Performance analysis of Bank OZK (OZKAP)
Annual Return
Over the past 3 years, OZKAP has had an average annual return of +9.71%, underperforming the benchmark SPY, which returned +22.45% annual.
Since Oct 29, 2021, OZKAP has had an average annual return of -2.70%, underperforming the benchmark SPY, which returned +12.91% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.33% | +10.72% | +2.53% | +13.20% | -33.32% | +0.56% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.39% | -0.63% | -3.66% | +6.60% | -0.98% | -0.12% | +2.33% | ||||||
| 2025 | +11.03% | +1.20% | -7.71% | +5.09% | -6.74% | +2.93% | +8.67% | -1.13% | +2.23% | -1.49% | -3.09% | +0.93% | +10.72% |
| 2024 | +4.27% | +2.58% | -0.11% | -1.89% | -6.85% | -0.63% | +11.47% | +1.53% | +6.56% | +1.89% | -4.96% | -9.52% | +2.53% |
| 2023 | +20.73% | -2.83% | -12.51% | -0% | -6.07% | +3.74% | +5.96% | -2.46% | -2.32% | +0.46% | +2.01% | +9.40% | +13.20% |
| 2022 | -5.17% | -7.70% | -3.50% | -12.70% | +11.61% | -10.36% | +12.60% | -8.45% | -5.09% | -2.77% | +0.72% | -5.68% | -33.32% |
| 2021 | +0% | -2.04% | +2.65% | +0.56% |
Drawdown analysis of Bank OZK (OZKAP)
The maximum drawdown for the OZKAP was -43.93%, occurring on May 4, 2023. This drawdown has not yet recovered.
The current OZKAP drawdown is -12.67%.
Since Oct 29, 2021 OZKAP has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.93% | Dec 30, 2021 | 337 | May 4, 2023 | Ongoing | Ongoing | Ongoing |
| -2.60% | Oct 29, 2021 | 22 | Dec 1, 2021 | 19 | Dec 29, 2021 | 41 |