Performance analysis of Evercore (EVR)
Annual Return
Over the past 3 years, EVR has had an average annual return of +46.33%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, EVR has had an average annual return of +21.41%, outperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, EVR has had an average annual return of +23.36%, outperforming the benchmark SPY, which returned +15.44% annual.
Since Aug 14, 2006, EVR has had an average annual return of +16.52%, outperforming the benchmark SPY, which returned +11.44% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.48% | +24.25% | +64.32% | +60.55% | -17.64% | +26.31% | +51.78% | +7.38% | -18.91% | +33.42% | +30.14% | +5.54% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| -10.69% | +102.11% | +17% | -19.66% | +14.29% | +149.91% | -39.83% | -40.56% | +43.95% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.83% | -12.34% | -3.34% | +7.63% | +6.37% | -0.23% | +0.48% | ||||||
| 2025 | +5.08% | -16.71% | -17.40% | +2.79% | +13.17% | +16.64% | +11.52% | +7.06% | +4.90% | -12.68% | +8.95% | +6.30% | +24.25% |
| 2024 | +0.40% | +9.39% | +2.94% | -5.76% | +12.25% | +2.71% | +20.13% | -1.54% | +3.09% | +4.28% | +16.86% | -9.97% | +64.32% |
| 2023 | +19.01% | +1.63% | -12.04% | -1.13% | -4.70% | +14.49% | +9.28% | +4.29% | -1.55% | -5.58% | +13.93% | +15.93% | +60.55% |
| 2022 | -8.12% | +2.31% | -12.35% | -5.00% | +8.69% | -18.03% | +6.79% | -5.61% | -12.21% | +27.78% | +10.29% | -5.30% | -17.64% |
| 2021 | -0.49% | +10.34% | +9.99% | +6.37% | +4.57% | -3.49% | -6.09% | +6.16% | -4.28% | +13.59% | -8.24% | -2.05% | +26.31% |
| 2020 | +2.49% | -12.32% | -30.86% | +12.03% | +7.89% | +6.91% | -6.14% | +12.94% | +5.78% | +21.51% | +15.07% | +20.58% | +51.78% |
| 2019 | +25% | +3.53% | -1.20% | +7.07% | -20.15% | +14.68% | -2.48% | -6.98% | +0.42% | -8.06% | +5.86% | -3.39% | +7.38% |
| 2018 | +11.72% | -7.06% | -6.29% | +16.11% | +3.58% | +1.01% | +7.16% | -5.62% | -5.28% | -18.76% | +1.68% | -13.32% | -18.91% |
| 2017 | +12.74% | +3.14% | -2.08% | -5.33% | -7.62% | +3.98% | +11.56% | -3.63% | +6.36% | -0.19% | +8.93% | +3.63% | +33.42% |
Drawdown analysis of Evercore (EVR)
The maximum drawdown for the EVR was -81.52%, occurring on Nov 20, 2008. Recovery took 356 trading sessions.
The current EVR drawdown is -10.76%.
Since Aug 14, 2006 EVR has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 5 times
- 30% or more: 7 times
- 20% or more: 8 times
- 10% or more: 17 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.52% | Oct 26, 2006 | 521 | Nov 20, 2008 | 356 | Apr 23, 2010 | 877 |
| -67.41% | Aug 2, 2018 | 410 | Mar 20, 2020 | 190 | Dec 18, 2020 | 600 |
| -49.63% | Oct 20, 2021 | 235 | Sep 27, 2022 | 302 | Dec 8, 2023 | 537 |
| -47.87% | Nov 6, 2024 | 103 | Apr 8, 2025 | 87 | Aug 13, 2025 | 190 |
| -43.33% | May 3, 2010 | 359 | Oct 3, 2011 | 331 | Jan 29, 2013 | 690 |
| -32.10% | Jan 22, 2014 | 612 | Jun 27, 2016 | 96 | Nov 10, 2016 | 708 |
| -30.07% | Jan 15, 2026 | 38 | Mar 12, 2026 | Ongoing | Ongoing | Ongoing |
| -20.86% | Mar 20, 2013 | 20 | Apr 18, 2013 | 66 | Jul 23, 2013 | 86 |
| -19.61% | Sep 18, 2025 | 30 | Oct 30, 2025 | 44 | Jan 5, 2026 | 74 |
| -17.77% | Feb 1, 2018 | 37 | Mar 27, 2018 | 24 | May 1, 2018 | 61 |
| -17.62% | Mar 16, 2017 | 52 | May 31, 2017 | 116 | Nov 13, 2017 | 168 |
| -16.12% | Aug 25, 2006 | 9 | Sep 8, 2006 | 21 | Oct 9, 2006 | 30 |
| -15.67% | May 24, 2021 | 38 | Jul 19, 2021 | 61 | Oct 13, 2021 | 99 |
| -11.92% | Sep 18, 2013 | 14 | Oct 8, 2013 | 12 | Oct 24, 2013 | 26 |
| -11.54% | Jan 19, 2021 | 6 | Jan 27, 2021 | 13 | Feb 16, 2021 | 19 |
| -11.30% | Jul 31, 2024 | 3 | Aug 5, 2024 | 32 | Sep 19, 2024 | 35 |
| -10.61% | Mar 15, 2021 | 10 | Mar 29, 2021 | 26 | May 5, 2021 | 36 |
| -9.89% | Oct 18, 2024 | 3 | Oct 23, 2024 | 10 | Nov 6, 2024 | 13 |
| -8.30% | Aug 8, 2013 | 14 | Aug 28, 2013 | 6 | Sep 6, 2013 | 20 |
| -7.55% | Mar 8, 2024 | 36 | Apr 30, 2024 | 11 | May 15, 2024 | 47 |
| -6.82% | May 7, 2021 | 3 | May 12, 2021 | 2 | May 14, 2021 | 5 |
| -6.54% | Oct 24, 2013 | 5 | Oct 31, 2013 | 15 | Nov 21, 2013 | 20 |
| -6.03% | May 21, 2024 | 12 | Jun 7, 2024 | 14 | Jun 28, 2024 | 26 |
| -5.89% | Jun 20, 2018 | 7 | Jun 29, 2018 | 15 | Jul 23, 2018 | 22 |
| -5.61% | Dec 27, 2023 | 4 | Jan 3, 2024 | 12 | Jan 22, 2024 | 16 |