Performance analysis of Regional Management (RM)
Annual Return
Over the past 3 years, RM has had an average annual return of +12.93%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, RM has had an average annual return of +0.12%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, RM has had an average annual return of +11.87%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Mar 28, 2012, RM has had an average annual return of +8.36%, underperforming the benchmark SPY, which returned +14.36% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.78% | +18.14% | +41.50% | -6.59% | -49.62% | +96.35% | +0.24% | +24.86% | -8.59% | +0.11% | +69.89% | -2.15% |
| 2014 | 2013 | 2012 | |||||||||
| -53.40% | +105.01% | +0.61% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.39% | -13.38% | +1.35% | +15.82% | -0.74% | +12.08% | +3.35% | +11.78% | |||||
| 2025 | +5.32% | -5.46% | -10.25% | +9.36% | -18.79% | +10.43% | +13.80% | +32.94% | -11.13% | +1% | -2.56% | +1.87% | +18.14% |
| 2024 | -2.79% | -2.73% | +3.47% | +4.13% | +10.24% | +4.51% | +13.78% | +3.52% | -2.45% | -12.20% | +7.38% | +11.30% | +41.50% |
| 2023 | +22.83% | -7.75% | -17.23% | +2.57% | -1.18% | +16.63% | +6.52% | -14.49% | +0.73% | -10.19% | -9.81% | +13.38% | -6.59% |
| 2022 | -11.66% | +1.70% | -5.38% | -11.37% | +11.26% | -21.46% | +9.71% | -17.17% | -16.77% | +21.12% | -12.42% | -4.62% | -49.62% |
| 2021 | -5.22% | +15.10% | +7.07% | +11.74% | +21.34% | -0.43% | +11.15% | +15.39% | -2.10% | -12.20% | +11.18% | +1.59% | +96.35% |
| 2020 | -8.26% | -6.90% | -46.75% | +16.69% | -0.51% | +11.67% | -14.23% | +20.41% | -8.91% | +21.97% | +32.60% | +11.71% | +0.24% |
| 2019 | +14.26% | -1.05% | -10.19% | +1.43% | -0.41% | +6.89% | -8.49% | +6.71% | +9.37% | +2.73% | +12.34% | -7.60% | +24.86% |
| 2018 | +7.79% | +5.50% | +6.42% | +3.23% | +8.58% | -1.88% | -5.28% | +0.48% | -13.50% | +0.10% | -5.89% | -11.45% | -8.59% |
| 2017 | -4.83% | -16.07% | -7.43% | +2.06% | +0.85% | +18.15% | +1.52% | -8.51% | +10.30% | +1.98% | -0.08% | +6.65% | +0.11% |
Drawdown analysis of Regional Management (RM)
The maximum drawdown for the RM was -71.80%, occurring on Apr 3, 2020. Recovery took 231 trading sessions.
The current RM drawdown is -20.33%.
Since Mar 28, 2012 RM has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.80% | Jun 20, 2018 | 450 | Apr 3, 2020 | 231 | Mar 5, 2021 | 681 |
| -68.61% | Jan 10, 2014 | 206 | Nov 4, 2014 | 881 | May 7, 2018 | 1087 |
| -64.61% | Sep 27, 2021 | 598 | Feb 13, 2024 | Ongoing | Ongoing | Ongoing |
| -24.12% | Apr 2, 2012 | 48 | Jun 11, 2012 | 61 | Sep 6, 2012 | 109 |
| -15.86% | Aug 1, 2013 | 24 | Sep 5, 2013 | 15 | Sep 26, 2013 | 39 |
| -14.14% | Oct 16, 2012 | 61 | Jan 16, 2013 | 31 | Mar 4, 2013 | 92 |
| -12.21% | Jun 8, 2021 | 8 | Jun 18, 2021 | 21 | Jul 20, 2021 | 29 |
| -10.18% | Oct 23, 2013 | 28 | Dec 3, 2013 | 13 | Dec 20, 2013 | 41 |
| -8.54% | Mar 15, 2021 | 6 | Mar 23, 2021 | 13 | Apr 12, 2021 | 19 |
| -8.49% | Sep 16, 2021 | 2 | Sep 20, 2021 | 4 | Sep 24, 2021 | 6 |
| -7.15% | Aug 4, 2021 | 11 | Aug 19, 2021 | 8 | Aug 31, 2021 | 19 |
| -5.32% | Jun 1, 2021 | 3 | Jun 4, 2021 | 1 | Jun 7, 2021 | 4 |
| -4.72% | Sep 7, 2012 | 23 | Oct 10, 2012 | 2 | Oct 12, 2012 | 25 |
| -4.64% | Jun 18, 2013 | 2 | Jun 20, 2013 | 10 | Jul 5, 2013 | 12 |
| -4.37% | May 10, 2021 | 2 | May 12, 2021 | 3 | May 17, 2021 | 5 |
| -3.99% | Mar 20, 2013 | 7 | Apr 1, 2013 | 16 | Apr 23, 2013 | 23 |
| -3.82% | May 10, 2013 | 6 | May 20, 2013 | 5 | May 28, 2013 | 11 |
| -3.77% | Dec 23, 2013 | 6 | Jan 2, 2014 | 1 | Jan 3, 2014 | 7 |
| -3.34% | May 28, 2013 | 6 | Jun 5, 2013 | 2 | Jun 7, 2013 | 8 |
| -3.08% | Oct 1, 2013 | 5 | Oct 8, 2013 | 5 | Oct 15, 2013 | 10 |
| -2.98% | Aug 31, 2021 | 5 | Sep 8, 2021 | 3 | Sep 13, 2021 | 8 |
| -2.91% | May 7, 2018 | 5 | May 14, 2018 | 3 | May 17, 2018 | 8 |
| -2.85% | May 17, 2021 | 3 | May 20, 2021 | 1 | May 21, 2021 | 4 |
| -2.81% | Apr 28, 2021 | 2 | Apr 30, 2021 | 3 | May 5, 2021 | 5 |
| -2.42% | May 23, 2018 | 3 | May 29, 2018 | 4 | Jun 4, 2018 | 7 |