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Performance analysis of Nasdaq Inc - 144A (NDAQ)

Annual Return

Over the past 3 years, NDAQ has had an average annual return of +17.15%, underperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, NDAQ has had an average annual return of +10.38%, underperforming the benchmark SPY, which returned +13.88% annual.

Over the past 10 years, NDAQ has had an average annual return of +16.74%, outperforming the benchmark SPY, which returned +15.44% annual.

Since Jul 1, 2002, NDAQ has had an average annual return of +13.74%, outperforming the benchmark SPY, which returned +10.94% annual.

202620252024202320222021202020192018201720162015
-10.34%+27.19%+34.85%-3.68%-11.18%+60.12%+26.12%+33.87%+8.20%+16.76%+17.49%+23.41%
201420132012201120102009200820072006200520042003
+22.22%+61.78%+3.69%+3.29%+19.73%-19.79%-50.07%+60.73%-12.48%+244.90%+7.94%-5.50%
2002
-33.33%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-0.25%-9.61%-2.77%+8.27%+0.66%-6.17%-10.34%
2025+6.51%+0.53%-8.06%+0.46%+9.62%+7.38%+7.60%-1.54%-6.37%-3.35%+6.35%+7.15%+27.19%
2024-0.64%-2.72%+12.69%-5.15%-1.37%+2.50%+12.31%+6.50%+1.62%+1.25%+12.27%-6.57%+34.85%
2023-1.89%-6.86%-2.11%+1.28%-0.04%-9.56%+1.28%+3.94%-7.02%+2.08%+12.58%+4.54%-3.68%
2022-14.67%-4.50%+4.46%-11.69%-1.34%-1.37%+18.59%-1.28%-4.48%+9.81%+9.99%-10.12%-11.18%
2021+1.91%+2.23%+6.99%+9.55%+3.66%+5.32%+6.22%+4.85%-1.14%+8.73%-3.16%+3.61%+60.12%
2020+8.74%-11.94%-6.92%+15.50%+8.01%+1.29%+9.91%+2.37%-8.35%-1.40%+5.79%+4.12%+26.12%
2019+7.93%+4.01%-3.96%+5.38%-1.69%+6.63%+0.21%+3.60%-0.02%+0.42%+5.04%+2.66%+33.87%
2018+5.31%-0.20%+7.26%+2.44%+4.01%-0.18%+0.14%+4.42%-9.67%+1.06%+5.32%-10.23%+8.20%
2017+5.10%+0.81%-1.89%-0.83%-1.77%+6.24%+4.03%+1.36%+3.43%-6.34%+8.96%-2.47%+16.76%

Drawdown analysis of Nasdaq Inc - 144A (NDAQ)

The maximum drawdown for the NDAQ was -68.48%, occurring on Nov 20, 2008. Recovery took 1529 trading sessions.

The current NDAQ drawdown is -13.76%.

Since Jul 1, 2002 NDAQ has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 3 times
  • 30% or more: 5 times
  • 20% or more: 8 times
  • 10% or more: 15 times
DepthStartTo BottomBottomTo RecoverEndTotal
-68.48%Dec 26, 2007229Nov 20, 20081529Dec 18, 20141758
-66.13%Jul 9, 2002195Apr 16, 2003518May 6, 2005713
-48.01%Jan 30, 200693Jun 13, 2006351Nov 2, 2007444
-38.28%Feb 4, 202033Mar 23, 202047May 29, 202080
-32.84%Nov 5, 2021133May 18, 2022551Jul 30, 2024684
-21.76%Jan 16, 202618Feb 12, 2026OngoingOngoingOngoing
-21.28%Nov 25, 200524Dec 30, 200519Jan 30, 200643
-20.47%Feb 6, 202542Apr 8, 202536May 30, 202578
-19.88%Sep 4, 201877Dec 24, 2018111Jun 5, 2019188
-16.78%Nov 6, 20074Nov 12, 200729Dec 24, 200733
-12.44%Sep 2, 202014Sep 23, 202073Jan 7, 202187
-11.63%Aug 11, 202556Oct 29, 202537Dec 22, 202593
-10.96%Sep 2, 201641Nov 1, 201672Feb 15, 2017113
-10.87%Oct 11, 20052Oct 13, 200510Oct 27, 200512
-10.07%Aug 18, 20155Aug 25, 201533Oct 12, 201538
-9.93%Jul 15, 20055Jul 22, 20055Jul 29, 200510
-9.51%Jul 12, 201916Aug 5, 201974Nov 18, 201990
-8.70%May 6, 20056May 16, 20054May 20, 200510
-8.62%Dec 22, 201424Jan 28, 201511Feb 12, 201535
-8.60%May 22, 201531Jul 8, 201520Aug 5, 201551
-8.36%Nov 27, 202428Jan 10, 202517Feb 5, 202545
-8.11%Jan 30, 20187Feb 8, 201817Mar 6, 201824
-8.11%Nov 20, 201514Dec 11, 201532Jan 29, 201646
-8.08%Jun 13, 20058Jun 23, 20052Jun 27, 200510
-7.95%Mar 15, 201632Apr 29, 201650Jul 12, 201682