Performance analysis of NCS Multistage (NCSM)
Annual Return
Over the past 3 years, NCSM has had an average annual return of +32.73%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, NCSM has had an average annual return of +7.86%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Apr 28, 2017, NCSM has had an average annual return of -20.98%, underperforming the benchmark SPY, which returned +15% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.20% | +52.08% | +45.52% | -28.64% | -13.67% | +28.83% | -46.43% | -58.77% | -65.46% | -26.34% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.01% | -0.10% | +55.12% | -11.59% | -22.47% | +4.06% | +3.18% | +15.20% | |||||
| 2025 | +10.94% | -6.53% | +29.87% | -15.68% | -0.81% | +0.96% | +3.79% | +24.28% | +34.03% | -28.13% | -1.74% | +9.54% | +52.08% |
| 2024 | -11.21% | -6.82% | +8.67% | +2.24% | +9.76% | -6.89% | +7.40% | +17.78% | -6.98% | -6.09% | +12.96% | +24.09% | +45.52% |
| 2023 | +3.68% | -8.02% | -0.67% | -12.16% | -18.27% | +0% | +17.65% | -15.00% | -4.94% | -13.12% | -10.26% | +41.59% | -28.64% |
| 2022 | +35.77% | +8.75% | +18.62% | -6.07% | -16.96% | -21.64% | +7.87% | -13.16% | -25.21% | +29.83% | -4.26% | -7.41% | -13.67% |
| 2021 | +45.02% | +18.04% | -27.96% | -8.37% | +17.01% | +6.06% | -7.74% | -20.36% | +23.32% | +10.08% | -2.29% | -5.73% | +28.83% |
| 2020 | -27.07% | -28.76% | -41.28% | +4.69% | -22.39% | +11.15% | -0.69% | +8.01% | -4.19% | +19.19% | +44.07% | +10.20% | -46.43% |
| 2019 | +11.20% | -2.65% | -5.99% | -23.37% | -32.76% | +32.98% | -9.58% | -32.73% | -7.32% | +12.40% | -4.45% | -2.33% | -58.77% |
| 2018 | +10.86% | -10.53% | +2.60% | +21.46% | -16.46% | -4.54% | +9.16% | +2.59% | +1.48% | -31.56% | -35.40% | -30.26% | -65.46% |
| 2017 | +0% | +31.13% | -4.03% | -10.85% | -11.98% | +21.86% | -9.55% | -22.87% | -12.27% | -26.34% |
Drawdown analysis of NCS Multistage (NCSM)
The maximum drawdown for the NCSM was -98.58%, occurring on Apr 3, 2020. This drawdown has not yet recovered.
The current NCSM drawdown is -91.59%.
Since Apr 28, 2017 NCSM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -98.58% | May 26, 2017 | 718 | Apr 3, 2020 | Ongoing | Ongoing | Ongoing |
| -3.29% | May 3, 2017 | 1 | May 4, 2017 | 2 | May 8, 2017 | 3 |
| -2.25% | May 8, 2017 | 2 | May 10, 2017 | 4 | May 16, 2017 | 6 |
| -0.37% | May 19, 2017 | 1 | May 22, 2017 | 2 | May 24, 2017 | 3 |