Performance analysis of Open Text (OTEX)
Annual Return
Over the past 3 years, OTEX has had an average annual return of -13.64%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, OTEX has had an average annual return of -9.78%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, OTEX has had an average annual return of +0.28%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, OTEX has had an average annual return of +12.19%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -23.09% | +19.22% | -30.43% | +45.40% | -35.89% | +6.28% | +4.90% | +37.48% | -7.10% | +17.25% | +30.95% | -16.38% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +28.31% | +66.57% | +9.28% | +11.03% | +13.31% | +34.92% | -4.20% | +54.93% | +43.87% | -29.63% | +4.59% | +67.05% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -22.36% | +40.36% | +17% | +47.66% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -21.64% | -2.98% | -9.25% | +1.89% | +5.21% | +3.98% | -23.09% | ||||||
| 2025 | +3.95% | -12.30% | -1.19% | +7.28% | +4.46% | +4.11% | +0.79% | +12.37% | +13.97% | +2.59% | -12.28% | -2.36% | +19.22% |
| 2024 | +3.78% | -11.17% | +0.88% | -9.07% | -16.45% | +2.70% | +4.96% | +1.75% | +4.59% | -9.86% | +2.31% | -6.93% | -30.43% |
| 2023 | +13.19% | +2.47% | +12.92% | -1.71% | +9.84% | +0.41% | +3.37% | -5.68% | -12.82% | -4.84% | +20.93% | +4.68% | +45.40% |
| 2022 | +0.80% | -9.11% | -2.03% | -5.54% | +2.40% | -7.24% | +8.09% | -23.03% | -15.34% | +9.49% | +1.49% | +1.72% | -35.89% |
| 2021 | -1.47% | -0.49% | +7.53% | -1.28% | -0.25% | +8.59% | +2.18% | +5.63% | -10.75% | +3.30% | -5.84% | +0.62% | +6.28% |
| 2020 | +2.09% | -6.43% | -16.70% | +8.68% | +9.93% | +2.26% | +6% | +0.78% | -6.55% | -13.04% | +20.26% | +3.38% | +4.90% |
| 2019 | +9.33% | +6.82% | +1.35% | +0.05% | +3.76% | +3.73% | +3.47% | -7.89% | +4.40% | -1.35% | +8.68% | +1.12% | +37.48% |
| 2018 | -3.98% | +2.42% | -0.42% | +1.52% | -1.30% | +1.35% | +5.71% | +5.91% | -3.08% | -11.15% | +1.96% | -4.98% | -7.10% |
| 2017 | +10.89% | -3.76% | +3.48% | +1.97% | -5.53% | -3.34% | +6.21% | -3.36% | +0.16% | +8.33% | -6.40% | +9.38% | +17.25% |
Drawdown analysis of Open Text (OTEX)
The maximum drawdown for the OTEX was -70.46%, occurring on Jul 26, 2002. Recovery took 387 trading sessions.
The current OTEX drawdown is -48.37%.
Since Nov 1, 1999 OTEX has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 4 times
- 30% or more: 7 times
- 20% or more: 9 times
- 10% or more: 25 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -70.46% | Mar 1, 2000 | 602 | Jul 26, 2002 | 387 | Feb 9, 2004 | 989 |
| -64.31% | Mar 5, 2004 | 381 | Sep 8, 2005 | 542 | Nov 2, 2007 | 923 |
| -57.18% | Sep 2, 2021 | 1153 | Apr 9, 2026 | Ongoing | Ongoing | Ongoing |
| -40.62% | May 6, 2008 | 121 | Oct 27, 2008 | 185 | Jul 23, 2009 | 306 |
| -39.23% | Feb 13, 2015 | 112 | Jul 27, 2015 | 216 | Jun 3, 2016 | 328 |
| -38.62% | Feb 14, 2020 | 25 | Mar 23, 2020 | 209 | Jan 20, 2021 | 234 |
| -35.23% | Jul 22, 2011 | 258 | Jul 31, 2012 | 199 | May 17, 2013 | 457 |
| -27.15% | Apr 23, 2010 | 48 | Jul 1, 2010 | 148 | Feb 1, 2011 | 196 |
| -20.51% | Aug 30, 2018 | 78 | Dec 21, 2018 | 89 | May 2, 2019 | 167 |
| -19.94% | Nov 5, 2007 | 53 | Jan 23, 2008 | 68 | Apr 30, 2008 | 121 |
| -14.82% | Jul 26, 2019 | 6 | Aug 5, 2019 | 80 | Nov 26, 2019 | 86 |
| -13.80% | Aug 13, 2009 | 14 | Sep 2, 2009 | 29 | Oct 14, 2009 | 43 |
| -13.27% | Dec 6, 1999 | 5 | Dec 13, 1999 | 31 | Jan 27, 2000 | 36 |
| -13.06% | Feb 24, 2000 | 1 | Feb 25, 2000 | 2 | Feb 29, 2000 | 3 |
| -12.14% | Sep 16, 2014 | 27 | Oct 23, 2014 | 12 | Nov 10, 2014 | 39 |
| -12.12% | Apr 21, 2011 | 35 | Jun 13, 2011 | 16 | Jul 6, 2011 | 51 |
| -12.08% | Feb 21, 2014 | 35 | Apr 11, 2014 | 76 | Jul 31, 2014 | 111 |
| -11.69% | Feb 1, 2018 | 40 | Apr 2, 2018 | 81 | Jul 26, 2018 | 121 |
| -11.33% | Jun 10, 2013 | 38 | Aug 2, 2013 | 32 | Sep 18, 2013 | 70 |
| -11.27% | Sep 22, 2016 | 37 | Nov 14, 2016 | 48 | Jan 25, 2017 | 85 |
| -11.25% | Oct 15, 2009 | 26 | Nov 20, 2009 | 36 | Jan 14, 2010 | 62 |
| -10.89% | Feb 19, 2004 | 3 | Feb 24, 2004 | 8 | Mar 5, 2004 | 11 |
| -10.73% | Apr 25, 2017 | 50 | Jul 6, 2017 | 80 | Oct 27, 2017 | 130 |
| -10.48% | Nov 26, 1999 | 3 | Dec 1, 1999 | 1 | Dec 2, 1999 | 4 |
| -10.42% | Nov 2, 1999 | 4 | Nov 8, 1999 | 2 | Nov 10, 1999 | 6 |