Performance analysis of NorthWestern Energy Group (NWE)
Annual Return
Over the past 3 years, NWE has had an average annual return of +12.93%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, NWE has had an average annual return of +7.97%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, NWE has had an average annual return of +5.71%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Dec 28, 2007, NWE has had an average annual return of +9.45%, underperforming the benchmark SPY, which returned +11.16% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.40% | +26.39% | +10.51% | -10.13% | +8.51% | +2.08% | -15.06% | +24.51% | +3.47% | +8.71% | +8.45% | -0.46% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +34.95% | +29.49% | +1.16% | +29.86% | +16.47% | +17.63% | -16.01% | +0.10% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.14% | +3.09% | -4.82% | +9.71% | -2.39% | +2.39% | +0.25% | +13.40% | |||||
| 2025 | +0.84% | +3.75% | +4.69% | +0.62% | -4.98% | -6.10% | +4.68% | +7.10% | +3.10% | +1.81% | +15.79% | -5.66% | +26.39% |
| 2024 | -5.44% | -0.41% | +7.71% | -0.96% | +3.01% | -2.36% | +7.37% | +1.15% | +6.43% | -6.57% | +3.33% | -1.99% | +10.51% |
| 2023 | -4.28% | +1.72% | +1.27% | +1.31% | -3.46% | +1.41% | -0.51% | -10.75% | -3.46% | -0.10% | +4.79% | +2.40% | -10.13% |
| 2022 | +1.68% | +4.06% | +1.08% | -6.28% | +8.08% | -2.72% | -5.91% | -4.45% | -5.91% | +7.20% | +10.56% | +2.70% | +8.51% |
| 2021 | -6.59% | +7.36% | +12.59% | +4.34% | -6.88% | -4.02% | +2.94% | +2.59% | -9.00% | -0.77% | -2.74% | +4.52% | +2.08% |
| 2020 | +7.39% | -8.61% | -14.11% | -3.58% | +4.21% | -8.33% | +3.19% | -8.21% | -4.68% | +7.18% | +11.26% | +1.62% | -15.06% |
| 2019 | +7.52% | +7.24% | +3.57% | -0.80% | +1.56% | +2.51% | -3.09% | +3.60% | +4.42% | -3.37% | -1.31% | +0.97% | +24.51% |
| 2018 | -8.98% | -6.00% | +6.46% | +2.12% | -0.83% | +6.16% | +3.63% | +1.06% | -1.27% | +0.17% | +8.85% | -6.28% | +3.47% |
| 2017 | +0.42% | +2.43% | +1.27% | +1.84% | +3.65% | -0.69% | -5.29% | +4.38% | -4.76% | +4.11% | +8.40% | -6.30% | +8.71% |
Drawdown analysis of NorthWestern Energy Group (NWE)
The maximum drawdown for the NWE was -39.28%, occurring on Oct 27, 2008. Recovery took 285 trading sessions.
The current NWE drawdown is -2.21%.
Since Dec 28, 2007 NWE has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.28% | Dec 31, 2007 | 208 | Oct 27, 2008 | 285 | Dec 14, 2009 | 493 |
| -39.27% | Feb 19, 2020 | 22 | Mar 20, 2020 | 1407 | Oct 24, 2025 | 1429 |
| -21.00% | Nov 30, 2017 | 47 | Feb 8, 2018 | 192 | Nov 12, 2018 | 239 |
| -15.95% | Jan 23, 2015 | 109 | Jun 30, 2015 | 150 | Feb 3, 2016 | 259 |
| -15.79% | May 3, 2010 | 24 | Jun 7, 2010 | 93 | Oct 18, 2010 | 117 |
| -13.84% | Jul 5, 2016 | 67 | Oct 7, 2016 | 161 | May 31, 2017 | 228 |
| -13.44% | Jul 21, 2011 | 12 | Aug 8, 2011 | 50 | Oct 18, 2011 | 62 |
| -13.20% | Jun 30, 2014 | 26 | Aug 6, 2014 | 60 | Oct 30, 2014 | 86 |
| -11.14% | Dec 28, 2009 | 28 | Feb 8, 2010 | 25 | Mar 16, 2010 | 53 |
| -10.66% | Oct 29, 2013 | 30 | Dec 11, 2013 | 64 | Mar 17, 2014 | 94 |
| -10.64% | Sep 26, 2012 | 34 | Nov 15, 2012 | 52 | Feb 1, 2013 | 86 |
| -10.51% | Apr 4, 2016 | 32 | May 18, 2016 | 27 | Jun 27, 2016 | 59 |
| -10.47% | Apr 15, 2026 | 38 | Jun 9, 2026 | 12 | Jun 26, 2026 | 50 |
| -10.44% | Sep 25, 2019 | 33 | Nov 11, 2019 | 48 | Jan 22, 2020 | 81 |
| -10.11% | Mar 4, 2026 | 12 | Mar 20, 2026 | 16 | Apr 14, 2026 | 28 |
| -9.98% | Dec 13, 2018 | 7 | Dec 24, 2018 | 30 | Feb 7, 2019 | 37 |
| -9.93% | Jun 16, 2017 | 73 | Sep 29, 2017 | 42 | Nov 29, 2017 | 115 |
| -9.73% | Apr 30, 2013 | 36 | Jun 20, 2013 | 18 | Jul 17, 2013 | 54 |
| -8.17% | Nov 28, 2025 | 15 | Dec 19, 2025 | 17 | Jan 15, 2026 | 32 |
| -8.12% | Oct 27, 2011 | 20 | Nov 25, 2011 | 4 | Dec 1, 2011 | 24 |
| -7.58% | Jul 19, 2013 | 33 | Sep 5, 2013 | 9 | Sep 18, 2013 | 42 |
| -7.46% | Jun 21, 2019 | 30 | Aug 5, 2019 | 22 | Sep 5, 2019 | 52 |
| -6.59% | Dec 21, 2010 | 35 | Feb 10, 2011 | 3 | Feb 15, 2011 | 38 |
| -6.16% | Dec 27, 2011 | 80 | Apr 23, 2012 | 37 | Jun 14, 2012 | 117 |
| -5.95% | Apr 16, 2014 | 20 | May 15, 2014 | 14 | Jun 5, 2014 | 34 |