Performance analysis of Otter Tail (OTTR)
Annual Return
Over the past 3 years, OTTR has had an average annual return of +6.86%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, OTTR has had an average annual return of +14.78%, outperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, OTTR has had an average annual return of +14.15%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, OTTR has had an average annual return of +6.84%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.53% | +12.34% | -11.21% | +48.05% | -15.63% | +72.78% | -13.99% | +6.26% | +15.05% | +12.43% | +59.45% | -10.15% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +10.26% | +21.98% | +19.68% | +3.24% | -3.77% | +12.24% | -29.84% | +14.88% | +11.86% | +18.32% | -0.33% | +3.52% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -4.18% | +9.08% | -22.44% | -7.45% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.33% | -3.93% | +3.14% | +1.67% | -2.25% | -1.03% | +7.53% | ||||||
| 2025 | +4.33% | +4.20% | +0.80% | -1.23% | -2.12% | -0.12% | +0.12% | +9.52% | -2.40% | -5.79% | +7.12% | -1.69% | +12.34% |
| 2024 | +6.41% | +0.58% | -4.49% | -1.20% | +6.52% | -3.18% | +10.65% | -12.30% | -7.56% | +0.46% | +3.30% | -8.43% | -11.21% |
| 2023 | +9.26% | +11.26% | +1.95% | -0.44% | +3.72% | +6.40% | +2.59% | +2.17% | -7.83% | +1.34% | -0.27% | +11.35% | +48.05% |
| 2022 | -11.23% | -1.77% | +1.03% | -7.26% | +13.57% | +2.66% | +4.68% | +8.04% | -18.56% | +9.59% | -10.89% | -1.54% | -15.63% |
| 2021 | -6.86% | +3.04% | +13.94% | +2.30% | +2.39% | +1.75% | +4.06% | +8.82% | +2% | +10.79% | +6.07% | +9.22% | +72.78% |
| 2020 | +4.43% | -8.63% | -8.54% | -0.18% | -2.38% | -9.60% | -1.40% | +2.50% | -6.90% | +6.03% | +4.79% | +7.01% | -13.99% |
| 2019 | -2.40% | +4.52% | -0.92% | +2.97% | -2.50% | +6.32% | +1.08% | -4.51% | +6.18% | +5.45% | -12.65% | +4.33% | +6.26% |
| 2018 | -4.16% | -5.80% | +8.92% | +1.15% | +6.17% | +3.03% | +1.68% | -0.36% | +0% | -5.91% | +9.31% | +1.47% | +15.05% |
| 2017 | -7.23% | +0.17% | +0.80% | +4.22% | +2.01% | -0.87% | +2.15% | +4.14% | +3.71% | +6% | +5.83% | -7.97% | +12.43% |
Drawdown analysis of Otter Tail (OTTR)
The maximum drawdown for the OTTR was -65.93%, occurring on Nov 20, 2008. Recovery took 1573 trading sessions.
The current OTTR drawdown is -10.23%.
Since Nov 1, 1999 OTTR has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 7 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.93% | Jul 30, 2008 | 80 | Nov 20, 2008 | 1573 | Feb 24, 2015 | 1653 |
| -53.30% | Feb 7, 2000 | 43 | Apr 7, 2000 | 1674 | Dec 5, 2006 | 1717 |
| -41.50% | Nov 1, 2019 | 91 | Mar 16, 2020 | 358 | Aug 16, 2021 | 449 |
| -35.12% | Aug 18, 2022 | 57 | Nov 8, 2022 | 167 | Jul 12, 2023 | 224 |
| -27.11% | Jul 26, 2024 | 110 | Jan 2, 2025 | Ongoing | Ongoing | Ongoing |
| -24.20% | Aug 8, 2023 | 58 | Oct 30, 2023 | 64 | Feb 1, 2024 | 122 |
| -23.01% | Feb 24, 2015 | 127 | Aug 25, 2015 | 200 | Jun 10, 2016 | 327 |
| -19.74% | Apr 25, 2007 | 65 | Jul 27, 2007 | 14 | Aug 16, 2007 | 79 |
| -18.32% | Feb 12, 2024 | 24 | Mar 18, 2024 | 90 | Jul 26, 2024 | 114 |
| -18.29% | Dec 31, 2021 | 82 | Apr 29, 2022 | 63 | Aug 1, 2022 | 145 |
| -17.52% | Nov 29, 2017 | 46 | Feb 6, 2018 | 78 | May 30, 2018 | 124 |
| -15.71% | Aug 17, 2007 | 110 | Jan 25, 2008 | 63 | Apr 25, 2008 | 173 |
| -14.15% | Nov 10, 1999 | 55 | Jan 31, 2000 | 4 | Feb 4, 2000 | 59 |
| -12.95% | Dec 9, 2016 | 63 | Mar 14, 2017 | 61 | Jun 9, 2017 | 124 |
| -9.77% | Dec 12, 2018 | 21 | Jan 14, 2019 | 38 | Mar 11, 2019 | 59 |
| -9.67% | Feb 22, 2007 | 7 | Mar 5, 2007 | 12 | Mar 21, 2007 | 19 |
| -9.55% | Aug 17, 2018 | 53 | Nov 1, 2018 | 21 | Dec 3, 2018 | 74 |
| -8.42% | Sep 22, 2016 | 11 | Oct 7, 2016 | 25 | Nov 11, 2016 | 36 |
| -8.23% | May 1, 2008 | 6 | May 9, 2008 | 18 | Jun 5, 2008 | 24 |
| -7.14% | Jul 30, 2019 | 18 | Aug 23, 2019 | 12 | Sep 11, 2019 | 30 |
| -6.81% | Nov 22, 2021 | 5 | Nov 30, 2021 | 20 | Dec 29, 2021 | 25 |
| -6.47% | Jun 23, 2008 | 4 | Jun 27, 2008 | 6 | Jul 8, 2008 | 10 |
| -6.03% | May 30, 2018 | 5 | Jun 6, 2018 | 12 | Jun 22, 2018 | 17 |
| -6.01% | Jun 9, 2017 | 20 | Jul 10, 2017 | 21 | Aug 8, 2017 | 41 |
| -5.74% | Mar 11, 2019 | 9 | Mar 22, 2019 | 29 | May 3, 2019 | 38 |