Performance analysis of Freedom (FRHC)
Annual Return
Over the past 3 years, FRHC has had an average annual return of +25.81%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, FRHC has had an average annual return of +19.90%, outperforming the benchmark SPY, which returned +12.73% annual.
Since Oct 3, 2017, FRHC has had an average annual return of +65.09%, outperforming the benchmark SPY, which returned +14.88% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +31.53% | -6.89% | +62.15% | +38.44% | -16.02% | +35.12% | +252.89% | +76.03% | +29.87% | +227.84% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.66% | -2.85% | +20.56% | +3.42% | -4.68% | -8.65% | +22.66% | +31.53% | |||||
| 2025 | +7.77% | +4.42% | -10.13% | +8.07% | +16.15% | -11.96% | +27.23% | -8.02% | +0.71% | -10.73% | -14.16% | -7.75% | -6.89% |
| 2024 | +1.90% | -6.82% | -7.79% | -3.63% | +12.10% | -1.10% | +11.60% | +7.47% | +4.78% | +14.39% | +9.67% | +9.93% | +62.15% |
| 2023 | +10.62% | +13% | -1.25% | +6.36% | +8.03% | -2.12% | -1.31% | +23.27% | -13.84% | -3.15% | -0.77% | -0.99% | +38.44% |
| 2022 | -7.89% | -3.76% | -3.03% | -21.26% | -9.29% | +4.18% | +20.70% | +8.22% | -15.23% | +12.93% | +13.76% | -7.72% | -16.02% |
| 2021 | -2.40% | +7.81% | -1.17% | -5.77% | +1.07% | +28.20% | -3.19% | +2.16% | -2.55% | +6.21% | +0.37% | +3.57% | +35.12% |
| 2020 | +4.47% | +4.02% | -10.13% | +11.55% | +9.79% | +7.48% | +3.26% | +23.47% | +0.59% | +12.01% | +37.32% | +39.16% | +252.89% |
| 2019 | +3.75% | +2.68% | -1.48% | +2.19% | +4.63% | +17.69% | -0.28% | +13.88% | -4.44% | +15.20% | +7.70% | -1.02% | +76.03% |
| 2018 | +2.20% | +19.54% | -11.84% | -9.49% | +16.93% | -0.69% | -5.52% | +6.29% | +16.88% | +0.95% | +8.56% | -10.80% | +29.87% |
| 2017 | +97.94% | +66.67% | -0.62% | +227.84% |
Drawdown analysis of Freedom (FRHC)
The maximum drawdown for the FRHC was -45.93%, occurring on Jun 16, 2022. Recovery took 168 trading sessions.
The current FRHC drawdown is -15.83%.
Since Oct 3, 2017 FRHC has experienced the following drawdowns:
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 10 times
- 10% or more: 18 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.93% | Nov 8, 2021 | 152 | Jun 16, 2022 | 168 | Feb 16, 2023 | 320 |
| -41.08% | Aug 6, 2025 | 135 | Feb 19, 2026 | Ongoing | Ongoing | Ongoing |
| -38.69% | Oct 17, 2017 | 15 | Nov 7, 2017 | 6 | Nov 15, 2017 | 21 |
| -35.24% | Aug 30, 2023 | 161 | Apr 22, 2024 | 124 | Oct 17, 2024 | 285 |
| -29.13% | Feb 13, 2025 | 37 | Apr 8, 2025 | 24 | May 13, 2025 | 61 |
| -27.84% | Feb 19, 2020 | 20 | Mar 18, 2020 | 47 | May 26, 2020 | 67 |
| -25.25% | Feb 7, 2018 | 55 | Apr 27, 2018 | 106 | Sep 27, 2018 | 161 |
| -25.20% | Feb 16, 2021 | 61 | May 13, 2021 | 22 | Jun 15, 2021 | 83 |
| -24.46% | May 20, 2025 | 21 | Jun 20, 2025 | 28 | Jul 31, 2025 | 49 |
| -22.51% | Dec 3, 2018 | 14 | Dec 24, 2018 | 17 | Jan 18, 2019 | 31 |
| -16.57% | Jun 13, 2023 | 45 | Aug 17, 2023 | 1 | Aug 18, 2023 | 46 |
| -16.49% | Jan 18, 2019 | 52 | Apr 4, 2019 | 24 | May 9, 2019 | 76 |
| -15.73% | Jan 12, 2018 | 6 | Jan 24, 2018 | 2 | Jan 26, 2018 | 8 |
| -13.44% | Feb 16, 2023 | 25 | Mar 24, 2023 | 29 | May 5, 2023 | 54 |
| -13.28% | Nov 30, 2017 | 10 | Dec 14, 2017 | 9 | Dec 28, 2017 | 19 |
| -11.29% | Jul 7, 2021 | 31 | Aug 19, 2021 | 52 | Nov 2, 2021 | 83 |
| -10.98% | Nov 7, 2018 | 9 | Nov 20, 2018 | 7 | Nov 30, 2018 | 16 |
| -10.74% | Oct 14, 2019 | 5 | Oct 21, 2019 | 14 | Nov 8, 2019 | 19 |
| -9.72% | Jan 26, 2018 | 3 | Jan 31, 2018 | 4 | Feb 6, 2018 | 7 |
| -9.14% | Dec 11, 2020 | 2 | Dec 15, 2020 | 1 | Dec 16, 2020 | 3 |
| -8.83% | Jan 21, 2021 | 11 | Feb 5, 2021 | 1 | Feb 8, 2021 | 12 |
| -8.75% | Oct 17, 2018 | 8 | Oct 29, 2018 | 6 | Nov 6, 2018 | 14 |
| -7.86% | Oct 23, 2020 | 5 | Oct 30, 2020 | 4 | Nov 5, 2020 | 9 |
| -7.70% | Nov 11, 2019 | 6 | Nov 19, 2019 | 41 | Jan 21, 2020 | 47 |
| -6.82% | Jan 3, 2025 | 5 | Jan 13, 2025 | 4 | Jan 17, 2025 | 9 |