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Performance analysis of Espey Manufacturing & Electronics (ESP)

Annual Return

Over the past 3 years, ESP has had an average annual return of +56.88%, outperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, ESP has had an average annual return of +34.32%, outperforming the benchmark SPY, which returned +14% annual.

Over the past 10 years, ESP has had an average annual return of +12.44%, underperforming the benchmark SPY, which returned +15.53% annual.

Since Nov 1, 1999, ESP has had an average annual return of +13.39%, outperforming the benchmark SPY, which returned +8.59% annual.

202620252024202320222021202020192018201720162015
+24.15%+63.15%+66.91%+35.47%-0.07%-24.88%-7.69%-9.58%+11.40%-3.98%+5.21%+12.37%
201420132012201120102009200820072006200520042003
-24.09%+38.34%+16.58%+5.88%+35.33%+13.36%+19.55%+3.41%+4.38%+43.28%+5.29%+40.10%
2002200120001999
+2.92%+22.36%+14.69%-0.47%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+12.18%+9.57%-3.89%+27.91%-18.25%+0.50%+24.15%
2025-5.57%-5.80%+2.10%+13.38%+18.99%+25.66%-3.74%+5.59%-12.89%-5.30%+4.19%+21.30%+63.15%
2024+17.65%+14.55%+0.89%+0.20%-17.00%+2.03%+4.71%+4.27%+31.06%+4.02%-3.58%+0.80%+66.91%
2023+12.89%+22.71%+3.48%+9.25%-23.61%-0.36%-2.06%+2.54%-3.07%-1.18%+6.20%+11.25%+35.47%
2022-8.16%-0%+6.51%-6.04%+6.05%+2.82%-5.48%+10.55%-7.33%-2.90%+1.19%+4.80%-0.07%
2021+0.56%+1.47%-21.24%-0.33%-2.89%+0.74%+1.69%-4.78%+1.39%+3.99%-2.71%-3.47%-24.88%
2020-5.09%+4.39%-14.08%+4.85%-1.31%-6.44%+7.56%-6.82%+9.43%+0.55%+0.82%+0.74%-7.69%
2019+4.13%-7.13%+3.74%+0.77%-0.80%+1.03%+3.47%-1.95%-4.53%-4.17%-4.36%+0.53%-9.58%
2018+2.67%+9.68%-1.98%+1.34%+9.30%-6.67%-3.47%+3.28%+16.27%-6.32%-5.61%-4.77%+11.40%
2017-1.08%-6.70%-3.37%+0.70%-0.79%-1.36%+0.22%+0.76%+0.51%+1.07%+0.88%+5.58%-3.98%

Drawdown analysis of Espey Manufacturing & Electronics (ESP)

The maximum drawdown for the ESP was -54.31%, occurring on May 16, 2022. Recovery took 596 trading sessions.

The current ESP drawdown is -19.36%.

Since Nov 1, 1999 ESP has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 2 times
  • 30% or more: 3 times
  • 20% or more: 10 times
  • 10% or more: 22 times
DepthStartTo BottomBottomTo RecoverEndTotal
-54.31%Sep 20, 2018919May 16, 2022596Sep 30, 20241515
-45.83%Dec 10, 2013207Oct 7, 2014898May 2, 20181105
-35.40%Jun 5, 2008190Mar 9, 2009155Oct 16, 2009345
-29.17%Sep 12, 202525Oct 17, 202561Jan 15, 202686
-27.50%Jun 18, 2007150Jan 22, 200830Mar 5, 2008180
-26.55%May 9, 201163Aug 8, 2011224Jun 27, 2012287
-24.76%Aug 27, 201217Sep 20, 2012234Aug 28, 2013251
-23.96%Nov 23, 200559Feb 21, 2006273Mar 23, 2007332
-22.37%Nov 4, 2024105Apr 8, 202524May 13, 2025129
-21.95%May 12, 20266May 20, 2026OngoingOngoingOngoing
-18.55%Feb 10, 20262Feb 12, 202642Apr 15, 202644
-17.92%Jul 23, 202511Aug 7, 202525Sep 12, 202536
-17.27%Oct 17, 2003152May 26, 200488Oct 1, 2004240
-16.92%Jan 21, 200030Mar 6, 2000110Aug 10, 2000140
-16.68%Mar 5, 200811Mar 20, 200838May 14, 200849
-16.56%Nov 26, 201040Jan 25, 201129Mar 8, 201169
-15.08%Jan 24, 200341Mar 25, 2003111Sep 2, 2003152
-13.60%Jan 31, 200136Mar 23, 2001130Oct 3, 2001166
-13.47%Feb 8, 20105Feb 16, 201016Mar 10, 201021
-12.65%May 11, 201837Jul 5, 201849Sep 13, 201886
-11.18%Nov 5, 2004119Apr 28, 200532Jun 14, 2005151
-10.96%Mar 10, 201040May 6, 201086Sep 8, 2010126
-9.79%Mar 10, 20114Mar 16, 201126Apr 21, 201130
-9.50%Jul 26, 200230Sep 9, 200291Jan 17, 2003121
-8.91%Sep 18, 200021Oct 17, 200023Nov 17, 200044