Performance analysis of Merrill Lynch Depositor (IPB)
Annual Return
Over the past 3 years, IPB has had an average annual return of +6.32%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IPB has had an average annual return of +2.48%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, IPB has had an average annual return of +5.01%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jan 20, 2004, IPB has had an average annual return of +6.49%, underperforming the benchmark SPY, which returned +10.85% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.31% | +8.20% | +4.42% | +11.44% | -14.70% | +7.67% | +10.23% | +13.31% | +0.13% | +10.70% | +3.77% | +2.25% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +13.27% | +2.65% | +15.83% | +17.88% | +22.54% | +56.45% | -27.00% | -2.57% | +10.73% | -2.55% | +2.63% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.97% | +0.38% | -2.45% | +0.39% | +1.06% | +0% | +0.31% | ||||||
| 2025 | +2.78% | -2.62% | +2.28% | -0.91% | -0.66% | +4.82% | -1.43% | +0.78% | +1.91% | -0.73% | +0.96% | +0.95% | +8.20% |
| 2024 | -0.51% | -0.90% | +2.58% | -0.93% | -0.58% | +3.36% | +0% | +6.17% | -1.62% | -0.89% | -1.17% | -0.86% | +4.42% |
| 2023 | +3.34% | -0.25% | -0.72% | +3.85% | -1.08% | +1.55% | -1.03% | +0.84% | -2.78% | -3.04% | +5.66% | +5.01% | +11.44% |
| 2022 | -3.77% | -7.25% | -1.85% | +3.07% | -1.15% | -3.16% | +5.75% | -0.93% | -3.57% | -1.37% | -2.13% | +1.20% | -14.70% |
| 2021 | +2% | -1.33% | +1.60% | +0.38% | -0.06% | +3.47% | -0.07% | +1.28% | -1.81% | +2.72% | -2.04% | +1.45% | +7.67% |
| 2020 | +5.25% | -2.22% | -12.76% | +3.95% | +7.03% | +3.34% | +1.20% | +0.73% | +0.38% | -0.72% | +2.26% | +2.80% | +10.23% |
| 2019 | -0.19% | +0.19% | +0% | +2.40% | +0.44% | +4.35% | +0.07% | -0.62% | +3.49% | -0.29% | +1.35% | +1.50% | +13.31% |
| 2018 | +0.36% | -1.76% | +2.01% | -0.68% | -0.62% | +6.95% | -3.70% | -0.36% | -0.98% | -2.39% | -2.22% | +3.99% | +0.13% |
| 2017 | -0.27% | +0.88% | +1.43% | +0.25% | +0.43% | +3.69% | -1.24% | +3.21% | -1.43% | +0.89% | +1.93% | +0.58% | +10.70% |
Drawdown analysis of Merrill Lynch Depositor (IPB)
The maximum drawdown for the IPB was -46.10%, occurring on Nov 24, 2008. Recovery took 257 trading sessions.
The current IPB drawdown is -2.53%.
Since Jan 20, 2004 IPB has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.10% | Jun 15, 2007 | 365 | Nov 24, 2008 | 257 | Dec 2, 2009 | 622 |
| -24.38% | Jul 12, 2021 | 325 | Oct 24, 2022 | 812 | Jan 21, 2026 | 1137 |
| -19.20% | Mar 9, 2004 | 51 | May 20, 2004 | 155 | Dec 31, 2004 | 206 |
| -17.07% | Feb 6, 2020 | 42 | Apr 7, 2020 | 105 | Sep 4, 2020 | 147 |
| -16.80% | May 2, 2013 | 37 | Jun 25, 2013 | 207 | Apr 22, 2014 | 244 |
| -14.76% | Aug 3, 2005 | 203 | May 24, 2006 | 129 | Nov 27, 2006 | 332 |
| -11.43% | Jun 18, 2018 | 125 | Dec 14, 2018 | 134 | Jun 28, 2019 | 259 |
| -9.67% | Nov 30, 2010 | 19 | Dec 28, 2010 | 101 | May 23, 2011 | 120 |
| -7.83% | Jun 15, 2010 | 4 | Jun 21, 2010 | 3 | Jun 24, 2010 | 7 |
| -7.56% | Jun 30, 2016 | 105 | Nov 29, 2016 | 139 | Jun 20, 2017 | 244 |
| -7.38% | Jan 14, 2005 | 63 | Apr 18, 2005 | 41 | Jun 15, 2005 | 104 |
| -7.32% | May 27, 2011 | 49 | Aug 8, 2011 | 2 | Aug 10, 2011 | 51 |
| -7.23% | Jan 4, 2007 | 38 | Mar 1, 2007 | 71 | Jun 12, 2007 | 109 |
| -7.08% | Nov 2, 2010 | 14 | Nov 22, 2010 | 5 | Nov 30, 2010 | 19 |
| -6.45% | Jan 19, 2021 | 32 | Mar 5, 2021 | 82 | Jul 1, 2021 | 114 |
| -6.33% | Jul 20, 2010 | 7 | Jul 29, 2010 | 16 | Aug 20, 2010 | 23 |
| -5.64% | Dec 24, 2014 | 54 | Mar 16, 2015 | 121 | Sep 4, 2015 | 175 |
| -5.36% | Jan 22, 2018 | 31 | Mar 7, 2018 | 63 | Jun 6, 2018 | 94 |
| -4.87% | Feb 25, 2016 | 3 | Mar 1, 2016 | 46 | May 5, 2016 | 49 |
| -4.65% | Dec 16, 2011 | 6 | Dec 27, 2011 | 13 | Jan 17, 2012 | 19 |
| -4.60% | May 20, 2010 | 4 | May 26, 2010 | 7 | Jun 7, 2010 | 11 |
| -4.52% | Aug 10, 2011 | 1 | Aug 11, 2011 | 63 | Nov 9, 2011 | 64 |
| -4.50% | Dec 17, 2012 | 17 | Jan 11, 2013 | 76 | May 2, 2013 | 93 |
| -4.33% | Jan 22, 2004 | 16 | Feb 13, 2004 | 16 | Mar 9, 2004 | 32 |
| -4.29% | Sep 4, 2015 | 17 | Sep 30, 2015 | 97 | Feb 19, 2016 | 114 |