Performance analysis of Exponent (EXPO)
Annual Return
Over the past 3 years, EXPO has had an average annual return of -13.65%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, EXPO has had an average annual return of -6.83%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, EXPO has had an average annual return of +9.13%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, EXPO has had an average annual return of +18.12%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -15.57% | -20.81% | +2.44% | -10.14% | -14.25% | +30.66% | +31.80% | +37.50% | +44.23% | +19.45% | +22.37% | +22.72% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +8.20% | +39.77% | +21.45% | +22.46% | +34.84% | -7.45% | +11.24% | +44.91% | +31.50% | +3.24% | +28.46% | +45.77% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +19.16% | +28.82% | +44.36% | +1.92% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.47% | +1.27% | -9.96% | +2.51% | -12.81% | +0.12% | -15.57% | ||||||
| 2025 | +2.88% | -7.65% | -3.92% | -2.94% | -2.97% | -1.76% | -7.70% | +3.51% | -2.25% | +1.91% | +2.10% | -3.53% | -20.81% |
| 2024 | +0.17% | -8.28% | +2.58% | +11.15% | +3.49% | +0.30% | +11.52% | +2.06% | +6.77% | -18.13% | +4.59% | -9.47% | +2.44% |
| 2023 | +3.48% | +0.35% | -2.87% | -7.66% | -0.79% | +2.47% | -4.01% | +0.31% | -4.46% | -14.38% | +5.01% | +14.76% | -10.14% |
| 2022 | -18.63% | -0.23% | +14.31% | -11.33% | -5.66% | +1.47% | +9.86% | -6.60% | -6.36% | +8.66% | +8.56% | -3.96% | -14.25% |
| 2021 | -8.28% | +16.82% | +1.22% | -1.15% | -5.29% | -1.99% | +20.04% | +9.16% | -3.04% | +1.46% | +1.48% | +0.37% | +30.66% |
| 2020 | +5.45% | +1.21% | -2.08% | -2.20% | +5.56% | +9.29% | +3.87% | -4.29% | -10.25% | -3.39% | +19.28% | +8.71% | +31.80% |
| 2019 | -1.48% | +13.35% | +2.21% | -1.91% | -1.01% | +4.73% | +17.53% | +3.04% | -1.17% | -9.11% | +0.03% | +8.86% | +37.50% |
| 2018 | +4.29% | +4.85% | +1.51% | +9.85% | +13.77% | -1.48% | +1.24% | +7.06% | +2.64% | -5.86% | -0.28% | +1.04% | +44.23% |
| 2017 | -3.73% | -1.03% | +4.02% | +2.69% | -3.03% | -1.34% | +11.84% | +4.78% | +8.52% | -0.07% | +2.52% | -5.83% | +19.45% |
Drawdown analysis of Exponent (EXPO)
The maximum drawdown for the EXPO was -54.78%, occurring on May 14, 2026. This drawdown has not yet recovered.
The current EXPO drawdown is -50.81%.
Since Nov 1, 1999 EXPO has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 8 times
- 10% or more: 41 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.78% | Dec 8, 2021 | 1111 | May 14, 2026 | Ongoing | Ongoing | Ongoing |
| -46.19% | Apr 15, 2008 | 216 | Feb 23, 2009 | 450 | Dec 3, 2010 | 666 |
| -35.23% | Mar 31, 2000 | 129 | Oct 4, 2000 | 99 | Feb 27, 2001 | 228 |
| -32.96% | Mar 30, 2001 | 104 | Aug 28, 2001 | 127 | Mar 7, 2002 | 231 |
| -27.72% | Feb 19, 2020 | 25 | Mar 25, 2020 | 69 | Jul 2, 2020 | 94 |
| -22.44% | Jan 11, 2005 | 19 | Feb 8, 2005 | 114 | Jul 22, 2005 | 133 |
| -20.90% | Jul 21, 2011 | 20 | Aug 18, 2011 | 49 | Oct 27, 2011 | 69 |
| -20.64% | Mar 7, 2002 | 97 | Jul 25, 2002 | 35 | Sep 13, 2002 | 132 |
| -19.87% | Sep 16, 2002 | 6 | Sep 24, 2002 | 70 | Jan 3, 2003 | 76 |
| -17.53% | Jul 12, 2016 | 67 | Oct 14, 2016 | 18 | Nov 9, 2016 | 85 |
| -17.03% | Oct 17, 2012 | 72 | Feb 4, 2013 | 78 | May 28, 2013 | 150 |
| -17.01% | Jul 31, 2020 | 64 | Oct 30, 2020 | 12 | Nov 17, 2020 | 76 |
| -16.39% | Oct 24, 2013 | 139 | May 15, 2014 | 117 | Oct 30, 2014 | 256 |
| -16.28% | Dec 4, 2015 | 26 | Jan 13, 2016 | 96 | Jun 1, 2016 | 122 |
| -16.24% | Jul 19, 2006 | 26 | Aug 24, 2006 | 38 | Oct 18, 2006 | 64 |
| -15.79% | Feb 14, 2000 | 16 | Mar 8, 2000 | 12 | Mar 24, 2000 | 28 |
| -15.69% | Apr 15, 2021 | 45 | Jun 18, 2021 | 29 | Jul 30, 2021 | 74 |
| -15.42% | Dec 1, 2003 | 12 | Dec 17, 2003 | 20 | Jan 16, 2004 | 32 |
| -15.41% | Jan 6, 2003 | 70 | Apr 16, 2003 | 16 | May 9, 2003 | 86 |
| -15.27% | Aug 7, 2007 | 2 | Aug 9, 2007 | 4 | Aug 15, 2007 | 6 |
| -14.67% | Jan 20, 2021 | 7 | Jan 29, 2021 | 17 | Feb 24, 2021 | 24 |
| -14.39% | Sep 18, 2019 | 47 | Nov 22, 2019 | 36 | Jan 16, 2020 | 83 |
| -14.37% | Oct 27, 2011 | 20 | Nov 25, 2011 | 47 | Feb 3, 2012 | 67 |
| -14.08% | Sep 14, 2018 | 69 | Dec 24, 2018 | 35 | Feb 14, 2019 | 104 |
| -13.54% | Apr 24, 2015 | 85 | Aug 25, 2015 | 28 | Oct 5, 2015 | 113 |