Performance analysis of Isabella Bank (ISBA)
Annual Return
Over the past 3 years, ISBA has had an average annual return of +27.76%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, ISBA has had an average annual return of +16.67%, outperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, ISBA has had an average annual return of +8.39%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Jul 13, 2007, ISBA has had an average annual return of +3.57%, underperforming the benchmark SPY, which returned +10.75% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -19.31% | +98.99% | +27.68% | -3.57% | -3.49% | +36.13% | -14.36% | +12.69% | -16.89% | +5.18% | -3.52% | +38.13% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| -1.98% | +13.51% | -5.04% | +42.58% | -4.93% | -22.95% | -38.31% | -2.33% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.64% | -1.29% | -3.39% | -12.83% | +2.43% | -1.67% | -19.31% | ||||||
| 2025 | -0.74% | -3.25% | -4.33% | +10.22% | +5.73% | +10.59% | +2.28% | +9.31% | +5.40% | +1.39% | +17.51% | +19.69% | +98.99% |
| 2024 | +0.18% | -9.70% | +1.18% | -7.18% | +4.29% | -1.60% | +9.52% | -3.77% | +12.11% | +2.07% | +15.01% | +5.57% | +27.68% |
| 2023 | -2.13% | +5.65% | +3.31% | -5.79% | -9.96% | -1.27% | +0.28% | -2.24% | +6.16% | -1.95% | -3.78% | +9.75% | -3.57% |
| 2022 | -1.96% | +1.59% | +2.87% | -4.25% | -0% | +1.28% | -4.23% | -1.27% | -7.61% | -0.70% | +6.82% | +4.82% | -3.49% |
| 2021 | +4.75% | -0.97% | +8.49% | +5.52% | +0.21% | +1.14% | +0.22% | +1.95% | +11.90% | +1.61% | +5.86% | -8.03% | +36.13% |
| 2020 | -0.24% | -1.45% | -23.45% | -3.33% | -5.18% | +12.32% | -9.32% | -1.52% | +4.42% | -3.84% | +21.75% | +1.23% | -14.36% |
| 2019 | +1.95% | +4.36% | +0.05% | -6.10% | +2.47% | +2.87% | -3.00% | -2.17% | +2.26% | +2.90% | +5.89% | +1.16% | +12.69% |
| 2018 | -2.62% | -1.12% | +1.69% | -1.46% | -1.30% | +0.97% | +0.19% | +3% | -1.80% | -6.54% | -1.40% | -7.45% | -16.89% |
| 2017 | +0.05% | -0.26% | +0.21% | +0.18% | +1.08% | +1.08% | +0.18% | +1.96% | +2.32% | -0.69% | -1.01% | +0.01% | +5.18% |
Drawdown analysis of Isabella Bank (ISBA)
The maximum drawdown for the ISBA was -65.57%, occurring on Mar 11, 2009. Recovery took 3149 trading sessions.
The current ISBA drawdown is -28.69%.
Since Jul 13, 2007 ISBA 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: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.57% | Aug 13, 2007 | 395 | Mar 11, 2009 | 3149 | Sep 17, 2021 | 3544 |
| -29.51% | Nov 10, 2021 | 636 | May 23, 2024 | 123 | Nov 18, 2024 | 759 |
| -29.21% | Dec 19, 2025 | 89 | Apr 30, 2026 | Ongoing | Ongoing | Ongoing |
| -26.10% | Jun 18, 2025 | 10 | Jul 3, 2025 | 86 | Nov 4, 2025 | 96 |
| -16.26% | Dec 27, 2024 | 66 | Apr 4, 2025 | 10 | Apr 21, 2025 | 76 |
| -11.41% | Nov 4, 2025 | 3 | Nov 7, 2025 | 10 | Nov 21, 2025 | 13 |
| -6.22% | Dec 2, 2025 | 1 | Dec 3, 2025 | 1 | Dec 4, 2025 | 2 |
| -6.04% | Nov 21, 2025 | 3 | Nov 26, 2025 | 3 | Dec 2, 2025 | 6 |
| -3.19% | May 20, 2025 | 8 | Jun 2, 2025 | 3 | Jun 5, 2025 | 11 |
| -2.50% | Dec 10, 2025 | 2 | Dec 12, 2025 | 1 | Dec 15, 2025 | 3 |
| -2.25% | May 1, 2025 | 3 | May 6, 2025 | 4 | May 12, 2025 | 7 |
| -2.07% | Oct 14, 2021 | 1 | Oct 15, 2021 | 11 | Nov 1, 2021 | 12 |
| -2.05% | Apr 21, 2025 | 2 | Apr 23, 2025 | 1 | Apr 24, 2025 | 3 |
| -1.85% | Oct 1, 2021 | 8 | Oct 13, 2021 | 1 | Oct 14, 2021 | 9 |
| -1.73% | Sep 28, 2021 | 2 | Sep 30, 2021 | 1 | Oct 1, 2021 | 3 |
| -1.15% | Dec 4, 2025 | 1 | Dec 5, 2025 | 2 | Dec 9, 2025 | 3 |
| -1.15% | Dec 10, 2024 | 4 | Dec 16, 2024 | 1 | Dec 17, 2024 | 5 |
| -1.09% | Dec 17, 2024 | 1 | Dec 18, 2024 | 1 | Dec 19, 2024 | 2 |
| -0.97% | Dec 19, 2024 | 2 | Dec 23, 2024 | 1 | Dec 24, 2024 | 3 |
| -0.77% | Nov 19, 2024 | 8 | Dec 2, 2024 | 6 | Dec 10, 2024 | 14 |
| -0.73% | Nov 2, 2021 | 1 | Nov 3, 2021 | 3 | Nov 8, 2021 | 4 |
| -0.66% | Dec 16, 2025 | 1 | Dec 17, 2025 | 1 | Dec 18, 2025 | 2 |
| -0.22% | Sep 22, 2021 | 1 | Sep 23, 2021 | 2 | Sep 27, 2021 | 3 |
| -0.15% | Nov 8, 2021 | 1 | Nov 9, 2021 | 1 | Nov 10, 2021 | 2 |
| -0.13% | May 15, 2025 | 1 | May 16, 2025 | 1 | May 19, 2025 | 2 |