Performance analysis of Rocket Companies (RKT)
Annual Return
Over the past 3 years, RKT has had an average annual return of +11.19%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, RKT has had an average annual return of -2.41%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Aug 6, 2020, RKT has had an average annual return of -4.55%, underperforming the benchmark SPY, which returned +16.08% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -29.49% | +81.53% | -22.24% | +106.85% | -45.89% | -27.65% | -6.00% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -7.39% | +1.45% | -21.65% | +2.59% | -0.75% | +8.54% | -13.33% | -29.49% | |||||
| 2025 | +11.89% | +11.11% | -8.97% | +6.96% | -1.24% | +11.22% | +4.16% | +20.31% | +9.07% | -14.04% | +19.93% | -3.10% | +81.53% |
| 2024 | -14.99% | +2.02% | +15.86% | -15.61% | +13.20% | -1.44% | +18.18% | +21.36% | -2.33% | -16.11% | -9.75% | -22.51% | -22.24% |
| 2023 | +34.43% | -16.47% | +15.27% | -1.66% | -9.99% | +11.72% | +22% | -2.30% | -23.41% | -9.65% | +26.38% | +55.03% | +106.85% |
| 2022 | -9.72% | +2.13% | -6.79% | -20.41% | +2.49% | -18.85% | +29.34% | -17.01% | -20.01% | +9.18% | +20.29% | -15.65% | -45.89% |
| 2021 | +5.64% | +2.30% | +10.43% | -2.77% | -21.12% | +9.26% | -10.90% | +0.63% | -7.55% | +2.75% | -5.95% | -9.68% | -27.65% |
| 2020 | +30.17% | -28.82% | -8.53% | +13.66% | -2.42% | -6.00% |
Drawdown analysis of Rocket Companies (RKT)
The maximum drawdown for the RKT was -82.93%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current RKT drawdown is -60.83%.
Since Aug 6, 2020 RKT has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -82.93% | Mar 2, 2021 | 414 | Oct 20, 2022 | Ongoing | Ongoing | Ongoing |
| -41.78% | Sep 2, 2020 | 41 | Oct 30, 2020 | 82 | Mar 2, 2021 | 123 |
| -24.74% | Aug 7, 2020 | 4 | Aug 13, 2020 | 6 | Aug 21, 2020 | 10 |
| -6.90% | Aug 24, 2020 | 3 | Aug 27, 2020 | 3 | Sep 1, 2020 | 6 |