Performance analysis of Marketwise (MKTW)
Annual Return
Over the past 3 years, MKTW has had an average annual return of -22.46%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, MKTW has had an average annual return of -34.90%, underperforming the benchmark SPY, which returned +14.05% annual.
Since Sep 14, 2020, MKTW has had an average annual return of -31.16%, underperforming the benchmark SPY, which returned +16.81% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +21.08% | +51% | -78.32% | +75.38% | -77.72% | -26.51% | +3.96% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.24% | -15.32% | +37.94% | -10.10% | +5.22% | -0.59% | +21.08% | ||||||
| 2025 | +2.78% | +9.77% | -17.40% | +38.14% | +25.45% | +17.70% | -6.99% | -0.35% | -7.89% | +2.67% | -1.86% | -7.66% | +51% |
| 2024 | -14.67% | -22.30% | -3.94% | -9.78% | -16.15% | -10.78% | -1.71% | -29.82% | -15.48% | -13.24% | -8.63% | +9.11% | -78.32% |
| 2023 | +32.14% | -11.25% | -6.06% | -0.59% | +23.39% | -11.48% | -4.03% | -29.68% | +19.29% | +35.63% | +56.37% | -14.13% | +75.38% |
| 2022 | -22.68% | -11.66% | -8.34% | -19.92% | -15.35% | +12.52% | -20.83% | -2.11% | -18.29% | +7.92% | -22.78% | -11.58% | -77.72% |
| 2021 | +0.39% | +3.78% | -7.39% | +0.41% | -0.41% | +0.51% | +41.41% | -35.89% | -8.42% | -15.38% | +2% | +5.74% | -26.51% |
| 2020 | +0.72% | -1.61% | +1.74% | +3.11% | +3.96% |
Drawdown analysis of Marketwise (MKTW)
The maximum drawdown for the MKTW was -96.43%, occurring on Nov 11, 2024. This drawdown has not yet recovered.
The current MKTW drawdown is -92.25%.
Since Sep 14, 2020 MKTW has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -96.43% | Aug 2, 2021 | 825 | Nov 11, 2024 | Ongoing | Ongoing | Ongoing |
| -20.71% | Feb 19, 2021 | 104 | Jul 20, 2021 | 4 | Jul 26, 2021 | 108 |
| -5.43% | Jul 26, 2021 | 1 | Jul 27, 2021 | 2 | Jul 29, 2021 | 3 |
| -3.86% | Sep 16, 2020 | 30 | Oct 28, 2020 | 34 | Dec 16, 2020 | 64 |
| -3.30% | Jan 14, 2021 | 8 | Jan 27, 2021 | 6 | Feb 4, 2021 | 14 |
| -2.57% | Dec 24, 2020 | 2 | Dec 29, 2020 | 9 | Jan 12, 2021 | 11 |
| -0.99% | Feb 12, 2021 | 2 | Feb 17, 2021 | 2 | Feb 19, 2021 | 4 |
| -0.57% | Jan 12, 2021 | 1 | Jan 13, 2021 | 1 | Jan 14, 2021 | 2 |
| -0.27% | Feb 8, 2021 | 2 | Feb 10, 2021 | 2 | Feb 12, 2021 | 4 |
| -0.24% | Dec 17, 2020 | 1 | Dec 18, 2020 | 1 | Dec 21, 2020 | 2 |
| -0.19% | Feb 4, 2021 | 1 | Feb 5, 2021 | 1 | Feb 8, 2021 | 2 |
| -0.09% | Dec 22, 2020 | 1 | Dec 23, 2020 | 1 | Dec 24, 2020 | 2 |