Performance analysis of ePlus (PLUS)
Annual Return
Over the past 3 years, PLUS has had an average annual return of +16.57%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, PLUS has had an average annual return of +12.06%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, PLUS has had an average annual return of +13.91%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, PLUS has had an average annual return of +14.69%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -8.04% | +19.45% | -7.46% | +80.31% | -17.82% | +22.52% | +4.34% | +18.43% | -5.36% | +30.56% | +23.53% | +23.21% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +33.16% | +37.49% | +55.32% | +19.63% | +43.19% | +57.08% | +8.69% | -7.47% | -24.06% | +16.51% | -4.30% | +75.04% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -26.18% | -16.08% | -68.39% | +300% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.15% | -5.70% | -6.71% | +12.55% | -3.07% | -2.07% | -8.04% | ||||||
| 2025 | +8.15% | -19.42% | -5.20% | +2.18% | +14.45% | +1.02% | -10.15% | +12.11% | -1.88% | +3.03% | +22.81% | -2.12% | +19.45% |
| 2024 | -5.39% | +9.07% | -4.67% | -2.11% | -2.65% | -1.55% | +24.76% | +4.39% | +2.48% | -9.55% | -9.10% | -8.63% | -7.46% |
| 2023 | +12.42% | +8.82% | -9.47% | -11.22% | +13.44% | +13.99% | +0.09% | +17.80% | -4.31% | -1.61% | +1.57% | +25.77% | +80.31% |
| 2022 | -14.68% | +2.02% | +19.53% | +0.75% | +0.46% | -6.38% | +4.61% | -15.21% | -11.84% | +17.28% | +1.93% | -10.83% | -17.82% |
| 2021 | -4.45% | +12.52% | +5.37% | +0.72% | -5.77% | -8.33% | +6.66% | +17.05% | -5.18% | +7.76% | -4.59% | +2.15% | +22.52% |
| 2020 | -5.42% | -4.97% | -17.34% | +12.98% | +4.18% | -4.11% | +5.46% | +2.92% | -4.59% | -7.77% | +24.88% | +4.32% | +4.34% |
| 2019 | +11.31% | +12.90% | -1.01% | +6.49% | -25.06% | -2.43% | +10.10% | +7.67% | -6.89% | +2.68% | +6.96% | +0.86% | +18.43% |
| 2018 | +2.66% | -0.84% | +1.50% | +2.77% | +13.90% | +3.46% | +4.84% | +5.07% | -10.56% | -8.44% | -3.69% | -12.94% | -5.36% |
| 2017 | -2.73% | +13.30% | +6.38% | +5.52% | +10.53% | -5.91% | +9.18% | +3.46% | +10.45% | +3.41% | -15.06% | -7.39% | +30.56% |
Drawdown analysis of ePlus (PLUS)
The maximum drawdown for the PLUS was -91.83%, occurring on Aug 15, 2002. Recovery took 2740 trading sessions.
The current PLUS drawdown is -20.18%.
Since Nov 1, 1999 PLUS has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 5 times
- 20% or more: 8 times
- 10% or more: 19 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -91.83% | Jan 3, 2000 | 656 | Aug 15, 2002 | 2740 | Jul 5, 2013 | 3396 |
| -56.46% | Aug 7, 2018 | 405 | Mar 18, 2020 | 245 | Mar 9, 2021 | 650 |
| -46.13% | Oct 14, 2024 | 120 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -36.51% | Nov 10, 2021 | 219 | Sep 26, 2022 | 217 | Aug 8, 2023 | 436 |
| -31.70% | Dec 21, 2015 | 34 | Feb 10, 2016 | 192 | Nov 11, 2016 | 226 |
| -27.96% | Oct 16, 2017 | 79 | Feb 8, 2018 | 89 | Jun 18, 2018 | 168 |
| -26.31% | Jul 8, 2013 | 66 | Oct 9, 2013 | 272 | Nov 6, 2014 | 338 |
| -24.05% | Dec 28, 1999 | 2 | Dec 30, 1999 | 2 | Jan 3, 2000 | 4 |
| -19.57% | Mar 15, 2021 | 78 | Jul 6, 2021 | 33 | Aug 20, 2021 | 111 |
| -18.95% | Mar 23, 2015 | 114 | Sep 2, 2015 | 45 | Nov 5, 2015 | 159 |
| -17.53% | Dec 8, 1999 | 4 | Dec 14, 1999 | 6 | Dec 22, 1999 | 10 |
| -16.05% | Dec 28, 2023 | 27 | Feb 7, 2024 | 14 | Feb 28, 2024 | 41 |
| -15.56% | Nov 5, 2015 | 19 | Dec 3, 2015 | 12 | Dec 21, 2015 | 31 |
| -14.45% | Oct 11, 2023 | 20 | Nov 8, 2023 | 21 | Dec 8, 2023 | 41 |
| -13.71% | Jul 31, 2024 | 3 | Aug 5, 2024 | 8 | Aug 15, 2024 | 11 |
| -13.41% | Mar 1, 2024 | 88 | Jul 9, 2024 | 9 | Jul 22, 2024 | 97 |
| -13.24% | Dec 31, 2014 | 7 | Jan 12, 2015 | 18 | Feb 6, 2015 | 25 |
| -12.06% | Aug 3, 2017 | 25 | Sep 8, 2017 | 13 | Sep 27, 2017 | 38 |
| -10.87% | Nov 30, 1999 | 3 | Dec 3, 1999 | 3 | Dec 8, 1999 | 6 |
| -9.35% | Aug 30, 2024 | 7 | Sep 11, 2024 | 5 | Sep 18, 2024 | 12 |
| -8.85% | Jun 8, 2017 | 10 | Jun 22, 2017 | 21 | Jul 24, 2017 | 31 |
| -8.61% | Sep 2, 2021 | 12 | Sep 21, 2021 | 24 | Oct 25, 2021 | 36 |
| -7.61% | Aug 30, 2023 | 12 | Sep 18, 2023 | 17 | Oct 11, 2023 | 29 |
| -7.48% | Aug 8, 2023 | 9 | Aug 21, 2023 | 7 | Aug 30, 2023 | 16 |
| -7.39% | Dec 27, 2016 | 15 | Jan 19, 2017 | 11 | Feb 3, 2017 | 26 |