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Performance analysis of Old Market Capital (OMCC)

Annual Return

Over the past 3 years, OMCC has had an average annual return of -4.90%, underperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, OMCC has had an average annual return of -17.47%, underperforming the benchmark SPY, which returned +13.88% annual.

Over the past 10 years, OMCC has had an average annual return of -8.81%, underperforming the benchmark SPY, which returned +15.45% annual.

Since Nov 1, 1999, OMCC has had an average annual return of +5.60%, underperforming the benchmark SPY, which returned +8.56% annual.

202620252024202320222021202020192018201720162015
-17.95%-19.31%-6.96%+9.52%-46.56%+40.69%+1.70%-20.77%+18.18%-25.99%+2.06%-21.81%
201420132012201120102009200820072006200520042003
-5.34%+30.06%+16.11%+27.50%+48.62%+254.75%-67.50%-38.73%+12.27%+10.43%+75.28%+106.90%
2002200120001999
+5.79%+51.99%-6.97%+16.09%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-31.23%+38.67%-9.51%-6.04%-1.19%+2.41%-17.95%
2025-0.93%+2.20%-7.39%-5.15%-10.68%+7.84%+1.64%-1.25%-6.70%+1.36%-3.45%+2.78%-19.31%
2024+2.32%-1.56%-2.73%-4.74%+2.02%+0%-3.79%-8.88%+10.24%-5.51%-0.33%+7.36%-6.96%
2023+3.17%-2.62%-2.89%-17.36%-8.86%+7.99%-2.00%+2.65%-4.97%-1.68%+51.81%-3.29%+9.52%
2022-8.82%+3.81%-8.15%-1.17%-8.29%+0.32%+0.97%-4.78%-36.50%+24.08%-2.91%-8.09%-46.56%
2021+9.55%+11.76%+3.02%-1.51%+0.86%+6.67%-2.68%+6.24%+6.13%-3.17%-0.17%-0.76%+40.69%
2020+3.16%-4.35%-28.17%-5.82%-0.91%+35.78%+10.27%-1.35%-9.69%+10.18%-5.12%+10.26%+1.70%
2019+0.96%-0.38%-13.96%-0.55%+1.23%+3.75%-10.85%+10.38%-2.60%-6.10%+5.56%-7.73%-20.77%
2018+3.98%-2.40%+1.57%-3.64%-0.46%+5.75%+0%+27.93%+0.34%-3.47%-7.63%-1.23%+18.18%
2017-7.49%+0.91%-4.23%-6.11%-15.73%+9.39%-6.85%+0.47%+0.70%+2.08%-11.75%+12.68%-25.99%

Drawdown analysis of Old Market Capital (OMCC)

The maximum drawdown for the OMCC was -85.84%, occurring on Mar 6, 2009. Recovery took 478 trading sessions.

The current OMCC drawdown is -75.29%.

Since Nov 1, 1999 OMCC has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 2 times
  • 30% or more: 5 times
  • 20% or more: 9 times
  • 10% or more: 16 times
DepthStartTo BottomBottomTo RecoverEndTotal
-85.84%Aug 1, 2006653Mar 6, 2009478Jan 27, 20111131
-83.08%Oct 25, 20133065Jan 5, 2026OngoingOngoingOngoing
-39.57%May 17, 2002224Apr 8, 200376Jul 28, 2003300
-35.58%Aug 15, 200162Nov 16, 2001123May 16, 2002185
-33.14%Apr 13, 200423May 14, 2004128Nov 16, 2004151
-28.81%Apr 26, 2011111Oct 3, 201183Feb 1, 2012194
-28.34%Jan 19, 200045Mar 23, 2000282May 7, 2001327
-22.82%Jun 20, 200582Oct 14, 200574Feb 1, 2006156
-20.78%May 17, 200118Jun 13, 200139Aug 8, 200157
-19.41%Apr 5, 200526May 11, 200514Jun 1, 200540
-16.77%Mar 13, 2012172Nov 16, 201220Dec 17, 2012192
-15.97%Aug 15, 200341Oct 14, 200322Nov 13, 200363
-15.00%Nov 9, 199922Dec 10, 199912Dec 29, 199934
-14.50%Feb 2, 200621Mar 6, 200638Apr 28, 200659
-13.41%Dec 29, 19991Dec 30, 19991Dec 31, 19992
-11.20%Dec 10, 200319Jan 8, 200415Jan 30, 200434
-9.44%Jun 29, 200615Jul 21, 20067Aug 1, 200622
-9.33%Jan 9, 201342Mar 12, 20137Mar 21, 201349
-8.80%Apr 19, 201320May 17, 201318Jun 13, 201338
-8.20%Nov 1, 19993Nov 4, 19991Nov 5, 19994
-7.66%Dec 7, 20046Dec 15, 20044Dec 21, 200410
-7.19%Feb 3, 201219Mar 2, 20127Mar 13, 201226
-6.97%Dec 31, 19991Jan 3, 20002Jan 5, 20003
-6.46%Dec 18, 20127Dec 28, 20122Jan 2, 20139
-6.21%Dec 28, 200414Jan 18, 20057Jan 27, 200521