Performance analysis of Medallion Financial (MFIN)
Annual Return
Over the past 3 years, MFIN has had an average annual return of +16.56%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, MFIN has had an average annual return of +4.95%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, MFIN has had an average annual return of +4.87%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, MFIN has had an average annual return of +2.12%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -4.28% | +15.09% | +0.15% | +44.01% | +28.18% | +18.38% | -32.60% | +55.02% | +32.85% | +16.89% | -53.43% | -21.89% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -24.77% | +29.73% | +10.96% | +49.22% | +8.29% | +18.71% | -17.19% | -13.35% | +15.96% | +22.16% | +6.38% | +146.33% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -50.32% | -43.94% | -11.50% | -9.88% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0% | -1.94% | -13.97% | +7.01% | +7.80% | -1.64% | -4.28% | ||||||
| 2025 | -4.69% | -6.81% | +5.75% | +1.03% | +5.55% | +3.92% | +7.14% | +4.65% | -4.36% | -2.68% | +2.34% | +3.52% | +15.09% |
| 2024 | +2.23% | -23.24% | +3.63% | -6.95% | +14.31% | -7.58% | +7.94% | -1.28% | +0.75% | +16.22% | +0.72% | -0.31% | +0.15% |
| 2023 | +19.61% | -1.06% | -8.33% | -22.56% | +8.02% | +24.76% | +25.91% | -14.85% | -16.43% | +3.85% | +32.24% | +3.36% | +44.01% |
| 2022 | +26.54% | +17.58% | -0.63% | -7.88% | -0.12% | -17.31% | +6.33% | +18.10% | -11.82% | +5.70% | +1.59% | -4.16% | +28.18% |
| 2021 | +39.80% | +1.16% | +1.74% | +21.28% | +7.36% | -3.48% | -3.16% | -0.58% | -8.09% | +9.30% | -7.82% | -26.58% | +18.38% |
| 2020 | -5.23% | -14.23% | -68.52% | +54.83% | -19.11% | +13.74% | +24.17% | -17.63% | -7.75% | +5.21% | +101.87% | -7.72% | -32.60% |
| 2019 | +12.79% | +34.03% | -2.68% | -1.30% | -2.06% | +1.05% | -25.67% | -5.19% | +34.74% | +6.87% | -6.87% | +14.14% | +55.02% |
| 2018 | +22.10% | +5.33% | +2.43% | -12.26% | +21.57% | +10.49% | -5.12% | +25.97% | +1.53% | +2.25% | -12.06% | -21.57% | +32.85% |
| 2017 | -25.50% | -2.67% | -9.59% | +3.04% | +29.90% | -9.81% | +6.27% | -6.30% | -8.80% | +1.37% | +23.64% | +29.77% | +16.89% |
Drawdown analysis of Medallion Financial (MFIN)
The maximum drawdown for the MFIN was -90.32%, occurring on Apr 6, 2020. This drawdown has not yet recovered.
The current MFIN drawdown is -13.41%.
Since Nov 1, 1999 MFIN has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -90.32% | Nov 29, 2013 | 1597 | Apr 6, 2020 | Ongoing | Ongoing | Ongoing |
| -83.60% | Nov 5, 1999 | 679 | Jul 24, 2002 | 2330 | Oct 21, 2011 | 3009 |
| -14.36% | May 10, 2012 | 4 | May 16, 2012 | 61 | Aug 13, 2012 | 65 |
| -13.89% | May 15, 2013 | 27 | Jun 24, 2013 | 86 | Oct 24, 2013 | 113 |
| -10.22% | Oct 18, 2012 | 18 | Nov 15, 2012 | 48 | Jan 28, 2013 | 66 |
| -10.03% | Nov 2, 2011 | 54 | Jan 23, 2012 | 75 | May 9, 2012 | 129 |
| -5.91% | Apr 11, 2013 | 5 | Apr 18, 2013 | 3 | Apr 23, 2013 | 8 |
| -5.48% | Apr 29, 2013 | 2 | May 1, 2013 | 4 | May 7, 2013 | 6 |
| -4.56% | Mar 6, 2013 | 7 | Mar 15, 2013 | 13 | Apr 4, 2013 | 20 |
| -3.95% | Aug 13, 2012 | 8 | Aug 23, 2012 | 9 | Sep 6, 2012 | 17 |
| -3.34% | Oct 24, 2013 | 6 | Nov 1, 2013 | 1 | Nov 4, 2013 | 7 |
| -3.23% | Feb 13, 2013 | 7 | Feb 25, 2013 | 7 | Mar 6, 2013 | 14 |
| -3.01% | May 7, 2013 | 1 | May 8, 2013 | 2 | May 10, 2013 | 3 |
| -2.61% | Oct 24, 2011 | 1 | Oct 25, 2011 | 1 | Oct 26, 2011 | 2 |
| -2.32% | Sep 6, 2012 | 3 | Sep 11, 2012 | 3 | Sep 14, 2012 | 6 |
| -1.99% | Sep 24, 2012 | 4 | Sep 28, 2012 | 4 | Oct 4, 2012 | 8 |
| -1.86% | Sep 17, 2012 | 1 | Sep 18, 2012 | 2 | Sep 20, 2012 | 3 |
| -1.80% | Oct 5, 2012 | 2 | Oct 9, 2012 | 5 | Oct 16, 2012 | 7 |
| -1.11% | Oct 27, 2011 | 1 | Oct 28, 2011 | 1 | Oct 31, 2011 | 2 |
| -0.92% | Oct 31, 2011 | 1 | Nov 1, 2011 | 1 | Nov 2, 2011 | 2 |
| -0.86% | Apr 4, 2013 | 1 | Apr 5, 2013 | 1 | Apr 8, 2013 | 2 |
| -0.70% | Apr 24, 2013 | 1 | Apr 25, 2013 | 1 | Apr 26, 2013 | 2 |
| -0.69% | Nov 22, 2013 | 1 | Nov 25, 2013 | 1 | Nov 26, 2013 | 2 |
| -0.60% | Nov 2, 1999 | 2 | Nov 4, 1999 | 1 | Nov 5, 1999 | 3 |
| -0.54% | Nov 14, 2013 | 2 | Nov 18, 2013 | 2 | Nov 20, 2013 | 4 |