Performance analysis of Mesabi Trust (MSB)
Annual Return
Over the past 3 years, MSB has had an average annual return of +24.31%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, MSB has had an average annual return of +3.04%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, MSB has had an average annual return of +21.68%, outperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, MSB has had an average annual return of +19.76%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -31.55% | +75.17% | +47.14% | +15.57% | -22.44% | +4.52% | +30.06% | +12.53% | +4.33% | +155.47% | +152.35% | -72.77% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -15.24% | -5.81% | +11.04% | -29.32% | +231.97% | +59.07% | -50.46% | -21.23% | +77.84% | +36.63% | +110.78% | +87.38% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +42.10% | +0.12% | +26.69% | +22.52% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -13.91% | -7.69% | +3.72% | -11.02% | -5.07% | -1.69% | -31.55% | ||||||
| 2025 | +3.76% | +17.58% | -1.98% | +4.78% | -10.16% | -4.54% | +22.63% | +5.57% | -5.24% | +17.77% | -4.34% | +17.94% | +75.17% |
| 2024 | -2.91% | -10.76% | +1.67% | -7.60% | +10.20% | -2.77% | +3.82% | -3.47% | +33.47% | +8.23% | +15.09% | +1.26% | +47.14% |
| 2023 | +27.80% | +10.64% | -1.18% | -7.82% | -21.84% | +12.51% | -3.67% | -6.26% | +8.90% | +3.71% | -12.27% | +14.04% | +15.57% |
| 2022 | +11.90% | -0.79% | -4.03% | -8.64% | +16.62% | -9.95% | +14.82% | -6.49% | -15.65% | +3.58% | -9.61% | -10.53% | -22.44% |
| 2021 | -9.68% | +6.51% | +13.47% | +20.70% | +5.08% | -4.89% | -1.56% | -4.86% | -10.16% | -21.33% | +7.40% | +11.67% | +4.52% |
| 2020 | -10.47% | -14.01% | -18.52% | +4.99% | +32.85% | -8.85% | -0.17% | +14% | +6.79% | +8.78% | +4.22% | +18.35% | +30.06% |
| 2019 | +21.90% | +9.69% | -2.69% | +3.90% | -1.73% | +1.72% | -8.33% | -15.07% | +4.82% | -3.48% | +5.88% | -0.17% | +12.53% |
| 2018 | +2.84% | +0.20% | +3.62% | -11.11% | +13.81% | -3.91% | +16% | -2.65% | -3.64% | +5.86% | -1.80% | -11.14% | +4.33% |
| 2017 | +29.31% | +12.41% | -2.60% | +5.58% | -11.76% | +1.11% | +0.07% | +15.19% | +47.91% | +0.51% | +3.78% | +7.71% | +155.47% |
Drawdown analysis of Mesabi Trust (MSB)
The maximum drawdown for the MSB was -91.97%, occurring on Jan 19, 2016. Recovery took 683 trading sessions.
The current MSB drawdown is -35.93%.
Since Nov 1, 1999 MSB has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 5 times
- 30% or more: 11 times
- 20% or more: 14 times
- 10% or more: 30 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -91.97% | Dec 13, 2010 | 1282 | Jan 19, 2016 | 683 | Oct 3, 2018 | 1965 |
| -79.97% | Jun 30, 2008 | 173 | Mar 9, 2009 | 266 | Mar 29, 2010 | 439 |
| -66.42% | Jul 12, 2019 | 172 | Mar 18, 2020 | 186 | Dec 10, 2020 | 358 |
| -47.27% | May 20, 2021 | 740 | Apr 30, 2024 | 181 | Jan 21, 2025 | 921 |
| -40.26% | Apr 7, 2010 | 31 | May 20, 2010 | 61 | Aug 17, 2010 | 92 |
| -37.10% | Jan 8, 2026 | 93 | May 22, 2026 | Ongoing | Ongoing | Ongoing |
| -36.95% | Apr 2, 2004 | 25 | May 10, 2004 | 99 | Sep 30, 2004 | 124 |
| -36.23% | Jan 12, 2007 | 145 | Aug 10, 2007 | 166 | Apr 9, 2008 | 311 |
| -31.85% | Mar 4, 2005 | 79 | Jun 27, 2005 | 66 | Sep 29, 2005 | 145 |
| -31.28% | May 28, 2002 | 39 | Jul 23, 2002 | 125 | Jan 21, 2003 | 164 |
| -30.92% | Apr 18, 2006 | 24 | May 22, 2006 | 128 | Nov 21, 2006 | 152 |
| -28.57% | Feb 20, 2025 | 86 | Jun 25, 2025 | 22 | Jul 28, 2025 | 108 |
| -26.27% | Oct 3, 2018 | 56 | Dec 24, 2018 | 39 | Feb 21, 2019 | 95 |
| -26.18% | Sep 11, 2000 | 255 | Sep 20, 2001 | 116 | Mar 8, 2002 | 371 |
| -19.49% | Sep 29, 2005 | 16 | Oct 21, 2005 | 58 | Jan 17, 2006 | 74 |
| -16.09% | Jan 28, 2025 | 3 | Jan 31, 2025 | 12 | Feb 19, 2025 | 15 |
| -15.96% | Nov 29, 2004 | 9 | Dec 10, 2004 | 25 | Jan 18, 2005 | 34 |
| -15.26% | Oct 28, 2025 | 20 | Nov 25, 2025 | 18 | Dec 22, 2025 | 38 |
| -14.12% | Dec 23, 2020 | 24 | Jan 29, 2021 | 27 | Mar 10, 2021 | 51 |
| -13.70% | Oct 11, 2010 | 6 | Oct 19, 2010 | 14 | Nov 8, 2010 | 20 |
| -13.39% | Apr 10, 2008 | 15 | May 1, 2008 | 35 | Jun 20, 2008 | 50 |
| -13.22% | Aug 18, 2010 | 5 | Aug 25, 2010 | 4 | Aug 31, 2010 | 9 |
| -12.21% | Dec 26, 2003 | 6 | Jan 6, 2004 | 11 | Jan 22, 2004 | 17 |
| -12.21% | Nov 16, 1999 | 11 | Dec 2, 1999 | 18 | Dec 29, 1999 | 29 |
| -11.95% | Feb 7, 2005 | 6 | Feb 15, 2005 | 5 | Feb 23, 2005 | 11 |