Performance analysis of IES (IESC)
Annual Return
Over the past 3 years, IESC has had an average annual return of +140.48%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IESC has had an average annual return of +66.85%, outperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, IESC has had an average annual return of +46.91%, outperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, IESC has had an average annual return of +16.98%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +81.20% | +93.58% | +153.68% | +122.71% | -29.76% | +9.99% | +79.42% | +65.02% | -9.86% | -9.92% | +72.98% | +44.53% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +42.11% | +19.78% | +143.29% | -47.45% | -39.84% | -33.21% | -53.38% | +5.62% | +4,295.43% | -91.64% | -47.67% | +140.24% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -24.80% | -13.81% | -40.95% | -7.54% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.24% | +30.26% | -3.81% | +35.18% | +5.32% | +3.91% | +81.20% | ||||||
| 2025 | +10.11% | -19.41% | -7.41% | +19.12% | +32.02% | +14.08% | +19.19% | -1.06% | +13.84% | -1.45% | +6.81% | -7.06% | +93.58% |
| 2024 | +3.46% | +34.11% | +10.66% | +11.08% | +12.83% | -8.61% | +10.51% | +21.15% | +7.02% | +9.54% | +41.71% | -35.14% | +153.68% |
| 2023 | +11.92% | +5.65% | +2.45% | +0.23% | +9.79% | +19.95% | +0.77% | +30.81% | -12.15% | -5.53% | +12.44% | +13.22% | +122.71% |
| 2022 | -2.65% | -14.72% | -4.38% | -27.12% | +5.43% | -2.33% | +9.38% | -7.91% | -9.11% | +19.62% | +2.36% | +5.17% | -29.76% |
| 2021 | -1.22% | +0.79% | +9.97% | +4.72% | +0.51% | -3.20% | +5.94% | -10.13% | -6.57% | +9.11% | -3.73% | +5.52% | +9.99% |
| 2020 | -2.54% | -6.80% | -24.28% | +11.90% | +18.48% | -0.98% | +2.85% | +20.98% | +10.20% | +0.47% | +15.54% | +24.84% | +79.42% |
| 2019 | +7.65% | +9.79% | -3.31% | -1.46% | +2.34% | +5.18% | -3.92% | +4.20% | +9.12% | -5.78% | +11.81% | +18.30% | +65.02% |
| 2018 | +1.45% | -12.29% | -1.30% | +11.55% | +4.44% | -5.10% | +7.16% | +6.69% | +1.83% | -9.03% | -1.01% | -11.45% | -9.86% |
| 2017 | +1.83% | -3.85% | -3.46% | +10.50% | -23.25% | +18.24% | -6.34% | -2.94% | +4.85% | +8.09% | -5.08% | -2.81% | -9.92% |
Drawdown analysis of IES (IESC)
The maximum drawdown for the IESC was -96.92%, occurring on Nov 10, 2005. Recovery took 126 trading sessions.
Since Nov 1, 1999 IESC has experienced the following drawdowns:
- 50% or more: 4 times
- 40% or more: 5 times
- 30% or more: 7 times
- 20% or more: 10 times
- 10% or more: 24 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -96.92% | Nov 10, 1999 | 1509 | Nov 10, 2005 | 126 | May 15, 2006 | 1635 |
| -94.89% | Jul 9, 2007 | 1130 | Dec 29, 2011 | 2206 | Oct 6, 2020 | 3336 |
| -54.28% | Jun 8, 2021 | 228 | May 3, 2022 | 289 | Jun 28, 2023 | 517 |
| -51.36% | May 16, 2006 | 61 | Aug 11, 2006 | 132 | Feb 22, 2007 | 193 |
| -49.23% | Jan 22, 2025 | 51 | Apr 4, 2025 | 69 | Jul 16, 2025 | 120 |
| -35.14% | Nov 29, 2024 | 21 | Dec 31, 2024 | 13 | Jan 22, 2025 | 34 |
| -31.40% | May 10, 2024 | 21 | Jun 11, 2024 | 51 | Aug 23, 2024 | 72 |
| -24.65% | Aug 23, 2024 | 10 | Sep 9, 2024 | 13 | Sep 26, 2024 | 23 |
| -21.80% | Dec 11, 2025 | 18 | Jan 8, 2026 | 21 | Feb 9, 2026 | 39 |
| -20.27% | Sep 1, 2023 | 47 | Nov 8, 2023 | 21 | Dec 8, 2023 | 68 |
| -18.09% | Oct 24, 2025 | 19 | Nov 20, 2025 | 11 | Dec 8, 2025 | 30 |
| -18.02% | Feb 20, 2026 | 9 | Mar 5, 2026 | 23 | Apr 8, 2026 | 32 |
| -17.35% | Oct 20, 2020 | 8 | Oct 30, 2020 | 10 | Nov 13, 2020 | 18 |
| -13.78% | Apr 8, 2024 | 9 | Apr 19, 2024 | 6 | Apr 29, 2024 | 15 |
| -12.64% | Feb 8, 2021 | 7 | Feb 18, 2021 | 11 | Mar 5, 2021 | 18 |
| -11.88% | Nov 11, 2024 | 4 | Nov 15, 2024 | 7 | Nov 26, 2024 | 11 |
| -11.83% | Mar 26, 2007 | 37 | May 17, 2007 | 7 | May 29, 2007 | 44 |
| -11.80% | Mar 7, 2024 | 4 | Mar 13, 2024 | 9 | Mar 26, 2024 | 13 |
| -11.69% | Mar 8, 2021 | 12 | Mar 24, 2021 | 6 | Apr 1, 2021 | 18 |
| -11.67% | Apr 5, 2021 | 27 | May 12, 2021 | 13 | Jun 1, 2021 | 40 |
| -11.17% | Apr 14, 2026 | 2 | Apr 16, 2026 | 2 | Apr 20, 2026 | 4 |
| -10.54% | Dec 14, 2023 | 14 | Jan 5, 2024 | 19 | Feb 2, 2024 | 33 |
| -10.09% | Jul 25, 2025 | 18 | Aug 20, 2025 | 4 | Aug 26, 2025 | 22 |
| -10.00% | Oct 8, 2025 | 10 | Oct 22, 2025 | 2 | Oct 24, 2025 | 12 |
| -9.53% | Oct 17, 2024 | 6 | Oct 25, 2024 | 5 | Nov 1, 2024 | 11 |