Performance analysis of IRIDEX (IRIX)
Annual Return
Over the past 3 years, IRIX has had an average annual return of -18.84%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IRIX has had an average annual return of -31.50%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, IRIX has had an average annual return of -21.91%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, IRIX has had an average annual return of -6.75%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.84% | -32.13% | -40.21% | +39.82% | -67.11% | +143.46% | +12.53% | -52.55% | -38.32% | -45.80% | +51.34% | +8.03% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -15.44% | +160.78% | +4.28% | -4.59% | +27.67% | +261.06% | -65.29% | -72.38% | +12.84% | +85.39% | -22.21% | +87.95% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -39.33% | -1.95% | -43.48% | +16.95% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +30.66% | -6.04% | -27.87% | +2.05% | +1.93% | +9.48% | +0.84% | ||||||
| 2025 | -2.37% | -15.87% | -28.27% | +20.27% | -16.17% | -11.60% | +49.67% | +1.51% | -14.91% | -7.89% | -8.57% | +18.74% | -32.13% |
| 2024 | +0.37% | -4.63% | +10.80% | -4.38% | -14.73% | -11.11% | -6.96% | +0% | -12.92% | -13.15% | +17.76% | -6.14% | -40.21% |
| 2023 | +10.20% | -1.13% | -7.28% | +13.77% | -6.93% | +0.93% | -5.98% | -18.62% | +53% | +29.12% | -22.24% | +10.18% | +39.82% |
| 2022 | -13.59% | -15.53% | +3.82% | -17.28% | -21.93% | -14.04% | +17.10% | -13.62% | -7.29% | -6.64% | +7.54% | -16.95% | -67.11% |
| 2021 | +83.28% | +27.83% | +14.80% | +27.40% | -8.60% | -10.18% | -7.36% | +15.74% | +1.19% | +0.13% | -18.51% | -2.24% | +143.46% |
| 2020 | +21.06% | +4.81% | -43.99% | +10.42% | +2.87% | +17.78% | -4.73% | +2.48% | -5.31% | -9.18% | -3.94% | +46.74% | +12.53% |
| 2019 | +0.64% | -5.92% | +2.47% | +8.99% | +0% | -8.46% | -24.40% | -27.32% | -26.02% | -4.31% | +23.71% | +1.85% | -52.55% |
| 2018 | -3.41% | -21.33% | -1.21% | -4.19% | +29.55% | -1.97% | +12.72% | +16% | -30.22% | -18.27% | -8.67% | -0.84% | -38.32% |
| 2017 | -0.78% | +13.55% | -25.06% | -3.96% | -21.14% | +10.01% | -4.95% | -5.32% | +5.28% | -9.29% | +2.36% | -12.42% | -45.80% |
Drawdown analysis of IRIDEX (IRIX)
The maximum drawdown for the IRIX was -96.76%, occurring on Feb 5, 2009. This drawdown has not yet recovered.
The current IRIX drawdown is -93.24%.
Since Nov 1, 1999 IRIX has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -96.76% | Mar 6, 2000 | 2243 | Feb 5, 2009 | Ongoing | Ongoing | Ongoing |
| -20.93% | Jan 27, 2000 | 13 | Feb 15, 2000 | 11 | Mar 2, 2000 | 24 |
| -15.79% | Dec 2, 1999 | 24 | Jan 6, 2000 | 8 | Jan 19, 2000 | 32 |
| -11.29% | Nov 2, 1999 | 3 | Nov 5, 1999 | 4 | Nov 11, 1999 | 7 |
| -4.19% | Jan 20, 2000 | 1 | Jan 21, 2000 | 4 | Jan 27, 2000 | 5 |
| -4.05% | Nov 17, 1999 | 2 | Nov 19, 1999 | 1 | Nov 22, 1999 | 3 |
| -4.00% | Nov 22, 1999 | 1 | Nov 23, 1999 | 6 | Dec 2, 1999 | 7 |
| -3.82% | Nov 12, 1999 | 1 | Nov 15, 1999 | 2 | Nov 17, 1999 | 3 |