Performance analysis of Orix (IX)
Annual Return
Over the past 3 years, IX has had an average annual return of +33.59%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, IX has had an average annual return of +21.56%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, IX has had an average annual return of +13.42%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, IX has had an average annual return of +5.35%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +38.33% | +43.40% | +17.66% | +19.98% | -19.16% | +31.61% | -4.92% | +16.58% | -15.60% | +10.65% | +13.66% | +12.33% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -28.77% | +58.79% | +39.59% | -14.88% | +43.62% | +22.28% | -65.89% | -42.24% | +15.45% | +85.91% | +68.49% | +27.25% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -27.90% | -7.35% | -57.42% | +68% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.48% | +16.44% | -15.64% | +12.07% | +16.09% | -2.51% | +6.26% | +38.33% | |||||
| 2025 | -0.41% | -3.40% | +4.18% | -3.97% | +5.98% | +5.92% | +0.14% | +14.94% | +3.08% | -6.24% | +11.68% | +6.84% | +43.40% |
| 2024 | +2.30% | +10.12% | +6.45% | -6.92% | +6.69% | +1.71% | +8.66% | +3.44% | -5.59% | -8.52% | +6.27% | -5.84% | +17.66% |
| 2023 | +9.19% | +1.66% | -6.44% | +3.94% | -1.07% | +8.07% | +5.67% | -3.61% | +2.62% | -2.43% | -0.18% | +2.13% | +19.98% |
| 2022 | +1.88% | -4.92% | +1.28% | -9.05% | +4.88% | -11.63% | +5.46% | -7.22% | -12.31% | +3.62% | +10.23% | -0.25% | -19.16% |
| 2021 | +4.65% | +5.49% | -0.68% | -4.66% | +8.97% | -3.89% | +3.84% | +6.57% | +0.89% | +4.75% | -0.34% | +3.15% | +31.61% |
| 2020 | +1.65% | -5.80% | -26.01% | +0.14% | +11.57% | -6.70% | -12.35% | +15.13% | +3.23% | -5.96% | +25.93% | +4.37% | -4.92% |
| 2019 | +5.18% | -3.64% | -0.90% | -2.46% | +0.51% | +6.27% | -4.73% | +3.53% | +1.75% | +4.39% | +4.77% | +1.49% | +16.58% |
| 2018 | +11.22% | -5.72% | +1.08% | -2.06% | -5.11% | -5.39% | +2.62% | -1.42% | +1.37% | -0.20% | +0.14% | -11.64% | -15.60% |
| 2017 | -3.20% | +3.89% | -3.54% | +3.04% | +3.10% | -1.32% | +6.29% | -2.80% | +0.53% | +6.03% | +0.53% | -1.73% | +10.65% |
Drawdown analysis of Orix (IX)
The maximum drawdown for the IX was -93.82%, occurring on Feb 25, 2009. Recovery took 4138 trading sessions.
The current IX drawdown is -0.42%.
Since Nov 1, 1999 IX has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -93.82% | Apr 4, 2006 | 728 | Feb 25, 2009 | 4138 | Aug 7, 2025 | 4866 |
| -83.18% | Dec 29, 1999 | 824 | Apr 11, 2003 | 675 | Dec 14, 2005 | 1499 |
| -20.33% | Feb 12, 2026 | 31 | Mar 30, 2026 | 29 | May 11, 2026 | 60 |
| -15.58% | Jan 9, 2006 | 6 | Jan 18, 2006 | 37 | Mar 13, 2006 | 43 |
| -10.33% | Nov 5, 1999 | 3 | Nov 10, 1999 | 14 | Dec 1, 1999 | 17 |
| -8.44% | Sep 16, 2025 | 32 | Oct 30, 2025 | 9 | Nov 12, 2025 | 41 |
| -8.40% | Dec 6, 1999 | 3 | Dec 9, 1999 | 6 | Dec 17, 1999 | 9 |
| -5.75% | Jun 22, 2026 | 6 | Jun 30, 2026 | 10 | Jul 15, 2026 | 16 |
| -5.64% | Jul 15, 2026 | 3 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -5.30% | Mar 14, 2006 | 2 | Mar 16, 2006 | 2 | Mar 20, 2006 | 4 |
| -5.11% | May 26, 2026 | 8 | Jun 5, 2026 | 9 | Jun 18, 2026 | 17 |
| -4.83% | Nov 12, 2025 | 6 | Nov 20, 2025 | 3 | Nov 25, 2025 | 9 |
| -3.45% | May 13, 2026 | 2 | May 15, 2026 | 3 | May 20, 2026 | 5 |
| -3.38% | Dec 17, 1999 | 2 | Dec 21, 1999 | 1 | Dec 22, 1999 | 3 |
| -3.17% | Dec 15, 2025 | 2 | Dec 17, 2025 | 4 | Dec 23, 2025 | 6 |
| -2.97% | Dec 23, 2005 | 4 | Dec 30, 2005 | 1 | Jan 3, 2006 | 5 |
| -2.76% | Jan 12, 2026 | 7 | Jan 22, 2026 | 8 | Feb 3, 2026 | 15 |
| -2.44% | Dec 14, 2005 | 2 | Dec 16, 2005 | 2 | Dec 20, 2005 | 4 |
| -2.27% | Aug 18, 2025 | 3 | Aug 21, 2025 | 1 | Aug 22, 2025 | 4 |
| -1.54% | Mar 20, 2006 | 1 | Mar 21, 2006 | 6 | Mar 29, 2006 | 7 |
| -1.52% | Dec 23, 2025 | 5 | Dec 31, 2025 | 2 | Jan 5, 2026 | 7 |
| -1.07% | Aug 22, 2025 | 3 | Aug 27, 2025 | 1 | Aug 28, 2025 | 4 |
| -1.04% | May 21, 2026 | 1 | May 22, 2026 | 1 | May 26, 2026 | 2 |
| -0.95% | Sep 2, 2025 | 1 | Sep 3, 2025 | 2 | Sep 5, 2025 | 3 |
| -0.89% | Dec 1, 1999 | 2 | Dec 3, 1999 | 1 | Dec 6, 1999 | 3 |