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Performance analysis of Perella Weinberg Partners (PWP)

Annual Return

Over the past 3 years, PWP has had an average annual return of +18.57%, underperforming the benchmark SPY, which returned +19.62% annual.

Over the past 5 years, PWP has had an average annual return of +6.91%, underperforming the benchmark SPY, which returned +12.73% annual.

Since Nov 20, 2020, PWP has had an average annual return of +10.58%, underperforming the benchmark SPY, which returned +15.63% annual.

2026202520242023202220212020
-8.76%-26.43%+98.13%+28.39%-21.16%+15.03%+14.20%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+28.96%-16.75%-1.89%+25.22%-24.54%-6.60%-1.85%-8.76%
2025+8.31%-10.23%-20.38%-6.68%+1.53%+11.80%+2.68%+11.34%-3.66%-12.38%-1.85%-5.26%-26.43%
2024-3.93%+16.89%+3.44%+5.59%+3.94%+5.25%+16.31%+3.44%-0.86%+4.77%+26.89%-6.87%+98.13%
2023+4.59%-0.68%-9.99%-13.18%-0.02%+6.39%+18.61%+7.29%-3.33%-3.63%+20.21%+4.35%+28.39%
2022-15.55%+1.20%-13.45%-18.41%-1.70%-22.27%+20.93%+1.98%-11.08%+24.48%+22.31%+2.40%-21.16%
2021+1.86%-7.91%+5.48%+1.34%+11.74%+1.58%-5.21%+14.60%-4.70%+5.97%-15.10%+8.52%+15.03%
2020+5.91%+7.83%+14.20%

Drawdown analysis of Perella Weinberg Partners (PWP)

The maximum drawdown for the PWP was -60.42%, occurring on Jul 11, 2022. Recovery took 411 trading sessions.

The current PWP drawdown is -39.41%.

Since Nov 20, 2020 PWP has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 2 times
  • 30% or more: 2 times
  • 20% or more: 2 times
  • 10% or more: 8 times
DepthStartTo BottomBottomTo RecoverEndTotal
-60.42%Sep 2, 2021213Jul 11, 2022411Feb 28, 2024624
-43.10%Jan 21, 2025348Jun 10, 2026OngoingOngoingOngoing
-19.05%Jan 22, 202128Mar 4, 202160May 28, 202188
-14.67%Dec 5, 202424Jan 13, 20255Jan 21, 202529
-14.09%Aug 26, 202411Sep 11, 202420Oct 9, 202431
-12.80%Jul 26, 20248Aug 7, 20245Aug 14, 202413
-12.07%May 20, 202418Jun 14, 20249Jun 28, 202427
-10.73%Jul 1, 202118Jul 28, 202111Aug 12, 202129
-9.37%Jun 1, 202114Jun 21, 20212Jun 23, 202116
-8.95%Apr 23, 202410May 7, 20249May 20, 202419
-8.79%Oct 18, 20249Oct 31, 20244Nov 6, 202413
-5.36%Dec 30, 20208Jan 12, 20211Jan 13, 20219
-5.07%Aug 16, 20213Aug 19, 20213Aug 24, 20216
-5.03%Apr 9, 20244Apr 15, 20245Apr 22, 20249
-4.66%Jul 17, 20245Jul 24, 20242Jul 26, 20247
-4.32%Mar 21, 20242Mar 25, 20245Apr 2, 20247
-4.02%Nov 6, 20241Nov 7, 20242Nov 11, 20243
-3.88%Feb 29, 20249Mar 13, 20244Mar 19, 202413
-3.65%Nov 23, 20201Nov 24, 20203Nov 30, 20204
-3.20%Aug 25, 20212Aug 27, 20213Sep 1, 20215
-3.17%Jun 24, 20214Jun 30, 20211Jul 1, 20215
-2.89%Jun 28, 20243Jul 3, 20244Jul 10, 20247
-2.88%Nov 14, 20244Nov 20, 20241Nov 21, 20245
-2.59%Nov 11, 20241Nov 12, 20242Nov 14, 20243
-2.59%Aug 19, 20242Aug 21, 20242Aug 23, 20244