Performance analysis of Navigator (NVGS)
Annual Return
Over the past 3 years, NVGS has had an average annual return of +17.49%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, NVGS has had an average annual return of +18.46%, outperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, NVGS has had an average annual return of +8.33%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Jan 9, 2007, NVGS has had an average annual return of +4.15%, underperforming the benchmark SPY, which returned +10.88% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +22.06% | +14.43% | +6.82% | +22.53% | +34.83% | -19.00% | -18.71% | +43.30% | -4.57% | +5.92% | -31.87% | -35.19% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| -21.83% | +130.92% | +23.89% | +76.56% | -20.00% | -46.31% | -1.97% | +28.25% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.99% | +13.44% | -7.70% | +12.78% | -0.17% | -14.15% | +12.72% | +22.06% | |||||
| 2025 | +8.20% | -8.61% | -12.00% | -4.66% | +12.05% | -0.14% | +11.45% | +2.35% | -3.73% | +6.13% | +9.25% | -3.19% | +14.43% |
| 2024 | +10.66% | -7.02% | +2.54% | -1.84% | +16.45% | +0.12% | -4.81% | +1.14% | -4.10% | -4.11% | +1.94% | -1.98% | +6.82% |
| 2023 | +7.94% | +7.59% | +0.80% | -1.36% | -7.17% | +1.48% | +7.38% | -1.50% | +7.73% | -4.88% | +3.92% | +0.00674% | +22.53% |
| 2022 | -0.57% | +17.92% | +17.40% | +6.64% | +4.22% | -16.80% | +3.18% | +3.78% | -5.29% | +9.61% | -3.27% | -1.49% | +34.83% |
| 2021 | -12.42% | +4.48% | -11.18% | +18.77% | -0.28% | +3.89% | -12.33% | -8.33% | +1.13% | -6.74% | +10% | -2.85% | -19.00% |
| 2020 | -10.54% | -23.57% | -51.57% | +49.53% | +4.95% | -8.14% | +18.82% | +21.22% | -9.73% | -18.05% | +14.16% | +40.02% | -18.71% |
| 2019 | +1.60% | +13.83% | +1.19% | +2% | -11.14% | -6.11% | +9.93% | -8.74% | +13.74% | +1.04% | +11.58% | +11.88% | +43.30% |
| 2018 | +24.88% | -9.76% | +5.85% | -2.56% | -0.87% | +11.45% | -1.58% | -2.81% | -0% | -9.58% | +10.14% | -21.99% | -4.57% |
| 2017 | +24.19% | -7.35% | +28.50% | -12.37% | -40.25% | +15.28% | +28.31% | +5.17% | -0.89% | -8.56% | -1.98% | -1.00% | +5.92% |
Drawdown analysis of Navigator (NVGS)
The maximum drawdown for the NVGS was -87.68%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current NVGS drawdown is -30.59%.
Since Jan 9, 2007 NVGS has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -87.68% | Sep 22, 2014 | 1381 | Mar 18, 2020 | Ongoing | Ongoing | Ongoing |
| -69.23% | Nov 30, 2007 | 316 | Mar 5, 2009 | 977 | Jan 22, 2013 | 1293 |
| -20.04% | Jan 17, 2014 | 10 | Feb 3, 2014 | 86 | Jun 6, 2014 | 96 |
| -10.25% | Jun 19, 2014 | 14 | Jul 10, 2014 | 44 | Sep 11, 2014 | 58 |
| -9.54% | Dec 31, 2013 | 4 | Jan 7, 2014 | 8 | Jan 17, 2014 | 12 |
| -3.50% | Jul 31, 2013 | 21 | Aug 29, 2013 | 14 | Sep 19, 2013 | 35 |
| -3.34% | Jun 10, 2014 | 4 | Jun 16, 2014 | 1 | Jun 17, 2014 | 5 |
| -2.89% | May 8, 2013 | 1 | May 9, 2013 | 3 | May 14, 2013 | 4 |
| -2.40% | Dec 24, 2013 | 2 | Dec 27, 2013 | 2 | Dec 31, 2013 | 4 |
| -2.27% | Sep 12, 2014 | 1 | Sep 15, 2014 | 1 | Sep 16, 2014 | 2 |
| -2.22% | Nov 29, 2013 | 1 | Dec 2, 2013 | 1 | Dec 3, 2013 | 2 |
| -1.93% | Dec 10, 2013 | 2 | Dec 12, 2013 | 2 | Dec 16, 2013 | 4 |
| -1.18% | Mar 22, 2013 | 5 | Apr 1, 2013 | 18 | Apr 25, 2013 | 23 |
| -1.08% | Jun 4, 2013 | 4 | Jun 10, 2013 | 3 | Jun 13, 2013 | 7 |
| -1.03% | Jul 19, 2013 | 2 | Jul 23, 2013 | 6 | Jul 31, 2013 | 8 |
| -0.76% | Feb 28, 2007 | 1 | Mar 1, 2007 | 6 | Mar 9, 2007 | 7 |
| -0.60% | Sep 17, 2014 | 1 | Sep 18, 2014 | 2 | Sep 22, 2014 | 3 |
| -0.53% | Jun 13, 2013 | 18 | Jul 10, 2013 | 7 | Jul 19, 2013 | 25 |
| -0.48% | Sep 19, 2013 | 8 | Oct 1, 2013 | 11 | Oct 16, 2013 | 19 |
| -0.35% | Mar 9, 2007 | 14 | Mar 29, 2007 | 11 | Apr 16, 2007 | 25 |
| -0.30% | Nov 22, 2013 | 1 | Nov 25, 2013 | 1 | Nov 26, 2013 | 2 |
| -0.17% | Dec 17, 2013 | 1 | Dec 18, 2013 | 1 | Dec 19, 2013 | 2 |