Performance analysis of National Interstate (NATL)
Annual Return
Since Oct 23, 2023, NATL has had an average annual return of +30.10%, outperforming the benchmark SPY, which returned +26.55% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.66% | +12.35% | +39.65% | +9.61% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.13% | +18.71% | -1.58% | +1.84% | +0.49% | -1.16% | +15.66% | ||||||
| 2025 | -6.08% | -10.73% | -7.25% | +5.84% | -5.05% | +7.62% | +7.25% | +29.47% | -0.78% | -6.13% | +0.46% | +2.81% | +12.35% |
| 2024 | -7.82% | -2.82% | -9.24% | +0.92% | +39.64% | -2.91% | +18.99% | -11.01% | -0.28% | -8.24% | +25.33% | +3.38% | +39.65% |
| 2023 | -0.45% | +0.68% | +9.36% | +9.61% |
Drawdown analysis of National Interstate (NATL)
The maximum drawdown for the NATL was -34.74%, occurring on Apr 8, 2025. Recovery took 83 trading sessions.
The current NATL drawdown is -8.41%.
Since Oct 23, 2023 NATL has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.74% | Dec 26, 2024 | 69 | Apr 8, 2025 | 83 | Aug 7, 2025 | 152 |
| -25.65% | Dec 22, 2023 | 61 | Mar 22, 2024 | 36 | May 14, 2024 | 97 |
| -22.84% | Jul 19, 2024 | 73 | Oct 31, 2024 | 23 | Dec 4, 2024 | 96 |
| -15.31% | Aug 27, 2025 | 58 | Nov 18, 2025 | 34 | Jan 8, 2026 | 92 |
| -13.02% | Nov 15, 2023 | 17 | Dec 11, 2023 | 8 | Dec 21, 2023 | 25 |
| -12.03% | Mar 2, 2026 | 14 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -10.98% | Jan 9, 2026 | 12 | Jan 28, 2026 | 9 | Feb 10, 2026 | 21 |
| -7.86% | Dec 4, 2024 | 10 | Dec 18, 2024 | 5 | Dec 26, 2024 | 15 |
| -6.66% | Oct 24, 2023 | 1 | Oct 25, 2023 | 8 | Nov 6, 2023 | 9 |
| -6.65% | Jun 17, 2024 | 7 | Jun 27, 2024 | 2 | Jul 1, 2024 | 9 |
| -6.23% | May 20, 2024 | 10 | Jun 4, 2024 | 9 | Jun 17, 2024 | 19 |
| -6.12% | Jul 3, 2024 | 4 | Jul 10, 2024 | 2 | Jul 12, 2024 | 6 |
| -5.79% | Nov 6, 2023 | 3 | Nov 9, 2023 | 4 | Nov 15, 2023 | 7 |
| -5.62% | Feb 17, 2026 | 4 | Feb 23, 2026 | 4 | Feb 27, 2026 | 8 |
| -3.93% | Aug 7, 2025 | 2 | Aug 11, 2025 | 2 | Aug 13, 2025 | 4 |
| -3.47% | Aug 18, 2025 | 3 | Aug 21, 2025 | 1 | Aug 22, 2025 | 4 |
| -0.98% | Aug 22, 2025 | 2 | Aug 26, 2025 | 1 | Aug 27, 2025 | 3 |
| -0.77% | Jul 1, 2024 | 1 | Jul 2, 2024 | 1 | Jul 3, 2024 | 2 |