Performance analysis of Hancock Whitney (HWCPZ)
Annual Return
Over the past 3 years, HWCPZ has had an average annual return of +6.05%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, HWCPZ has had an average annual return of +1.48%, underperforming the benchmark SPY, which returned +14% annual.
Since Jun 17, 2020, HWCPZ has had an average annual return of +4.16%, underperforming the benchmark SPY, which returned +17.78% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.06% | +5.85% | -2.49% | +20.06% | -17.01% | +14.72% | +10.36% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.03% | -0.29% | -8.92% | +3.05% | -0.04% | -0.32% | -2.06% | ||||||
| 2025 | +1.89% | +2.28% | +2.35% | -3.93% | +2.09% | -1.11% | +2.11% | +0.84% | +3.99% | -1.02% | -2.97% | -0.51% | +5.85% |
| 2024 | -4.13% | +2.71% | +0% | -7.63% | +5.54% | -2.38% | +1.87% | +6.22% | +6.39% | -5.44% | +4.13% | -8.22% | -2.49% |
| 2023 | +11.50% | +1.43% | -3.49% | +1.97% | -14.20% | +10.50% | +2.95% | +0.22% | +1.88% | -8.73% | +13.19% | +4.78% | +20.06% |
| 2022 | -5.45% | -3.50% | -0.47% | -3.97% | +5.62% | -1.59% | +2.51% | -3.75% | +1.66% | -5.96% | +1.82% | -4.68% | -17.01% |
| 2021 | +0.60% | +0.15% | +1.47% | +1.45% | +2.67% | +3.68% | -0.73% | +0.67% | +1.45% | -2.47% | -2.76% | +8.06% | +14.72% |
| 2020 | +0.16% | +3.91% | +2.64% | +5.03% | -1.82% | +0.60% | -0.42% | +10.36% |
Drawdown analysis of Hancock Whitney (HWCPZ)
The maximum drawdown for the HWCPZ was -26.85%, occurring on May 16, 2023. Recovery took 323 trading sessions.
The current HWCPZ drawdown is -8.01%.
Since Jun 17, 2020 HWCPZ has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.85% | Dec 31, 2021 | 344 | May 16, 2023 | 323 | Aug 28, 2024 | 667 |
| -11.21% | Sep 30, 2024 | 136 | Apr 16, 2025 | 108 | Sep 22, 2025 | 244 |
| -11.11% | Feb 10, 2026 | 32 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -7.83% | Sep 22, 2021 | 46 | Nov 26, 2021 | 23 | Dec 30, 2021 | 69 |
| -5.00% | Oct 1, 2025 | 39 | Nov 25, 2025 | 37 | Jan 21, 2026 | 76 |
| -3.57% | Oct 1, 2020 | 19 | Oct 28, 2020 | 70 | Feb 9, 2021 | 89 |
| -2.53% | Jul 7, 2021 | 26 | Aug 12, 2021 | 14 | Sep 1, 2021 | 40 |
| -1.91% | Feb 9, 2021 | 11 | Feb 25, 2021 | 25 | Apr 1, 2021 | 36 |
| -1.68% | Sep 22, 2020 | 1 | Sep 23, 2020 | 2 | Sep 25, 2020 | 3 |
| -1.43% | Apr 6, 2021 | 1 | Apr 7, 2021 | 2 | Apr 9, 2021 | 3 |
| -1.40% | Sep 1, 2021 | 5 | Sep 9, 2021 | 2 | Sep 13, 2021 | 7 |
| -1.33% | Jun 14, 2021 | 3 | Jun 17, 2021 | 9 | Jun 30, 2021 | 12 |
| -1.10% | Sep 17, 2021 | 2 | Sep 21, 2021 | 1 | Sep 22, 2021 | 3 |
| -1.09% | Sep 14, 2020 | 3 | Sep 17, 2020 | 3 | Sep 22, 2020 | 6 |
| -1.06% | Sep 2, 2020 | 3 | Sep 8, 2020 | 1 | Sep 9, 2020 | 4 |
| -0.97% | Sep 6, 2024 | 5 | Sep 13, 2024 | 4 | Sep 19, 2024 | 9 |
| -0.95% | Apr 22, 2021 | 8 | May 4, 2021 | 12 | May 20, 2021 | 20 |
| -0.94% | Aug 26, 2020 | 2 | Aug 28, 2020 | 3 | Sep 2, 2020 | 5 |
| -0.88% | May 27, 2021 | 2 | Jun 1, 2021 | 3 | Jun 4, 2021 | 5 |
| -0.87% | Jun 30, 2021 | 2 | Jul 2, 2021 | 2 | Jul 7, 2021 | 4 |
| -0.83% | Sep 22, 2025 | 5 | Sep 29, 2025 | 1 | Sep 30, 2025 | 6 |
| -0.75% | Aug 17, 2020 | 4 | Aug 21, 2020 | 1 | Aug 24, 2020 | 5 |
| -0.70% | Jun 23, 2020 | 1 | Jun 24, 2020 | 7 | Jul 6, 2020 | 8 |
| -0.63% | Jul 6, 2020 | 3 | Jul 9, 2020 | 5 | Jul 16, 2020 | 8 |
| -0.62% | Jan 22, 2026 | 5 | Jan 29, 2026 | 7 | Feb 9, 2026 | 12 |