Performance analysis of Otis Worldwide (OTIS)
Annual Return
Over the past 3 years, OTIS has had an average annual return of -4.69%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, OTIS has had an average annual return of -0.76%, underperforming the benchmark SPY, which returned +14% annual.
Since Mar 19, 2020, OTIS has had an average annual return of +9.04%, underperforming the benchmark SPY, which returned +22.12% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -18.61% | -3.99% | +5.17% | +16.04% | -8.75% | +30.41% | +50.79% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.21% | +8.87% | -16.73% | +1.04% | -8.47% | -0.73% | -18.61% | ||||||
| 2025 | +3.03% | +4.99% | +3.43% | -6.71% | -0.53% | +3.85% | -13.46% | +1.29% | +5.85% | +1.46% | -3.76% | -1.69% | -3.99% |
| 2024 | -1.15% | +8.15% | +4.16% | -8.13% | +9.21% | -2.97% | -1.83% | +0.63% | +9.77% | -5.52% | +5.28% | -10.07% | +5.17% |
| 2023 | +5% | +3.26% | -0.26% | +1.07% | -6.41% | +11.95% | +2.19% | -5.57% | -6.13% | -3.86% | +11.56% | +4.29% | +16.04% |
| 2022 | -1.88% | -8.02% | -1.76% | -5.34% | +2.55% | -5.01% | +10.61% | -7.28% | -11.66% | +10.73% | +10.96% | +0.29% | -8.75% |
| 2021 | -4.30% | -1.14% | +7.44% | +13.76% | +0.90% | +4.39% | +9.52% | +3.26% | -10.78% | -2.40% | +0.39% | +8.29% | +30.41% |
| 2020 | +10.50% | +1.82% | +3.81% | +8% | +10.34% | +0.57% | -0.76% | -1.82% | +9.56% | +0.92% | +50.79% |
Drawdown analysis of Otis Worldwide (OTIS)
The maximum drawdown for the OTIS was -32.43%, occurring on Jun 1, 2026. This drawdown has not yet recovered.
The current OTIS drawdown is -31.46%.
Since Mar 19, 2020 OTIS has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.43% | Oct 18, 2024 | 403 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -29.99% | Aug 30, 2021 | 274 | Sep 30, 2022 | 204 | Jul 26, 2023 | 478 |
| -16.70% | Jul 31, 2023 | 61 | Oct 25, 2023 | 35 | Dec 14, 2023 | 96 |
| -12.00% | Mar 30, 2020 | 3 | Apr 2, 2020 | 18 | Apr 29, 2020 | 21 |
| -11.60% | Mar 19, 2020 | 2 | Mar 23, 2020 | 5 | Mar 30, 2020 | 7 |
| -10.20% | Oct 12, 2020 | 12 | Oct 28, 2020 | 9 | Nov 10, 2020 | 21 |
| -9.35% | May 8, 2020 | 4 | May 14, 2020 | 4 | May 20, 2020 | 8 |
| -9.34% | Jun 8, 2020 | 12 | Jun 24, 2020 | 24 | Jul 29, 2020 | 36 |
| -9.28% | Jun 5, 2024 | 33 | Jul 24, 2024 | 45 | Sep 26, 2024 | 78 |
| -9.07% | Sep 2, 2020 | 12 | Sep 21, 2020 | 14 | Oct 9, 2020 | 26 |
| -9.00% | Mar 21, 2024 | 27 | Apr 30, 2024 | 25 | Jun 5, 2024 | 52 |
| -8.18% | Jan 7, 2021 | 13 | Jan 27, 2021 | 33 | Mar 16, 2021 | 46 |
| -6.85% | Nov 24, 2020 | 13 | Dec 14, 2020 | 12 | Dec 31, 2020 | 25 |
| -5.98% | Apr 29, 2020 | 4 | May 5, 2020 | 2 | May 7, 2020 | 6 |
| -5.76% | Dec 14, 2023 | 21 | Jan 17, 2024 | 12 | Feb 2, 2024 | 33 |
| -3.93% | May 20, 2020 | 3 | May 26, 2020 | 4 | Jun 1, 2020 | 7 |
| -3.63% | Apr 27, 2021 | 11 | May 12, 2021 | 3 | May 17, 2021 | 14 |
| -3.63% | Dec 31, 2020 | 2 | Jan 5, 2021 | 2 | Jan 7, 2021 | 4 |
| -3.51% | Aug 10, 2020 | 7 | Aug 19, 2020 | 10 | Sep 2, 2020 | 17 |
| -3.49% | Oct 2, 2024 | 4 | Oct 8, 2024 | 4 | Oct 14, 2024 | 8 |
| -2.63% | Jul 29, 2020 | 4 | Aug 4, 2020 | 3 | Aug 7, 2020 | 7 |
| -2.57% | Mar 17, 2021 | 3 | Mar 22, 2021 | 4 | Mar 26, 2021 | 7 |
| -2.09% | Mar 29, 2021 | 2 | Mar 31, 2021 | 6 | Apr 9, 2021 | 8 |
| -2.01% | Feb 6, 2024 | 5 | Feb 13, 2024 | 2 | Feb 15, 2024 | 7 |
| -1.95% | May 17, 2021 | 2 | May 19, 2021 | 10 | Jun 3, 2021 | 12 |