Performance analysis of New England Realty Associates LP (NEN)
Annual Return
Over the past 3 years, NEN has had an average annual return of +0.18%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, NEN has had an average annual return of +4.36%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, NEN has had an average annual return of +4.18%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, NEN has had an average annual return of +15.19%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -4.96% | -17.03% | +23.96% | +2.05% | +8.19% | +38.08% | -17.04% | +13.13% | -22.29% | +24.14% | +23.70% | +6.22% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +11.99% | +53.23% | +29.58% | +12.43% | +31.43% | +1.96% | -17.64% | -13.36% | +6.45% | -6.47% | +68.76% | +38.42% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +47.77% | +83.51% | +66.31% | -3.30% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.87% | -4.30% | -1.30% | +1.54% | -1.76% | +0% | -4.96% | ||||||
| 2025 | +0.36% | -4.81% | +7.93% | -4.20% | -3.47% | -2.53% | -0.83% | -0.68% | -0.14% | -2.10% | -3.93% | -3.50% | -17.03% |
| 2024 | -1.35% | +1.80% | +5.65% | -3.82% | +3.40% | -0.73% | +0.95% | +12.63% | +3.94% | -0.60% | -0.04% | +0.78% | +23.96% |
| 2023 | +5.63% | -2.57% | +2.09% | -3.07% | -1.88% | +5.68% | -1.33% | -2.43% | -2.00% | -2.12% | +1.49% | +3.09% | +2.05% |
| 2022 | +18.05% | +1.20% | +0.89% | +0.02% | -6.39% | +3.09% | +3.90% | -0.00021% | -3.36% | -0.32% | +0.26% | -7.32% | +8.19% |
| 2021 | -0.81% | +4.93% | +6.64% | +3.88% | +7.01% | -1.97% | +1.85% | +1.28% | -0.98% | -0.69% | +3.14% | +9.11% | +38.08% |
| 2020 | +0.81% | -6.40% | -19.22% | -7.40% | +15.24% | +6.40% | +2.83% | -8.26% | -1.35% | -2.12% | +4.36% | +0.84% | -17.04% |
| 2019 | +6.36% | -0.02% | +10.10% | -7.96% | +0% | -1.15% | +3.39% | -3.93% | +1.56% | +1.79% | +2.90% | +0.52% | +13.13% |
| 2018 | -1.16% | -2.07% | -0.84% | -0.86% | -4.73% | +1.65% | -0% | -2.84% | +3.78% | -7.30% | -5.34% | -4.70% | -22.29% |
| 2017 | +2.64% | +3.99% | +6.65% | -2.47% | +3.90% | +2.70% | -2.10% | +1.29% | -1.55% | +3.24% | +1.46% | +2.48% | +24.14% |
Drawdown analysis of New England Realty Associates LP (NEN)
The maximum drawdown for the NEN was -44.21%, occurring on Mar 9, 2009. Recovery took 717 trading sessions.
The current NEN drawdown is -23.53%.
Since Nov 1, 1999 NEN has experienced the following drawdowns:
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 9 times
- 10% or more: 23 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.21% | Feb 16, 2007 | 517 | Mar 9, 2009 | 717 | Jan 10, 2012 | 1234 |
| -41.90% | Nov 8, 2017 | 603 | Apr 3, 2020 | 435 | Dec 23, 2021 | 1038 |
| -29.11% | Jun 7, 2002 | 31 | Jul 23, 2002 | 168 | Mar 24, 2003 | 199 |
| -28.42% | Mar 31, 2025 | 255 | Apr 7, 2026 | Ongoing | Ongoing | Ongoing |
| -27.38% | Oct 2, 2000 | 16 | Oct 24, 2000 | 61 | Jan 23, 2001 | 77 |
| -27.21% | Feb 14, 2005 | 346 | Jun 29, 2006 | 158 | Feb 15, 2007 | 504 |
| -22.66% | Aug 20, 2001 | 19 | Sep 21, 2001 | 103 | Feb 20, 2002 | 122 |
| -20.83% | Jan 23, 2001 | 1 | Jan 24, 2001 | 86 | May 29, 2001 | 87 |
| -20.00% | Feb 9, 2000 | 5 | Feb 16, 2000 | 22 | Mar 20, 2000 | 27 |
| -18.28% | Jul 12, 2001 | 2 | Jul 16, 2001 | 14 | Aug 3, 2001 | 16 |
| -18.02% | Apr 14, 2022 | 384 | Oct 25, 2023 | 207 | Aug 22, 2024 | 591 |
| -15.95% | Nov 6, 2003 | 29 | Dec 18, 2003 | 118 | Jun 9, 2004 | 147 |
| -12.85% | Mar 20, 2000 | 26 | Apr 26, 2000 | 17 | May 19, 2000 | 43 |
| -11.96% | Feb 12, 2013 | 14 | Mar 5, 2013 | 16 | Mar 27, 2013 | 30 |
| -11.87% | Aug 17, 2016 | 20 | Sep 15, 2016 | 130 | Mar 23, 2017 | 150 |
| -11.53% | Feb 1, 2000 | 2 | Feb 3, 2000 | 4 | Feb 9, 2000 | 6 |
| -11.17% | Jan 8, 2025 | 42 | Mar 12, 2025 | 5 | Mar 19, 2025 | 47 |
| -11.04% | Apr 16, 2002 | 3 | Apr 19, 2002 | 19 | May 16, 2002 | 22 |
| -10.81% | May 22, 2013 | 25 | Jun 27, 2013 | 20 | Jul 26, 2013 | 45 |
| -10.77% | May 19, 2000 | 28 | Jun 29, 2000 | 4 | Jul 6, 2000 | 32 |
| -10.53% | Mar 15, 2012 | 54 | Jun 1, 2012 | 48 | Aug 9, 2012 | 102 |
| -10.23% | Jun 4, 2014 | 117 | Nov 18, 2014 | 239 | Oct 30, 2015 | 356 |
| -10.20% | Nov 3, 1999 | 36 | Dec 27, 1999 | 25 | Feb 1, 2000 | 61 |
| -8.65% | Dec 13, 2004 | 14 | Jan 3, 2005 | 25 | Feb 8, 2005 | 39 |
| -8.48% | May 15, 2003 | 10 | May 30, 2003 | 90 | Oct 7, 2003 | 100 |