Performance analysis of Ferguson (FERG)
Annual Return
Over the past 3 years, FERG has had an average annual return of +17.63%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, FERG has had an average annual return of +12.65%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, FERG has had an average annual return of +17.79%, outperforming the benchmark SPY, which returned +15.53% annual.
Since Jan 5, 2010, FERG has had an average annual return of +17.53%, outperforming the benchmark SPY, which returned +14.28% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.43% | +29.89% | -8.62% | +55.06% | -27.14% | +56.30% | +33.91% | +49.77% | -14.40% | +23.85% | +10.45% | -3.66% |
| 2014 | 2013 | 2012 | 2011 | 2010 | |||||||
| +6.98% | +16.74% | +63.25% | -4.03% | +47.62% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +13.85% | +3.29% | -10.20% | +14.77% | -15.26% | +0.70% | +3.43% | ||||||
| 2025 | +4.35% | -2.00% | -9.27% | +5.89% | +7.47% | +19.88% | +2.56% | +3.50% | -2.49% | +10.65% | +1.28% | -11.54% | +29.89% |
| 2024 | -2.70% | +12.56% | +3.70% | -3.91% | -1.98% | -5.51% | +14.98% | -7.61% | -3.09% | -0.92% | +9.75% | -19.24% | -8.62% |
| 2023 | +12.11% | +1.24% | -6.64% | +5.29% | +2.91% | +9.09% | +2.74% | -0.04% | +1.80% | -8.25% | +14.08% | +13.15% | +55.06% |
| 2022 | -11.48% | -4.13% | -11.39% | -7.02% | -4.13% | -7.40% | +13.88% | -8.40% | -10.88% | +8% | +7.29% | +8.95% | -27.14% |
| 2021 | +0.35% | +2.38% | +0.77% | +5.30% | +7.49% | +2.62% | +0.37% | +3.15% | -3.42% | +9.57% | +0.81% | +17.69% | +56.30% |
| 2020 | -0.72% | -0.33% | -34.10% | +21.54% | +10.77% | +3.73% | +8.76% | +9.53% | +2.95% | -0.35% | +11.70% | +7.73% | +33.91% |
| 2019 | +6.49% | +5.34% | -9.79% | +12.08% | -1.91% | +2.41% | +5.37% | -5.16% | +4.20% | +17.14% | +5.53% | +2.13% | +49.77% |
| 2018 | +8% | -8.44% | +5.20% | +4.46% | -0.01% | -2.62% | +0.29% | +0.44% | +7.45% | -21.75% | -2.45% | -2.07% | -14.40% |
| 2017 | +3.15% | +0.64% | -0.08% | +1.48% | +4.95% | -5.63% | -2.90% | -3.49% | +11.95% | +11.26% | +1.92% | -0.15% | +23.85% |
Drawdown analysis of Ferguson (FERG)
The maximum drawdown for the FERG was -55.35%, occurring on Mar 23, 2020. Recovery took 103 trading sessions.
The current FERG drawdown is -14.66%.
Since Jan 5, 2010 FERG has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 6 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.35% | Feb 13, 2020 | 26 | Mar 23, 2020 | 103 | Aug 18, 2020 | 129 |
| -43.31% | Jan 3, 2022 | 201 | Oct 20, 2022 | 282 | Dec 5, 2023 | 483 |
| -36.62% | Feb 8, 2011 | 149 | Sep 26, 2011 | 77 | Feb 23, 2012 | 226 |
| -32.92% | Dec 4, 2024 | 84 | Apr 8, 2025 | 57 | Jul 1, 2025 | 141 |
| -29.14% | Jul 14, 2015 | 134 | Jan 25, 2016 | 428 | Oct 4, 2017 | 562 |
| -27.86% | Sep 27, 2018 | 65 | Jan 3, 2019 | 192 | Oct 22, 2019 | 257 |
| -19.84% | Feb 23, 2010 | 101 | Jul 19, 2010 | 57 | Oct 7, 2010 | 158 |
| -18.31% | Feb 11, 2026 | 26 | Mar 20, 2026 | 28 | Apr 30, 2026 | 54 |
| -17.51% | Apr 30, 2026 | 12 | May 18, 2026 | Ongoing | Ongoing | Ongoing |
| -16.64% | Apr 5, 2024 | 107 | Sep 9, 2024 | 61 | Dec 4, 2024 | 168 |
| -14.90% | Mar 5, 2014 | 156 | Oct 15, 2014 | 66 | Jan 21, 2015 | 222 |
| -12.40% | Nov 11, 2025 | 34 | Dec 31, 2025 | 15 | Jan 23, 2026 | 49 |
| -11.22% | Sep 5, 2025 | 5 | Sep 12, 2025 | 22 | Oct 14, 2025 | 27 |
| -10.33% | Mar 23, 2012 | 50 | Jul 23, 2012 | 19 | Aug 23, 2012 | 69 |
| -9.71% | Jan 17, 2018 | 29 | Feb 28, 2018 | 35 | Apr 19, 2018 | 64 |
| -9.07% | May 9, 2013 | 38 | Jul 3, 2013 | 43 | Sep 4, 2013 | 81 |
| -8.81% | Jan 13, 2010 | 16 | Feb 5, 2010 | 11 | Feb 23, 2010 | 27 |
| -8.12% | May 22, 2018 | 50 | Aug 2, 2018 | 32 | Sep 18, 2018 | 82 |
| -7.79% | Mar 4, 2024 | 4 | Mar 8, 2024 | 8 | Mar 20, 2024 | 12 |
| -6.83% | Nov 18, 2021 | 7 | Nov 30, 2021 | 7 | Dec 9, 2021 | 14 |
| -6.76% | Mar 15, 2021 | 7 | Mar 24, 2021 | 6 | Apr 1, 2021 | 13 |
| -6.48% | Jan 23, 2014 | 10 | Feb 6, 2014 | 18 | Mar 5, 2014 | 28 |
| -6.44% | Nov 7, 2013 | 15 | Nov 29, 2013 | 14 | Dec 19, 2013 | 29 |
| -6.10% | Sep 16, 2021 | 11 | Oct 1, 2021 | 13 | Oct 20, 2021 | 24 |
| -5.84% | Sep 2, 2020 | 2 | Sep 4, 2020 | 7 | Sep 16, 2020 | 9 |