Performance analysis of Financial Institutions (FISI)
Annual Return
Over the past 3 years, FISI has had an average annual return of +39.23%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, FISI has had an average annual return of +12.04%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, FISI has had an average annual return of +8.42%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, FISI has had an average annual return of +7.62%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +29.11% | +19.51% | +35.46% | -6.80% | -19.96% | +46.38% | -25.54% | +29.13% | -14.77% | -6.52% | +25.61% | +15.04% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +5.17% | +37.52% | +19.33% | -12.38% | +64.91% | -14.23% | -16.84% | -20.83% | +19.37% | -13.84% | -15.32% | -1.22% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +27.95% | +75.21% | +15.82% | -10.42% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.68% | -4.74% | +2.12% | +7.44% | +6.34% | +8.47% | +1.33% | +29.11% | |||||
| 2025 | -3.37% | +6.26% | -9.86% | +1.72% | +1.69% | +0.69% | -0.74% | +8.55% | -0.55% | +4.52% | +7.63% | +2.84% | +19.51% |
| 2024 | -1.88% | -12.15% | +4.19% | -8.50% | +2.26% | +11.64% | +36.23% | -1.14% | -0.97% | -5.73% | +13.12% | +1.52% | +35.46% |
| 2023 | +1.44% | +1.01% | -21.65% | -9.34% | -10.13% | +2% | +21.85% | -8.76% | -2.13% | -5.88% | +9.59% | +24.48% | -6.80% |
| 2022 | +1.38% | -0.93% | -4.81% | -7.60% | +1.11% | -6.53% | +1.88% | -1.81% | -6.46% | -1.00% | +6.25% | -2.62% | -19.96% |
| 2021 | +1.73% | +19.62% | +11.61% | +5.42% | +0.63% | -5.83% | -1.87% | +7.88% | -2.60% | +4.14% | -3.51% | +4.12% | +46.38% |
| 2020 | -4.02% | -12.66% | -31.36% | +6.67% | -8.58% | +6.79% | -20.63% | +16.66% | -9.23% | +15.13% | +12.86% | +13.79% | -25.54% |
| 2019 | +4.36% | +12.38% | -9.04% | +1.18% | -1.71% | +8.82% | +5.63% | -5.62% | +4.70% | +4.14% | +3.66% | -0.72% | +29.13% |
| 2018 | +0.16% | -1.45% | -2.86% | +5.07% | +2.41% | +4.06% | -3.65% | +1.89% | -2.07% | -9.07% | +5.36% | -13.81% | -14.77% |
| 2017 | -3.65% | +3.79% | -3.05% | +1.67% | -8.51% | -2.10% | -1.34% | -7.48% | +6.70% | +13.89% | +0.76% | -5.26% | -6.52% |
Drawdown analysis of Financial Institutions (FISI)
The maximum drawdown for the FISI was -89.97%, occurring on Feb 27, 2009. Recovery took 1679 trading sessions.
The current FISI drawdown is -1.45%.
Since Nov 1, 1999 FISI has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 8 times
- 10% or more: 18 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -89.97% | May 2, 2002 | 1718 | Feb 27, 2009 | 1679 | Oct 28, 2015 | 3397 |
| -56.22% | Dec 17, 2019 | 62 | Mar 18, 2020 | 244 | Mar 8, 2021 | 306 |
| -52.42% | Jan 7, 2022 | 331 | May 4, 2023 | 406 | Dec 13, 2024 | 737 |
| -31.82% | Aug 27, 2001 | 46 | Nov 6, 2001 | 49 | Jan 17, 2002 | 95 |
| -26.81% | Feb 19, 2025 | 37 | Apr 11, 2025 | 135 | Oct 24, 2025 | 172 |
| -26.55% | Jun 22, 2018 | 127 | Dec 24, 2018 | 232 | Nov 25, 2019 | 359 |
| -25.95% | Feb 24, 2017 | 135 | Sep 7, 2017 | 196 | Jun 19, 2018 | 331 |
| -23.64% | Dec 2, 1999 | 36 | Jan 25, 2000 | 90 | Jun 2, 2000 | 126 |
| -15.53% | May 9, 2001 | 23 | Jun 12, 2001 | 44 | Aug 14, 2001 | 67 |
| -15.10% | Sep 14, 2000 | 80 | Jan 9, 2001 | 48 | Mar 20, 2001 | 128 |
| -14.85% | Mar 29, 2016 | 63 | Jun 27, 2016 | 97 | Nov 11, 2016 | 160 |
| -13.72% | Feb 6, 2026 | 23 | Mar 12, 2026 | 25 | Apr 17, 2026 | 48 |
| -13.55% | May 4, 2021 | 45 | Jul 8, 2021 | 24 | Aug 11, 2021 | 69 |
| -13.28% | Aug 11, 2021 | 23 | Sep 14, 2021 | 34 | Nov 1, 2021 | 57 |
| -13.20% | Jun 8, 2000 | 26 | Jul 17, 2000 | 42 | Sep 14, 2000 | 68 |
| -11.74% | Nov 12, 1999 | 6 | Nov 22, 1999 | 7 | Dec 2, 1999 | 13 |
| -11.27% | Dec 16, 2024 | 16 | Jan 10, 2025 | 25 | Feb 18, 2025 | 41 |
| -10.62% | Mar 12, 2021 | 7 | Mar 23, 2021 | 27 | Apr 30, 2021 | 34 |
| -9.59% | Dec 29, 2015 | 17 | Jan 25, 2016 | 37 | Mar 17, 2016 | 54 |
| -8.41% | Jan 23, 2002 | 4 | Jan 29, 2002 | 21 | Feb 28, 2002 | 25 |
| -7.92% | Nov 5, 2021 | 16 | Nov 30, 2021 | 26 | Jan 6, 2022 | 42 |
| -6.66% | Apr 12, 2002 | 6 | Apr 22, 2002 | 7 | May 1, 2002 | 13 |
| -6.06% | Jul 1, 2026 | 4 | Jul 8, 2026 | Ongoing | Ongoing | Ongoing |
| -5.90% | Jan 17, 2002 | 1 | Jan 18, 2002 | 2 | Jan 23, 2002 | 3 |
| -5.85% | Mar 7, 2002 | 4 | Mar 13, 2002 | 3 | Mar 18, 2002 | 7 |