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Performance analysis of Innospec (IOSP)

Annual Return

Over the past 3 years, IOSP has had an average annual return of -5.15%, underperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, IOSP has had an average annual return of -3.08%, underperforming the benchmark SPY, which returned +13.88% annual.

Over the past 10 years, IOSP has had an average annual return of +6.61%, underperforming the benchmark SPY, which returned +15.44% annual.

Since Nov 1, 1999, IOSP has had an average annual return of +11.43%, outperforming the benchmark SPY, which returned +8.56% annual.

202620252024202320222021202020192018201720162015
+6.56%-28.94%-9.56%+21.45%+15.23%+0.77%-11.05%+69.43%-11.50%+4.30%+27.73%+28.75%
201420132012201120102009200820072006200520042003
-6.42%+35.47%+30.67%+37.60%+102.19%+73.81%-65.49%-26.02%+188.06%-21.19%+6.20%+25.10%
2002200120001999
-12.02%+56.51%+10.80%-14.43%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+6.77%-6.29%-4.65%+4.44%+10.06%-2.82%+6.56%
2025+2.99%-8.77%-8.37%-5.56%-4.01%-1.16%-4.98%+9.62%-11.91%-4.64%+2.85%+2.38%-28.94%
2024-5.79%+7.03%+3.76%-6.93%+9.64%-5.51%+6.11%-12.11%-1.88%-4.70%+10.79%-7.21%-9.56%
2023+9.88%-3.15%-6.20%-1.01%-8.49%+8.75%+6.67%+0.26%-4.86%-4.11%+7.93%+17.29%+21.45%
2022+2.90%+2.73%-3.09%+2.98%+7.71%-6.12%+6.48%-8.37%-8.34%+16.71%+11.55%-7.24%+15.23%
2021-3.24%+14.42%+2.23%-5.14%+4.38%-10.38%-2.38%+5.82%-10.02%+7.59%-9.81%+11.26%+0.77%
2020-2.62%-14.09%-19.70%+4.36%+7.13%+0.21%-2.69%-0.64%-15.22%+4.45%+25.20%+10.26%-11.05%
2019+13.78%+16.49%+1.82%+1.76%-4.26%+13.05%+2.35%-10.92%+7.17%+2.49%+8.29%+5.12%+69.43%
2018+1.70%-9.54%+5.62%+5.98%+6.12%-0.20%+5.75%-4.14%-1.10%-12.81%+10.84%-16.25%-11.50%
2017+4.16%-8.48%-0.84%+1.93%-2.43%+2.42%-4.81%-11.06%+11.08%+0.33%+16.11%-1.12%+4.30%

Drawdown analysis of Innospec (IOSP)

The maximum drawdown for the IOSP was -91.17%, occurring on Mar 9, 2009. Recovery took 520 trading sessions.

The current IOSP drawdown is -36.14%.

Since Nov 1, 1999 IOSP has experienced the following drawdowns:

  • 50% or more: 3 times
  • 40% or more: 6 times
  • 30% or more: 7 times
  • 20% or more: 13 times
  • 10% or more: 28 times
DepthStartTo BottomBottomTo RecoverEndTotal
-91.17%Jul 23, 2007410Mar 9, 2009520Mar 30, 2011930
-53.53%Apr 16, 2004382Oct 20, 2005256Oct 26, 2006638
-51.29%Jul 29, 2002209May 28, 2003183Feb 18, 2004392
-48.41%Jul 23, 2024416Mar 20, 2026OngoingOngoingOngoing
-42.73%Jan 23, 202040Mar 20, 2020262Apr 6, 2021302
-42.27%Apr 29, 201178Aug 19, 2011344Jan 3, 2013422
-38.14%Jan 7, 200084May 9, 2000140Nov 27, 2000224
-29.72%Jul 17, 2018111Dec 24, 201845Mar 1, 2019156
-27.31%Nov 30, 201579Mar 24, 201693Aug 5, 2016172
-26.48%Nov 29, 2013210Oct 1, 2014224Aug 21, 2015434
-25.48%Feb 15, 2017141Sep 7, 201757Nov 28, 2017198
-22.43%Apr 6, 2021166Nov 30, 2021116May 17, 2022282
-20.39%May 17, 202299Oct 7, 202224Nov 10, 2022123
-19.66%Jan 25, 200149Apr 5, 200126May 14, 200175
-19.62%Nov 1, 199918Nov 26, 199929Jan 7, 200047
-19.34%Feb 17, 202370May 31, 2023136Dec 13, 2023206
-17.06%Oct 31, 200122Dec 3, 200182Apr 3, 2002104
-16.54%Jun 20, 200220Jul 19, 20026Jul 29, 200226
-16.46%Nov 29, 200010Dec 13, 200021Jan 16, 200131
-13.90%Mar 26, 200725May 1, 200711May 16, 200736
-13.88%Jan 25, 201810Feb 8, 201851Apr 24, 201861
-13.29%Jul 8, 201934Aug 23, 201912Sep 11, 201946
-11.76%Feb 7, 20071Feb 8, 20079Feb 22, 200710
-11.64%May 22, 200714Jun 12, 200726Jul 19, 200740
-11.27%Oct 24, 20168Nov 3, 201610Nov 17, 201618