Performance analysis of Regions Financial (RF-P-E)
Annual Return
Over the past 3 years, RF-P-E has had an average annual return of +4.94%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, RF-P-E has had an average annual return of -3.03%, underperforming the benchmark SPY, which returned +12.50% annual.
Since Apr 27, 2021, RF-P-E has had an average annual return of -2.36%, underperforming the benchmark SPY, which returned +13.02% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.57% | +3.39% | +9.07% | +5.80% | -27.38% | +4.50% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.57% | +1.45% | -5.91% | +2.58% | -2.03% | +0.05% | +0.94% | -2.57% | |||||
| 2025 | +1.02% | +1.83% | -4.51% | +2.21% | -3.75% | +3.27% | +5.23% | +1% | +3.17% | -2.43% | -3.14% | -0.01% | +3.39% |
| 2024 | +4.45% | +2.48% | +3.94% | -9.75% | +7.13% | -1.26% | -0.50% | +4.51% | +4.59% | +0.53% | +4.11% | -9.79% | +9.07% |
| 2023 | +15.09% | -2.70% | -8.31% | +7.07% | -11.65% | +1.95% | +2.45% | +0.45% | -4.07% | -9.10% | +11.97% | +6.33% | +5.80% |
| 2022 | -6.98% | -4.78% | -3.65% | -12.65% | +4.04% | -3.80% | +9.11% | -4.54% | -3.05% | -4.80% | +8.75% | -6.89% | -27.38% |
| 2021 | -1.08% | +0.57% | +2.13% | +2.81% | -0.45% | +1.76% | -1.96% | -2.04% | +2.83% | +4.50% |
Drawdown analysis of Regions Financial (RF-P-E)
The maximum drawdown for the RF-P-E was -39.42%, occurring on May 11, 2023. This drawdown has not yet recovered.
The current RF-P-E drawdown is -17.15%.
Since Apr 27, 2021 RF-P-E has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.42% | Sep 24, 2021 | 409 | May 11, 2023 | Ongoing | Ongoing | Ongoing |
| -3.36% | Apr 27, 2021 | 11 | May 12, 2021 | 10 | May 26, 2021 | 21 |
| -2.33% | Jul 14, 2021 | 8 | Jul 26, 2021 | 38 | Sep 17, 2021 | 46 |
| -0.84% | May 26, 2021 | 3 | Jun 1, 2021 | 3 | Jun 4, 2021 | 6 |
| -0.58% | Sep 22, 2021 | 1 | Sep 23, 2021 | 1 | Sep 24, 2021 | 2 |
| -0.47% | Jul 6, 2021 | 2 | Jul 8, 2021 | 1 | Jul 9, 2021 | 3 |
| -0.39% | Sep 17, 2021 | 1 | Sep 20, 2021 | 1 | Sep 21, 2021 | 2 |
| -0.28% | Jun 14, 2021 | 1 | Jun 15, 2021 | 2 | Jun 17, 2021 | 3 |
| -0.08% | Jun 8, 2021 | 1 | Jun 9, 2021 | 2 | Jun 11, 2021 | 3 |
| -0.04% | Jun 17, 2021 | 1 | Jun 18, 2021 | 1 | Jun 21, 2021 | 2 |
| -0.04% | Jun 29, 2021 | 1 | Jun 30, 2021 | 1 | Jul 1, 2021 | 2 |