Performance analysis of First Bank (NJ) (FRBA)
Annual Return
Over the past 3 years, FRBA has had an average annual return of +16.17%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, FRBA has had an average annual return of +7.44%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, FRBA has had an average annual return of +10.91%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Mar 28, 2007, FRBA has had an average annual return of +3.42%, underperforming the benchmark SPY, which returned +11% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.18% | +18.84% | -2.61% | +9.08% | -3.61% | +56.45% | -13.84% | -7.83% | -11.71% | +20.15% | +75.50% | +5.92% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| -1.51% | +16.26% | +14.72% | +72.74% | -16.67% | -40.00% | +4.76% | -50.00% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.33% | -4.05% | +0.51% | -7.25% | +6.02% | +13.36% | -0.68% | +8.18% | |||||
| 2025 | +8.10% | +0.85% | -3.08% | -2.91% | +1.46% | +6.47% | -3.69% | +13.33% | -3.15% | -4.11% | +0.99% | +4.74% | +18.84% |
| 2024 | -6.53% | -1.96% | +2.46% | -14.99% | +4.70% | +4.68% | +21.19% | +0.09% | -1.24% | -6.84% | +4.87% | -4.87% | -2.61% |
| 2023 | -1.67% | +1.17% | -25.90% | -3.87% | +6.34% | +1.17% | +20.42% | -8.02% | -5.77% | +2.61% | +10.78% | +20.59% | +9.08% |
| 2022 | +0.96% | -0.12% | -2.40% | +0.28% | +0.71% | -2.24% | +7.73% | -0.09% | -8.80% | +14.99% | -2.02% | -10.30% | -3.61% |
| 2021 | -3.51% | +16.89% | +15.36% | +4.27% | +8.44% | -1.38% | -1.58% | +0.18% | +5.78% | +6.75% | -3.40% | +0.28% | +56.45% |
| 2020 | -3.17% | -8.62% | -28.82% | +14.13% | -5.29% | -12.72% | +0.16% | +0.31% | -4.92% | +20.81% | +24.45% | +0.97% | -13.84% |
| 2019 | -7.26% | +3.21% | -0.34% | -1.05% | -1.58% | +4.82% | -3.07% | -6.94% | +2.55% | -2.49% | +2.84% | +2.03% | -7.83% |
| 2018 | +0.36% | -0.14% | +3.97% | -2.43% | -3.00% | +2.21% | +1.79% | +1.28% | -8.04% | -9.66% | +0.93% | +1.34% | -11.71% |
| 2017 | +7.76% | +8.57% | -11.81% | +8.78% | -10.24% | +0% | +10.31% | -6.47% | +10.83% | -3.01% | +13.36% | -5.14% | +20.15% |
Drawdown analysis of First Bank (NJ) (FRBA)
The maximum drawdown for the FRBA was -79.10%, occurring on Jan 5, 2010. Recovery took 1745 trading sessions.
The current FRBA drawdown is -3.46%.
Since Mar 28, 2007 FRBA has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.10% | May 10, 2007 | 669 | Jan 5, 2010 | 1745 | Dec 8, 2016 | 2414 |
| -58.58% | Jul 23, 2018 | 426 | Apr 1, 2020 | 381 | Oct 5, 2021 | 807 |
| -47.94% | Aug 16, 2022 | 178 | May 2, 2023 | 542 | Jul 1, 2025 | 720 |
| -21.95% | Feb 17, 2017 | 23 | Mar 23, 2017 | 175 | Nov 30, 2017 | 198 |
| -18.85% | Dec 18, 2025 | 92 | May 4, 2026 | 40 | Jul 1, 2026 | 132 |
| -11.90% | Mar 28, 2007 | 7 | Apr 9, 2007 | 23 | May 10, 2007 | 30 |
| -11.83% | Dec 5, 2017 | 131 | Jun 14, 2018 | 19 | Jul 12, 2018 | 150 |
| -11.82% | Nov 24, 2021 | 158 | Jul 14, 2022 | 19 | Aug 10, 2022 | 177 |
| -11.48% | Sep 4, 2025 | 30 | Oct 16, 2025 | 39 | Dec 11, 2025 | 69 |
| -10.46% | Jul 3, 2025 | 20 | Aug 1, 2025 | 15 | Aug 22, 2025 | 35 |
| -6.51% | Dec 9, 2016 | 5 | Dec 16, 2016 | 5 | Dec 23, 2016 | 10 |
| -5.84% | Oct 11, 2021 | 16 | Nov 2, 2021 | 6 | Nov 10, 2021 | 22 |
| -4.34% | Jul 1, 2026 | 4 | Jul 8, 2026 | 6 | Jul 16, 2026 | 10 |
| -4.17% | Dec 27, 2016 | 2 | Dec 29, 2016 | 6 | Jan 9, 2017 | 8 |
| -3.46% | Jul 16, 2026 | 3 | Jul 21, 2026 | Ongoing | Ongoing | Ongoing |
| -3.39% | Jul 12, 2018 | 1 | Jul 13, 2018 | 6 | Jul 23, 2018 | 7 |
| -1.59% | Jan 11, 2017 | 11 | Jan 27, 2017 | 5 | Feb 3, 2017 | 16 |
| -0.91% | Nov 10, 2021 | 1 | Nov 11, 2021 | 2 | Nov 15, 2021 | 3 |
| -0.77% | Nov 16, 2021 | 1 | Nov 17, 2021 | 4 | Nov 23, 2021 | 5 |
| -0.74% | Feb 13, 2017 | 1 | Feb 14, 2017 | 1 | Feb 15, 2017 | 2 |
| -0.47% | Aug 29, 2025 | 2 | Sep 3, 2025 | 1 | Sep 4, 2025 | 3 |
| -0.39% | Feb 3, 2017 | 1 | Feb 6, 2017 | 2 | Feb 8, 2017 | 3 |
| -0.34% | Nov 30, 2017 | 1 | Dec 1, 2017 | 1 | Dec 4, 2017 | 2 |
| -0.24% | Aug 22, 2025 | 1 | Aug 25, 2025 | 1 | Aug 26, 2025 | 2 |