Performance analysis of National Rural Utilities Coop Finance (NRUC)
Annual Return
Over the past 3 years, NRUC has had an average annual return of +4.93%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, NRUC has had an average annual return of +2.61%, underperforming the benchmark SPY, which returned +14% annual.
Since May 8, 2019, NRUC has had an average annual return of +4.24%, underperforming the benchmark SPY, which returned +16.44% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.82% | +10.30% | -4.48% | +10.63% | -9.33% | -1.98% | +11.71% | +12.75% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.04% | -2.77% | -3.69% | +4.88% | +0.00743% | -0.33% | +2.82% | ||||||
| 2025 | +4.60% | +0.29% | +1.19% | -0.76% | +3.16% | -0.54% | +3.35% | -2.83% | +2.55% | -2.22% | +0.68% | +0.64% | +10.30% |
| 2024 | -0.26% | +2.22% | -1.98% | +0.58% | +0.61% | -1.29% | +0.49% | +2.45% | +0.24% | -0.20% | +1.17% | -8.17% | -4.48% |
| 2023 | +1.22% | -1.99% | -0.72% | +8.48% | -3.67% | +0.58% | +0.47% | +0.79% | -3.84% | -1.40% | +4.03% | +7.02% | +10.63% |
| 2022 | -1.52% | -4.41% | +2.05% | -5.73% | +4.28% | -4.23% | +6.57% | -4.96% | -8.96% | +3.16% | +3.37% | +1.95% | -9.33% |
| 2021 | -6.54% | -2.85% | +0.69% | +1.71% | -0.08% | +3.25% | +0.86% | -0.59% | +1.11% | +2.65% | -4.22% | +2.52% | -1.98% |
| 2020 | +2.25% | -5.82% | -4.01% | +10.39% | -2.66% | -1.76% | +4.27% | +0.89% | -0.15% | +1.23% | +2.10% | +5.43% | +11.71% |
| 2019 | +2.07% | +4.26% | +4.08% | +2.29% | -2.14% | +1.88% | -3.95% | +3.92% | +12.75% |
Drawdown analysis of National Rural Utilities Coop Finance (NRUC)
The maximum drawdown for the NRUC was -24.38%, occurring on Mar 18, 2020. Recovery took 162 trading sessions.
The current NRUC drawdown is -2.71%.
Since May 8, 2019 NRUC has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.38% | Mar 4, 2020 | 10 | Mar 18, 2020 | 162 | Nov 5, 2020 | 172 |
| -19.00% | Dec 30, 2020 | 440 | Sep 29, 2022 | 359 | Mar 6, 2024 | 799 |
| -9.56% | Oct 16, 2024 | 51 | Dec 30, 2024 | 130 | Jul 10, 2025 | 181 |
| -7.22% | Feb 17, 2026 | 23 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -6.69% | Jan 30, 2020 | 20 | Feb 28, 2020 | 3 | Mar 4, 2020 | 23 |
| -6.32% | Sep 4, 2019 | 67 | Dec 9, 2019 | 24 | Jan 14, 2020 | 91 |
| -6.19% | Aug 18, 2025 | 40 | Oct 14, 2025 | 64 | Jan 15, 2026 | 104 |
| -4.25% | Mar 8, 2024 | 26 | Apr 16, 2024 | 85 | Aug 16, 2024 | 111 |
| -3.81% | Aug 2, 2019 | 4 | Aug 8, 2019 | 5 | Aug 15, 2019 | 9 |
| -2.16% | Sep 16, 2024 | 10 | Sep 30, 2024 | 12 | Oct 16, 2024 | 22 |
| -2.11% | Aug 29, 2024 | 2 | Sep 3, 2024 | 4 | Sep 9, 2024 | 6 |
| -1.87% | Jan 15, 2020 | 4 | Jan 22, 2020 | 6 | Jan 30, 2020 | 10 |
| -1.59% | Jan 30, 2026 | 4 | Feb 5, 2026 | 7 | Feb 17, 2026 | 11 |
| -1.51% | Jul 10, 2025 | 4 | Jul 16, 2025 | 10 | Jul 30, 2025 | 14 |
| -1.47% | Nov 9, 2020 | 22 | Dec 10, 2020 | 4 | Dec 16, 2020 | 26 |
| -0.85% | Aug 27, 2019 | 1 | Aug 28, 2019 | 4 | Sep 4, 2019 | 5 |
| -0.76% | Jul 11, 2019 | 2 | Jul 15, 2019 | 4 | Jul 19, 2019 | 6 |
| -0.73% | Jul 23, 2019 | 2 | Jul 25, 2019 | 3 | Jul 30, 2019 | 5 |
| -0.69% | Jan 23, 2026 | 3 | Jan 28, 2026 | 1 | Jan 29, 2026 | 4 |
| -0.65% | Dec 21, 2020 | 1 | Dec 22, 2020 | 1 | Dec 23, 2020 | 2 |
| -0.41% | Aug 4, 2025 | 1 | Aug 5, 2025 | 4 | Aug 11, 2025 | 5 |
| -0.39% | May 16, 2019 | 2 | May 20, 2019 | 4 | May 24, 2019 | 6 |
| -0.39% | Aug 15, 2019 | 1 | Aug 16, 2019 | 4 | Aug 22, 2019 | 5 |
| -0.36% | Aug 22, 2019 | 1 | Aug 23, 2019 | 1 | Aug 26, 2019 | 2 |
| -0.35% | Sep 9, 2024 | 2 | Sep 11, 2024 | 3 | Sep 16, 2024 | 5 |