Performance analysis of Franklin Covey (FC)
Annual Return
Over the past 3 years, FC has had an average annual return of -22.90%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, FC has had an average annual return of -11.10%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, FC has had an average annual return of +2.19%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, FC has had an average annual return of +3.41%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +22.34% | -55.35% | -13.67% | -6.93% | +0.89% | +108.17% | -30.90% | +44.33% | +7.62% | +2.98% | +20.37% | -13.53% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -2.62% | +54.11% | +52.31% | -1.40% | +36.36% | +4.13% | -23.52% | +13.01% | +10.76% | +159.05% | -12.86% | +141.37% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -80.76% | -19.60% | +3.44% | -13.43% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +21.39% | -36.08% | +21.28% | +34.26% | +11.89% | +3.42% | -16.31% | +22.34% | |||||
| 2025 | +0.88% | -15.64% | -13.63% | -26.47% | +15.11% | -2.39% | -13.63% | -0.76% | -0.77% | -12.52% | -7.42% | +6.74% | -55.35% |
| 2024 | -7.10% | -5.59% | +2.83% | -0.81% | -4.98% | +2.70% | +15.03% | -7.89% | +2.16% | -3.21% | -8.61% | +3.30% | -13.67% |
| 2023 | -0.79% | +1.01% | -17.92% | -4.55% | +0.55% | +18.31% | +9.09% | -10.45% | +0.59% | -8.18% | -1.35% | +11.96% | -6.93% |
| 2022 | +0.97% | -1.52% | -1.91% | -11.39% | -4.39% | +20.54% | +13.32% | -9.10% | -4.58% | +11.48% | +2.69% | -9.99% | +0.89% |
| 2021 | +7.99% | +6.91% | +10.03% | +7.95% | +1.51% | +4.35% | +13.11% | +18.80% | -6.17% | +3.58% | +4.09% | +5.41% | +108.17% |
| 2020 | -1.34% | -1.10% | -50.59% | +33.53% | +2.65% | +0.47% | -15.47% | +9.12% | -10.13% | -4.62% | +29.85% | +1.36% | -30.90% |
| 2019 | +9.09% | +6.81% | -2.77% | +12.69% | +9.08% | +9.33% | +7.35% | +0.79% | -4.86% | +9.14% | -3.38% | -12.68% | +44.33% |
| 2018 | +38.80% | -10.07% | +3.86% | -9.29% | +14.96% | -12.48% | +4.07% | +0.20% | -7.62% | -5.54% | +6.04% | -5.74% | +7.62% |
| 2017 | -13.15% | +2.57% | +12.53% | +5.20% | -7.06% | -2.28% | -3.37% | +0.80% | +7.98% | -4.44% | +3.61% | +3.23% | +2.98% |
Drawdown analysis of Franklin Covey (FC)
The maximum drawdown for the FC was -93.68%, occurring on Apr 2, 2003. Recovery took 2080 trading sessions.
The current FC drawdown is -61.86%.
Since Nov 1, 1999 FC has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 4 times
- 30% or more: 8 times
- 20% or more: 9 times
- 10% or more: 17 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -93.68% | Apr 25, 2000 | 736 | Apr 2, 2003 | 2080 | Jul 6, 2011 | 2816 |
| -78.56% | Aug 15, 2022 | 897 | Mar 13, 2026 | Ongoing | Ongoing | Ongoing |
| -66.86% | Nov 8, 2019 | 91 | Mar 23, 2020 | 360 | Aug 25, 2021 | 451 |
| -44.89% | Jul 21, 2011 | 44 | Sep 22, 2011 | 249 | Sep 18, 2012 | 293 |
| -39.05% | Jun 5, 2014 | 523 | Jul 1, 2016 | 381 | Jan 5, 2018 | 904 |
| -32.31% | Jan 11, 2018 | 239 | Dec 24, 2018 | 105 | May 28, 2019 | 344 |
| -32.14% | Jan 10, 2022 | 106 | Jun 13, 2022 | 25 | Jul 20, 2022 | 131 |
| -31.87% | Feb 9, 2000 | 28 | Mar 21, 2000 | 18 | Apr 14, 2000 | 46 |
| -20.87% | Nov 4, 1999 | 26 | Dec 13, 1999 | 23 | Jan 14, 2000 | 49 |
| -17.43% | Jan 18, 2000 | 8 | Jan 28, 2000 | 8 | Feb 9, 2000 | 16 |
| -15.24% | Nov 12, 2021 | 25 | Dec 20, 2021 | 13 | Jan 7, 2022 | 38 |
| -14.67% | Mar 5, 2014 | 26 | Apr 10, 2014 | 38 | Jun 5, 2014 | 64 |
| -11.85% | Nov 12, 2013 | 55 | Feb 3, 2014 | 8 | Feb 13, 2014 | 63 |
| -11.64% | Nov 9, 2012 | 5 | Nov 16, 2012 | 30 | Jan 2, 2013 | 35 |
| -11.51% | Aug 20, 2019 | 34 | Oct 8, 2019 | 19 | Nov 4, 2019 | 53 |
| -11.50% | Sep 24, 2012 | 19 | Oct 19, 2012 | 7 | Nov 1, 2012 | 26 |
| -11.07% | Jul 22, 2013 | 20 | Aug 19, 2013 | 14 | Sep 9, 2013 | 34 |
| -8.67% | Mar 28, 2013 | 21 | Apr 29, 2013 | 50 | Jul 10, 2013 | 71 |
| -8.21% | Feb 14, 2013 | 6 | Feb 25, 2013 | 23 | Mar 28, 2013 | 29 |
| -8.17% | Aug 31, 2021 | 13 | Sep 20, 2021 | 32 | Nov 3, 2021 | 45 |
| -7.95% | Jul 30, 2019 | 4 | Aug 5, 2019 | 9 | Aug 16, 2019 | 13 |
| -7.09% | Nov 1, 2012 | 5 | Nov 8, 2012 | 1 | Nov 9, 2012 | 6 |
| -6.47% | Jun 5, 2019 | 13 | Jun 24, 2019 | 3 | Jun 27, 2019 | 16 |
| -5.30% | Jul 13, 2011 | 3 | Jul 18, 2011 | 1 | Jul 19, 2011 | 4 |
| -5.02% | Oct 4, 2013 | 24 | Nov 7, 2013 | 1 | Nov 8, 2013 | 25 |