Performance analysis of MBIA (MBI)
Annual Return
Over the past 3 years, MBI has had an average annual return of +17.79%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, MBI has had an average annual return of +4.26%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, MBI has had an average annual return of +6.21%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 1, 1999, MBI has had an average annual return of -2.97%, underperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -10.76% | +10.84% | +5.54% | +4.75% | -18.62% | +140% | -29.25% | +4.27% | +21.85% | -31.60% | +65.16% | -32.08% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -20.12% | +52.15% | -32.27% | -3.36% | +201.34% | -2.24% | -78.15% | -73.77% | +23.87% | -3.09% | +8.57% | +37.23% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -17.04% | +9.87% | +42.38% | -2.79% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -10.62% | +2.35% | -9.77% | -1.19% | +0.51% | +11.07% | -2.00% | -10.76% | |||||
| 2025 | +10.06% | -14.62% | -17.97% | -5.81% | -5.98% | -1.59% | +22.82% | +49.33% | -6.40% | -8.32% | +10.54% | -5.18% | +10.84% |
| 2024 | -0.65% | +7.39% | +3.53% | -6.97% | -10.17% | -2.84% | -19.84% | -10.90% | -8.94% | +10.38% | +74.86% | -6.25% | +5.54% |
| 2023 | +1.25% | +5.98% | -32.85% | +8.64% | -20.88% | +8.54% | +1.17% | -9.73% | -8.62% | -4.59% | +5.26% | +85.91% | +4.75% |
| 2022 | -13.44% | +11.56% | +0.93% | -21.78% | +16.37% | -11.84% | +1.86% | -6.28% | -21.98% | +16.97% | +18.11% | +1.11% | -18.62% |
| 2021 | -6.70% | +18.92% | +31.78% | +4.16% | -0.31% | +10.12% | +18.63% | -14.26% | +14.86% | +20.92% | -24.33% | +34.30% | +140% |
| 2020 | -2.57% | -13.90% | -8.47% | +14.02% | -13.03% | +2.40% | +10.46% | +1.26% | -25.27% | -5.77% | +11.52% | +3.31% | -29.25% |
| 2019 | +7.77% | +3.31% | -4.12% | +1.59% | -8.30% | +4.97% | +0.24% | -3.54% | +2.55% | +0.65% | +0.44% | -0.34% | +4.27% |
| 2018 | +0.30% | +8.83% | +15.88% | -7.99% | -3.99% | +10.51% | +13.41% | +0.18% | +4.11% | -7.39% | -5.98% | -4.19% | +21.85% |
| 2017 | -4.68% | +1.17% | -17.94% | -0.82% | -2.51% | +15.15% | +7.85% | -1.08% | -13.52% | -16.65% | +16.15% | -13.08% | -31.60% |
Drawdown analysis of MBIA (MBI)
The maximum drawdown for the MBI was -96.79%, occurring on Mar 5, 2009. This drawdown has not yet recovered.
The current MBI drawdown is -80.28%.
Since Nov 1, 1999 MBI has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 5 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -96.79% | Dec 28, 2006 | 548 | Mar 5, 2009 | Ongoing | Ongoing | Ongoing |
| -41.10% | Mar 4, 2002 | 258 | Mar 12, 2003 | 144 | Oct 6, 2003 | 402 |
| -33.41% | Nov 2, 1999 | 86 | Mar 7, 2000 | 53 | May 22, 2000 | 139 |
| -31.26% | Aug 16, 2001 | 21 | Sep 21, 2001 | 107 | Feb 26, 2002 | 128 |
| -23.19% | Mar 3, 2004 | 285 | Apr 20, 2005 | 396 | Nov 13, 2006 | 681 |
| -18.24% | Jun 1, 2000 | 21 | Jun 30, 2000 | 23 | Aug 3, 2000 | 44 |
| -18.19% | Dec 28, 2000 | 13 | Jan 18, 2001 | 17 | Feb 12, 2001 | 30 |
| -15.15% | Apr 5, 2001 | 12 | Apr 24, 2001 | 41 | Jun 21, 2001 | 53 |
| -11.94% | Oct 30, 2000 | 7 | Nov 8, 2000 | 21 | Dec 8, 2000 | 28 |
| -10.26% | Oct 2, 2000 | 12 | Oct 18, 2000 | 8 | Oct 30, 2000 | 20 |
| -8.44% | Mar 8, 2001 | 4 | Mar 14, 2001 | 13 | Apr 2, 2001 | 17 |
| -6.92% | Nov 4, 2003 | 12 | Nov 20, 2003 | 34 | Jan 12, 2004 | 46 |
| -6.78% | Sep 14, 2000 | 2 | Sep 18, 2000 | 8 | Sep 28, 2000 | 10 |
| -5.86% | Aug 14, 2000 | 11 | Aug 29, 2000 | 7 | Sep 8, 2000 | 18 |
| -5.69% | Jul 3, 2001 | 14 | Jul 24, 2001 | 6 | Aug 1, 2001 | 20 |
| -4.88% | Feb 16, 2001 | 2 | Feb 21, 2001 | 4 | Feb 27, 2001 | 6 |
| -4.64% | Dec 8, 2000 | 5 | Dec 15, 2000 | 2 | Dec 19, 2000 | 7 |
| -4.22% | Dec 19, 2000 | 3 | Dec 22, 2000 | 3 | Dec 28, 2000 | 6 |
| -2.56% | Apr 2, 2001 | 1 | Apr 3, 2001 | 2 | Apr 5, 2001 | 3 |
| -2.35% | Aug 1, 2001 | 3 | Aug 6, 2001 | 6 | Aug 14, 2001 | 9 |
| -2.33% | Jun 21, 2001 | 2 | Jun 25, 2001 | 3 | Jun 28, 2001 | 5 |
| -2.11% | Feb 27, 2001 | 2 | Mar 1, 2001 | 1 | Mar 2, 2001 | 3 |
| -2.10% | May 24, 2000 | 2 | May 26, 2000 | 2 | May 31, 2000 | 4 |
| -1.89% | Oct 14, 2003 | 4 | Oct 20, 2003 | 6 | Oct 28, 2003 | 10 |
| -1.74% | Jan 21, 2004 | 5 | Jan 28, 2004 | 3 | Feb 2, 2004 | 8 |