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Performance analysis of Annaly Capital Management (NLY)

Annual Return

Over the past 3 years, NLY has had an average annual return of +19.08%, underperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, NLY has had an average annual return of +5.34%, underperforming the benchmark SPY, which returned +12.78% annual.

Over the past 10 years, NLY has had an average annual return of +6.13%, underperforming the benchmark SPY, which returned +14.91% annual.

Since Nov 1, 1999, NLY has had an average annual return of +10.65%, outperforming the benchmark SPY, which returned +8.46% annual.

202620252024202320222021202020192018201720162015
+8.40%+39.89%+7.94%+4.88%-21.19%+2.51%+2.43%+7.18%-7.29%+31.79%+19.14%-2.07%
201420132012201120102009200820072006200520042003
+20.67%-20.01%-0.07%+2.47%+19.85%+27.29%-0.45%+39.43%+32.85%-40.64%+18.65%+8.73%
2002200120001999
+36.16%+100.03%+17.59%+1.20%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+2.91%+1%-5.98%+8.27%-4.59%+5.77%+1.52%+8.40%
2025+11.53%+7.59%-4.33%-3.50%-3.32%+3.01%+8.02%+4.23%-1.32%+4.75%+7.70%+1.14%+39.89%
2024-0.93%-0.52%+6.59%-4.82%+5.12%+0.05%+4.46%+1.26%+2.78%-5.28%+4.84%-4.92%+7.94%
2023+11.34%-11.89%-4.40%+4.55%-5.51%+9.43%+0.40%+0.90%-3.98%-17.01%+15.76%+10.70%+4.88%
2022+1.02%-11.90%+4.29%-8.81%+2.96%-7.26%+16.41%-6.25%-30.15%+8.10%+16.82%+1.28%-21.19%
2021-3.91%+2.34%+6.10%+5.58%+2.09%-1.83%-4.39%+2.36%-0.59%+0.47%-4.26%-0.78%+2.51%
2020+3.61%-9.22%-40.25%+23.27%-1.44%+10.08%+12.96%-0.81%-0.14%-0.42%+12.84%+8.40%+2.43%
2019+6.31%-2.97%+1.56%+1%-12.69%+6.48%+4.60%-13.09%+9.06%+2.05%+3.90%+3.64%+7.18%
2018-11.35%-4.84%+7.01%-0.58%+0.58%+1.50%+4.18%-0.93%-0.89%-3.52%+1.72%+0.78%-7.29%
2017+2.51%+8.61%+2.79%+6.30%+1.44%+3.08%-0.17%+3.91%-0.09%-5.99%+1.83%+4.43%+31.79%

Drawdown analysis of Annaly Capital Management (NLY)

The maximum drawdown for the NLY was -60.03%, occurring on Apr 3, 2020. Recovery took 269 trading sessions.

The current NLY drawdown is -3.07%.

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

  • 50% or more: 2 times
  • 40% or more: 4 times
  • 30% or more: 5 times
  • 20% or more: 8 times
  • 10% or more: 18 times
DepthStartTo BottomBottomTo RecoverEndTotal
-60.03%Feb 20, 202031Apr 3, 2020269Apr 29, 2021300
-51.91%Jun 9, 2021337Oct 10, 2022727Sep 4, 20251064
-43.38%Jun 17, 2005101Nov 9, 2005502Nov 8, 2007603
-41.00%Feb 7, 2008182Oct 27, 2008192Aug 3, 2009374
-36.29%Sep 12, 2012310Dec 6, 2013672Aug 9, 2016982
-24.54%Jul 16, 200367Oct 20, 200380Feb 13, 2004147
-21.67%Mar 23, 200436May 13, 2004135Nov 24, 2004171
-21.03%Jun 21, 200221Jul 23, 2002107Dec 23, 2002128
-19.51%Nov 9, 199966Feb 14, 200034Apr 3, 2000100
-19.46%Oct 5, 2017479Sep 3, 201994Jan 16, 2020573
-15.40%Jan 6, 200326Feb 12, 200347Apr 22, 200373
-14.94%Aug 17, 200115Sep 10, 200164Dec 14, 200179
-14.88%Jan 16, 202648Mar 27, 202667Jul 6, 2026115
-14.85%Mar 19, 201043May 20, 201025Jun 25, 201068
-14.05%Sep 22, 200047Nov 29, 200017Dec 22, 200064
-13.46%Jul 7, 201165Oct 7, 2011159May 25, 2012224
-11.52%Sep 28, 200922Oct 28, 200980Feb 24, 2010102
-10.05%Feb 2, 200528Mar 15, 200560Jun 9, 200588
-9.99%Nov 8, 200711Nov 26, 200713Dec 13, 200724
-9.88%Aug 10, 201689Dec 15, 201642Feb 16, 2017131
-9.83%Jun 27, 200026Aug 3, 200035Sep 22, 200061
-9.04%Dec 22, 20049Jan 5, 200511Jan 21, 200520
-8.94%Feb 6, 20028Feb 19, 200248Apr 29, 200256
-8.33%Apr 5, 20007Apr 14, 200048Jun 23, 200055
-7.18%May 13, 20034May 19, 200325Jun 24, 200329