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Performance analysis of MGIC Investment (MTG)

Annual Return

Over the past 3 years, MTG has had an average annual return of +19.66%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, MTG has had an average annual return of +13.84%, underperforming the benchmark SPY, which returned +14% annual.

Over the past 10 years, MTG has had an average annual return of +15.67%, outperforming the benchmark SPY, which returned +15.53% annual.

Since Nov 1, 1999, MTG has had an average annual return of -2.36%, underperforming the benchmark SPY, which returned +8.59% annual.

202620252024202320222021202020192018201720162015
-13.84%+25.89%+25.69%+52.41%-7.51%+17.18%-9.22%+36.73%-25.89%+38.52%+15.38%-5.27%
201420132012201120102009200820072006200520042003
+10.46%+217.22%-28.70%-63.38%+76.31%+65.93%-84.37%-63.60%-3.40%-3.68%+21.43%+38.18%
2002200120001999
-32.97%-8.33%+12.30%+2.93%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-7.87%-0.90%-1.05%+0.88%-4.23%-1.29%-13.84%
2025+7.72%-3.14%+0.69%+0.53%+6.71%+5.25%-6.98%+8.07%+1.94%-3.35%+3.96%+3.07%+25.89%
2024+2.86%+0.85%+12.41%-9.29%+4.11%+2.62%+15.28%+2.94%+0.65%-2.17%+5.42%-9.71%+25.69%
2023+8.63%-1.88%-2.47%+10.83%+2.35%+4.46%+5.99%+5.71%-5.06%+0.90%+5.13%+9.65%+52.41%
2022+5.30%+0.48%-10.73%-3.61%+7.33%-9.54%+12.19%+1.76%-10.28%+6.45%+1.36%-5.31%-7.51%
2021-6.63%+4.42%+13.74%+10.01%-2.96%-7.61%+1.79%+10.92%-2.03%+8.01%-12.30%+2.26%+17.18%
2020-2.70%-12.38%-47.22%+15.09%+13.26%-0.26%+0.99%+11.63%-3.39%+13.57%+19.52%+4.95%-9.22%
2019+19.31%+4.02%+1.62%+11%-7.46%-3.01%-2.23%-1.07%-0.56%+9%+5.57%-1.67%+36.73%
2018+5.01%-6.93%-5.76%-22.93%+3.75%+3.13%+16.43%+1.95%+4.64%-8.29%-4.07%-10.70%-25.89%
2017+4.55%+0%-4.92%+4.09%+0.37%+5.84%+4.19%-1.84%+9.40%+14.14%+2.24%-3.47%+38.52%

Drawdown analysis of MGIC Investment (MTG)

The maximum drawdown for the MTG was -98.86%, occurring on Aug 3, 2012. This drawdown has not yet recovered.

The current MTG drawdown is -60.37%.

Since Nov 1, 1999 MTG has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 3 times
  • 30% or more: 3 times
  • 20% or more: 4 times
  • 10% or more: 4 times
DepthStartTo BottomBottomTo RecoverEndTotal
-98.86%Jul 13, 20042032Aug 3, 2012OngoingOngoingOngoing
-55.93%Jun 27, 2001320Oct 9, 2002441Jul 13, 2004761
-47.79%Dec 7, 199963Mar 8, 2000128Sep 8, 2000191
-27.77%Oct 30, 200055Jan 19, 200195Jun 6, 2001150
-7.02%Sep 11, 20008Sep 21, 200024Oct 25, 200032
-5.43%Nov 8, 19997Nov 17, 199913Dec 7, 199920
-3.62%Oct 25, 20001Oct 26, 20001Oct 27, 20002
-2.56%Nov 1, 19992Nov 3, 19993Nov 8, 19995
-2.14%Jun 13, 20011Jun 14, 20011Jun 15, 20012
-1.69%Jun 21, 20012Jun 25, 20012Jun 27, 20014
-1.63%Jun 15, 20011Jun 18, 20013Jun 21, 20014
-1.38%Jun 6, 20012Jun 8, 20013Jun 13, 20015