Performance analysis of H2O America (HTO)
Annual Return
Over the past 3 years, HTO has had an average annual return of -7.12%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, HTO has had an average annual return of +0.13%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, HTO has had an average annual return of +7.22%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, HTO has had an average annual return of +6.75%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.38% | +2.94% | -22.54% | -17.80% | +13.41% | +7.65% | -0.46% | +30.19% | -11.21% | +16.19% | +92.89% | -5.32% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +10.77% | +15.07% | +15.93% | -8.04% | +20.67% | -22.41% | -11.64% | -8.89% | +73.99% | +28.91% | +27.19% | +18.37% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -5.30% | -13.17% | -13.36% | +1.57% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.23% | +4.25% | +9.07% | -4.23% | +3.71% | -2.99% | +16.38% | ||||||
| 2025 | +2.05% | +5.73% | +3.83% | +3.75% | -6.76% | -0.97% | -7.08% | +5.19% | -3.32% | -5.03% | +1.29% | +5.51% | +2.94% |
| 2024 | -8.89% | -6.90% | +2.78% | -3.78% | +1.20% | -0.90% | +11.79% | -2.01% | -1.49% | -4.22% | +0.84% | -11.66% | -22.54% |
| 2023 | -4.66% | -0.78% | -0.41% | -0.28% | +1.30% | -8.39% | +0.50% | -6.16% | -8.59% | +3.94% | +5.67% | -0.44% | -17.80% |
| 2022 | -5.93% | -4.77% | +6.69% | -15.20% | +5.48% | +0.91% | +5.21% | -1.53% | -10.42% | +22.71% | +6.21% | +8.70% | +13.41% |
| 2021 | -4.60% | -4.81% | +0.50% | +4.06% | -1.15% | -1.79% | +8.89% | +1.07% | -4.72% | -0.21% | +2.65% | +8.69% | +7.65% |
| 2020 | +3.22% | -16.22% | -5.57% | +3.05% | +6.14% | -1.16% | +0.56% | +0.57% | -2.67% | -0.28% | +8.65% | +5.73% | -0.46% |
| 2019 | +7.79% | +2.54% | +0.93% | +0.52% | -0.21% | -1.39% | +6.78% | +5.79% | -0.06% | +5.95% | -1.69% | +0.34% | +30.19% |
| 2018 | -6.25% | -11.06% | -0.43% | +14.68% | +4.91% | +4.89% | -2.33% | -10.07% | +5.59% | -0.69% | -7.30% | -0.75% | -11.21% |
| 2017 | -10.50% | -2.71% | -0.64% | +1.28% | -1.19% | +2.37% | +7.50% | +5.39% | +1.98% | +4.79% | +15.57% | -6.31% | +16.19% |
Drawdown analysis of H2O America (HTO)
The maximum drawdown for the HTO was -54.53%, occurring on Mar 9, 2009. Recovery took 1480 trading sessions.
The current HTO drawdown is -25.88%.
Since Nov 1, 1999 HTO has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 9 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.53% | Mar 29, 2007 | 489 | Mar 9, 2009 | 1480 | Jan 23, 2015 | 1969 |
| -42.85% | Dec 27, 2022 | 511 | Jan 10, 2025 | Ongoing | Ongoing | Ongoing |
| -40.26% | Aug 7, 2000 | 138 | Feb 23, 2001 | 748 | Feb 19, 2004 | 886 |
| -33.50% | Jan 24, 2020 | 40 | Mar 23, 2020 | 411 | Nov 5, 2021 | 451 |
| -23.74% | Nov 30, 2017 | 82 | Apr 2, 2018 | 55 | Jun 19, 2018 | 137 |
| -22.07% | Jun 22, 2018 | 127 | Dec 24, 2018 | 162 | Aug 16, 2019 | 289 |
| -21.77% | Dec 31, 2021 | 115 | Jun 16, 2022 | 102 | Nov 10, 2022 | 217 |
| -20.62% | Jan 26, 2015 | 155 | Sep 4, 2015 | 114 | Feb 19, 2016 | 269 |
| -20.01% | Jul 28, 2005 | 207 | May 24, 2006 | 56 | Aug 14, 2006 | 263 |
| -19.52% | Mar 1, 2004 | 56 | May 19, 2004 | 129 | Nov 22, 2004 | 185 |
| -18.59% | Dec 9, 2016 | 102 | May 9, 2017 | 64 | Aug 9, 2017 | 166 |
| -18.29% | Jan 9, 2007 | 37 | Mar 5, 2007 | 18 | Mar 29, 2007 | 55 |
| -16.99% | Nov 29, 2004 | 39 | Jan 25, 2005 | 27 | Mar 4, 2005 | 66 |
| -13.15% | Apr 19, 2016 | 21 | May 18, 2016 | 16 | Jun 10, 2016 | 37 |
| -11.49% | Mar 4, 2005 | 16 | Mar 29, 2005 | 22 | Apr 28, 2005 | 38 |
| -10.01% | Oct 27, 2006 | 4 | Nov 2, 2006 | 8 | Nov 14, 2006 | 12 |
| -9.58% | Sep 22, 2016 | 8 | Oct 4, 2016 | 17 | Oct 27, 2016 | 25 |
| -9.42% | Oct 30, 2019 | 8 | Nov 11, 2019 | 49 | Jan 23, 2020 | 57 |
| -9.28% | Oct 19, 2017 | 8 | Oct 31, 2017 | 12 | Nov 16, 2017 | 20 |
| -9.24% | Jun 22, 2005 | 3 | Jun 27, 2005 | 8 | Jul 8, 2005 | 11 |
| -8.92% | Sep 8, 2016 | 3 | Sep 13, 2016 | 7 | Sep 22, 2016 | 10 |
| -8.51% | Nov 5, 2021 | 14 | Nov 26, 2021 | 24 | Dec 31, 2021 | 38 |
| -8.15% | Dec 6, 2006 | 12 | Dec 22, 2006 | 2 | Dec 27, 2006 | 14 |
| -7.59% | Nov 24, 1999 | 76 | Mar 15, 2000 | 80 | Jul 10, 2000 | 156 |
| -7.58% | Jul 28, 2016 | 13 | Aug 16, 2016 | 4 | Aug 22, 2016 | 17 |