Performance analysis of Global Water Resources (GWRS)
Annual Return
Over the past 3 years, GWRS has had an average annual return of -13.97%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, GWRS has had an average annual return of -14.52%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, GWRS has had an average annual return of +2.23%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Apr 28, 2016, GWRS has had an average annual return of +3.96%, underperforming the benchmark SPY, which returned +15.48% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -14.62% | -24.31% | -9.95% | +0.93% | -20.66% | +20.65% | +12.35% | +33.20% | +11.85% | +5.74% | +48.81% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.89% | +5.95% | -16.86% | -6.01% | +2.92% | -2.60% | -14.62% | ||||||
| 2025 | +0.21% | +0.05% | -9.99% | +1.42% | -2.45% | +0.64% | -6.05% | +1.41% | +6.91% | -3.45% | -13.39% | -1.11% | -24.31% |
| 2024 | -8.15% | +8.14% | -0.57% | -4.47% | +5.76% | -6.16% | +7.07% | -1.65% | -0.60% | -0.61% | +7.50% | -14.01% | -9.95% |
| 2023 | +7.34% | -7.08% | -5.65% | -11.57% | +6.72% | +8.77% | +0.35% | -12.01% | -12.36% | +8.26% | +16.11% | +7.42% | +0.93% |
| 2022 | -10.03% | -0.56% | +9.28% | -13.80% | +0.32% | -7.70% | +0.33% | +3.12% | -13.72% | +9.01% | +0.35% | +4.11% | -20.66% |
| 2021 | +11.68% | +7.99% | -5.75% | +4.68% | +0.32% | +0.14% | +3.31% | +13.65% | -6.28% | +1.20% | -8.87% | -0.54% | +20.65% |
| 2020 | -3.77% | -5.22% | -14.52% | +5.74% | +0.24% | -1.74% | -1.20% | +6.57% | -2.24% | -1.46% | +21.75% | +12.06% | +12.35% |
| 2019 | -4.80% | -0.98% | +3.41% | -0.37% | -2.11% | +9.92% | +21.53% | -5.73% | -0.39% | +3.67% | +10.18% | -2.20% | +33.20% |
| 2018 | -4.46% | -3.67% | +5.18% | +3.06% | -0.61% | +3.11% | +1.21% | +4.04% | +7.76% | +5.43% | -8.50% | -0.06% | +11.85% |
| 2017 | -10.33% | +5.82% | +1.54% | +5.33% | +3.99% | +4.67% | -4.42% | +1.73% | -1.43% | +0.13% | +3.11% | -3.26% | +5.74% |
Drawdown analysis of Global Water Resources (GWRS)
The maximum drawdown for the GWRS was -63.37%, occurring on May 13, 2026. This drawdown has not yet recovered.
The current GWRS drawdown is -60.80%.
Since Apr 28, 2016 GWRS has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.37% | Sep 3, 2021 | 1176 | May 13, 2026 | Ongoing | Ongoing | Ongoing |
| -32.86% | Feb 14, 2020 | 22 | Mar 18, 2020 | 180 | Dec 2, 2020 | 202 |
| -20.18% | Nov 1, 2018 | 65 | Feb 7, 2019 | 110 | Jul 17, 2019 | 175 |
| -17.62% | Jul 14, 2016 | 15 | Aug 4, 2016 | 95 | Dec 19, 2016 | 110 |
| -15.72% | Aug 1, 2019 | 5 | Aug 8, 2019 | 29 | Sep 19, 2019 | 34 |
| -13.21% | Jul 7, 2017 | 163 | Mar 1, 2018 | 81 | Jun 26, 2018 | 244 |
| -12.79% | Jan 13, 2017 | 17 | Feb 8, 2017 | 53 | Apr 26, 2017 | 70 |
| -12.22% | Sep 19, 2019 | 4 | Sep 25, 2019 | 43 | Nov 25, 2019 | 47 |
| -12.17% | Apr 15, 2021 | 19 | May 12, 2021 | 51 | Jul 26, 2021 | 70 |
| -10.10% | Mar 12, 2021 | 12 | Mar 30, 2021 | 11 | Apr 15, 2021 | 23 |
| -9.91% | Nov 25, 2019 | 17 | Dec 19, 2019 | 35 | Feb 11, 2020 | 52 |
| -8.60% | Feb 11, 2021 | 4 | Feb 18, 2021 | 7 | Mar 1, 2021 | 11 |
| -7.95% | Mar 1, 2021 | 3 | Mar 4, 2021 | 6 | Mar 12, 2021 | 9 |
| -7.39% | Dec 28, 2020 | 3 | Dec 31, 2020 | 4 | Jan 7, 2021 | 7 |
| -7.23% | Aug 13, 2021 | 3 | Aug 18, 2021 | 11 | Sep 2, 2021 | 14 |
| -6.96% | Apr 26, 2017 | 15 | May 17, 2017 | 8 | May 30, 2017 | 23 |
| -6.67% | Aug 14, 2018 | 9 | Aug 27, 2018 | 19 | Sep 24, 2018 | 28 |
| -6.63% | Jan 19, 2021 | 7 | Jan 28, 2021 | 7 | Feb 8, 2021 | 14 |
| -5.90% | Jun 26, 2018 | 14 | Jul 17, 2018 | 20 | Aug 14, 2018 | 34 |
| -5.60% | May 18, 2016 | 9 | Jun 1, 2016 | 8 | Jun 13, 2016 | 17 |
| -4.86% | Jun 13, 2016 | 4 | Jun 17, 2016 | 2 | Jun 21, 2016 | 6 |
| -4.72% | Jul 17, 2019 | 6 | Jul 25, 2019 | 3 | Jul 30, 2019 | 9 |
| -4.62% | Jan 8, 2021 | 1 | Jan 11, 2021 | 5 | Jan 19, 2021 | 6 |
| -4.58% | Oct 8, 2018 | 14 | Oct 26, 2018 | 2 | Oct 30, 2018 | 16 |
| -4.08% | Jun 1, 2017 | 2 | Jun 5, 2017 | 6 | Jun 13, 2017 | 8 |