Performance analysis of InnovAge (INNV)
Annual Return
Over the past 3 years, INNV has had an average annual return of -1.35%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, INNV has had an average annual return of -18.81%, underperforming the benchmark SPY, which returned +14.05% annual.
Since Mar 4, 2021, INNV has had an average annual return of -20.58%, underperforming the benchmark SPY, which returned +15.87% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +39.07% | +32.08% | -34.49% | -16.45% | +43.61% | -79.34% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.90% | +61.45% | -10.48% | +1.63% | -6.89% | -4.88% | +39.07% | ||||||
| 2025 | -3.33% | -14.46% | -8.34% | +5.04% | +30.70% | -9.76% | -10.03% | +15.38% | +34.68% | -12.99% | +17.63% | -1.70% | +32.08% |
| 2024 | -11.82% | -8.51% | -8.25% | -20.05% | +25.09% | +11.72% | +26.59% | +1.27% | -5.67% | -3.31% | -16.06% | -19.28% | -34.49% |
| 2023 | +4.31% | +1.32% | +5.17% | -23.44% | +10.14% | +11.43% | -4.00% | -23.90% | +9.32% | -9.33% | +8.11% | +2.18% | -16.45% |
| 2022 | +4.40% | -5.56% | +30.24% | -28.50% | +5.64% | -9.68% | +1.60% | -17.51% | +60.18% | +5.27% | +4.69% | +10.79% | +43.61% |
| 2021 | +6.57% | -1.28% | -15.95% | -0.42% | -20.88% | -10.85% | -56.03% | +0.18% | +20.36% | -37.26% | -79.34% |
Drawdown analysis of InnovAge (INNV)
The maximum drawdown for the INNV was -89.92%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current INNV drawdown is -72.28%.
Since Mar 4, 2021 INNV has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -89.92% | Mar 11, 2021 | 1024 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -4.34% | Mar 4, 2021 | 2 | Mar 8, 2021 | 1 | Mar 9, 2021 | 3 |