Performance analysis of First Business Financial Services (FBIZ)
Annual Return
Over the past 3 years, FBIZ has had an average annual return of +30.51%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, FBIZ has had an average annual return of +23.18%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, FBIZ has had an average annual return of +13.39%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Oct 7, 2005, FBIZ has had an average annual return of +10.55%, underperforming the benchmark SPY, which returned +11.24% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +23.25% | +20.09% | +18.46% | +12.89% | +28.16% | +62.80% | -27.42% | +38.50% | -9.66% | -4.61% | -3.03% | +6.43% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +29.81% | +66.97% | +40.87% | +25.37% | +43.38% | -23.95% | -24.40% | -22.32% | -2.68% | -8.61% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.56% | -4.10% | -1.32% | +4.21% | +2.97% | +9.82% | +4.70% | +23.25% | |||||
| 2025 | +11.60% | +3.43% | -11.27% | +2.10% | +1.93% | +3.88% | -6.00% | +10.54% | -2.03% | -1.27% | +3.78% | +3.98% | +20.09% |
| 2024 | -8.30% | -3.33% | +6.29% | -11.81% | +3.58% | +8.76% | +24.41% | -0.81% | +0.48% | -6.12% | +17.71% | -7.64% | +18.46% |
| 2023 | -2.05% | -0.44% | -13.86% | -5.97% | -5.88% | +10.16% | +15.26% | -6.62% | -4.82% | +2.30% | +14.73% | +14.64% | +12.89% |
| 2022 | +15.46% | -1.59% | -0.43% | +5.67% | -0.22% | -9.33% | +7.25% | +0.08% | -2.91% | +18.07% | +0.96% | -4.62% | +28.16% |
| 2021 | +4.62% | +16.21% | +11.40% | +7% | +4.29% | -1.24% | +1.88% | +3.41% | +1.31% | +1.71% | -1.44% | +1.96% | +62.80% |
| 2020 | -3.74% | -4.69% | -35.42% | +10.84% | -2.69% | -0.61% | -8.60% | +4.24% | -7.81% | +21.17% | +10.15% | -2.54% | -27.42% |
| 2019 | +5.79% | +7.66% | -9.25% | +15.04% | -0.03% | +2.71% | +1.41% | -4.77% | +6.79% | +1% | +3.34% | +5.41% | +38.50% |
| 2018 | +10.62% | -1.15% | +4.62% | +3.30% | +0.11% | +0.46% | -8.62% | -6.18% | +4.60% | -9.71% | +3.18% | -9.04% | -9.66% |
| 2017 | +2.15% | +4.64% | +2.93% | +2.35% | -13.55% | +1% | -7.88% | +0.85% | +6.75% | -2.28% | +5.75% | -5.35% | -4.61% |
Drawdown analysis of First Business Financial Services (FBIZ)
The maximum drawdown for the FBIZ was -72.58%, occurring on Aug 25, 2009. Recovery took 897 trading sessions.
The current FBIZ drawdown is -0.59%.
Since Oct 7, 2005 FBIZ has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 6 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.58% | Oct 18, 2005 | 969 | Aug 25, 2009 | 897 | Mar 20, 2013 | 1866 |
| -50.20% | Jan 27, 2020 | 39 | Mar 23, 2020 | 240 | Mar 5, 2021 | 279 |
| -35.29% | Nov 22, 2022 | 116 | May 11, 2023 | 151 | Dec 15, 2023 | 267 |
| -30.07% | Apr 27, 2017 | 420 | Dec 27, 2018 | 248 | Dec 20, 2019 | 668 |
| -29.13% | Dec 2, 2015 | 230 | Oct 31, 2016 | 118 | Apr 21, 2017 | 348 |
| -20.77% | Feb 6, 2025 | 41 | Apr 7, 2025 | 171 | Dec 10, 2025 | 212 |
| -19.26% | Dec 28, 2023 | 75 | Apr 17, 2024 | 61 | Jul 16, 2024 | 136 |
| -16.88% | Nov 25, 2024 | 30 | Jan 10, 2025 | 14 | Jan 31, 2025 | 44 |
| -14.92% | Jun 3, 2022 | 27 | Jul 14, 2022 | 21 | Aug 12, 2022 | 48 |
| -14.71% | Apr 9, 2014 | 26 | May 16, 2014 | 16 | Jun 10, 2014 | 42 |
| -13.71% | Jun 10, 2014 | 33 | Jul 28, 2014 | 293 | Sep 24, 2015 | 326 |
| -13.25% | Feb 6, 2026 | 27 | Mar 18, 2026 | 57 | Jun 9, 2026 | 84 |
| -12.73% | Jul 31, 2024 | 8 | Aug 12, 2024 | 27 | Sep 19, 2024 | 35 |
| -11.99% | Mar 12, 2021 | 26 | Apr 20, 2021 | 10 | May 4, 2021 | 36 |
| -11.26% | Aug 16, 2022 | 32 | Sep 30, 2022 | 20 | Oct 28, 2022 | 52 |
| -10.06% | Nov 8, 2021 | 25 | Dec 14, 2021 | 24 | Jan 19, 2022 | 49 |
| -8.69% | Sep 19, 2024 | 10 | Oct 3, 2024 | 24 | Nov 6, 2024 | 34 |
| -8.19% | Aug 11, 2021 | 28 | Sep 21, 2021 | 11 | Oct 6, 2021 | 39 |
| -8.10% | Jul 1, 2021 | 11 | Jul 19, 2021 | 14 | Aug 6, 2021 | 25 |
| -7.83% | May 5, 2022 | 11 | May 20, 2022 | 7 | Jun 1, 2022 | 18 |
| -7.57% | Dec 18, 2025 | 9 | Jan 2, 2026 | 12 | Jan 21, 2026 | 21 |
| -7.32% | Mar 25, 2013 | 15 | Apr 16, 2013 | 9 | Apr 29, 2013 | 24 |
| -6.91% | Feb 7, 2022 | 20 | Mar 8, 2022 | 29 | Apr 19, 2022 | 49 |
| -6.25% | May 21, 2021 | 19 | Jun 18, 2021 | 9 | Jul 1, 2021 | 28 |
| -5.70% | Jan 21, 2026 | 5 | Jan 28, 2026 | 3 | Feb 2, 2026 | 8 |