Performance analysis of Pearson (PSO)
Annual Return
Over the past 3 years, PSO has had an average annual return of +16.87%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, PSO has had an average annual return of +7.61%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, PSO has had an average annual return of +5.36%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, PSO has had an average annual return of +1.95%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.18% | -11.18% | +34.11% | +11.98% | +37.65% | -6.16% | +12.92% | -27.76% | +24.28% | +4.58% | -1.45% | -39.20% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -13.72% | +19.06% | +7.39% | +23.05% | +14.70% | +57.87% | -30.80% | -0.50% | +31.82% | +1.48% | +12.71% | +26.06% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -21.21% | -46.81% | -28.43% | +43.81% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.27% | -1.98% | +3.66% | +11.80% | +0.96% | +2.49% | +10.18% | ||||||
| 2025 | +3.41% | +3.54% | -5.99% | +1.50% | -1.85% | -6.39% | -4.69% | +3.02% | -2.82% | -1.76% | -5.32% | +6.61% | -11.18% |
| 2024 | -0.57% | -0.33% | +9.70% | -7.45% | -0.90% | +3.40% | +8.25% | +3.48% | -2.23% | +7.58% | +7.06% | +3.14% | +34.11% |
| 2023 | +0.26% | -2.83% | -3.09% | +5.65% | -10.78% | +6.40% | +5.24% | -3.36% | -0.28% | +9.48% | +2.69% | +3.72% | +11.98% |
| 2022 | +1.18% | +4% | +14.86% | -2.81% | -0.72% | -4.16% | +0.43% | +9.23% | -4.88% | +16.44% | +8.01% | -6.16% | +37.65% |
| 2021 | +20.36% | -5.16% | +3.80% | +7.58% | +1.57% | -0.60% | +4.73% | -12.23% | -8.69% | -14.37% | -2.78% | +4.35% | -6.16% |
| 2020 | -11.98% | -2.97% | -1.71% | -14.95% | -1.02% | +24.65% | -3.18% | +7.45% | -4.56% | -6.05% | +28.89% | +6.63% | +12.92% |
| 2019 | -0.50% | -4.46% | -3.26% | +0.27% | -8.40% | +4.33% | +1.74% | -3.55% | -10.41% | -2.65% | -4.99% | +0.83% | -27.76% |
| 2018 | -0.51% | +2.25% | +5.40% | +10.17% | +4.90% | -3.16% | +4.04% | -1.37% | -2.62% | -1.05% | +7.64% | -2.69% | +24.28% |
| 2017 | -22.53% | +7.62% | +1.80% | +2.01% | +10.36% | -0.88% | -4.13% | -8.52% | +4.36% | +14% | +2.37% | +3.36% | +4.58% |
Drawdown analysis of Pearson (PSO)
The maximum drawdown for the PSO was -81.60%, occurring on Feb 26, 2003. Recovery took 5538 trading sessions.
The current PSO drawdown is -11.13%.
Since Nov 1, 1999 PSO has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.60% | Mar 7, 2000 | 745 | Feb 26, 2003 | 5538 | Feb 28, 2025 | 6283 |
| -30.72% | Mar 4, 2025 | 233 | Feb 5, 2026 | Ongoing | Ongoing | Ongoing |
| -22.62% | Feb 9, 2000 | 8 | Feb 22, 2000 | 10 | Mar 7, 2000 | 18 |
| -14.28% | Dec 31, 1999 | 5 | Jan 7, 2000 | 2 | Jan 11, 2000 | 7 |
| -13.03% | Jan 25, 2000 | 4 | Jan 31, 2000 | 7 | Feb 9, 2000 | 11 |
| -9.80% | Dec 13, 1999 | 3 | Dec 16, 1999 | 4 | Dec 22, 1999 | 7 |
| -6.03% | Nov 3, 1999 | 2 | Nov 5, 1999 | 8 | Nov 17, 1999 | 10 |
| -5.72% | Jan 18, 2000 | 1 | Jan 19, 2000 | 3 | Jan 24, 2000 | 4 |
| -4.48% | Nov 17, 1999 | 2 | Nov 19, 1999 | 11 | Dec 7, 1999 | 13 |
| -2.70% | Jan 13, 2000 | 1 | Jan 14, 2000 | 1 | Jan 18, 2000 | 2 |
| -0.76% | Dec 27, 1999 | 2 | Dec 29, 1999 | 1 | Dec 30, 1999 | 3 |
| -0.29% | Feb 28, 2025 | 1 | Mar 3, 2025 | 1 | Mar 4, 2025 | 2 |