Performance analysis of MDU Resources Group (MDU)
Annual Return
Over the past 3 years, MDU has had an average annual return of +23.11%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, MDU has had an average annual return of +15.45%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, MDU has had an average annual return of +11.63%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, MDU has had an average annual return of +9.56%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.03% | +11.76% | +68.02% | -1.96% | +1.45% | +20.33% | -8.25% | +28.43% | -8.66% | -3.85% | +62.24% | -18.88% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -21.20% | +47.67% | +2.06% | +9.16% | -11.31% | +13.19% | -20.04% | +9.93% | +20.07% | +25.75% | +15.27% | +42.71% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -4.97% | -11.35% | +68.51% | -14.76% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.07% | +0.83% | +0.86% | +8.74% | -6.44% | +1.29% | -0.99% | +9.03% | |||||
| 2025 | -1.11% | -3.20% | -1.20% | +1.36% | +0.29% | -2.27% | +3.48% | -5.57% | +10.26% | +7.69% | +11.16% | -7.79% | +11.76% |
| 2024 | -1.46% | +11.12% | +16.88% | -1.98% | +2.19% | -0.05% | +7.33% | -4.64% | +7.24% | +5.25% | +25.38% | -9.46% | +68.02% |
| 2023 | +1.88% | +3.04% | -3.61% | -4.13% | -0.14% | +5.69% | +5.64% | -7.96% | -3.22% | -4.95% | +2.85% | +4.10% | -1.96% |
| 2022 | -4.77% | -8.85% | +0.39% | -3.34% | +6.29% | -0.64% | +5.85% | +5.53% | -8.63% | +4.13% | +10.57% | -2.95% | +1.45% |
| 2021 | -0.19% | +6.89% | +13.26% | +5.85% | +0.60% | -6.30% | +1.21% | +1.42% | -7.15% | +3.57% | -11.39% | +14.12% | +20.33% |
| 2020 | -0.34% | -6.35% | -21.86% | +4.47% | -3.12% | +2.86% | -5.41% | +12.58% | -3.91% | +5.60% | +4.97% | +6.53% | -8.25% |
| 2019 | +7.85% | +2.76% | -1.46% | +1.24% | -5.62% | +5.36% | +3.64% | +0.56% | +5.59% | +2.48% | +0.52% | +3.04% | +28.43% |
| 2018 | -1.49% | -0.72% | +7.91% | +0.03% | -1.31% | +3.90% | +1.11% | -3.83% | -7.21% | -2.84% | +6.05% | -9.24% | -8.66% |
| 2017 | +2.02% | -7.63% | +1.69% | -1.72% | +1.23% | -3.10% | +0.57% | +2.62% | -3.34% | +5.39% | +2.19% | -3.13% | -3.85% |
Drawdown analysis of MDU Resources Group (MDU)
The maximum drawdown for the MDU was -62.15%, occurring on Mar 9, 2009. Recovery took 1108 trading sessions.
The current MDU drawdown is -7.28%.
Since Nov 1, 1999 MDU has experienced the following drawdowns:
- 50% or more: 4 times
- 40% or more: 4 times
- 30% or more: 4 times
- 20% or more: 8 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.15% | Jul 1, 2008 | 172 | Mar 9, 2009 | 1108 | Aug 1, 2013 | 1280 |
| -52.77% | Apr 24, 2014 | 345 | Sep 4, 2015 | 1102 | Jan 23, 2020 | 1447 |
| -52.04% | Apr 26, 2001 | 309 | Jul 24, 2002 | 498 | Jul 16, 2004 | 807 |
| -51.39% | Feb 20, 2020 | 19 | Mar 18, 2020 | 246 | Mar 10, 2021 | 265 |
| -25.25% | May 7, 2021 | 254 | May 10, 2022 | 301 | Jul 24, 2023 | 555 |
| -23.60% | Nov 2, 1999 | 90 | Mar 13, 2000 | 85 | Jul 13, 2000 | 175 |
| -21.47% | Nov 26, 2024 | 89 | Apr 8, 2025 | 137 | Oct 23, 2025 | 226 |
| -20.47% | Apr 25, 2007 | 228 | Mar 20, 2008 | 37 | May 13, 2008 | 265 |
| -18.88% | Jul 26, 2023 | 77 | Nov 13, 2023 | 78 | Mar 7, 2024 | 155 |
| -15.91% | Dec 28, 2000 | 15 | Jan 22, 2001 | 45 | Mar 27, 2001 | 60 |
| -14.31% | Oct 3, 2005 | 13 | Oct 20, 2005 | 125 | Apr 21, 2006 | 138 |
| -13.11% | Aug 2, 2013 | 21 | Sep 3, 2013 | 35 | Oct 22, 2013 | 56 |
| -11.36% | Aug 18, 2006 | 29 | Sep 29, 2006 | 17 | Oct 24, 2006 | 46 |
| -11.33% | Jul 26, 2024 | 11 | Aug 12, 2024 | 23 | Sep 13, 2024 | 34 |
| -10.06% | May 11, 2026 | 37 | Jul 6, 2026 | Ongoing | Ongoing | Ongoing |
| -9.99% | Oct 18, 2024 | 10 | Nov 1, 2024 | 3 | Nov 6, 2024 | 13 |
| -9.70% | Nov 11, 2025 | 17 | Dec 5, 2025 | 60 | Mar 5, 2026 | 77 |
| -9.05% | Nov 27, 2000 | 13 | Dec 14, 2000 | 8 | Dec 27, 2000 | 21 |
| -8.00% | Apr 3, 2024 | 10 | Apr 17, 2024 | 23 | May 20, 2024 | 33 |
| -7.94% | Aug 11, 2000 | 12 | Aug 29, 2000 | 8 | Sep 11, 2000 | 20 |
| -7.59% | May 5, 2006 | 12 | May 23, 2006 | 47 | Jul 31, 2006 | 59 |
| -7.33% | Dec 5, 2006 | 23 | Jan 10, 2007 | 28 | Feb 21, 2007 | 51 |
| -7.30% | Mar 9, 2026 | 9 | Mar 20, 2026 | 9 | Apr 2, 2026 | 18 |
| -7.16% | Mar 15, 2021 | 5 | Mar 22, 2021 | 15 | Apr 13, 2021 | 20 |
| -7.13% | Sep 29, 2000 | 4 | Oct 5, 2000 | 34 | Nov 22, 2000 | 38 |