Performance analysis of Mitsubishi UFJ Financial Group (MUFG)
Annual Return
Over the past 3 years, MUFG has had an average annual return of +46.37%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, MUFG has had an average annual return of +36.69%, outperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, MUFG has had an average annual return of +19%, outperforming the benchmark SPY, which returned +14.91% annual.
Since Apr 2, 2001, MUFG has had an average annual return of +6.53%, underperforming the benchmark SPY, which returned +9.63% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +37.49% | +39.95% | +40.04% | +33.47% | +27.40% | +25.68% | -16.00% | +11.49% | -33.01% | +20.96% | +2.45% | +15.14% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -14.73% | +26.03% | +33.26% | -19.97% | +13.06% | -19.02% | -32.39% | -24.22% | -8.53% | +34.99% | +31.18% | +67.60% |
| 2002 | 2001 | ||||||||||
| -8.39% | -27.97% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +13.81% | +3.27% | -7.27% | +5.78% | +4.23% | +6.31% | +7.64% | +37.49% | |||||
| 2025 | +7.60% | +0.95% | +9.19% | -7.26% | +11.71% | -2.83% | +1.31% | +10% | +5.72% | -5.08% | +4.30% | +0.51% | +39.95% |
| 2024 | +8.60% | +9.84% | +0.84% | -2.73% | +6.93% | +1.50% | +7.59% | -9.38% | -1.75% | +3.93% | +12.57% | -1.60% | +40.04% |
| 2023 | +10.50% | -3.26% | -8.79% | -1.72% | +5.25% | +11.50% | +9.49% | -1.73% | +8.77% | -1.06% | +2.26% | +0.23% | +33.47% |
| 2022 | +11.53% | +1.15% | +2.18% | -6.30% | -2.24% | -5.82% | +6.18% | -9.18% | -10.37% | +4.66% | +15.93% | +22.16% | +27.40% |
| 2021 | +2.93% | +15.14% | +2.48% | -0.19% | +7.83% | -6.40% | -2.03% | +2.64% | +10.93% | -7.08% | -4.18% | +3.42% | +25.68% |
| 2020 | -5.34% | -5.25% | -22.62% | +9.03% | +4.51% | -5.75% | -4.84% | +11.77% | -4.07% | -1.74% | +8.88% | +3.26% | -16.00% |
| 2019 | +10.47% | -2.98% | -5.17% | +0.20% | -7.47% | +3.49% | +4.63% | -3.02% | +5.40% | +1.97% | +2.50% | +2.26% | +11.49% |
| 2018 | +4.82% | -6.70% | -6.61% | +0.60% | -10.03% | -5.99% | +8.32% | -1.31% | +2.48% | -2.74% | -9.64% | -10.47% | -33.01% |
| 2017 | +3.74% | +4.06% | -3.47% | +0% | -1.89% | +8.52% | -5.63% | -4.55% | +7.22% | +5.43% | +5.01% | +1.97% | +20.96% |
Drawdown analysis of Mitsubishi UFJ Financial Group (MUFG)
The maximum drawdown for the MUFG was -76.77%, occurring on Mar 9, 2009. Recovery took 3854 trading sessions.
The current MUFG drawdown is -5.97%.
Since Apr 2, 2001 MUFG has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.77% | May 9, 2006 | 702 | Mar 9, 2009 | 3854 | Jul 2, 2024 | 4556 |
| -66.84% | May 4, 2001 | 493 | Apr 25, 2003 | 224 | Mar 16, 2004 | 717 |
| -30.22% | Apr 6, 2004 | 28 | May 17, 2004 | 326 | Aug 31, 2005 | 354 |
| -26.55% | Mar 21, 2025 | 12 | Apr 8, 2025 | 73 | Jul 24, 2025 | 85 |
| -20.23% | Jul 31, 2024 | 4 | Aug 6, 2024 | 65 | Nov 6, 2024 | 69 |
| -17.28% | Feb 13, 2026 | 30 | Mar 30, 2026 | 35 | May 19, 2026 | 65 |
| -10.29% | Nov 7, 2005 | 16 | Nov 30, 2005 | 13 | Dec 19, 2005 | 29 |
| -10.16% | Dec 20, 2005 | 20 | Jan 20, 2006 | 7 | Jan 31, 2006 | 27 |
| -9.52% | Sep 30, 2005 | 4 | Oct 6, 2005 | 18 | Nov 1, 2005 | 22 |
| -8.28% | Sep 30, 2025 | 8 | Oct 10, 2025 | 36 | Dec 2, 2025 | 44 |
| -6.95% | Dec 3, 2024 | 13 | Dec 20, 2024 | 15 | Jan 15, 2025 | 28 |
| -6.89% | Jul 24, 2025 | 7 | Aug 4, 2025 | 6 | Aug 12, 2025 | 13 |
| -6.37% | Jul 15, 2026 | 2 | Jul 17, 2026 | Ongoing | Ongoing | Ongoing |
| -6.23% | Jan 31, 2006 | 14 | Feb 21, 2006 | 4 | Feb 27, 2006 | 18 |
| -6.02% | Jun 18, 2026 | 3 | Jun 24, 2026 | 7 | Jul 6, 2026 | 10 |
| -5.63% | Feb 18, 2025 | 4 | Feb 24, 2025 | 14 | Mar 14, 2025 | 18 |
| -5.62% | Mar 1, 2006 | 5 | Mar 8, 2006 | 15 | Mar 30, 2006 | 20 |
| -5.60% | Aug 15, 2025 | 12 | Sep 3, 2025 | 13 | Sep 22, 2025 | 25 |
| -5.56% | Jan 16, 2026 | 5 | Jan 26, 2026 | 9 | Feb 6, 2026 | 14 |
| -5.24% | Mar 26, 2004 | 2 | Mar 30, 2004 | 2 | Apr 1, 2004 | 4 |
| -5.19% | Dec 15, 2025 | 2 | Dec 17, 2025 | 12 | Jan 6, 2026 | 14 |
| -4.76% | Apr 10, 2006 | 3 | Apr 17, 2006 | 13 | May 5, 2006 | 16 |
| -4.59% | Apr 4, 2001 | 5 | Apr 11, 2001 | 4 | Apr 18, 2001 | 9 |
| -4.54% | May 20, 2026 | 6 | May 29, 2026 | 4 | Jun 4, 2026 | 10 |
| -4.12% | Dec 5, 2025 | 2 | Dec 9, 2025 | 4 | Dec 15, 2025 | 6 |