Performance analysis of Polaris (PII)
Annual Return
Over the past 3 years, PII has had an average annual return of -14.86%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, PII has had an average annual return of -8.29%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, PII has had an average annual return of +0.18%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, PII has had an average annual return of +10.96%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.56% | +15.98% | -37.18% | -3.76% | -6.02% | +17.80% | -3.80% | +36.45% | -36.76% | +54.19% | -1.73% | -42.25% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +5.27% | +75.89% | +53.29% | +46.06% | +83.83% | +59.90% | -37.73% | +4.81% | -4.10% | -24.68% | +56.60% | +54.11% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +3.22% | +48.57% | +12.74% | +0.53% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.93% | -4.86% | -9.24% | +21.60% | +6.49% | -2.04% | +7.25% | +18.56% | |||||
| 2025 | -17.22% | -5.83% | -7.43% | -17.05% | +15.49% | +5.48% | +30.16% | +6.94% | +3.95% | +13.71% | +0.39% | -3.70% | +15.98% |
| 2024 | -5.08% | +3.79% | +7.99% | -14.94% | -1.83% | -5.57% | +6.35% | +1.65% | -0.88% | -16.01% | -1.30% | -15.68% | -37.18% |
| 2023 | +13.70% | -0.38% | -2.74% | -1.79% | -0.27% | +12.27% | +12.33% | -17.01% | -7.09% | -17.02% | -3.82% | +14.91% | -3.76% |
| 2022 | +2.44% | +8.49% | -13.32% | -9.86% | +12.90% | -6.82% | +18.13% | -2.87% | -15.56% | +6.22% | +12.89% | -11.45% | -6.02% |
| 2021 | +22.45% | +1.47% | +13.37% | +4.89% | -5.84% | +4.37% | -4.30% | -8.15% | -0.08% | -3.94% | -2.20% | -1.68% | +17.80% |
| 2020 | -9.70% | -9.46% | -41.66% | +47.31% | +23.13% | +6.65% | +11.97% | -1.90% | -6.63% | -3.69% | +6.34% | -0.75% | -3.80% |
| 2019 | +9.39% | +2.34% | -0.94% | +14.18% | -16.50% | +14.21% | +3.77% | -12.72% | +7.30% | +12.09% | -0.34% | +4.09% | +36.45% |
| 2018 | -8.86% | +1.40% | +0.46% | -8.47% | +7.33% | +9.19% | -13.72% | +3.44% | -6.92% | -11.86% | +9.69% | -20.95% | -36.76% |
| 2017 | +2.04% | +2.03% | -1.65% | +1.74% | -1.27% | +10.32% | -2.79% | +4.63% | +12.23% | +13.19% | +7.73% | -2.38% | +54.19% |
Drawdown analysis of Polaris (PII)
The maximum drawdown for the PII was -77.58%, occurring on Mar 9, 2009. Recovery took 282 trading sessions.
The current PII drawdown is -40.43%.
Since Nov 1, 1999 PII has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 4 times
- 30% or more: 5 times
- 20% or more: 7 times
- 10% or more: 18 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.58% | Mar 15, 2005 | 1002 | Mar 9, 2009 | 282 | Apr 21, 2010 | 1284 |
| -75.59% | Apr 23, 2021 | 994 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -72.10% | Feb 26, 2015 | 1285 | Apr 3, 2020 | 235 | Mar 11, 2021 | 1520 |
| -40.78% | May 6, 2002 | 213 | Mar 11, 2003 | 88 | Jul 16, 2003 | 301 |
| -33.88% | Nov 15, 1999 | 66 | Feb 18, 2000 | 200 | Dec 4, 2000 | 266 |
| -28.26% | Feb 26, 2001 | 40 | Apr 24, 2001 | 138 | Nov 13, 2001 | 178 |
| -24.48% | Jul 22, 2011 | 13 | Aug 10, 2011 | 54 | Oct 26, 2011 | 67 |
| -18.32% | Apr 21, 2010 | 52 | Jul 6, 2010 | 57 | Sep 24, 2010 | 109 |
| -18.19% | Nov 3, 2011 | 31 | Dec 19, 2011 | 29 | Feb 1, 2012 | 60 |
| -17.70% | Dec 30, 2013 | 25 | Feb 5, 2014 | 115 | Jul 22, 2014 | 140 |
| -16.55% | May 2, 2012 | 29 | Jun 13, 2012 | 62 | Sep 11, 2012 | 91 |
| -13.92% | Nov 12, 2014 | 48 | Jan 23, 2015 | 23 | Feb 26, 2015 | 71 |
| -11.97% | Apr 6, 2004 | 33 | May 24, 2004 | 22 | Jun 25, 2004 | 55 |
| -11.40% | Dec 21, 2010 | 13 | Jan 10, 2011 | 39 | Mar 8, 2011 | 52 |
| -11.40% | Dec 11, 2003 | 34 | Feb 2, 2004 | 41 | Mar 31, 2004 | 75 |
| -10.72% | Jan 25, 2013 | 20 | Feb 25, 2013 | 60 | May 21, 2013 | 80 |
| -10.53% | May 31, 2011 | 9 | Jun 13, 2011 | 11 | Jun 28, 2011 | 20 |
| -10.34% | Jul 16, 2004 | 15 | Aug 6, 2004 | 19 | Sep 2, 2004 | 34 |
| -9.94% | Mar 15, 2021 | 7 | Mar 24, 2021 | 12 | Apr 12, 2021 | 19 |
| -9.38% | Oct 18, 2012 | 17 | Nov 14, 2012 | 39 | Jan 11, 2013 | 56 |
| -9.22% | Aug 12, 2003 | 22 | Sep 12, 2003 | 21 | Oct 13, 2003 | 43 |
| -9.15% | Dec 29, 2004 | 18 | Jan 25, 2005 | 5 | Feb 1, 2005 | 23 |
| -8.44% | Jan 9, 2002 | 13 | Jan 29, 2002 | 25 | Mar 6, 2002 | 38 |
| -8.17% | Apr 3, 2012 | 4 | Apr 10, 2012 | 6 | Apr 18, 2012 | 10 |
| -8.03% | Oct 5, 2004 | 6 | Oct 13, 2004 | 2 | Oct 15, 2004 | 8 |