA has had an average annual return of +10.63%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +35.24% | -1.40% | -25.88% | +103.96% | -32.14% | -23.39% | +125.13% | -10.13% | -3.29% | -3.34% | +3.25% | -9.68% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +31.78% | +136.09% | +24.45% | -26.27% | +162.27% | +230.64% | -91.56% | -12.94% | -7.15% | -10.92% | -20.90% | +69.95% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +9.37% | +172.52% | +54.84% | -14.75% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.95% | -0.96% | +19.24% | +9.87% | +0.37% | -4.69% | +35.24% | ||||||
| 2025 | +4.86% | +2.77% | +0.46% | +0.21% | -2.24% | -5.79% | -11.17% | +2.52% | -0.24% | -7.32% | +15.20% | +1.73% | -1.40% |
| 2024 | -19.42% | -7.66% | -7.28% | -8.33% | +10.59% | +0.07% | +9.16% | -6.05% | +0.64% | -6.38% | +15.12% | -4.80% | -25.88% |
| 2023 | +22.69% | +2.88% | +14.96% | +3.56% | -23.15% | +16.21% | +9.36% | +3.68% | +2.13% | +11.30% | +9.16% | +8.01% | +103.96% |
| 2022 | -9.44% | -7.34% | +0.79% | -0.38% | +2.96% | -2.99% | -2.92% | -7.14% | -13.89% | +9.15% | -6.91% | +2.23% | -32.14% |
| 2021 | -1.51% | -5.23% | +6.44% | +5.31% | +11.67% | -6.14% | -1.09% | +1.76% | -17.62% | -1.06% | -9.09% | -6.34% | -23.39% |
| 2020 | -10.48% | -3.52% | -28.72% | +43.70% | +19.36% | +38.49% | +9.96% | +18.11% | +1.70% | +1.75% | +3.55% | +10.63% | +125.13% |
| 2019 | -2.53% | +9.32% | -7.43% | +7.79% | -6.52% | +3.06% | +0.52% | -10.41% | +6.70% | +5.23% | -0.96% | -12.38% | -10.13% |
| 2018 | +4.47% | -5.45% | +13.82% | -3.29% | +8.68% | -1.23% | -4.96% | -0.75% | -2.50% | -8.95% | +1.28% | -2.31% | -3.29% |
| 2017 | -0% | -1.51% | +0.13% | +3.49% | -10.11% | +10.23% | -5.72% | -2.43% | +13.94% | -9.19% | +10.12% | -8.78% | -3.34% |
Drawdown analysis of Escalade (ESCA)
The maximum drawdown for the ESCA was -98.45%, occurring on Feb 19, 2009. Recovery took 1538 trading sessions.
The current ESCA drawdown is -13.89%.
Since Nov 1, 1999 ESCA has experienced the following drawdowns:
- 50% or more: 4 times
- 40% or more: 4 times
- 30% or more: 6 times
- 20% or more: 8 times
- 10% or more: 18 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -98.45% | Jun 30, 2004 | 1168 | Feb 19, 2009 | 1538 | Mar 31, 2015 | 2706 |
| -71.25% | Jun 23, 2015 | 1204 | Apr 3, 2020 | 86 | Aug 6, 2020 | 1290 |
| -61.19% | Jun 7, 2021 | 384 | Dec 13, 2022 | Ongoing | Ongoing | Ongoing |
| -51.94% | Apr 1, 2002 | 262 | Apr 14, 2003 | 135 | Oct 24, 2003 | 397 |
| -37.74% | Dec 8, 1999 | 23 | Jan 11, 2000 | 24 | Feb 15, 2000 | 47 |
| -33.53% | Aug 20, 2001 | 19 | Sep 21, 2001 | 32 | Nov 6, 2001 | 51 |
| -23.22% | Oct 27, 2000 | 11 | Nov 13, 2000 | 170 | Jul 19, 2001 | 181 |
| -21.52% | Feb 20, 2004 | 25 | Mar 26, 2004 | 53 | Jun 14, 2004 | 78 |
| -20.00% | Nov 5, 2020 | 2 | Nov 9, 2020 | 31 | Dec 23, 2020 | 33 |
| -16.38% | Mar 16, 2021 | 9 | Mar 29, 2021 | 42 | May 27, 2021 | 51 |
| -15.82% | Feb 15, 2000 | 5 | Feb 23, 2000 | 2 | Feb 25, 2000 | 7 |
| -15.79% | Mar 18, 2002 | 6 | Mar 26, 2002 | 3 | Apr 1, 2002 | 9 |
| -15.47% | Sep 23, 2020 | 2 | Sep 25, 2020 | 15 | Oct 16, 2020 | 17 |
| -14.85% | Oct 20, 2020 | 6 | Oct 28, 2020 | 6 | Nov 5, 2020 | 12 |
| -14.75% | Feb 9, 2021 | 12 | Feb 26, 2021 | 9 | Mar 11, 2021 | 21 |
| -13.76% | Oct 30, 2003 | 12 | Nov 17, 2003 | 27 | Dec 26, 2003 | 39 |
| -10.93% | Sep 2, 2020 | 3 | Sep 8, 2020 | 10 | Sep 22, 2020 | 13 |
| -10.65% | Nov 14, 2001 | 3 | Nov 19, 2001 | 15 | Dec 11, 2001 | 18 |
| -10.00% | Feb 29, 2000 | 24 | Apr 3, 2000 | 4 | Apr 7, 2000 | 28 |
| -9.52% | Apr 11, 2000 | 3 | Apr 14, 2000 | 1 | Apr 17, 2000 | 4 |
| -8.87% | Apr 27, 2015 | 12 | May 13, 2015 | 20 | Jun 11, 2015 | 32 |
| -8.68% | Jan 7, 2002 | 11 | Jan 23, 2002 | 23 | Feb 26, 2002 | 34 |
| -8.29% | Jan 12, 2021 | 5 | Jan 20, 2021 | 11 | Feb 4, 2021 | 16 |
| -8.27% | Aug 7, 2000 | 4 | Aug 11, 2000 | 49 | Oct 20, 2000 | 53 |
| -8.12% | Jul 20, 2001 | 2 | Jul 24, 2001 | 8 | Aug 3, 2001 | 10 |