Performance analysis of Finance of America Companies (FOA)
Annual Return
Over the past 3 years, FOA has had an average annual return of +8.10%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, FOA has had an average annual return of -28.64%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Apr 18, 2019, FOA has had an average annual return of -20.38%, underperforming the benchmark SPY, which returned +16.04% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -21.24% | -13.88% | +155.55% | -13.35% | -68.02% | -61.83% | +3.69% | +3.56% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.80% | -16.92% | -14.21% | +18.96% | +0.88% | -4.28% | -21.24% | ||||||
| 2025 | -11.23% | -9.31% | -6.08% | -1.78% | +5.15% | +6.22% | -7.68% | +24.07% | -16.03% | -1.90% | +8.89% | +1.05% | -13.88% |
| 2024 | -23.68% | +3% | -15.01% | -34.65% | +20.56% | -14.88% | +50.10% | -1.57% | +58.91% | +5.77% | +58.78% | +44.64% | +155.55% |
| 2023 | +38.60% | -17.06% | -15.06% | +31.48% | -12.89% | +34.52% | +4.21% | -28.66% | -9.82% | -18.76% | -11.82% | +19.96% | -13.35% |
| 2022 | -6.05% | -13.14% | -6.16% | -25.65% | +7.07% | -35.13% | +12.77% | -31.07% | +21.27% | +8.77% | -14.86% | -7.35% | -68.02% |
| 2021 | -2.02% | -0.19% | -6.09% | +16.64% | -11.48% | -22.62% | -15.46% | -14.73% | -10.00% | -3.23% | -14.42% | -3.17% | -61.83% |
| 2020 | +0.50% | +0.30% | -2.17% | +1.47% | -0.45% | +2.10% | +0.29% | -0.79% | +0.30% | -1.18% | +0.50% | +2.86% | +3.69% |
| 2019 | +0.36% | -0.21% | +0.73% | +0.92% | +0.71% | -0% | +0.20% | -0.30% | +1.10% | +3.56% |
Drawdown analysis of Finance of America Companies (FOA)
The maximum drawdown for the FOA was -96.12%, occurring on Jul 2, 2024. This drawdown has not yet recovered.
The current FOA drawdown is -83.59%.
Since Apr 18, 2019 FOA has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -96.12% | May 5, 2021 | 794 | Jul 2, 2024 | Ongoing | Ongoing | Ongoing |
| -13.03% | Dec 28, 2020 | 69 | Apr 8, 2021 | 14 | Apr 28, 2021 | 83 |
| -6.40% | Feb 21, 2020 | 19 | Mar 19, 2020 | 10 | Apr 2, 2020 | 29 |
| -5.28% | Jul 15, 2020 | 74 | Oct 28, 2020 | 40 | Dec 24, 2020 | 114 |
| -4.29% | Apr 2, 2020 | 2 | Apr 6, 2020 | 66 | Jul 10, 2020 | 68 |
| -1.31% | Aug 13, 2019 | 1 | Aug 14, 2019 | 9 | Aug 27, 2019 | 10 |
| -1.22% | Apr 25, 2019 | 15 | May 16, 2019 | 41 | Jul 16, 2019 | 56 |
| -1.20% | Sep 9, 2019 | 20 | Oct 7, 2019 | 4 | Oct 11, 2019 | 24 |
| -0.90% | Oct 11, 2019 | 1 | Oct 14, 2019 | 44 | Dec 16, 2019 | 45 |
| -0.79% | Feb 18, 2020 | 2 | Feb 20, 2020 | 1 | Feb 21, 2020 | 3 |
| -0.58% | Jan 13, 2020 | 3 | Jan 16, 2020 | 21 | Feb 18, 2020 | 24 |
| -0.50% | Jul 16, 2019 | 5 | Jul 23, 2019 | 6 | Jul 31, 2019 | 11 |
| -0.45% | Apr 29, 2021 | 1 | Apr 30, 2021 | 1 | May 3, 2021 | 2 |
| -0.30% | Aug 2, 2019 | 3 | Aug 7, 2019 | 3 | Aug 12, 2019 | 6 |
| -0.20% | Dec 20, 2019 | 4 | Dec 27, 2019 | 9 | Jan 10, 2020 | 13 |
| -0.19% | Jul 13, 2020 | 1 | Jul 14, 2020 | 1 | Jul 15, 2020 | 2 |
| -0.10% | Aug 27, 2019 | 1 | Aug 28, 2019 | 3 | Sep 3, 2019 | 4 |