Performance analysis of First United (FUNC)
Annual Return
Over the past 3 years, FUNC has had an average annual return of +46.77%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, FUNC has had an average annual return of +19.13%, outperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, FUNC has had an average annual return of +16.90%, outperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, FUNC has had an average annual return of +6.54%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.22% | +14.26% | +48.27% | +25.21% | +8.05% | +25.16% | -33.27% | +54.44% | -7.20% | +9.09% | +36.33% | +36.83% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +11.48% | +6.97% | +126.89% | -7.86% | -41.52% | -52.14% | -29.72% | -5.20% | +6.82% | +6.98% | -12.72% | +53.48% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +6.93% | +61.87% | -23.73% | -0.41% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.08% | -7.46% | +3.30% | +2.12% | +6.40% | -3.59% | +3.22% | ||||||
| 2025 | -2.71% | +9.85% | -16.12% | -0.05% | +0.94% | +3.20% | +6.67% | +13.69% | -1.61% | -5.38% | +10.57% | -1.94% | +14.26% |
| 2024 | -2.39% | -2.81% | +3.66% | -0.50% | -11.29% | +1.89% | +38.92% | +2.60% | +3.39% | +7.11% | +12.29% | -5.41% | +48.27% |
| 2023 | -0.16% | +0.41% | -13.63% | -10.52% | -12.67% | +9.52% | +21.84% | -5.42% | -0.03% | +2.05% | +13.08% | +27.08% | +25.21% |
| 2022 | +7.16% | +19.47% | -5.50% | +0.12% | -4.55% | -12.30% | -3.11% | -2.88% | -5.43% | +15.60% | +8.38% | -4.43% | +8.05% |
| 2021 | +1.60% | +15.81% | -2.66% | -3.12% | +7.45% | -4.12% | +0.21% | +6.41% | +0.97% | +2.34% | -1.11% | +0.48% | +25.16% |
| 2020 | -0.21% | -9.54% | -33.93% | +8.47% | -10.36% | -3.05% | -18.05% | +5.92% | +2.27% | +2.81% | +28.18% | +1.44% | -33.27% |
| 2019 | +2.31% | +6.79% | -0.23% | +10.15% | -4.86% | +9.50% | +8.52% | +2.11% | +1.20% | +6.96% | +2.09% | +0.84% | +54.44% |
| 2018 | +1.43% | -2.27% | +11.31% | +0.72% | +6.50% | -0.24% | -8.13% | +7.76% | -6.70% | -3.79% | +0.17% | -11.70% | -7.20% |
| 2017 | -10.35% | +2.45% | -1.03% | -3.79% | +7.53% | -0.67% | +1.34% | +4.31% | +5.71% | +5.10% | +0.29% | -0.85% | +9.09% |
Drawdown analysis of First United (FUNC)
The maximum drawdown for the FUNC was -85.86%, occurring on Mar 16, 2011. Recovery took 1800 trading sessions.
The current FUNC drawdown is -5.88%.
Since Nov 1, 1999 FUNC has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 6 times
- 20% or more: 7 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -85.86% | May 2, 2007 | 976 | Mar 16, 2011 | 1800 | May 10, 2018 | 2776 |
| -54.90% | Dec 13, 2019 | 173 | Aug 21, 2020 | 371 | Feb 10, 2022 | 544 |
| -44.91% | Feb 28, 2022 | 304 | May 15, 2023 | 154 | Dec 22, 2023 | 458 |
| -37.75% | Feb 11, 2025 | 38 | Apr 7, 2025 | 174 | Dec 15, 2025 | 212 |
| -36.74% | Jun 13, 2018 | 136 | Dec 27, 2018 | 205 | Oct 21, 2019 | 341 |
| -35.84% | Dec 1, 1999 | 84 | Mar 31, 2000 | 322 | Jul 12, 2001 | 406 |
| -27.44% | Jan 20, 2004 | 109 | Jun 25, 2004 | 717 | May 2, 2007 | 826 |
| -19.40% | May 16, 2002 | 102 | Oct 10, 2002 | 89 | Feb 19, 2003 | 191 |
| -17.17% | Jan 3, 2024 | 117 | Jun 21, 2024 | 17 | Jul 17, 2024 | 134 |
| -15.25% | May 16, 2003 | 12 | Jun 4, 2003 | 54 | Aug 20, 2003 | 66 |
| -13.88% | Dec 18, 2025 | 43 | Feb 23, 2026 | Ongoing | Ongoing | Ongoing |
| -13.05% | Dec 5, 2024 | 24 | Jan 13, 2025 | 17 | Feb 6, 2025 | 41 |
| -11.93% | Aug 22, 2001 | 21 | Sep 27, 2001 | 149 | May 2, 2002 | 170 |
| -10.64% | May 11, 2018 | 15 | Jun 4, 2018 | 5 | Jun 11, 2018 | 20 |
| -9.63% | Aug 20, 2003 | 45 | Oct 23, 2003 | 23 | Nov 25, 2003 | 68 |
| -6.29% | Nov 2, 1999 | 18 | Nov 29, 1999 | 2 | Dec 1, 1999 | 20 |
| -5.82% | Jul 29, 2024 | 5 | Aug 5, 2024 | 14 | Aug 23, 2024 | 19 |
| -5.72% | Apr 25, 2003 | 6 | May 5, 2003 | 4 | May 9, 2003 | 10 |
| -5.31% | Jul 16, 2001 | 4 | Jul 20, 2001 | 2 | Jul 24, 2001 | 6 |
| -4.92% | Dec 11, 2003 | 13 | Dec 31, 2003 | 7 | Jan 12, 2004 | 20 |
| -4.10% | Mar 4, 2003 | 8 | Mar 14, 2003 | 8 | Mar 26, 2003 | 16 |
| -3.71% | Sep 19, 2024 | 13 | Oct 8, 2024 | 3 | Oct 11, 2024 | 16 |
| -3.24% | Feb 15, 2022 | 1 | Feb 16, 2022 | 7 | Feb 28, 2022 | 8 |
| -3.08% | Mar 27, 2003 | 2 | Mar 31, 2003 | 4 | Apr 4, 2003 | 6 |
| -2.78% | Nov 19, 2019 | 2 | Nov 21, 2019 | 15 | Dec 13, 2019 | 17 |