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Performance analysis of National Healthcare (NHC)

Annual Return

Over the past 3 years, NHC has had an average annual return of +47.85%, outperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, NHC has had an average annual return of +23.98%, outperforming the benchmark SPY, which returned +13.88% annual.

Over the past 10 years, NHC has had an average annual return of +14.67%, underperforming the benchmark SPY, which returned +15.44% annual.

Since Nov 1, 1999, NHC has had an average annual return of +16.22%, outperforming the benchmark SPY, which returned +8.56% annual.

202620252024202320222021202020192018201720162015
+36.54%+30.35%+19.02%+60.82%-9.42%+5.36%-20.72%+13%+32.42%-17.28%+26.11%+1.24%
201420132012201120102009200820072006200520042003
+19.30%+17.66%+17.65%-6.80%+31.90%-26.76%+0.26%-4.88%+49.84%+7.62%+80.44%+13.72%
2002200120001999
+13.86%+99.92%+46.45%-14.29%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+4.39%+14.25%-1.93%+8.51%+6.42%+1.10%+36.54%
2025-4.55%-9.25%+0.26%+1.82%+10.21%+3.37%-10.26%+18.17%+7.64%-1.70%+14.11%+1.06%+30.35%
2024+0.67%+6.04%-3.60%-3.85%+16.37%+3.08%+25.61%+0.71%-7.84%-7.74%+7.90%-13.60%+19.02%
2023+0.07%-6.42%+5.25%-0.28%+4.82%+2.83%-4.53%+11.74%-2.11%+5.28%+13.67%+21.45%+60.82%
2022-3.74%-0.58%+8.85%-3.09%+3.28%+0.26%+1.62%-2.22%-8.01%-3.82%+1.18%-2.57%-9.42%
2021-3.55%+8.59%+12.77%-9.76%+4.12%-3.81%+11.09%-4.89%-4.55%-0.06%-7.79%+6.20%+5.36%
2020-2.90%-11.57%-2.67%-4.68%-1.90%-4.64%-6.49%+7.38%-1.36%+1.59%-1.71%+7.57%-20.72%
2019+2.40%+1.34%-6.18%-0.59%+2.97%+5.16%+7.95%-7.76%+1.94%+0.40%+3.43%+2.30%+13%
2018+2.35%-5.93%+2.45%+2.77%+8.35%+6.75%+2.42%+6.92%-1.55%+5.52%+4.93%-5.39%+32.42%
2017-1.24%-0.31%-3.84%+4.38%-7.96%+3.09%-7.09%-4.34%+1.13%+2.29%+3.67%-7.44%-17.28%

Drawdown analysis of National Healthcare (NHC)

The maximum drawdown for the NHC was -63.27%, occurring on Oct 18, 2000. Recovery took 42 trading sessions.

The current NHC drawdown is -6.55%.

Since Nov 1, 1999 NHC has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 2 times
  • 30% or more: 6 times
  • 20% or more: 7 times
  • 10% or more: 27 times
DepthStartTo BottomBottomTo RecoverEndTotal
-63.27%Nov 1, 1999244Oct 18, 200042Dec 18, 2000286
-42.93%Nov 16, 20061188Aug 8, 2011352Jan 2, 20131540
-38.78%Aug 17, 200121Sep 24, 2001192Jun 28, 2002213
-35.27%Jan 8, 202046Mar 16, 2020937Dec 4, 2023983
-33.40%Aug 30, 2024140Mar 25, 2025170Nov 25, 2025310
-32.80%Jun 28, 2002316Sep 30, 200339Nov 24, 2003355
-23.85%Dec 27, 2016278Feb 5, 2018132Aug 14, 2018410
-18.27%Dec 2, 200433Jan 20, 200526Feb 28, 200559
-18.20%May 4, 200412May 20, 200495Oct 6, 2004107
-17.70%Feb 28, 200543Apr 29, 2005131Nov 3, 2005174
-14.98%Nov 24, 200314Dec 15, 200343Feb 18, 200457
-14.45%Jan 31, 200113Feb 20, 200123Mar 23, 200136
-14.19%Jun 8, 200626Jul 17, 200631Aug 29, 200657
-14.14%Feb 19, 201943Apr 22, 201959Jul 16, 2019102
-13.65%Jul 31, 20244Aug 6, 202418Aug 30, 202422
-13.64%Oct 16, 200617Nov 8, 20066Nov 16, 200623
-13.22%Nov 30, 201532Jan 15, 2016209Nov 11, 2016241
-12.77%Feb 22, 202437Apr 16, 202421May 15, 202458
-12.51%Jul 10, 20018Jul 20, 200118Aug 15, 200126
-11.90%Feb 27, 20049Mar 11, 200413Mar 30, 200422
-11.14%Jul 30, 201949Oct 8, 201944Dec 10, 201993
-10.84%Nov 29, 201345Feb 5, 201434Mar 26, 201479
-10.74%Nov 30, 201814Dec 21, 201833Feb 11, 201947
-10.65%Jul 14, 201529Aug 24, 201549Nov 2, 201578
-10.58%Dec 29, 20002Jan 3, 20017Jan 12, 20019