Performance analysis of NewMarket (NEU)
Annual Return
Over the past 3 years, NEU has had an average annual return of +23.42%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, NEU has had an average annual return of +23.61%, outperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, NEU has had an average annual return of +8.46%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 1, 1999, NEU has had an average annual return of +17.24%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.45% | +32.28% | -1.47% | +79.11% | -6.67% | -11.91% | -16.50% | +20.02% | +5.52% | -4.69% | +13.08% | -4.34% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +22.24% | +29.14% | +47.51% | +62.99% | +9.05% | +233.84% | -36.40% | -4.55% | +144.87% | +22.91% | -9.01% | +236.94% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +41.10% | -36.11% | -53.42% | -9.75% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.40% | -6.68% | +2.89% | +5.41% | +14.50% | +2.66% | -1.44% | +14.45% | |||||
| 2025 | -5.74% | +14.48% | -0.13% | +8.62% | +4.67% | +7.73% | -0.56% | +20.37% | +0.48% | -7.28% | -0.57% | -9.62% | +32.28% |
| 2024 | +2.19% | +15.03% | -0.70% | -16.97% | +1.55% | -3.18% | +8.79% | +2.30% | -3.38% | -4.88% | +1.64% | -0.53% | -1.47% |
| 2023 | +10.74% | -0.29% | +6.91% | +9.49% | -2.45% | +3.73% | +12.33% | +3.97% | -2.62% | +5.96% | +10.03% | +3.30% | +79.11% |
| 2022 | -1.36% | -6.01% | +2.77% | +0.07% | +1.51% | -8.00% | +3.27% | -7.59% | +5.49% | +1.17% | +3.84% | -0.89% | -6.67% |
| 2021 | -1.53% | -3.37% | +0.80% | -8.83% | -0.97% | -5.65% | -1.89% | +10.71% | -2.51% | +0.37% | -2.56% | +4.11% | -11.91% |
| 2020 | -9.64% | -11.61% | -0.97% | +7.46% | +6% | -7.73% | -6.41% | -0.62% | -7.63% | +4.49% | +3.37% | +8.23% | -16.50% |
| 2019 | -2.67% | +9.45% | -0.84% | -3.22% | -7.77% | +4.05% | +5.16% | +12.60% | -0.15% | +2.84% | +1.75% | -1.12% | +20.02% |
| 2018 | +0.05% | +5.11% | -3.48% | -5.51% | +1.25% | +5.73% | +1.22% | -2.05% | +1.56% | -4.82% | +8.94% | -1.56% | +5.52% |
| 2017 | +1.73% | +1.05% | +4.44% | +3.85% | -1.14% | -0.68% | -0.08% | -9.04% | +2.15% | -5.96% | +0.03% | -0.33% | -4.69% |
Drawdown analysis of NewMarket (NEU)
The maximum drawdown for the NEU was -84.90%, occurring on Sep 13, 2002. Recovery took 289 trading sessions.
The current NEU drawdown is -9.55%.
Since Nov 1, 1999 NEU has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 5 times
- 30% or more: 9 times
- 20% or more: 14 times
- 10% or more: 19 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -84.90% | Nov 30, 1999 | 699 | Sep 13, 2002 | 289 | Nov 5, 2003 | 988 |
| -73.19% | Apr 21, 2008 | 150 | Nov 20, 2008 | 204 | Sep 15, 2009 | 354 |
| -47.06% | Jan 21, 2004 | 340 | May 26, 2005 | 155 | Jan 6, 2006 | 495 |
| -41.65% | Oct 25, 2006 | 109 | Apr 4, 2007 | 224 | Feb 25, 2008 | 333 |
| -40.65% | Nov 14, 2019 | 705 | Sep 2, 2022 | 232 | Aug 8, 2023 | 937 |
| -36.92% | May 9, 2006 | 24 | Jun 13, 2006 | 48 | Aug 21, 2006 | 72 |
| -34.11% | Jan 6, 2010 | 22 | Feb 8, 2010 | 192 | Nov 10, 2010 | 214 |
| -32.76% | Oct 8, 2025 | 107 | Mar 13, 2026 | Ongoing | Ongoing | Ongoing |
| -31.42% | Feb 23, 2015 | 243 | Feb 9, 2016 | 306 | Apr 27, 2017 | 549 |
| -27.36% | May 2, 2011 | 68 | Aug 8, 2011 | 57 | Oct 27, 2011 | 125 |
| -23.65% | Mar 1, 2024 | 216 | Jan 10, 2025 | 81 | May 8, 2025 | 297 |
| -22.83% | Jun 9, 2017 | 226 | May 3, 2018 | 321 | Aug 13, 2019 | 547 |
| -22.51% | Apr 7, 2006 | 2 | Apr 11, 2006 | 10 | Apr 26, 2006 | 12 |
| -21.26% | Feb 1, 2012 | 23 | Mar 6, 2012 | 36 | Apr 26, 2012 | 59 |
| -16.68% | Sep 5, 2006 | 21 | Oct 4, 2006 | 14 | Oct 24, 2006 | 35 |
| -16.14% | Jan 22, 2013 | 23 | Feb 25, 2013 | 141 | Sep 16, 2013 | 164 |
| -14.11% | Sep 3, 2014 | 28 | Oct 13, 2014 | 60 | Jan 8, 2015 | 88 |
| -12.26% | Apr 26, 2012 | 16 | May 18, 2012 | 38 | Jul 13, 2012 | 54 |
| -11.74% | Oct 28, 2011 | 19 | Nov 25, 2011 | 6 | Dec 5, 2011 | 25 |
| -9.92% | Apr 22, 2014 | 4 | Apr 28, 2014 | 76 | Aug 14, 2014 | 80 |
| -9.88% | Sep 6, 2012 | 26 | Oct 12, 2012 | 10 | Oct 26, 2012 | 36 |
| -9.27% | Oct 23, 2009 | 5 | Oct 30, 2009 | 4 | Nov 5, 2009 | 9 |
| -8.99% | Sep 22, 2009 | 7 | Oct 1, 2009 | 9 | Oct 14, 2009 | 16 |
| -8.61% | Jan 9, 2006 | 8 | Jan 20, 2006 | 3 | Jan 25, 2006 | 11 |
| -8.56% | Feb 17, 2011 | 7 | Mar 1, 2011 | 9 | Mar 14, 2011 | 16 |