Performance analysis of First Merchants (FRME)
Annual Return
Over the past 3 years, FRME has had an average annual return of +15.91%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, FRME has had an average annual return of +6.02%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, FRME has had an average annual return of +8.68%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, FRME has had an average annual return of +5.79%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +19.70% | -2.55% | +11.84% | -5.85% | +1.10% | +14.97% | -6.91% | +24.61% | -16.93% | +13.62% | +51.06% | +13.59% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +1.52% | +54.70% | +76.57% | -3.93% | +49.94% | -71.65% | +6.04% | -16.33% | +8.47% | -4.85% | +15.05% | +16.12% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +3.62% | +15.60% | -10.12% | +12.61% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.09% | -1.71% | +0.05% | +4.42% | -0.35% | +9.41% | +0.78% | +19.70% | |||||
| 2025 | +11.40% | -1.44% | -6.89% | -11.87% | +5.78% | +2.58% | -0.47% | +8.92% | -8.40% | -5.89% | +3.83% | +2.72% | -2.55% |
| 2024 | -8.82% | -0.80% | +5.12% | -4.24% | -1.11% | +1.84% | +21.21% | -3.35% | -3.70% | -0.40% | +18.08% | -8.09% | +11.84% |
| 2023 | +3.72% | -4.03% | -18.83% | -11.44% | -9.36% | +8.09% | +13.78% | -6.04% | -6.77% | -1.83% | +13.55% | +20.90% | -5.85% |
| 2022 | +1.29% | +3.09% | -4.26% | -5.79% | +5.03% | -12.78% | +16.59% | -4.12% | -2.08% | +16.08% | -1.54% | -6.33% | +1.10% |
| 2021 | +0.69% | +11.63% | +11.23% | -0.62% | +0.28% | -9.51% | -2.26% | +1.03% | +2.40% | -0.62% | -4.06% | +5.76% | +14.97% |
| 2020 | -4.43% | -12.00% | -23.69% | +6.87% | -0.88% | -0.87% | -11.39% | +4.71% | -8.53% | +12.74% | +27.62% | +13.12% | -6.91% |
| 2019 | +6.89% | +10.87% | -8.76% | -0.49% | -8.66% | +13.98% | +3.98% | -8.71% | +5.38% | +5.07% | +2.38% | +3.39% | +24.61% |
| 2018 | +2.61% | -4.24% | +1.33% | +3.31% | +6.10% | +2% | +1.73% | +1.95% | -6.08% | -7.51% | +1.04% | -18.02% | -16.93% |
| 2017 | +1.80% | +4.67% | -1.63% | +5.24% | -3.65% | +1.13% | +0.75% | -2.45% | +9.32% | +0.16% | +2.28% | -3.97% | +13.62% |
Drawdown analysis of First Merchants (FRME)
The maximum drawdown for the FRME was -81.34%, occurring on Dec 17, 2009. Recovery took 1399 trading sessions.
The current FRME drawdown is -2.65%.
Since Nov 1, 1999 FRME has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 5 times
- 20% or more: 8 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.34% | Apr 18, 2008 | 421 | Dec 17, 2009 | 1399 | Jul 13, 2015 | 1820 |
| -53.02% | Aug 21, 2018 | 526 | Sep 23, 2020 | 112 | Mar 5, 2021 | 638 |
| -47.28% | Mar 12, 2021 | 545 | May 11, 2023 | 378 | Nov 11, 2024 | 923 |
| -34.22% | Nov 18, 1999 | 126 | May 19, 2000 | 456 | Mar 19, 2002 | 582 |
| -33.11% | Dec 27, 2006 | 150 | Aug 3, 2007 | 124 | Jan 31, 2008 | 274 |
| -23.94% | Feb 6, 2025 | 45 | Apr 11, 2025 | 301 | Jun 25, 2026 | 346 |
| -22.85% | Jun 28, 2002 | 94 | Nov 11, 2002 | 212 | Sep 16, 2003 | 306 |
| -21.64% | Nov 24, 2015 | 40 | Jan 25, 2016 | 135 | Aug 5, 2016 | 175 |
| -19.24% | Dec 28, 2004 | 75 | Apr 15, 2005 | 420 | Dec 13, 2006 | 495 |
| -15.87% | Sep 16, 2003 | 162 | May 7, 2004 | 138 | Nov 23, 2004 | 300 |
| -14.84% | Nov 25, 2024 | 30 | Jan 10, 2025 | 17 | Feb 5, 2025 | 47 |
| -12.48% | Jun 4, 2002 | 11 | Jun 19, 2002 | 7 | Jun 28, 2002 | 18 |
| -12.17% | Apr 12, 2002 | 10 | Apr 26, 2002 | 26 | Jun 4, 2002 | 36 |
| -11.82% | Jun 14, 2017 | 59 | Sep 7, 2017 | 14 | Sep 27, 2017 | 73 |
| -11.55% | Feb 16, 2017 | 39 | Apr 13, 2017 | 8 | Apr 26, 2017 | 47 |
| -10.72% | Feb 25, 2008 | 8 | Mar 6, 2008 | 5 | Mar 13, 2008 | 13 |
| -9.17% | Mar 20, 2008 | 16 | Apr 14, 2008 | 4 | Apr 18, 2008 | 20 |
| -8.90% | Oct 6, 2017 | 25 | Nov 10, 2017 | 15 | Dec 4, 2017 | 40 |
| -8.41% | Mar 12, 2018 | 9 | Mar 23, 2018 | 31 | May 8, 2018 | 40 |
| -7.98% | Jan 17, 2018 | 16 | Feb 8, 2018 | 20 | Mar 9, 2018 | 36 |
| -6.67% | Jul 22, 2015 | 23 | Aug 24, 2015 | 34 | Oct 12, 2015 | 57 |
| -6.49% | May 1, 2017 | 12 | May 17, 2017 | 16 | Jun 9, 2017 | 28 |
| -6.36% | Jan 4, 2017 | 10 | Jan 19, 2017 | 5 | Jan 26, 2017 | 15 |
| -5.49% | Dec 2, 2004 | 4 | Dec 8, 2004 | 4 | Dec 14, 2004 | 8 |
| -5.27% | Feb 1, 2008 | 1 | Feb 4, 2008 | 5 | Feb 11, 2008 | 6 |