Performance analysis of Natural Grocers by Vitamin Cottage (NGVC)
Annual Return
Over the past 3 years, NGVC has had an average annual return of +40.48%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, NGVC has had an average annual return of +29.08%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, NGVC has had an average annual return of +12.40%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jul 25, 2012, NGVC has had an average annual return of +6.57%, underperforming the benchmark SPY, which returned +15.06% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +25.25% | -36.05% | +152.52% | +91.23% | -34.05% | +6.27% | +61.48% | -35.13% | +71.66% | -24.89% | -41.63% | -27.69% |
| 2014 | 2013 | 2012 | |||||||||
| -33.64% | +122.36% | +6.89% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.06% | -1.06% | -3.83% | +12.03% | +1.91% | +5.65% | +0.07% | +25.25% | |||||
| 2025 | +9.62% | +2.07% | -9.28% | +24.77% | -2.41% | -19.62% | -3.47% | +1.48% | +4.36% | -19.77% | -13.53% | -9.24% | -36.05% |
| 2024 | -6.56% | +10.83% | +9.59% | -9.36% | +31.90% | -1.31% | +28.68% | -2.42% | +11.96% | -7.78% | +71.84% | -15.36% | +152.52% |
| 2023 | +8.65% | +11.58% | +7.02% | -8.17% | +3.29% | +10.95% | +1.56% | +2.07% | +2.39% | -2.64% | +32.91% | +1.98% | +91.23% |
| 2022 | +2.46% | +16.91% | +15.50% | +4.03% | -12.91% | -9.68% | +3.95% | -12.79% | -24.86% | +6.58% | -11.50% | -9.34% | -34.05% |
| 2021 | +21.19% | -15.01% | +24.64% | -10.43% | -23.28% | -10.43% | +4.10% | +8.82% | -7.20% | +8.56% | +6.36% | +10.81% | +6.27% |
| 2020 | -8.32% | -22.98% | +23.32% | +32.44% | +28.39% | +3.34% | +6.38% | -25.53% | -15.88% | +7.93% | +55.48% | -5.64% | +61.48% |
| 2019 | -10.89% | +3.96% | -15.85% | +3.60% | -17.05% | -2.14% | -8.76% | +2.96% | +5.83% | -12.23% | +7.41% | +5.57% | -35.13% |
| 2018 | -3.70% | -19.19% | +3.03% | -0.15% | +43.79% | +23.92% | +4.16% | +46.27% | -12.98% | +7.29% | +4.46% | -19.02% | +71.66% |
| 2017 | +6.31% | -4.51% | -13.92% | +5.29% | -9.40% | -16.56% | +6.54% | -36.21% | -0.73% | -12.00% | +60.09% | +13.61% | -24.89% |
Drawdown analysis of Natural Grocers by Vitamin Cottage (NGVC)
The maximum drawdown for the NGVC was -89.04%, occurring on Oct 27, 2017. Recovery took 1767 trading sessions.
The current NGVC drawdown is -46.90%.
Since Jul 25, 2012 NGVC has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -89.04% | Mar 20, 2014 | 910 | Oct 27, 2017 | 1767 | Nov 6, 2024 | 2677 |
| -59.87% | May 9, 2025 | 166 | Jan 7, 2026 | Ongoing | Ongoing | Ongoing |
| -29.00% | Feb 6, 2025 | 21 | Mar 10, 2025 | 36 | Apr 30, 2025 | 57 |
| -28.53% | Oct 3, 2012 | 66 | Jan 10, 2013 | 61 | Apr 10, 2013 | 127 |
| -21.54% | Jan 10, 2014 | 12 | Jan 29, 2014 | 32 | Mar 17, 2014 | 44 |
| -18.60% | Nov 29, 2024 | 13 | Dec 18, 2024 | 31 | Feb 5, 2025 | 44 |
| -16.57% | Sep 13, 2013 | 46 | Nov 18, 2013 | 28 | Dec 30, 2013 | 74 |
| -15.98% | Jul 9, 2013 | 29 | Aug 19, 2013 | 17 | Sep 12, 2013 | 46 |
| -13.10% | May 21, 2013 | 10 | Jun 5, 2013 | 8 | Jun 17, 2013 | 18 |
| -11.30% | Apr 10, 2013 | 3 | Apr 15, 2013 | 6 | Apr 23, 2013 | 9 |
| -9.33% | May 2, 2025 | 4 | May 8, 2025 | 1 | May 9, 2025 | 5 |
| -9.17% | Jul 31, 2012 | 16 | Aug 22, 2012 | 3 | Aug 27, 2012 | 19 |
| -8.26% | Aug 30, 2012 | 8 | Sep 12, 2012 | 3 | Sep 17, 2012 | 11 |
| -6.99% | Jun 25, 2013 | 3 | Jun 28, 2013 | 2 | Jul 2, 2013 | 5 |
| -4.91% | Apr 23, 2013 | 10 | May 7, 2013 | 3 | May 10, 2013 | 13 |
| -4.79% | Jun 19, 2013 | 1 | Jun 20, 2013 | 1 | Jun 21, 2013 | 2 |
| -4.01% | Nov 12, 2024 | 2 | Nov 14, 2024 | 3 | Nov 19, 2024 | 5 |
| -3.41% | Sep 21, 2012 | 2 | Sep 25, 2012 | 4 | Oct 1, 2012 | 6 |
| -2.25% | Sep 19, 2012 | 1 | Sep 20, 2012 | 1 | Sep 21, 2012 | 2 |
| -2.06% | Aug 27, 2012 | 2 | Aug 29, 2012 | 1 | Aug 30, 2012 | 3 |
| -1.77% | May 10, 2013 | 1 | May 13, 2013 | 1 | May 14, 2013 | 2 |
| -1.74% | Jun 17, 2013 | 1 | Jun 18, 2013 | 1 | Jun 19, 2013 | 2 |
| -1.67% | Dec 31, 2013 | 1 | Jan 2, 2014 | 3 | Jan 7, 2014 | 4 |
| -1.64% | Nov 25, 2024 | 2 | Nov 27, 2024 | 1 | Nov 29, 2024 | 3 |
| -1.31% | Jun 21, 2013 | 1 | Jun 24, 2013 | 1 | Jun 25, 2013 | 2 |