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Performance analysis of New Concept Energy (GBR)

Annual Return

Over the past 3 years, GBR has had an average annual return of -11.33%, underperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, GBR has had an average annual return of -32.40%, underperforming the benchmark SPY, which returned +13.88% annual.

Over the past 10 years, GBR has had an average annual return of -1.45%, underperforming the benchmark SPY, which returned +15.45% annual.

Since Nov 1, 1999, GBR has had an average annual return of -8.92%, underperforming the benchmark SPY, which returned +8.56% annual.

202620252024202320222021202020192018201720162015
-2.00%-35.58%+16.02%-8.31%-54.20%+22.84%+57.51%-12.13%-10.27%-27.78%+100.08%-28.50%
201420132012201120102009200820072006200520042003
-17.02%+49.21%-45.80%-44.58%-21.16%+23.80%+147.62%-52.00%+9.38%-32.35%+15.37%+13.11%
2002200120001999
-28.37%+33.16%-44.93%-21.59%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+7.30%+2.85%-1.71%+1.74%-8.43%-3.03%-2.00%
2025+0%-7.74%-27.96%-12.44%+34.81%+23.60%-19.41%+11.46%-0.78%-9.22%-13.54%-5.03%-35.58%
2024+0%+2.99%+1.97%+14.33%+30.79%+1.91%-14.36%-9.51%-7.24%+6.96%-3.29%-2.51%+16.02%
2023+13.72%+1.85%-16.03%-1.91%-12.52%+34.04%-7.36%+0.47%+1.32%-0.92%-6.49%-6.19%-8.31%
2022+12.16%+11.24%-4.39%-15.49%-14.15%-25.25%-8.46%+12.05%-29.08%+15.16%+6.96%-20.98%-54.20%
2021+473.34%-47.26%-26.79%-10.73%+9.93%+44.90%-25.91%-12.83%+8.13%-10.80%-20.26%-21.43%+22.84%
2020-4.08%-15.29%-25.97%+41.85%-10.48%+30.90%+13.02%-7.22%+10.85%+4.18%+17.48%+10.71%+57.51%
2019+28.54%+1.12%+23.07%-6.68%-16.25%+5.13%-4.35%-12.50%+7.14%-9.71%-9.39%-8.87%-12.13%
2018+8.29%-17.14%-3.58%-2.93%+3.76%+210.36%-40.27%-9.53%+3.94%-8.43%+1.38%-36.36%-10.27%
2017-20.37%-8.18%+13.93%-4.55%-17.47%-1.92%+1.39%-11.36%+4.01%+0%+8.46%+10.67%-27.78%

Drawdown analysis of New Concept Energy (GBR)

The maximum drawdown for the GBR was -98.22%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current GBR drawdown is -97.83%.

Since Nov 1, 1999 GBR has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 2 times
  • 30% or more: 2 times
  • 20% or more: 3 times
  • 10% or more: 4 times
DepthStartTo BottomBottomTo RecoverEndTotal
-98.22%Mar 2, 20005042Mar 18, 2020OngoingOngoingOngoing
-50.00%Nov 2, 199938Dec 28, 199911Jan 12, 200049
-20.00%Jan 12, 20002Jan 14, 200013Feb 3, 200015
-18.34%Feb 10, 20004Feb 16, 20009Mar 1, 200013
-9.42%Feb 3, 20001Feb 4, 20003Feb 9, 20004