Performance analysis of National Research (NRC)
Annual Return
Over the past 3 years, NRC has had an average annual return of -18.60%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, NRC has had an average annual return of -13.66%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, NRC has had an average annual return of +5.45%, underperforming the benchmark SPY, which returned +15.04% annual.
Since May 23, 2013, NRC has had an average annual return of +2.50%, underperforming the benchmark SPY, which returned +14.09% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.39% | +10.08% | -54.49% | +9.61% | -8.21% | -1.83% | -34.86% | +75.47% | +4.02% | +99.10% | +21.06% | +19.36% |
| 2014 | 2013 | ||||||||||
| -25.35% | -5.90% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.37% | -34.08% | +27.80% | -3.06% | +18.65% | +11.29% | -0.42% | +16.39% | |||||
| 2025 | -5.50% | -12.48% | -11.45% | -11.25% | +18.93% | +25.25% | -25.60% | +17.53% | -12.23% | +4.55% | +27.17% | +11.42% | +10.08% |
| 2024 | -0.40% | +2.34% | -1.46% | -13.53% | -18.01% | -17.84% | +11.07% | -10.55% | +0.80% | -20.69% | +8.44% | -9.66% | -54.49% |
| 2023 | +24.45% | -2.71% | -3.38% | +0.05% | +3.14% | -2.83% | -1.38% | -2.59% | +8.77% | -4.76% | -1.96% | -4.22% | +9.61% |
| 2022 | +0.19% | -4.37% | +0.29% | -13.49% | +4.64% | +7.33% | -0.99% | -10.00% | +17.38% | +2.34% | -4.89% | -3.40% | -8.21% |
| 2021 | +5.96% | +14.06% | -9.37% | +9.82% | -6.76% | -3.79% | +14.99% | +2.31% | -21.69% | +2.68% | -7.50% | +3.97% | -1.83% |
| 2020 | +2.62% | -18.74% | -16.91% | +13.43% | +9.94% | +2.63% | -1.75% | -2.08% | -12.13% | +5.26% | -0.94% | -16.68% | -34.86% |
| 2019 | +4.83% | -2.63% | -0.36% | +2.54% | +28.83% | +13.33% | +17.07% | -5.03% | -9.51% | -0.55% | +12.33% | +2.54% | +75.47% |
| 2018 | +0.94% | -24.83% | +3.71% | +11.80% | +5.35% | +9.05% | +1.47% | +3.16% | -0.98% | -1.43% | +4.78% | -3.87% | +4.02% |
| 2017 | -8.16% | +6.88% | +6.17% | +25.89% | -3.22% | +12.49% | +9.29% | +9.87% | +17.02% | -0.40% | -9.59% | +10.16% | +99.10% |
Drawdown analysis of National Research (NRC)
The maximum drawdown for the NRC was -84.09%, occurring on Apr 21, 2025. This drawdown has not yet recovered.
The current NRC drawdown is -64.84%.
Since May 23, 2013 NRC has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -84.09% | Jan 28, 2020 | 1314 | Apr 21, 2025 | Ongoing | Ongoing | Ongoing |
| -41.15% | May 28, 2013 | 592 | Oct 1, 2015 | 315 | Dec 30, 2016 | 907 |
| -26.40% | Jan 25, 2018 | 23 | Feb 28, 2018 | 78 | Jun 20, 2018 | 101 |
| -18.55% | Oct 3, 2017 | 31 | Nov 15, 2017 | 47 | Jan 25, 2018 | 78 |
| -17.01% | Jul 31, 2019 | 54 | Oct 16, 2019 | 48 | Dec 24, 2019 | 102 |
| -13.89% | Mar 2, 2017 | 5 | Mar 9, 2017 | 12 | Mar 27, 2017 | 17 |
| -12.24% | Jan 5, 2017 | 16 | Jan 30, 2017 | 22 | Mar 2, 2017 | 38 |
| -9.11% | Aug 23, 2018 | 43 | Oct 24, 2018 | 24 | Nov 28, 2018 | 67 |
| -7.25% | Nov 28, 2018 | 17 | Dec 24, 2018 | 19 | Jan 23, 2019 | 36 |
| -6.23% | Jun 20, 2018 | 15 | Jul 12, 2018 | 29 | Aug 22, 2018 | 44 |
| -6.06% | Jun 21, 2019 | 3 | Jun 26, 2019 | 2 | Jun 28, 2019 | 5 |
| -5.78% | May 3, 2017 | 11 | May 18, 2017 | 12 | Jun 6, 2017 | 23 |
| -4.85% | Apr 11, 2017 | 2 | Apr 13, 2017 | 2 | Apr 18, 2017 | 4 |
| -4.26% | Jun 13, 2017 | 10 | Jun 27, 2017 | 10 | Jul 12, 2017 | 20 |
| -4.23% | Jan 23, 2019 | 41 | Mar 22, 2019 | 10 | Apr 5, 2019 | 51 |
| -4.01% | Aug 15, 2017 | 4 | Aug 21, 2017 | 5 | Aug 28, 2017 | 9 |
| -3.58% | Apr 10, 2019 | 7 | Apr 22, 2019 | 9 | May 3, 2019 | 16 |
| -3.49% | Jun 28, 2019 | 2 | Jul 2, 2019 | 5 | Jul 10, 2019 | 7 |
| -3.42% | Sep 6, 2017 | 2 | Sep 8, 2017 | 4 | Sep 14, 2017 | 6 |
| -3.35% | May 28, 2019 | 4 | Jun 3, 2019 | 9 | Jun 14, 2019 | 13 |
| -3.25% | Mar 27, 2017 | 2 | Mar 29, 2017 | 4 | Apr 4, 2017 | 6 |
| -2.70% | Jan 13, 2020 | 4 | Jan 17, 2020 | 1 | Jan 21, 2020 | 5 |
| -2.46% | Jan 6, 2020 | 1 | Jan 7, 2020 | 4 | Jan 13, 2020 | 5 |
| -2.27% | Dec 24, 2019 | 3 | Dec 30, 2019 | 4 | Jan 6, 2020 | 7 |
| -2.26% | Apr 5, 2019 | 2 | Apr 9, 2019 | 1 | Apr 10, 2019 | 3 |