Performance analysis of New Jersey Resources (NJR)
Annual Return
Over the past 3 years, NJR has had an average annual return of +12.18%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, NJR has had an average annual return of +12.70%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, NJR has had an average annual return of +7.91%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, NJR has had an average annual return of +11.16%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +28.84% | +2.87% | +8.74% | -6.96% | +24.99% | +19.61% | -16.73% | +0.12% | +16.54% | +16.20% | +10.73% | +11.32% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +37.89% | +21.13% | -15.86% | +17.95% | +19.50% | -1.42% | +22.08% | +6.22% | +19.64% | -0.34% | +16.26% | +26.28% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +5.25% | +12.69% | +16.89% | -1.30% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.29% | +9.62% | +2.15% | +2.53% | -1.88% | +2.30% | +4.21% | +28.84% | |||||
| 2025 | +2.79% | +0.90% | +2.35% | -0.24% | -6.23% | -1.35% | +2.43% | +3.01% | +2.86% | -8.00% | +8.53% | -3.08% | +2.87% |
| 2024 | -8.41% | +1.91% | +4.14% | +1.82% | -0.53% | -0.69% | +9.38% | -0.94% | +2.89% | -2.78% | +12.40% | -8.71% | +8.74% |
| 2023 | +0.60% | +2.22% | +5.04% | -2.93% | -6.18% | -1.79% | -5.30% | -5.66% | -2.70% | -0.12% | +3.99% | +6.65% | -6.96% |
| 2022 | -2.07% | +8.48% | +6.01% | -5.89% | +6.39% | -2.20% | +3.73% | -4.44% | -11.53% | +15.35% | +11.45% | +0.52% | +24.99% |
| 2021 | -1.52% | +12.23% | +2.28% | +5.22% | +1.84% | -6.66% | -2.65% | -3.06% | -5.81% | +8.62% | -2.72% | +12.67% | +19.61% |
| 2020 | -7.29% | -14.54% | -2.67% | -0.56% | +3.97% | -6.11% | -4.87% | -2.96% | -9.25% | +7.99% | +13.19% | +8.65% | -16.73% |
| 2019 | +6.20% | -0.21% | +3.48% | +0.58% | -5.25% | +5.50% | +0.20% | -8.28% | -0.44% | -3.58% | -2.43% | +5.49% | +0.12% |
| 2018 | -3.48% | -1.80% | +5.97% | +3.12% | +7.38% | +1.45% | +3.35% | -1.40% | +1.74% | -2.17% | +7.61% | -5.35% | +16.54% |
| 2017 | +6.20% | +4.51% | +1.18% | +1.89% | +3.84% | -4.69% | +6.17% | +3.56% | -2.80% | +5.46% | +0.34% | -9.26% | +16.20% |
Drawdown analysis of New Jersey Resources (NJR)
The maximum drawdown for the NJR was -50.63%, occurring on Mar 18, 2020. Recovery took 512 trading sessions.
The current NJR drawdown is -1.50%.
Since Nov 1, 1999 NJR has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 5 times
- 10% or more: 22 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.63% | Jun 21, 2019 | 186 | Mar 18, 2020 | 512 | Mar 29, 2022 | 698 |
| -27.78% | Apr 11, 2023 | 120 | Oct 2, 2023 | 585 | Feb 2, 2026 | 705 |
| -25.39% | Feb 2, 2009 | 24 | Mar 9, 2009 | 391 | Sep 24, 2010 | 415 |
| -24.47% | Sep 18, 2008 | 15 | Oct 9, 2008 | 31 | Nov 21, 2008 | 46 |
| -21.15% | Apr 16, 2002 | 68 | Jul 23, 2002 | 21 | Aug 21, 2002 | 89 |
| -19.31% | Dec 29, 2011 | 221 | Nov 15, 2012 | 243 | Nov 4, 2013 | 464 |
| -19.15% | Jul 6, 2016 | 64 | Oct 5, 2016 | 94 | Feb 21, 2017 | 158 |
| -18.90% | Nov 14, 2017 | 58 | Feb 8, 2018 | 76 | May 30, 2018 | 134 |
| -17.53% | May 14, 2007 | 207 | Mar 10, 2008 | 108 | Aug 12, 2008 | 315 |
| -17.24% | Aug 19, 2022 | 29 | Sep 30, 2022 | 35 | Nov 18, 2022 | 64 |
| -17.16% | Feb 5, 2015 | 147 | Sep 4, 2015 | 77 | Dec 24, 2015 | 224 |
| -16.04% | Dec 28, 2000 | 22 | Jan 31, 2001 | 75 | May 18, 2001 | 97 |
| -14.71% | Jun 27, 2014 | 27 | Aug 6, 2014 | 58 | Oct 28, 2014 | 85 |
| -14.59% | Jul 8, 2005 | 71 | Oct 18, 2005 | 188 | Jul 19, 2006 | 259 |
| -13.31% | Jul 21, 2011 | 12 | Aug 8, 2011 | 15 | Aug 29, 2011 | 27 |
| -12.82% | Aug 30, 2011 | 23 | Oct 3, 2011 | 14 | Oct 21, 2011 | 37 |
| -12.72% | Dec 13, 2018 | 20 | Jan 14, 2019 | 76 | May 3, 2019 | 96 |
| -11.64% | Apr 1, 2022 | 53 | Jun 17, 2022 | 39 | Aug 15, 2022 | 92 |
| -11.56% | Aug 17, 2000 | 48 | Oct 25, 2000 | 42 | Dec 26, 2000 | 90 |
| -10.70% | Nov 15, 2006 | 36 | Jan 10, 2007 | 71 | Apr 24, 2007 | 107 |
| -10.30% | Nov 18, 1999 | 67 | Feb 25, 2000 | 25 | Mar 31, 2000 | 92 |
| -10.03% | Dec 12, 2002 | 29 | Jan 27, 2003 | 38 | Mar 21, 2003 | 67 |
| -9.99% | Nov 28, 2008 | 9 | Dec 11, 2008 | 32 | Jan 29, 2009 | 41 |
| -9.97% | Mar 31, 2000 | 63 | Jun 30, 2000 | 30 | Aug 14, 2000 | 93 |
| -9.50% | May 30, 2018 | 8 | Jun 11, 2018 | 10 | Jun 25, 2018 | 18 |