Performance analysis of Investar (ISTR)
Annual Return
Over the past 3 years, ISTR has had an average annual return of +33.55%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, ISTR has had an average annual return of +8.38%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, ISTR has had an average annual return of +8.34%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Jul 1, 2014, ISTR has had an average annual return of +7.77%, underperforming the benchmark SPY, which returned +13.51% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.63% | +24.19% | +50.68% | -28.57% | +19.04% | +13.96% | -29.79% | -2.28% | +3.71% | +29.63% | +6.24% | +27.33% |
| 2014 | |||||||||||
| -2.37% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.47% | -0.77% | -3.01% | +1.62% | +1.98% | +6.44% | -1.24% | +11.63% | |||||
| 2025 | -13.16% | -1.78% | -5.42% | +8.63% | -0.62% | +2.21% | +12.32% | +8.02% | -0.52% | +2.37% | +4.38% | +8.19% | +24.19% |
| 2024 | +20.05% | -10.90% | +3.20% | +1.96% | -4.98% | -2.84% | +20.92% | +0.65% | +4.76% | +7.58% | +14.14% | -7.37% | +50.68% |
| 2023 | -3.16% | -5.52% | -28.66% | -3.87% | -18.03% | +11% | +22.63% | -11.79% | -18.39% | -10.48% | +16.14% | +36.34% | -28.57% |
| 2022 | +4.40% | +5.88% | -5.77% | +3.20% | +12.18% | -0.50% | +0.23% | -1.59% | -7.43% | +8.24% | +2.78% | -2.32% | +19.04% |
| 2021 | -2.48% | +19.03% | +8.32% | +7.59% | +2.12% | +1.73% | -4.11% | +2.46% | -1.73% | -15.08% | -4.17% | +3.18% | +13.96% |
| 2020 | -7.88% | -3.39% | -40.22% | -1.18% | +3.99% | +11.10% | -7.68% | +2.02% | -5.73% | +9.28% | +16.64% | +2.12% | -29.79% |
| 2019 | -7.01% | +5.55% | -6.70% | +2.75% | +2.62% | -0.17% | +1.33% | -3.69% | +2.50% | +4.51% | +0.84% | -3.84% | -2.28% |
| 2018 | +4.91% | -3.56% | +6.16% | -1.41% | +7.47% | +1.10% | -2.94% | +2.43% | -2.19% | -2.67% | -3.68% | -1.11% | +3.71% |
| 2017 | +0.54% | +7.47% | +8.78% | +1.60% | -1.34% | +4.42% | -1.09% | -2.87% | +9.55% | -3.61% | +1.07% | +2.77% | +29.63% |
Drawdown analysis of Investar (ISTR)
The maximum drawdown for the ISTR was -68.22%, occurring on Mar 23, 2020. Recovery took 1434 trading sessions.
The current ISTR drawdown is -2.05%.
Since Jul 1, 2014 ISTR 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: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.22% | Jul 6, 2018 | 430 | Mar 23, 2020 | 1434 | Dec 4, 2025 | 1864 |
| -22.12% | Dec 14, 2015 | 39 | Feb 10, 2016 | 197 | Nov 18, 2016 | 236 |
| -13.33% | Mar 30, 2015 | 36 | May 20, 2015 | 132 | Nov 25, 2015 | 168 |
| -11.92% | Feb 6, 2026 | 29 | Mar 20, 2026 | 58 | Jun 12, 2026 | 87 |
| -10.32% | Feb 17, 2015 | 5 | Feb 24, 2015 | 9 | Mar 9, 2015 | 14 |
| -9.92% | Jul 16, 2014 | 71 | Oct 24, 2014 | 36 | Dec 16, 2014 | 107 |
| -9.23% | Dec 18, 2014 | 22 | Jan 22, 2015 | 17 | Feb 17, 2015 | 39 |
| -8.56% | Feb 1, 2018 | 5 | Feb 8, 2018 | 25 | Mar 16, 2018 | 30 |
| -7.90% | Jul 5, 2017 | 37 | Aug 25, 2017 | 21 | Sep 26, 2017 | 58 |
| -6.44% | Apr 24, 2018 | 3 | Apr 27, 2018 | 16 | May 21, 2018 | 19 |
| -6.35% | Oct 20, 2017 | 14 | Nov 9, 2017 | 26 | Dec 18, 2017 | 40 |
| -6.15% | Dec 16, 2016 | 4 | Dec 22, 2016 | 4 | Dec 29, 2016 | 8 |
| -5.54% | Jan 26, 2017 | 3 | Jan 31, 2017 | 7 | Feb 9, 2017 | 10 |
| -5.29% | Jan 17, 2018 | 6 | Jan 25, 2018 | 5 | Feb 1, 2018 | 11 |
| -4.97% | Jul 1, 2026 | 4 | Jul 8, 2026 | Ongoing | Ongoing | Ongoing |
| -4.95% | Mar 19, 2018 | 9 | Apr 2, 2018 | 12 | Apr 18, 2018 | 21 |
| -4.92% | Dec 18, 2025 | 9 | Jan 2, 2026 | 9 | Jan 15, 2026 | 18 |
| -4.79% | Dec 29, 2016 | 1 | Dec 30, 2016 | 5 | Jan 9, 2017 | 6 |
| -4.60% | May 10, 2017 | 15 | Jun 1, 2017 | 6 | Jun 9, 2017 | 21 |
| -4.10% | Jun 20, 2017 | 2 | Jun 22, 2017 | 3 | Jun 27, 2017 | 5 |
| -3.99% | Jun 7, 2018 | 16 | Jun 29, 2018 | 4 | Jul 6, 2018 | 20 |
| -3.90% | Nov 25, 2015 | 11 | Dec 11, 2015 | 1 | Dec 14, 2015 | 12 |
| -3.75% | Dec 18, 2017 | 9 | Jan 2, 2018 | 7 | Jan 11, 2018 | 16 |
| -3.65% | Feb 22, 2017 | 9 | Mar 7, 2017 | 2 | Mar 9, 2017 | 11 |
| -3.32% | Dec 12, 2016 | 1 | Dec 13, 2016 | 3 | Dec 16, 2016 | 4 |