Performance analysis of INC Research (INCR)
Annual Return
Over the past 3 years, INCR has had an average annual return of -17.85%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, INCR has had an average annual return of -53.96%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, INCR has had an average annual return of -31.92%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 7, 2014, INCR has had an average annual return of -23.32%, underperforming the benchmark SPY, which returned +13.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.68% | -42.78% | +23.37% | -60.96% | -49.07% | -84.00% | -7.11% | -17.11% | +8.43% | +88.83% | +25.38% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.35% | -10.00% | -9.63% | +12.30% | +42.58% | -8.36% | -16.76% | +0.68% | |||||
| 2025 | +2.58% | -4.65% | -10.01% | +12.45% | -0.39% | -6.27% | -2.65% | +10.46% | +3.76% | -14.62% | -4.39% | -32.01% | -42.78% |
| 2024 | -8.43% | +65.28% | +38.97% | +7.71% | +1.05% | -31.87% | +8.97% | +3.65% | -11.46% | -14.48% | -22.65% | +19.57% | +23.37% |
| 2023 | +11.48% | -32.91% | -17.34% | +14.16% | -16.71% | -12.35% | -6.51% | +1.29% | -2.54% | -35.64% | +21.70% | +4.83% | -60.96% |
| 2022 | -4.96% | +4.89% | +9.90% | -18.44% | +11.39% | -10.23% | +1.38% | -11.94% | -12.96% | +7.10% | +2.93% | -33.46% | -49.07% |
| 2021 | -82.89% | -2.16% | +10.61% | -13.58% | -84.00% | ||||||||
| 2018 | -7.11% | -7.11% | |||||||||||
| 2017 | +0.76% | -17.64% | +5.04% | -1.85% | +26.33% | +2.91% | -5.99% | +6.73% | -10.90% | +9.27% | -32.98% | +13.84% | -17.11% |
Drawdown analysis of INC Research (INCR)
The maximum drawdown for the INCR was -98.80%, occurring on Mar 25, 2026. This drawdown has not yet recovered.
The current INCR drawdown is -98.49%.
Since Nov 7, 2014 INCR has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 4 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -98.80% | Jun 19, 2017 | 1284 | Mar 25, 2026 | Ongoing | Ongoing | Ongoing |
| -29.33% | Aug 5, 2015 | 128 | Feb 8, 2016 | 53 | Apr 25, 2016 | 181 |
| -27.67% | Feb 27, 2017 | 46 | May 3, 2017 | 9 | May 16, 2017 | 55 |
| -26.64% | Apr 25, 2016 | 44 | Jun 27, 2016 | 97 | Nov 11, 2016 | 141 |
| -17.98% | Jan 12, 2015 | 19 | Feb 9, 2015 | 10 | Feb 24, 2015 | 29 |
| -17.82% | Apr 28, 2015 | 7 | May 7, 2015 | 18 | Jun 3, 2015 | 25 |
| -10.39% | Mar 19, 2015 | 23 | Apr 22, 2015 | 3 | Apr 27, 2015 | 26 |
| -9.58% | Jun 23, 2015 | 4 | Jun 29, 2015 | 10 | Jul 14, 2015 | 14 |
| -8.88% | Dec 3, 2014 | 7 | Dec 12, 2014 | 6 | Dec 22, 2014 | 13 |
| -7.63% | Jul 20, 2015 | 3 | Jul 23, 2015 | 5 | Jul 30, 2015 | 8 |
| -6.47% | Dec 29, 2014 | 3 | Jan 2, 2015 | 4 | Jan 8, 2015 | 7 |
| -5.83% | Jan 10, 2017 | 7 | Jan 20, 2017 | 8 | Feb 1, 2017 | 15 |
| -5.35% | Nov 25, 2016 | 4 | Dec 1, 2016 | 10 | Dec 15, 2016 | 14 |
| -4.54% | Feb 25, 2015 | 5 | Mar 4, 2015 | 6 | Mar 12, 2015 | 11 |
| -4.46% | Jun 8, 2017 | 2 | Jun 12, 2017 | 5 | Jun 19, 2017 | 7 |
| -3.14% | Feb 3, 2017 | 3 | Feb 8, 2017 | 5 | Feb 15, 2017 | 8 |
| -2.79% | Dec 15, 2016 | 2 | Dec 19, 2016 | 7 | Dec 29, 2016 | 9 |
| -2.45% | May 16, 2017 | 5 | May 23, 2017 | 6 | Jun 1, 2017 | 11 |
| -1.97% | Nov 14, 2016 | 3 | Nov 17, 2016 | 4 | Nov 23, 2016 | 7 |
| -1.87% | Jun 5, 2015 | 2 | Jun 9, 2015 | 1 | Jun 10, 2015 | 3 |
| -1.72% | Mar 16, 2015 | 1 | Mar 17, 2015 | 1 | Mar 18, 2015 | 2 |
| -1.64% | Feb 15, 2017 | 3 | Feb 21, 2017 | 2 | Feb 23, 2017 | 5 |
| -1.60% | Nov 28, 2014 | 1 | Dec 1, 2014 | 2 | Dec 3, 2014 | 3 |
| -1.58% | Jun 3, 2015 | 1 | Jun 4, 2015 | 1 | Jun 5, 2015 | 2 |
| -1.43% | Dec 30, 2016 | 1 | Jan 3, 2017 | 3 | Jan 6, 2017 | 4 |