Performance analysis of Fresenius Medical Care AG & Co. KGaA (FMS)
Annual Return
Over the past 3 years, FMS has had an average annual return of +1.17%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, FMS has had an average annual return of -10.21%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, FMS has had an average annual return of -5.13%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, FMS has had an average annual return of +3.65%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -10.21% | +8.07% | +11.83% | +30.88% | -48.44% | -20.29% | +14.76% | +15.64% | -37.60% | +25.49% | +1.62% | +13.43% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +5.56% | +4.74% | +1.83% | +18.89% | +10.02% | +14.06% | -9.49% | +19.86% | +28.17% | +32.52% | +16.35% | +72.63% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -30.30% | -26.07% | -3.60% | +20.10% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.70% | +3.35% | -3.84% | +0.04% | -0.58% | -4.68% | -10.21% | ||||||
| 2025 | +9.85% | -2.65% | +2.85% | +1.93% | +14.94% | +0.60% | -11.31% | +1.42% | +2.45% | +1.94% | -10.88% | -0.42% | +8.07% |
| 2024 | -7.34% | -0.47% | +0.36% | +9.13% | +4.01% | -10.25% | +1.05% | +0.52% | +9.85% | -8.26% | +12.69% | +2.81% | +11.83% |
| 2023 | +14.62% | +4.97% | +8.13% | +13.93% | -9.16% | +11.67% | +9.11% | -8.23% | -10.10% | -22.79% | +23.33% | +1.56% | +30.88% |
| 2022 | +4.22% | -4.49% | +4.24% | -8.16% | +1.04% | -18.26% | -25.74% | -7.67% | -17.89% | -1.21% | +12.62% | +4.61% | -48.44% |
| 2021 | -3.10% | -14.33% | +6.90% | +8.16% | +2.54% | +3.72% | -5.41% | -1.88% | -9.36% | -4.98% | -10.26% | +8.85% | -20.29% |
| 2020 | +4.18% | -0.08% | -14.45% | +19.09% | +8.04% | +2.56% | +1.32% | -1.71% | +0.24% | -10.01% | +10.52% | -1.63% | +14.76% |
| 2019 | +13.43% | +6.37% | +3.71% | +4.07% | -12.21% | +7.88% | -11.48% | -3.37% | -0.03% | +7.38% | +1.55% | +0.55% | +15.64% |
| 2018 | +9.44% | -8.16% | -3.29% | -1.00% | -0.07% | +0.86% | -3.44% | +3.91% | +1.78% | -24.00% | +4.30% | -20.54% | -37.60% |
| 2017 | -3.34% | +2.06% | +1.18% | +5.48% | +8.24% | +1.28% | -2.59% | -0.15% | +4% | -1.04% | +3.10% | +5.35% | +25.49% |
Drawdown analysis of Fresenius Medical Care AG & Co. KGaA (FMS)
The maximum drawdown for the FMS was -76.72%, occurring on Sep 19, 2002. Recovery took 612 trading sessions.
The current FMS drawdown is -55.84%.
Since Nov 1, 1999 FMS has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.72% | Sep 22, 2000 | 497 | Sep 19, 2002 | 612 | Feb 24, 2005 | 1109 |
| -75.62% | Jan 31, 2018 | 1181 | Oct 10, 2022 | Ongoing | Ongoing | Ongoing |
| -39.57% | Jul 10, 2008 | 175 | Mar 20, 2009 | 355 | Aug 17, 2010 | 530 |
| -24.50% | Dec 1, 1999 | 98 | Apr 20, 2000 | 93 | Sep 1, 2000 | 191 |
| -20.91% | Jul 26, 2011 | 488 | Jul 5, 2013 | 413 | Feb 25, 2015 | 901 |
| -20.16% | Jan 10, 2008 | 47 | Mar 19, 2008 | 74 | Jul 3, 2008 | 121 |
| -19.10% | Aug 9, 2016 | 80 | Dec 1, 2016 | 123 | May 31, 2017 | 203 |
| -15.76% | May 2, 2006 | 29 | Jun 13, 2006 | 35 | Aug 2, 2006 | 64 |
| -14.90% | Jul 20, 2015 | 31 | Sep 1, 2015 | 41 | Oct 29, 2015 | 72 |
| -13.95% | Nov 2, 2015 | 51 | Jan 15, 2016 | 134 | Jul 28, 2016 | 185 |
| -13.00% | Mar 1, 2005 | 45 | May 4, 2005 | 63 | Aug 3, 2005 | 108 |
| -12.90% | Oct 14, 2010 | 68 | Jan 21, 2011 | 17 | Feb 15, 2011 | 85 |
| -11.81% | May 8, 2007 | 34 | Jun 26, 2007 | 54 | Sep 12, 2007 | 88 |
| -10.72% | Apr 29, 2011 | 16 | May 23, 2011 | 43 | Jul 25, 2011 | 59 |
| -9.92% | Jun 14, 2017 | 40 | Aug 10, 2017 | 80 | Dec 4, 2017 | 120 |
| -9.70% | Dec 3, 2007 | 11 | Dec 18, 2007 | 14 | Jan 9, 2008 | 25 |
| -8.80% | Sep 1, 2000 | 10 | Sep 18, 2000 | 4 | Sep 22, 2000 | 14 |
| -8.21% | Dec 12, 2006 | 25 | Jan 22, 2007 | 11 | Feb 6, 2007 | 36 |
| -8.13% | Oct 14, 2005 | 5 | Oct 21, 2005 | 33 | Dec 8, 2005 | 38 |
| -8.02% | Jun 3, 2015 | 24 | Jul 8, 2015 | 8 | Jul 20, 2015 | 32 |
| -8.00% | Feb 23, 2007 | 13 | Mar 14, 2007 | 15 | Apr 4, 2007 | 28 |
| -7.93% | Mar 4, 2011 | 8 | Mar 16, 2011 | 14 | Apr 5, 2011 | 22 |
| -6.82% | Apr 3, 2006 | 7 | Apr 12, 2006 | 13 | May 2, 2006 | 20 |
| -6.10% | Sep 21, 2007 | 33 | Nov 7, 2007 | 11 | Nov 23, 2007 | 44 |
| -5.95% | Aug 11, 2005 | 8 | Aug 23, 2005 | 6 | Aug 31, 2005 | 14 |