Performance analysis of Itau Unibanco Holding S.A. (ITUB)
Annual Return
Over the past 3 years, ITUB has had an average annual return of +24.97%, outperforming the benchmark SPY, which returned +20.51% annual.
Over the past 5 years, ITUB has had an average annual return of +23.23%, outperforming the benchmark SPY, which returned +13.50% annual.
Over the past 10 years, ITUB has had an average annual return of +18.19%, outperforming the benchmark SPY, which returned +15.42% annual.
Since Feb 25, 2002, ITUB has had an average annual return of +14.85%, outperforming the benchmark SPY, which returned +10.09% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.84% | +85.78% | -23.51% | +54.46% | +30.85% | -5.71% | -30.45% | +8.35% | +12.66% | +30.83% | +102.29% | -43.34% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +8.23% | +2.44% | -8.74% | -20.16% | +7.33% | +101.05% | -41.44% | +47.12% | +53.70% | +63.67% | +58.42% | +110.78% |
| 2002 | |||||||||||
| -40.98% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +20.03% | +5.43% | -6.59% | +3.86% | -9.39% | +1.44% | +12.84% | ||||||
| 2025 | +17.01% | -0.77% | +10.26% | +14.79% | +4.49% | +4% | -7.62% | +15.07% | +2.85% | +0.32% | +6.02% | +0.04% | +85.78% |
| 2024 | -5.04% | +6.76% | +2.41% | -12.70% | -0.94% | -1.67% | +3.14% | +8.37% | +2.81% | -8.98% | -11.36% | -6.55% | -23.51% |
| 2023 | +5.73% | -3.35% | +2.48% | +5.83% | -0.12% | +15.91% | +1.93% | -8.43% | -1.35% | -1.05% | +20.60% | +9.56% | +54.46% |
| 2022 | +25.97% | +2.52% | +18.22% | -16.06% | +14.49% | -21.85% | +5.23% | +11.15% | +4.72% | +12.64% | -14.38% | -3.39% | +30.85% |
| 2021 | -14.09% | -12.63% | +9.77% | +1.06% | +14.26% | +5.49% | -3.95% | +3.18% | -11.09% | +14.17% | -2.47% | -4.26% | -5.71% |
| 2020 | -16.80% | -3.97% | -36.46% | -6.16% | +1.03% | +10.42% | +8.81% | -16.23% | -6.51% | +2.84% | +30.89% | +14.11% | -30.45% |
| 2019 | +16.46% | -7.20% | -6.24% | -1.77% | +2.94% | +5.89% | -2.83% | -7.70% | +2.11% | +7.42% | -9.82% | +12.57% | +8.35% |
| 2018 | +26.20% | -0.82% | +0.22% | -6.83% | -20.48% | -10.10% | +15.56% | -11.46% | +5.41% | +19.99% | +6.29% | -1.97% | +12.66% |
| 2017 | +14.88% | +9.93% | -5.59% | +1.94% | -11.27% | +1.33% | +7.83% | +8.18% | +7.32% | -6.47% | -1.99% | +4.32% | +30.83% |
Drawdown analysis of Itau Unibanco Holding S.A. (ITUB)
The maximum drawdown for the ITUB was -69.35%, occurring on Oct 24, 2008. Recovery took 278 trading sessions.
The current ITUB drawdown is -15.65%.
Since Feb 25, 2002 ITUB has experienced the following drawdowns:
- 50% or more: 4 times
- 40% or more: 5 times
- 30% or more: 8 times
- 20% or more: 15 times
- 10% or more: 26 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.35% | May 30, 2008 | 103 | Oct 24, 2008 | 278 | Dec 2, 2009 | 381 |
| -66.01% | Sep 2, 2014 | 349 | Jan 21, 2016 | 265 | Feb 8, 2017 | 614 |
| -65.93% | Apr 10, 2002 | 119 | Sep 27, 2002 | 273 | Oct 28, 2003 | 392 |
| -61.98% | Feb 4, 2019 | 308 | Apr 24, 2020 | 791 | Jun 15, 2023 | 1099 |
| -47.93% | Nov 4, 2010 | 413 | Jun 26, 2012 | 545 | Aug 27, 2014 | 958 |
| -39.32% | Feb 26, 2018 | 85 | Jun 27, 2018 | 151 | Feb 4, 2019 | 236 |
| -37.02% | May 9, 2006 | 24 | Jun 13, 2006 | 137 | Dec 27, 2006 | 161 |
| -34.31% | Jan 13, 2004 | 81 | May 10, 2004 | 89 | Sep 16, 2004 | 170 |
| -28.93% | Jul 23, 2007 | 18 | Aug 16, 2007 | 31 | Oct 1, 2007 | 49 |
| -28.22% | Dec 7, 2007 | 40 | Feb 6, 2008 | 58 | Apr 30, 2008 | 98 |
| -28.20% | Feb 27, 2024 | 215 | Jan 3, 2025 | 74 | Apr 23, 2025 | 289 |
| -27.12% | Jan 5, 2010 | 97 | May 25, 2010 | 88 | Sep 29, 2010 | 185 |
| -23.21% | Feb 15, 2017 | 64 | May 18, 2017 | 76 | Sep 6, 2017 | 140 |
| -21.56% | Feb 11, 2026 | 80 | Jun 8, 2026 | Ongoing | Ongoing | Ongoing |
| -21.00% | Oct 31, 2007 | 17 | Nov 26, 2007 | 9 | Dec 7, 2007 | 26 |
| -14.74% | Dec 6, 2005 | 9 | Dec 19, 2005 | 20 | Jan 19, 2006 | 29 |
| -14.34% | Mar 4, 2005 | 13 | Mar 23, 2005 | 29 | May 4, 2005 | 42 |
| -14.14% | Jun 21, 2023 | 72 | Oct 3, 2023 | 28 | Nov 10, 2023 | 100 |
| -13.95% | Oct 5, 2017 | 49 | Dec 14, 2017 | 20 | Jan 16, 2018 | 69 |
| -13.61% | Feb 5, 2007 | 19 | Mar 5, 2007 | 28 | Apr 13, 2007 | 47 |
| -12.50% | Feb 16, 2006 | 14 | Mar 9, 2006 | 39 | May 4, 2006 | 53 |
| -11.47% | Oct 3, 2005 | 13 | Oct 20, 2005 | 13 | Nov 8, 2005 | 26 |
| -11.21% | Jul 14, 2005 | 7 | Jul 25, 2005 | 5 | Aug 1, 2005 | 12 |
| -10.99% | Jan 26, 2018 | 9 | Feb 8, 2018 | 10 | Feb 23, 2018 | 19 |
| -10.69% | Jul 3, 2025 | 16 | Jul 28, 2025 | 11 | Aug 12, 2025 | 27 |