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Performance analysis of Marine Petroleum Trust (MARPS)

Annual Return

Over the past 3 years, MARPS has had an average annual return of -4.13%, underperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, MARPS has had an average annual return of +10.50%, underperforming the benchmark SPY, which returned +13.88% annual.

Over the past 10 years, MARPS has had an average annual return of +8.92%, underperforming the benchmark SPY, which returned +15.45% annual.

Since Nov 1, 1999, MARPS has had an average annual return of +4.66%, underperforming the benchmark SPY, which returned +8.56% annual.

202620252024202320222021202020192018201720162015
+22.46%+12.32%+7.28%-37.94%+81.64%+35.17%+96.58%+14.96%-39.96%-15.85%+14.67%-55.64%
201420132012201120102009200820072006200520042003
-21.87%+8.83%-40.68%+18.25%+67.79%-22.92%-36.35%+56.84%-15.42%+28.33%-8.40%+52.63%
2002200120001999
-25.28%+59.72%+80.10%+2.55%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+11.46%+12.81%+3.91%-5.08%-1.86%+0.62%+22.46%
2025-3.02%+3.30%-0.38%-3.47%+7.23%+15.73%-0.33%+9.05%-1.03%-2.29%-8.39%-2.41%+12.32%
2024+14.39%-7.17%-1.43%+3.40%-0.09%-5.95%-2.48%+8.64%-1.95%+2.50%-0.90%+0%+7.28%
2023+13.55%-0.14%-3.72%-3.39%+4.21%-29.03%+12.69%-15.37%+4.71%-7.57%-0.10%-13.71%-37.94%
2022+25.36%-8.08%+64.95%-1.94%+15.31%-15.65%+3.56%+13.54%-10.15%+33.15%-20.86%-10.01%+81.64%
2021+59.16%+0.52%-3.20%-24.13%+17.10%+7.73%-9.61%+2.81%-6.25%+20.48%-4.84%-8.71%+35.17%
2020+1.59%-10.91%-17.08%+0.74%+58.58%-9.62%+5.32%-2.96%-1.07%+79.05%-1.60%+1.84%+96.58%
2019+16.85%+3.37%+12.10%+3.31%+10.95%-14.82%-9.13%+8.43%-5.51%+11.65%-11.00%-6.00%+14.96%
2018+28.91%-10.61%+0%-13.81%+16.81%+24.60%-19.56%+9%-4.47%-22.08%-19.42%-21.03%-39.96%
2017+25.51%-6.03%-19.89%-2.67%-1.74%-2.44%-6.68%+9.49%+5.36%-1.43%-1.95%-8.25%-15.85%

Drawdown analysis of Marine Petroleum Trust (MARPS)

The maximum drawdown for the MARPS was -92.41%, occurring on May 14, 2020. Recovery took 457 trading sessions.

The current MARPS drawdown is -54.80%.

Since Nov 1, 1999 MARPS has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 4 times
  • 30% or more: 4 times
  • 20% or more: 6 times
  • 10% or more: 12 times
DepthStartTo BottomBottomTo RecoverEndTotal
-92.41%Oct 19, 20073163May 14, 2020457Mar 8, 20223620
-70.19%Mar 8, 2022571Jun 14, 2024OngoingOngoingOngoing
-41.95%May 25, 2001285Jul 19, 2002360Dec 22, 2003645
-40.52%Jan 30, 2006115Jul 14, 2006208May 14, 2007323
-26.97%Feb 2, 2004312Apr 28, 2005110Oct 4, 2005422
-20.90%Aug 1, 200711Aug 16, 200732Oct 2, 200743
-19.32%Sep 15, 200034Nov 2, 200014Nov 22, 200048
-18.21%Nov 28, 20004Dec 4, 200024Jan 9, 200128
-15.34%Jan 16, 20017Jan 25, 200121Feb 26, 200128
-13.12%Oct 10, 20053Oct 13, 200542Dec 13, 200545
-12.44%Jul 3, 200018Jul 28, 20008Aug 9, 200026
-10.72%Aug 14, 20002Aug 16, 20009Aug 29, 200011
-9.98%Apr 27, 200110May 11, 20019May 24, 200119
-9.96%Nov 5, 199914Nov 26, 199920Dec 27, 199934
-9.83%Jan 4, 20007Jan 13, 200016Feb 7, 200023
-8.56%Mar 7, 200033Apr 24, 200020May 22, 200053
-6.30%May 16, 20072May 18, 20073May 23, 20075
-6.14%May 30, 20002Jun 1, 200017Jun 26, 200019
-6.01%Mar 2, 200123Apr 4, 20017Apr 16, 200130
-5.97%Aug 9, 20001Aug 10, 20002Aug 14, 20003
-5.06%Dec 15, 20055Dec 22, 20055Dec 30, 200510
-4.71%May 25, 20076Jun 5, 200721Jul 5, 200727
-4.31%Aug 29, 20006Sep 7, 20001Sep 8, 20007
-4.26%Jan 3, 20061Jan 4, 200610Jan 19, 200611
-3.82%Apr 19, 20011Apr 20, 20011Apr 23, 20012