Performance analysis of Maximus (MMS)
Annual Return
Over the past 3 years, MMS has had an average annual return of -12.23%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, MMS has had an average annual return of -6.81%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, MMS has had an average annual return of +0.72%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, MMS has had an average annual return of +9.84%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -33.70% | +17.46% | -9.71% | +15.98% | -6.40% | +10.30% | -0.07% | +15.89% | -8.53% | +28.68% | -0.47% | +2.87% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +25.17% | +39.79% | +53.99% | +27.17% | +32.49% | +44.06% | -7.99% | +26.74% | -15.00% | +19.27% | -20.47% | +49.92% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -37.94% | +20.38% | +2.94% | +47.57% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.41% | -19.59% | -15.22% | +2.37% | -5.10% | -13.19% | +5.40% | -33.70% | |||||
| 2025 | +0.86% | -13.02% | +4.59% | -1.80% | +8.72% | -3.19% | +5.21% | +19.46% | +3.92% | -9.03% | +3.96% | +0.27% | +17.46% |
| 2024 | -3.27% | +3.51% | +0.29% | -4.31% | +7.62% | -0.46% | +8.39% | -0.34% | +0.98% | -7.21% | -13.49% | +0.20% | -9.71% |
| 2023 | +2.07% | +10.03% | -4.12% | +6.29% | -2.88% | +4.38% | -0.89% | -3.18% | -7.60% | +0.05% | +12.16% | +0.44% | +15.98% |
| 2022 | -2.95% | +2.37% | -4.96% | -2.76% | -10.58% | -3.67% | +6.94% | -8.97% | -4.49% | +6.57% | +14.50% | +4.31% | -6.40% |
| 2021 | +2.56% | +8.65% | +9.55% | +2.92% | +1.44% | -5.07% | +1.17% | -1.81% | -4.47% | +1.65% | -10.49% | +5.59% | +10.30% |
| 2020 | -3.55% | -11.83% | -7.65% | +15.67% | +7.45% | -2.18% | +5.34% | +4.88% | -11.79% | -1.21% | +6.67% | +1.92% | -0.07% |
| 2019 | +7.74% | +1.13% | +0.42% | +3.76% | -2.92% | +1.81% | +1.34% | +5.01% | +0.42% | -0.67% | -2.37% | -0.35% | +15.89% |
| 2018 | -4.75% | -1.69% | -0.36% | +1.33% | -9.89% | +1.99% | +4.35% | +2.68% | -2.17% | -0.14% | +9.88% | -8.48% | -8.53% |
| 2017 | -1.16% | +8.30% | +4.24% | -1.95% | +1.86% | +0.89% | -3.62% | +0.77% | +6.12% | +2.99% | +4.06% | +3.62% | +28.68% |
Drawdown analysis of Maximus (MMS)
The maximum drawdown for the MMS was -61.45%, occurring on Apr 4, 2003. Recovery took 1142 trading sessions.
The current MMS drawdown is -42.15%.
Since Nov 1, 1999 MMS has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 5 times
- 30% or more: 8 times
- 20% or more: 10 times
- 10% or more: 21 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.45% | Aug 14, 2001 | 409 | Apr 4, 2003 | 1142 | Oct 17, 2007 | 1551 |
| -51.72% | Jan 26, 2000 | 186 | Oct 19, 2000 | 133 | May 2, 2001 | 319 |
| -45.12% | Jan 22, 2026 | 109 | Jun 30, 2026 | Ongoing | Ongoing | Ongoing |
| -44.20% | Oct 31, 2007 | 261 | Nov 12, 2008 | 216 | Sep 23, 2009 | 477 |
| -40.41% | Apr 19, 2021 | 375 | Oct 12, 2022 | 440 | Jul 16, 2024 | 815 |
| -38.81% | Sep 13, 2019 | 126 | Mar 16, 2020 | 225 | Feb 4, 2021 | 351 |
| -34.96% | Nov 6, 2015 | 254 | Nov 9, 2016 | 270 | Dec 6, 2017 | 524 |
| -30.37% | Sep 30, 2024 | 104 | Mar 3, 2025 | 214 | Jan 7, 2026 | 318 |
| -25.42% | Jul 7, 2011 | 54 | Sep 22, 2011 | 36 | Nov 11, 2011 | 90 |
| -23.26% | Oct 22, 2013 | 199 | Aug 7, 2014 | 68 | Nov 12, 2014 | 267 |
| -16.79% | Apr 23, 2010 | 90 | Aug 31, 2010 | 66 | Dec 3, 2010 | 156 |
| -15.45% | Aug 5, 2015 | 38 | Sep 29, 2015 | 28 | Nov 6, 2015 | 66 |
| -15.34% | Dec 28, 2017 | 105 | May 31, 2018 | 129 | Dec 3, 2018 | 234 |
| -14.50% | Dec 23, 1999 | 10 | Jan 7, 2000 | 10 | Jan 24, 2000 | 20 |
| -13.11% | Dec 3, 2018 | 14 | Dec 24, 2018 | 28 | Feb 5, 2019 | 42 |
| -12.98% | Feb 1, 2012 | 47 | Apr 10, 2012 | 17 | May 3, 2012 | 64 |
| -12.52% | Apr 4, 2013 | 68 | Jul 11, 2013 | 46 | Sep 16, 2013 | 114 |
| -11.32% | May 2, 2001 | 32 | Jun 18, 2001 | 7 | Jun 27, 2001 | 39 |
| -11.11% | Nov 17, 1999 | 7 | Nov 29, 1999 | 5 | Dec 6, 1999 | 12 |
| -10.78% | Nov 11, 2011 | 9 | Nov 25, 2011 | 27 | Jan 5, 2012 | 36 |
| -10.62% | May 10, 2011 | 23 | Jun 13, 2011 | 17 | Jul 7, 2011 | 40 |
| -9.60% | Jun 20, 2019 | 31 | Aug 5, 2019 | 3 | Aug 8, 2019 | 34 |
| -9.27% | Oct 1, 2012 | 22 | Nov 2, 2012 | 12 | Nov 20, 2012 | 34 |
| -8.77% | Oct 14, 2009 | 21 | Nov 12, 2009 | 26 | Dec 21, 2009 | 47 |
| -8.24% | Jul 3, 2012 | 14 | Jul 24, 2012 | 10 | Aug 7, 2012 | 24 |