Performance analysis of OppFi Inc Wt Exp 08312027 (OPFI-WS)
Annual Return
Over the past 3 years, OPFI-WS has had an average annual return of -10.76%, underperforming the benchmark SPY, which returned +22.12% annual.
Since Jul 21, 2021, OPFI-WS has had an average annual return of -53.88%, underperforming the benchmark SPY, which returned +13.24% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -96.73% | +75.87% | +123.11% | +289.87% | -95.26% | +0% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -47.06% | -19.74% | -80.01% | +76.95% | -78.26% | -96.73% | |||||||
| 2025 | +378.20% | -47.60% | +0% | +0.92% | +61.36% | +20.56% | -51.87% | -8.26% | +19.06% | -37.78% | -4.28% | +14.17% | +75.87% |
| 2024 | -64.07% | -17.77% | -30.59% | -5.28% | +32.03% | +29.96% | +30.84% | +64.64% | -25.02% | +19.10% | +305.74% | -14.25% | +123.11% |
| 2023 | +9.92% | -9.60% | -10.40% | -30.33% | +6.46% | +6.07% | +0% | -7.23% | -28.57% | -18.18% | +216.11% | +224.78% | +289.87% |
| 2022 | -95.26% | -95.26% | |||||||||||
| 2021 | +0% | +0% |
Drawdown analysis of OppFi Inc Wt Exp 08312027 (OPFI-WS)
The maximum drawdown for the OPFI-WS was -99.17%, occurring on May 21, 2026. This drawdown has not yet recovered.
The current OPFI-WS drawdown is -99.17%.
Since Jul 21, 2021 OPFI-WS has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -99.17% | Feb 7, 2025 | 322 | May 21, 2026 | Ongoing | Ongoing | Ongoing |
| -98.58% | Jul 21, 2021 | 205 | Oct 18, 2023 | 310 | Jan 14, 2025 | 515 |
| -15.00% | Jan 15, 2025 | 1 | Jan 16, 2025 | 4 | Jan 23, 2025 | 5 |
| -5.20% | Jan 24, 2025 | 1 | Jan 27, 2025 | 1 | Jan 28, 2025 | 2 |
| -1.91% | Jan 29, 2025 | 3 | Feb 3, 2025 | 1 | Feb 4, 2025 | 4 |