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Performance analysis of Nerdwallet (NRDS)

Annual Return

Over the past 3 years, NRDS has had an average annual return of -3.16%, underperforming the benchmark SPY, which returned +19.63% annual.

Since Nov 4, 2021, NRDS has had an average annual return of -21.36%, underperforming the benchmark SPY, which returned +12.05% annual.

202620252024202320222021
-32.69%+1.87%-9.63%+53.33%-38.27%-45.05%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-11.01%-10.02%-4.33%+4.42%-20.65%+7.57%-1.41%-32.69%
2025+7.36%-28.58%-11.27%-1.00%+17.62%+4.08%-3.46%-2.35%+4.05%+8.47%+28.61%-9.73%+1.87%
2024+4.02%+10.18%-12.87%-14.48%+10.96%+4.67%+0.21%-11.62%-1.71%+15.59%-4.70%-4.99%-9.63%
2023+21.79%+76.54%-21.61%-16.13%-30.72%+0.09%+19.13%-19.72%-1.23%+21.27%+9%+25.26%+53.33%
2022-2.71%-24.32%+4.72%-17.44%+17.50%-31.82%+9.46%+19.69%-14.63%+32.35%+8.20%-24.42%-38.27%
2021-36.11%-13.99%-45.05%

Drawdown analysis of Nerdwallet (NRDS)

The maximum drawdown for the NRDS was -77.00%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The current NRDS drawdown is -67.77%.

Since Nov 4, 2021 NRDS has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-77.00%Nov 4, 2021495Oct 25, 2023OngoingOngoingOngoing