Performance analysis of Information Services Group (III)
Annual Return
Over the past 3 years, III has had an average annual return of -3.82%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, III has had an average annual return of -4.19%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, III has had an average annual return of +1.98%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Feb 12, 2007, III has had an average annual return of -2.01%, underperforming the benchmark SPY, which returned +10.89% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -29.41% | +79.64% | -25.30% | +6.16% | -38.11% | +135.41% | +29.63% | -40.32% | +1.67% | +14.57% | +0.55% | -11.16% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| -0.47% | +268.74% | +11.60% | -50.23% | -34.69% | -6.77% | -50.37% | -7.18% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.63% | -13.64% | -19.23% | +6.26% | +10.54% | -7.90% | -2.92% | -29.41% | |||||
| 2025 | -8.39% | +2.30% | +26.42% | -0.78% | +21.66% | +2.64% | -10.21% | +19.96% | +12.17% | -4.17% | -2.37% | +8.25% | +79.64% |
| 2024 | -6.17% | -2.04% | -5.62% | -16.58% | -5.34% | -6.50% | +18.03% | +0.85% | -4.37% | -6.97% | +20.19% | -8.37% | -25.30% |
| 2023 | +13.91% | +0.56% | -2.58% | -0% | +0.20% | +6% | -3.91% | +0.97% | -15.00% | -7.31% | +2.45% | +14.36% | +6.16% |
| 2022 | -15.23% | +10.22% | -3.96% | -7.93% | +2.71% | +5.59% | +10.36% | -22.66% | -16.92% | +14.09% | -1.30% | -13.52% | -38.11% |
| 2021 | +7.63% | +3.11% | +20.89% | +3.42% | +28.78% | +0.38% | +2.05% | +21.11% | -0.29% | +13.52% | +1.22% | -7.29% | +135.41% |
| 2020 | +6.70% | +17.42% | -18.93% | -2.72% | -31.21% | +20.34% | -0.96% | +0.24% | +2.67% | -2.84% | +47.31% | +8.61% | +29.63% |
| 2019 | -2.59% | +4.37% | -13.46% | -4.57% | -12.63% | +1.60% | -13.93% | -2.20% | -6.40% | -13.25% | +13.89% | +2.87% | -40.32% |
| 2018 | +2.17% | -0.95% | -0.95% | +3.84% | -7.14% | +1.73% | +0% | +20.73% | -3.44% | -14.01% | +0.97% | +2.16% | +1.67% |
| 2017 | -9.34% | -3.93% | -0.63% | +0% | +15.86% | +12.61% | -1.94% | -6.95% | +7.20% | +1.49% | +10.78% | -7.74% | +14.57% |
Drawdown analysis of Information Services Group (III)
The maximum drawdown for the III was -88.56%, occurring on Aug 22, 2011. Recovery took 2532 trading sessions.
The current III drawdown is -50.21%.
Since Feb 12, 2007 III has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -88.56% | Jun 22, 2007 | 1050 | Aug 22, 2011 | 2532 | Sep 14, 2021 | 3582 |
| -66.70% | Nov 12, 2021 | 626 | May 13, 2024 | Ongoing | Ongoing | Ongoing |
| -14.03% | Sep 14, 2021 | 4 | Sep 20, 2021 | 32 | Nov 3, 2021 | 36 |
| -2.68% | Feb 13, 2007 | 12 | Mar 2, 2007 | 15 | Mar 23, 2007 | 27 |
| -2.22% | Apr 25, 2007 | 10 | May 9, 2007 | 12 | May 25, 2007 | 22 |
| -2.08% | May 25, 2007 | 8 | Jun 7, 2007 | 11 | Jun 22, 2007 | 19 |
| -1.86% | Mar 29, 2007 | 4 | Apr 4, 2007 | 14 | Apr 25, 2007 | 18 |
| -0.94% | Mar 23, 2007 | 2 | Mar 27, 2007 | 2 | Mar 29, 2007 | 4 |