Performance analysis of Bank OZK (OZK)
Annual Return
Over the past 3 years, OZK has had an average annual return of +11.37%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, OZK has had an average annual return of +9.05%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, OZK has had an average annual return of +6.57%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Jan 2, 2001, OZK has had an average annual return of +20.40%, outperforming the benchmark SPY, which returned +9.03% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.05% | +7.33% | -7.38% | +29.07% | -11.25% | +53.02% | +7.32% | +38.18% | -52.01% | -6.51% | +7.95% | +32.22% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +36.04% | +71.99% | +14.78% | +38.89% | +50.59% | +0.88% | +15.54% | -19.59% | -9.32% | +9.65% | +52.80% | +94.75% |
| 2002 | 2001 | ||||||||||
| +87.68% | +106.59% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.37% | -2.10% | -1.44% | +5.97% | +0.48% | +7.65% | -0.33% | +15.05% | |||||
| 2025 | +15.15% | -5.47% | -9.50% | -0.86% | +4.06% | +6.16% | +5.65% | +6.43% | -2.84% | -10.98% | +2.29% | +0% | +7.33% |
| 2024 | -8.74% | -2.90% | +3.79% | -0.89% | -6.20% | -2.10% | +15.43% | -7.55% | -0.83% | +2.72% | +14.22% | -10.89% | -7.38% |
| 2023 | +14.93% | +0.79% | -25.70% | +5.53% | -3.19% | +16.14% | +9.83% | -8.14% | -7.72% | -2.43% | +16.89% | +19.04% | +29.07% |
| 2022 | +1.29% | +0.36% | -9.19% | -9.33% | +7.94% | -9.50% | +7.82% | +1.07% | -2.39% | +9.48% | +7.38% | -13.20% | -11.25% |
| 2021 | +19.75% | +10.93% | -0.90% | +1.05% | +4.20% | -1.29% | -2.79% | +4.22% | +1.30% | +4.62% | +0.09% | +4.07% | +53.02% |
| 2020 | -10.16% | -6.59% | -34.23% | +37.29% | -0.57% | +4.36% | +3.72% | -4.20% | -7.47% | +17.64% | +12.83% | +11.84% | +7.32% |
| 2019 | +34% | +8.11% | -11.65% | +13.50% | -11.49% | +4.12% | +2.46% | -15.63% | +5.70% | +3.88% | +5.77% | +2.80% | +38.18% |
| 2018 | +3.48% | -0.12% | -3.25% | -2.65% | +1.58% | -5.26% | -8.76% | -1.08% | -6.18% | -27.51% | -0.95% | -15.76% | -52.01% |
| 2017 | +4.68% | -0.26% | -4.97% | -8.41% | -6.89% | +6.04% | -7.58% | -0.44% | +11.85% | -2.58% | +3.43% | +0.48% | -6.51% |
Drawdown analysis of Bank OZK (OZK)
The maximum drawdown for the OZK was -70.41%, occurring on Apr 3, 2020. Recovery took 443 trading sessions.
The current OZK drawdown is -3.13%.
Since Jan 2, 2001 OZK has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 9 times
- 10% or more: 26 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -70.41% | Mar 1, 2017 | 779 | Apr 3, 2020 | 443 | Jan 5, 2022 | 1222 |
| -61.82% | Dec 9, 2005 | 640 | Jul 7, 2008 | 439 | Apr 6, 2010 | 1079 |
| -35.89% | Dec 1, 2015 | 143 | Jun 27, 2016 | 127 | Dec 27, 2016 | 270 |
| -35.29% | Jan 7, 2022 | 336 | May 11, 2023 | 149 | Dec 13, 2023 | 485 |
| -29.23% | Feb 11, 2025 | 39 | Apr 8, 2025 | 65 | Jul 14, 2025 | 104 |
| -26.17% | Jul 21, 2011 | 44 | Sep 22, 2011 | 38 | Nov 15, 2011 | 82 |
| -25.40% | Dec 14, 2023 | 125 | Jun 14, 2024 | 113 | Nov 25, 2024 | 238 |
| -22.89% | Jul 12, 2002 | 6 | Jul 22, 2002 | 19 | Aug 16, 2002 | 25 |
| -21.66% | Mar 30, 2004 | 36 | May 20, 2004 | 73 | Sep 7, 2004 | 109 |
| -19.58% | Jul 19, 2001 | 39 | Sep 19, 2001 | 36 | Nov 8, 2001 | 75 |
| -19.06% | Aug 27, 2025 | 57 | Nov 17, 2025 | 142 | Jun 12, 2026 | 199 |
| -18.44% | Jun 22, 2015 | 44 | Aug 24, 2015 | 40 | Oct 20, 2015 | 84 |
| -18.42% | Mar 20, 2014 | 42 | May 20, 2014 | 112 | Oct 28, 2014 | 154 |
| -17.49% | Nov 25, 2024 | 30 | Jan 10, 2025 | 6 | Jan 21, 2025 | 36 |
| -16.89% | Sep 3, 2002 | 24 | Oct 7, 2002 | 67 | Jan 13, 2003 | 91 |
| -15.80% | Dec 2, 2004 | 104 | May 3, 2005 | 134 | Nov 10, 2005 | 238 |
| -15.00% | Oct 10, 2003 | 29 | Nov 20, 2003 | 48 | Feb 2, 2004 | 77 |
| -14.99% | Jan 11, 2001 | 49 | Mar 23, 2001 | 20 | Apr 23, 2001 | 69 |
| -14.79% | Apr 29, 2010 | 26 | Jun 7, 2010 | 106 | Nov 4, 2010 | 132 |
| -14.28% | Dec 29, 2014 | 22 | Jan 30, 2015 | 50 | Apr 14, 2015 | 72 |
| -11.98% | Apr 3, 2012 | 42 | Jun 4, 2012 | 28 | Jul 13, 2012 | 70 |
| -11.24% | Jan 12, 2012 | 11 | Jan 30, 2012 | 30 | Mar 13, 2012 | 41 |
| -10.70% | Mar 27, 2013 | 24 | May 1, 2013 | 13 | May 20, 2013 | 37 |
| -10.20% | Aug 16, 2002 | 1 | Aug 19, 2002 | 4 | Aug 23, 2002 | 5 |
| -10.16% | Sep 27, 2012 | 28 | Nov 8, 2012 | 38 | Jan 4, 2013 | 66 |