Performance analysis of National Beverage (FIZZ)
Annual Return
Over the past 3 years, FIZZ has had an average annual return of -10.48%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, FIZZ has had an average annual return of -2.26%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, FIZZ has had an average annual return of +4.08%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, FIZZ has had an average annual return of +15.26%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.88% | -25.26% | -7.91% | +6.86% | +2.65% | +13.42% | +77.03% | -28.91% | -23.85% | +93.80% | +15.72% | +100.88% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +12.20% | +38.18% | +6.34% | +22.30% | +22.80% | +54% | +11.94% | -38.47% | +61.09% | +17.43% | +12.19% | +6.54% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +29.11% | +31.66% | +9.09% | +1.54% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.87% | +6.66% | -7.43% | +1.69% | +8.09% | -15.65% | +10.26% | +7.88% | |||||
| 2025 | -1.45% | -5.28% | +4.29% | +6.88% | +1.87% | -4.40% | +5.97% | -8.23% | -12.20% | -7.18% | -0.61% | -6.37% | -25.26% |
| 2024 | -7.00% | +13.84% | -9.84% | -6.24% | +3.82% | +19.02% | -4.78% | -7.44% | +3.94% | -3.73% | +9.29% | -13.61% | -7.91% |
| 2023 | -5.01% | +5.54% | +13.01% | -5.73% | -0.56% | -2.17% | +9.31% | -2.91% | -8.36% | -1.36% | +2.50% | +4.59% | +6.86% |
| 2022 | -1.46% | -1.48% | -1.16% | +1.33% | +12.59% | -1.39% | +10.71% | +2.36% | -30.51% | +23.04% | +8.67% | -9.70% | +2.65% |
| 2021 | +78.49% | -37.10% | +2.62% | -0.65% | +2.76% | -5.41% | -3.92% | +2.58% | +12.76% | +7.45% | -7.91% | -7.30% | +13.42% |
| 2020 | -15.90% | -1.44% | +0.85% | +17.77% | +13.44% | +7.09% | +5.13% | +26.77% | -16.37% | +15.12% | +25.21% | -7.87% | +77.03% |
| 2019 | +16.82% | -18.19% | -15.83% | -3.00% | -19.37% | -1.15% | -2.46% | -6.04% | +8.46% | -0.90% | +12.92% | +2.78% | -28.91% |
| 2018 | +13.37% | -11.34% | -9.11% | -0.74% | +6.70% | +13.39% | -1.30% | +11.69% | -1.04% | -20.73% | -2.40% | -17.76% | -23.85% |
| 2017 | -1.74% | +16.38% | +44.72% | +4.80% | +8.31% | -0.94% | +9.15% | +13.80% | +6.75% | -21.08% | +11.46% | -10.70% | +93.80% |
Drawdown analysis of National Beverage (FIZZ)
The maximum drawdown for the FIZZ was -69.56%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.
The current FIZZ drawdown is -56.79%.
Since Nov 1, 1999 FIZZ has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 9 times
- 20% or more: 13 times
- 10% or more: 22 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.56% | Sep 11, 2017 | 636 | Mar 23, 2020 | 213 | Jan 26, 2021 | 849 |
| -61.07% | Jan 27, 2021 | 1362 | Jul 1, 2026 | Ongoing | Ongoing | Ongoing |
| -58.57% | Apr 4, 2007 | 316 | Jul 7, 2008 | 544 | Sep 1, 2010 | 860 |
| -34.75% | May 20, 2002 | 59 | Aug 13, 2002 | 386 | Feb 25, 2004 | 445 |
| -33.86% | Jul 13, 2006 | 56 | Oct 2, 2006 | 117 | Mar 22, 2007 | 173 |
| -32.06% | Jun 30, 2016 | 62 | Sep 28, 2016 | 111 | Mar 9, 2017 | 173 |
| -32.05% | May 15, 2000 | 136 | Nov 27, 2000 | 38 | Jan 23, 2001 | 174 |
| -31.00% | Mar 8, 2004 | 436 | Nov 28, 2005 | 48 | Feb 7, 2006 | 484 |
| -30.27% | Dec 29, 2015 | 27 | Feb 8, 2016 | 61 | May 5, 2016 | 88 |
| -27.15% | May 4, 2006 | 28 | Jun 14, 2006 | 20 | Jul 13, 2006 | 48 |
| -24.19% | Nov 12, 2014 | 132 | May 26, 2015 | 70 | Sep 2, 2015 | 202 |
| -22.77% | Dec 6, 2011 | 92 | Apr 19, 2012 | 156 | Dec 3, 2012 | 248 |
| -21.91% | Feb 14, 2014 | 115 | Jul 31, 2014 | 50 | Oct 10, 2014 | 165 |
| -20.00% | Jan 23, 2001 | 54 | Apr 10, 2001 | 36 | Jun 1, 2001 | 90 |
| -13.64% | Nov 4, 1999 | 59 | Jan 31, 2000 | 29 | Mar 13, 2000 | 88 |
| -13.18% | Jul 9, 2013 | 38 | Aug 30, 2013 | 34 | Oct 18, 2013 | 72 |
| -12.72% | Jan 28, 2014 | 9 | Feb 10, 2014 | 4 | Feb 14, 2014 | 13 |
| -12.68% | Sep 3, 2010 | 60 | Nov 30, 2010 | 6 | Dec 8, 2010 | 66 |
| -12.19% | Jun 1, 2001 | 24 | Jul 6, 2001 | 17 | Jul 31, 2001 | 41 |
| -11.64% | Dec 4, 2012 | 49 | Feb 14, 2013 | 62 | May 15, 2013 | 111 |
| -11.46% | Apr 7, 2006 | 3 | Apr 12, 2006 | 10 | Apr 27, 2006 | 13 |
| -10.41% | Jul 15, 2011 | 18 | Aug 10, 2011 | 5 | Aug 17, 2011 | 23 |
| -9.86% | Mar 29, 2000 | 1 | Mar 30, 2000 | 5 | Apr 6, 2000 | 6 |
| -9.72% | Apr 6, 2000 | 7 | Apr 17, 2000 | 15 | May 9, 2000 | 22 |
| -9.65% | Jan 12, 2011 | 28 | Feb 23, 2011 | 21 | Mar 24, 2011 | 49 |