Performance analysis of News (NWSA)
Annual Return
Over the past 3 years, NWSA has had an average annual return of +12.91%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, NWSA has had an average annual return of +1.31%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, NWSA has had an average annual return of +9.50%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jun 19, 2013, NWSA has had an average annual return of +5.11%, underperforming the benchmark SPY, which returned +14.55% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.53% | -4.47% | +13.04% | +36.39% | -17.55% | +25.19% | +29.11% | +26.41% | -28.99% | +43.68% | -12.85% | -14.18% |
| 2014 | 2013 | ||||||||||
| -12.93% | +14.05% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.48% | -10.14% | +3.06% | +5.57% | -0.84% | +1.19% | +1.53% | ||||||
| 2025 | +2.11% | +1.78% | -4.54% | -0.37% | +4.13% | +5.24% | -1.35% | +0.31% | +4.78% | -13.71% | -3.10% | +1.72% | -4.47% |
| 2024 | +0.37% | +9.09% | -2.23% | -9.09% | +14.24% | +1.40% | +0.04% | +2.72% | -5.64% | +2.33% | +7.70% | -6.17% | +13.04% |
| 2023 | +11.32% | -15.36% | +1.34% | +1.97% | +3.97% | +6.50% | +1.63% | +8.43% | -6.20% | +3.09% | +6.58% | +11.39% | +36.39% |
| 2022 | -0.32% | +0.36% | -0.30% | -10.33% | -12.39% | -10.46% | +10.01% | -1.28% | -10.16% | +11.64% | +13.51% | -4.96% | -17.55% |
| 2021 | +7.96% | +20.87% | +8.85% | +3.01% | +3.04% | -4.52% | -4.43% | -8.77% | +5.19% | -2.68% | -5.59% | +3.19% | +25.19% |
| 2020 | -3.67% | -11.30% | -24.98% | +10.36% | +23.61% | -3.19% | +7.25% | +18.87% | -6.67% | -6.34% | +34.43% | +1.81% | +29.11% |
| 2019 | +13.04% | +1.48% | -3.72% | -0.17% | -8.29% | +18.44% | -2.45% | +4.48% | +1.93% | -1.51% | -6.05% | +9.78% | +26.41% |
| 2018 | +5.56% | -5.73% | -1.45% | +1.14% | -5.94% | +3.12% | -2.77% | -13.27% | +1.72% | +0% | -1.59% | -12.55% | -28.99% |
| 2017 | +7.24% | +4.32% | +2.23% | -2.15% | +5.19% | +2.40% | +4.45% | -6.57% | -0.08% | +3.02% | +18.30% | +0.30% | +43.68% |
Drawdown analysis of News (NWSA)
The maximum drawdown for the NWSA was -51.97%, occurring on Apr 3, 2020. Recovery took 154 trading sessions.
The current NWSA drawdown is -14.54%.
Since Jun 19, 2013 NWSA has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.97% | Mar 4, 2014 | 1533 | Apr 3, 2020 | 154 | Nov 11, 2020 | 1687 |
| -45.09% | May 11, 2021 | 348 | Sep 27, 2022 | 420 | May 30, 2024 | 768 |
| -27.81% | Sep 29, 2025 | 94 | Feb 12, 2026 | Ongoing | Ongoing | Ongoing |
| -21.09% | Feb 19, 2025 | 34 | Apr 8, 2025 | 94 | Aug 22, 2025 | 128 |
| -13.87% | Dec 31, 2013 | 22 | Feb 3, 2014 | 16 | Feb 26, 2014 | 38 |
| -10.65% | Jul 16, 2024 | 14 | Aug 5, 2024 | 66 | Nov 6, 2024 | 80 |
| -9.64% | Dec 3, 2024 | 25 | Jan 10, 2025 | 24 | Feb 14, 2025 | 49 |
| -8.31% | Mar 19, 2021 | 6 | Mar 29, 2021 | 16 | Apr 21, 2021 | 22 |
| -8.05% | Jul 8, 2013 | 5 | Jul 15, 2013 | 4 | Jul 19, 2013 | 9 |
| -7.63% | Sep 12, 2013 | 18 | Oct 8, 2013 | 11 | Oct 23, 2013 | 29 |
| -7.10% | Dec 4, 2020 | 10 | Dec 18, 2020 | 11 | Jan 6, 2021 | 21 |
| -6.62% | Apr 21, 2021 | 9 | May 4, 2021 | 3 | May 7, 2021 | 12 |
| -6.39% | Jun 19, 2013 | 8 | Jul 1, 2013 | 4 | Jul 8, 2013 | 12 |
| -5.42% | Feb 16, 2021 | 3 | Feb 19, 2021 | 3 | Feb 24, 2021 | 6 |
| -5.41% | Aug 22, 2025 | 6 | Sep 2, 2025 | 12 | Sep 18, 2025 | 18 |
| -5.04% | Jan 6, 2021 | 5 | Jan 13, 2021 | 9 | Jan 27, 2021 | 14 |
| -4.71% | Nov 11, 2020 | 1 | Nov 12, 2020 | 2 | Nov 16, 2020 | 3 |
| -3.92% | Aug 2, 2013 | 11 | Aug 19, 2013 | 15 | Sep 10, 2013 | 26 |
| -3.73% | Jun 5, 2024 | 11 | Jun 21, 2024 | 16 | Jul 16, 2024 | 27 |
| -3.47% | Nov 1, 2013 | 7 | Nov 12, 2013 | 11 | Nov 27, 2013 | 18 |
| -3.41% | Mar 1, 2021 | 3 | Mar 4, 2021 | 1 | Mar 5, 2021 | 4 |
| -3.40% | Nov 29, 2013 | 12 | Dec 17, 2013 | 9 | Dec 31, 2013 | 21 |
| -3.08% | Nov 8, 2024 | 6 | Nov 18, 2024 | 3 | Nov 21, 2024 | 9 |
| -2.89% | Jul 19, 2013 | 6 | Jul 29, 2013 | 3 | Aug 1, 2013 | 9 |
| -2.86% | Nov 24, 2020 | 3 | Nov 30, 2020 | 2 | Dec 2, 2020 | 5 |