Performance analysis of RBC Bearings Incorporated 5.00 Series A Mandatory Convertible Preferred Stock (RBCP)
Annual Return
Over the past 3 years, RBCP has had an average annual return of +17.27%, underperforming the benchmark SPY, which returned +24.50% annual.
Since Sep 26, 2022, RBCP has had an average annual return of +13.55%, underperforming the benchmark SPY, which returned +27.70% annual.
| 2024 | 2023 | 2022 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.59% | +32.21% | -0.24% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -5.23% | +1.61% | -1.32% | -7.96% | +18.12% | -7.87% | +6.60% | +2.48% | +0.32% | -5.66% | -1.59% | ||
| 2023 | +14.49% | -4.47% | +1.59% | -1.97% | -9.49% | +7.25% | +2.46% | +2.10% | +0.42% | -4.47% | +14.63% | +8.69% | +32.21% |
| 2022 | -0.07% | +17.63% | -5.34% | -10.34% | -0.24% |
Drawdown analysis of RBC Bearings Incorporated 5.00 Series A Mandatory Convertible Preferred Stock (RBCP)
The maximum drawdown for the RBCP was -16.69%, occurring on Dec 16, 2022. Recovery took 238 trading sessions.
The current RBCP drawdown is -7.43%.
Since Sep 26, 2022 RBCP has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.69% | Oct 31, 2022 | 33 | Dec 16, 2022 | 238 | Nov 29, 2023 | 271 |
| -13.38% | Dec 28, 2023 | 78 | Apr 22, 2024 | 19 | May 17, 2024 | 97 |
| -9.72% | Jul 16, 2024 | 19 | Aug 12, 2024 | Ongoing | Ongoing | Ongoing |
| -9.04% | May 20, 2024 | 28 | Jul 1, 2024 | 10 | Jul 16, 2024 | 38 |
| -3.69% | Oct 6, 2022 | 6 | Oct 14, 2022 | 3 | Oct 19, 2022 | 9 |
| -2.46% | Dec 4, 2023 | 2 | Dec 6, 2023 | 6 | Dec 14, 2023 | 8 |
| -1.26% | Dec 14, 2023 | 1 | Dec 15, 2023 | 2 | Dec 19, 2023 | 3 |
| -1.21% | Sep 27, 2022 | 1 | Sep 28, 2022 | 1 | Sep 29, 2022 | 2 |
| -0.82% | Sep 29, 2022 | 1 | Sep 30, 2022 | 1 | Oct 3, 2022 | 2 |
| -0.31% | Dec 19, 2023 | 1 | Dec 20, 2023 | 1 | Dec 21, 2023 | 2 |