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Performance analysis of First Western Financial (MYFW)

Annual Return

Over the past 3 years, MYFW has had an average annual return of +15.53%, underperforming the benchmark SPY, which returned +19.63% annual.

Over the past 5 years, MYFW has had an average annual return of +4.65%, underperforming the benchmark SPY, which returned +12.73% annual.

Since Jul 19, 2018, MYFW has had an average annual return of +6.53%, underperforming the benchmark SPY, which returned +14.80% annual.

202620252024202320222021202020192018
+21.97%+37.13%-1.41%-29.55%-7.28%+55.13%+18.83%+40.65%-40.56%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-6.19%+0.56%-2.81%+15.18%+3.03%+10.08%+1.84%+21.97%
2025+7.93%-5.74%-1.20%+7.33%-1.19%+8.25%-4.06%+7.93%-1.43%+0.28%+5.45%+10.11%+37.13%
2024-14.02%-17.01%+3.03%+14.34%+1.26%+0.70%+6.71%+6.06%+3.95%-4.94%+16.83%-11.97%-1.41%
2023-6.75%-1.45%-23.46%-10.31%-4.16%+9.28%+11.50%-2.02%-10.68%-26.33%+24.15%+19.46%-29.55%
2022+7.71%+1.50%-5.82%+4.99%-2.04%-15.43%+2.94%-5.22%-7.08%+12%+10.10%-7.40%-7.28%
2021-5.62%-1.19%+37.04%+2.64%+8.10%-6.70%+0.11%+4.40%+6.62%+0.59%+3.31%+1.27%+55.13%
2020+1.53%+11.53%-24.18%-11.60%+3.85%+9.79%-1.00%-3.97%-4.42%+9.64%+19.02%+15.79%+18.83%
2019+19.57%-1.79%-4.66%+7.32%-6.54%+0.84%+6.03%+0.43%+21.02%-3.45%+3.57%-3.63%+40.65%
2018-9.85%+3.61%-4.95%-23.42%-2.38%-10.44%-40.56%

Drawdown analysis of First Western Financial (MYFW)

The maximum drawdown for the MYFW was -60.78%, occurring on Feb 26, 2024. Recovery took 598 trading sessions.

The current MYFW drawdown is -4.36%.

Since Jul 19, 2018 MYFW has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 2 times
  • 30% or more: 2 times
  • 20% or more: 2 times
  • 10% or more: 4 times
DepthStartTo BottomBottomTo RecoverEndTotal
-60.78%Feb 24, 2022502Feb 26, 2024598Jul 16, 20261100
-44.37%Jul 19, 2018109Dec 24, 2018501Dec 18, 2020610
-18.01%Jan 7, 202116Feb 1, 202125Mar 9, 202141
-16.69%Mar 29, 202118Apr 23, 2021114Oct 5, 2021132
-8.93%Dec 18, 20204Dec 24, 20207Jan 6, 202111
-7.89%Nov 16, 202122Dec 17, 202114Jan 7, 202236
-4.90%Oct 5, 20216Oct 13, 202114Nov 2, 202120
-4.36%Jul 16, 20263Jul 21, 2026OngoingOngoingOngoing
-3.82%Jan 20, 20222Jan 24, 202222Feb 24, 202224
-1.91%Nov 5, 20214Nov 11, 20211Nov 12, 20215
-1.57%Nov 12, 20211Nov 15, 20211Nov 16, 20212
-1.45%Mar 15, 20212Mar 17, 20211Mar 18, 20213
-1.07%Mar 19, 20211Mar 22, 20211Mar 23, 20212
-0.81%Jan 14, 20221Jan 18, 20221Jan 19, 20222
-0.45%Jan 12, 20221Jan 13, 20221Jan 14, 20222
-0.10%Mar 10, 20211Mar 11, 20211Mar 12, 20212