Performance analysis of Regions Financial (RF-P-C)
Annual Return
Over the past 3 years, RF-P-C has had an average annual return of +11.18%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, RF-P-C has had an average annual return of +2.31%, underperforming the benchmark SPY, which returned +12.50% annual.
Since Apr 24, 2019, RF-P-C has had an average annual return of +5.44%, underperforming the benchmark SPY, which returned +15.34% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.22% | +2.78% | +20.98% | -0.13% | -16.39% | +5.46% | +10.24% | +13.50% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.20% | +0.75% | -4.24% | +5.70% | -0.27% | +0.12% | +0.08% | +7.22% | |||||
| 2025 | +2.06% | +0.36% | -3.43% | -2.58% | +0.04% | +5.25% | +4.18% | -2.42% | +2.39% | +0.73% | -2.44% | -0.97% | +2.78% |
| 2024 | +6.79% | +3.62% | +1.68% | -5.86% | +4.99% | -0% | +0.73% | +4.45% | +2.65% | +2.99% | +1.61% | -3.73% | +20.98% |
| 2023 | +10.73% | -1.08% | -12.93% | +9.68% | -14.43% | +3.28% | +8.10% | -5.98% | -4.16% | -7.12% | +11.27% | +7.29% | -0.13% |
| 2022 | -6.62% | +0.56% | -2.65% | -5.61% | -0.09% | -3.71% | +9.29% | -7.84% | -3.15% | -5.63% | +11.15% | -1.55% | -16.39% |
| 2021 | +0.72% | -5.76% | +2.52% | +0.75% | +2.54% | +4.85% | -0.32% | -0.44% | -2.07% | +2.73% | -4.96% | +5.44% | +5.46% |
| 2020 | +3.50% | -3.82% | -14.29% | +12.81% | -1.68% | -4.04% | +8.62% | +4.03% | -0.22% | +2.65% | +2.73% | +2.13% | +10.24% |
| 2019 | +0.47% | -0.07% | +1.84% | +4.22% | +3.29% | +3.24% | -1.89% | -2.26% | +4.15% | +13.50% |
Drawdown analysis of Regions Financial (RF-P-C)
The maximum drawdown for the RF-P-C was -53.05%, occurring on Mar 18, 2020. Recovery took 143 trading sessions.
The current RF-P-C drawdown is -0.45%.
Since Apr 24, 2019 RF-P-C has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.05% | Feb 7, 2020 | 27 | Mar 18, 2020 | 143 | Oct 9, 2020 | 170 |
| -33.80% | Jun 24, 2021 | 585 | Oct 20, 2023 | 225 | Sep 13, 2024 | 810 |
| -11.06% | Nov 29, 2024 | 95 | Apr 21, 2025 | 50 | Jul 2, 2025 | 145 |
| -8.77% | Dec 16, 2020 | 47 | Feb 25, 2021 | 69 | Jun 4, 2021 | 116 |
| -5.83% | Oct 28, 2025 | 17 | Nov 20, 2025 | 41 | Jan 22, 2026 | 58 |
| -5.73% | Feb 11, 2026 | 33 | Mar 31, 2026 | 63 | Jul 1, 2026 | 96 |
| -4.61% | Sep 30, 2019 | 44 | Dec 2, 2019 | 21 | Jan 2, 2020 | 65 |
| -3.71% | Sep 6, 2019 | 5 | Sep 13, 2019 | 6 | Sep 23, 2019 | 11 |
| -3.63% | Sep 24, 2024 | 4 | Sep 30, 2024 | 11 | Oct 15, 2024 | 15 |
| -3.45% | Oct 9, 2020 | 14 | Oct 29, 2020 | 5 | Nov 5, 2020 | 19 |
| -3.43% | Aug 19, 2025 | 8 | Aug 29, 2025 | 8 | Sep 11, 2025 | 16 |
| -3.12% | Sep 22, 2025 | 18 | Oct 16, 2025 | 8 | Oct 28, 2025 | 26 |
| -2.99% | Nov 8, 2024 | 8 | Nov 20, 2024 | 6 | Nov 29, 2024 | 14 |
| -2.71% | Oct 16, 2024 | 5 | Oct 23, 2024 | 12 | Nov 8, 2024 | 17 |
| -2.14% | Nov 16, 2020 | 11 | Dec 2, 2020 | 7 | Dec 11, 2020 | 18 |
| -1.59% | Jan 26, 2026 | 8 | Feb 5, 2026 | 2 | Feb 9, 2026 | 10 |
| -1.47% | Jan 3, 2020 | 2 | Jan 7, 2020 | 3 | Jan 10, 2020 | 5 |
| -1.31% | Aug 21, 2019 | 2 | Aug 23, 2019 | 3 | Aug 28, 2019 | 5 |
| -1.22% | Jul 1, 2026 | 7 | Jul 13, 2026 | Ongoing | Ongoing | Ongoing |
| -1.17% | Jul 10, 2025 | 3 | Jul 15, 2025 | 12 | Jul 31, 2025 | 15 |
| -1.15% | Jan 10, 2020 | 9 | Jan 24, 2020 | 3 | Jan 29, 2020 | 12 |
| -1.13% | Sep 16, 2024 | 1 | Sep 17, 2024 | 3 | Sep 20, 2024 | 4 |
| -0.99% | Nov 10, 2020 | 2 | Nov 12, 2020 | 2 | Nov 16, 2020 | 4 |
| -0.94% | May 3, 2019 | 6 | May 13, 2019 | 18 | Jun 7, 2019 | 24 |
| -0.87% | Jul 17, 2019 | 2 | Jul 19, 2019 | 3 | Jul 24, 2019 | 5 |