Performance analysis of Nelnet (NNI)
Annual Return
Over the past 3 years, NNI has had an average annual return of +12.06%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, NNI has had an average annual return of +13.94%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, NNI has had an average annual return of +14.20%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Dec 12, 2003, NNI has had an average annual return of +9.73%, underperforming the benchmark SPY, which returned +10.96% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.67% | +25.68% | +22.40% | -1.64% | -6.04% | +38.70% | +24.04% | +12.64% | -3.35% | +9.27% | +53.11% | -26.75% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +11% | +42.95% | +28.55% | +5.14% | +42.16% | +20.73% | +13.44% | -52.85% | -32.75% | +51.06% | +20.23% | +3.46% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.80% | -1.60% | -0.39% | +9.88% | -7.85% | +2.37% | -0.12% | +0.67% | |||||
| 2025 | +3.15% | +11.35% | -9.36% | -4.36% | +9.51% | +4.50% | +3.01% | +3.08% | -2.28% | +2.93% | +0.15% | +3.14% | +25.68% |
| 2024 | -1.24% | -1.12% | +10.22% | -0.50% | +10.36% | -2.70% | +11.75% | +2.80% | -1.99% | -0.51% | -3.36% | -1.69% | +22.40% |
| 2023 | +5.22% | -1.42% | -2.11% | +4.80% | -3.67% | +4.30% | +2.28% | -6.66% | -2.75% | -5.05% | -0.74% | +5.15% | -1.64% |
| 2022 | -9.37% | -8.74% | +5.51% | -3.44% | +3.49% | +0.66% | +11.54% | -11.16% | -6.00% | +12.50% | +10.90% | -7.90% | -6.04% |
| 2021 | -3.44% | +5.86% | +0.19% | +2.05% | +2.04% | -0.38% | +0.09% | +7.70% | -2.03% | +4.28% | +4.61% | +13.32% | +38.70% |
| 2020 | -1.68% | -6.93% | -14.48% | +6.03% | +2.79% | -3.15% | +21.49% | +13.26% | -8.00% | +1.31% | +11.60% | +4.92% | +24.04% |
| 2019 | +0.50% | +4.56% | +0.46% | +5.41% | +2.38% | -0.05% | +5.64% | +7.47% | -5.15% | -3.66% | +3.15% | -7.56% | +12.64% |
| 2018 | -4.87% | +6.51% | -5.29% | +0.76% | +16.64% | -4.93% | +0.63% | -1.65% | -0.83% | -1.54% | -2.95% | -3.88% | -3.35% |
| 2017 | -3.39% | -8.40% | -2.08% | +2.62% | -12.35% | +19.59% | +4.42% | -3.09% | +6.47% | +15.92% | -8.22% | +2.26% | +9.27% |
Drawdown analysis of Nelnet (NNI)
The maximum drawdown for the NNI was -89.95%, occurring on Mar 2, 2009. Recovery took 1063 trading sessions.
The current NNI drawdown is -7.43%.
Since Dec 12, 2003 NNI has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 8 times
- 10% or more: 17 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -89.95% | Jan 20, 2006 | 782 | Mar 2, 2009 | 1063 | May 21, 2013 | 1845 |
| -44.04% | Sep 17, 2019 | 129 | Mar 23, 2020 | 162 | Nov 10, 2020 | 291 |
| -40.12% | Mar 24, 2015 | 207 | Jan 19, 2016 | 209 | Nov 14, 2016 | 416 |
| -34.06% | Apr 2, 2004 | 30 | May 17, 2004 | 144 | Dec 10, 2004 | 174 |
| -28.53% | Dec 8, 2016 | 115 | May 25, 2017 | 102 | Oct 19, 2017 | 217 |
| -25.06% | Dec 14, 2021 | 127 | Jun 16, 2022 | 106 | Nov 16, 2022 | 233 |
| -23.70% | Jun 6, 2018 | 138 | Dec 21, 2018 | 94 | May 9, 2019 | 232 |
| -21.02% | Nov 29, 2013 | 48 | Feb 10, 2014 | 126 | Aug 11, 2014 | 174 |
| -18.67% | May 23, 2005 | 22 | Jun 23, 2005 | 70 | Oct 3, 2005 | 92 |
| -18.54% | Nov 6, 2024 | 102 | Apr 7, 2025 | 63 | Jul 9, 2025 | 165 |
| -17.92% | Jun 15, 2023 | 93 | Oct 27, 2023 | 134 | May 10, 2024 | 227 |
| -16.64% | Oct 20, 2017 | 76 | Feb 9, 2018 | 61 | May 9, 2018 | 137 |
| -15.27% | Apr 28, 2026 | 10 | May 12, 2026 | Ongoing | Ongoing | Ongoing |
| -11.37% | May 15, 2024 | 21 | Jun 14, 2024 | 20 | Jul 16, 2024 | 41 |
| -10.70% | Mar 8, 2005 | 28 | Apr 18, 2005 | 13 | May 5, 2005 | 41 |
| -10.10% | Jan 8, 2026 | 54 | Mar 27, 2026 | 18 | Apr 23, 2026 | 72 |
| -10.03% | Dec 1, 2022 | 18 | Dec 28, 2022 | 109 | Jun 6, 2023 | 127 |
| -9.85% | Nov 6, 2014 | 55 | Jan 28, 2015 | 6 | Feb 5, 2015 | 61 |
| -9.85% | Aug 13, 2013 | 26 | Sep 19, 2013 | 16 | Oct 11, 2013 | 42 |
| -9.69% | Jun 3, 2013 | 15 | Jun 24, 2013 | 17 | Jul 18, 2013 | 32 |
| -9.01% | May 9, 2019 | 33 | Jun 26, 2019 | 25 | Aug 1, 2019 | 58 |
| -7.83% | Oct 4, 2005 | 12 | Oct 20, 2005 | 42 | Dec 20, 2005 | 54 |
| -7.62% | Dec 22, 2025 | 7 | Jan 2, 2026 | 4 | Jan 8, 2026 | 11 |
| -7.62% | Jul 30, 2024 | 4 | Aug 5, 2024 | 16 | Aug 27, 2024 | 20 |
| -6.69% | Nov 17, 2020 | 24 | Dec 22, 2020 | 9 | Jan 6, 2021 | 33 |