Performance analysis of Nacco Industries (NC)
Annual Return
Over the past 3 years, NC has had an average annual return of +21.18%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, NC has had an average annual return of +16.89%, outperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, NC has had an average annual return of +15.60%, outperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, NC has had an average annual return of +12.45%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.80% | +68.78% | -15.91% | -1.50% | +6.76% | +42.24% | -42.26% | +40.38% | -8.35% | +55.86% | +118.22% | -27.48% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -2.79% | +4.24% | +119.16% | -15.69% | +123.90% | +40.89% | -61.33% | -25.87% | +18.20% | +13.08% | +20.02% | +108.55% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -21.48% | +31.86% | -19.69% | +18.11% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.39% | +16.56% | -9.04% | -7.29% | +5.02% | +1.14% | +4.80% | ||||||
| 2025 | +6.07% | +2.05% | +5.23% | +3.47% | +3.47% | +23.56% | -14.42% | +3.16% | +8.46% | +0.28% | +14.10% | +2.22% | +68.78% |
| 2024 | -0.60% | -8.41% | -8.52% | -8.81% | +21.67% | -16.86% | +8.82% | -7.41% | +2.54% | +10.44% | +2.87% | -6.77% | -15.91% |
| 2023 | +2.55% | -4.05% | -3.01% | +0.14% | -12.33% | +10.21% | +6.72% | -11.87% | +8.30% | -1.48% | +0.83% | +5.43% | -1.50% |
| 2022 | -15.95% | +1.34% | +27.70% | +17.49% | +25.64% | -34.30% | +3.69% | +14.97% | +4.58% | +20.26% | -19.61% | -16.04% | +6.76% |
| 2021 | -8.86% | +4.05% | +0.88% | -7.29% | +11.49% | +1.76% | -3.73% | +0.16% | +19.79% | +4.02% | -3.93% | +22.48% | +42.24% |
| 2020 | +0.66% | -12.18% | -32.12% | +25.63% | -24.71% | -11.34% | -6.27% | -5.25% | -11.17% | +7.03% | +38.22% | -1.68% | -42.26% |
| 2019 | +0.53% | +7.79% | +4.51% | +6.99% | +22.63% | +3.96% | +2.33% | -5.98% | +28.38% | -20.98% | -6.36% | -0.57% | +40.38% |
| 2018 | +11.69% | -1.63% | -20.27% | +12.18% | +4.52% | -11.99% | -2.22% | +7.02% | -6.83% | +5.47% | +2.13% | -3.45% | -8.35% |
| 2017 | -18.55% | -12.18% | +8.22% | +21.27% | -21.41% | +6.94% | -7.41% | +10.93% | +18.34% | +78.92% | +5.68% | -14.04% | +55.86% |
Drawdown analysis of Nacco Industries (NC)
The maximum drawdown for the NC was -91.51%, occurring on Mar 9, 2009. Recovery took 903 trading sessions.
The current NC drawdown is -13.03%.
Since Nov 1, 1999 NC has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 7 times
- 20% or more: 8 times
- 10% or more: 20 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -91.51% | May 29, 2007 | 448 | Mar 9, 2009 | 903 | Oct 4, 2012 | 1351 |
| -71.91% | Oct 17, 2019 | 237 | Sep 25, 2020 | 1353 | Feb 17, 2026 | 1590 |
| -54.04% | Jul 19, 2001 | 306 | Oct 10, 2002 | 217 | Aug 21, 2003 | 523 |
| -38.62% | Dec 31, 1999 | 124 | Jun 28, 2000 | 149 | Jan 31, 2001 | 273 |
| -37.93% | Nov 21, 2017 | 232 | Oct 24, 2018 | 129 | May 2, 2019 | 361 |
| -35.65% | Nov 23, 2016 | 60 | Feb 22, 2017 | 154 | Oct 2, 2017 | 214 |
| -35.52% | Jan 10, 2013 | 734 | Dec 9, 2015 | 170 | Aug 12, 2016 | 904 |
| -29.55% | May 4, 2006 | 50 | Jul 17, 2006 | 192 | Apr 23, 2007 | 242 |
| -19.61% | Mar 2, 2026 | 35 | Apr 21, 2026 | Ongoing | Ongoing | Ongoing |
| -19.02% | Jul 1, 2004 | 51 | Sep 14, 2004 | 36 | Nov 3, 2004 | 87 |
| -18.41% | Jan 20, 2004 | 42 | Mar 19, 2004 | 70 | Jun 30, 2004 | 112 |
| -15.67% | Mar 4, 2005 | 49 | May 13, 2005 | 52 | Jul 28, 2005 | 101 |
| -14.99% | Dec 1, 2004 | 40 | Jan 28, 2005 | 22 | Mar 2, 2005 | 62 |
| -14.74% | Oct 26, 2017 | 5 | Nov 2, 2017 | 4 | Nov 8, 2017 | 9 |
| -13.97% | Mar 9, 2001 | 18 | Apr 4, 2001 | 23 | May 8, 2001 | 41 |
| -11.47% | Oct 9, 2003 | 11 | Oct 24, 2003 | 2 | Oct 28, 2003 | 13 |
| -10.87% | Oct 3, 2005 | 13 | Oct 20, 2005 | 29 | Dec 1, 2005 | 42 |
| -10.34% | Aug 1, 2005 | 19 | Aug 26, 2005 | 25 | Oct 3, 2005 | 44 |
| -10.17% | Jul 12, 2019 | 29 | Aug 22, 2019 | 17 | Sep 17, 2019 | 46 |
| -10.02% | Sep 4, 2003 | 16 | Sep 26, 2003 | 7 | Oct 7, 2003 | 23 |
| -9.48% | Nov 5, 2003 | 7 | Nov 14, 2003 | 13 | Dec 4, 2003 | 20 |
| -8.39% | Apr 25, 2007 | 11 | May 10, 2007 | 9 | May 23, 2007 | 20 |
| -7.19% | May 23, 2001 | 11 | Jun 8, 2001 | 3 | Jun 13, 2001 | 14 |
| -7.14% | Dec 1, 2005 | 12 | Dec 19, 2005 | 10 | Jan 4, 2006 | 22 |
| -7.11% | Jan 30, 2006 | 10 | Feb 13, 2006 | 7 | Feb 23, 2006 | 17 |