Performance analysis of Rogers (ROG)
Annual Return
Over the past 3 years, ROG has had an average annual return of -6.44%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, ROG has had an average annual return of -6.48%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, ROG has had an average annual return of +7.42%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, ROG has had an average annual return of +7.89%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +50.33% | -9.88% | -23.06% | +10.67% | -56.29% | +75.80% | +24.50% | +25.91% | -38.82% | +110.81% | +48.94% | -36.68% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +32.42% | +23.84% | +34.72% | -3.63% | +26.19% | +9.14% | -35.97% | -26.68% | +50.97% | -9.10% | -2.31% | +98.30% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -26.57% | -26.21% | +114.68% | +5.90% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.19% | +10.89% | -0.46% | +26.48% | +4.25% | +15.69% | -15.92% | +50.33% | |||||
| 2025 | -8.42% | -14.09% | -15.53% | -8.47% | +7.70% | +2.87% | -4.24% | +19.64% | +2.55% | +8.80% | -4.26% | +9.26% | -9.88% |
| 2024 | -12.72% | -2.78% | +5.91% | +0.34% | -0.91% | +2.21% | +1.30% | -12.21% | +5.36% | -11.26% | +3.29% | -1.90% | -23.06% |
| 2023 | +16.97% | +5.45% | +11.03% | -1.52% | -2.16% | +2.83% | +4.13% | -14.29% | -9.02% | -6.53% | +5.30% | +2.06% | +10.67% |
| 2022 | -0.02% | +0.02% | -0.48% | -0.36% | -1.97% | -1.24% | +2.73% | -6.96% | -3.45% | -2.71% | -53.66% | +9.45% | -56.29% |
| 2021 | +0.50% | +16.28% | +3.71% | +4.05% | -4.34% | +7.18% | -5.08% | +11.44% | -12.21% | +7.85% | +35.55% | +0.14% | +75.80% |
| 2020 | -5.60% | -1.49% | -18.60% | +17.60% | -2.50% | +15.09% | -4.34% | -4.93% | -13.46% | +23.62% | +21.19% | +5.70% | +24.50% |
| 2019 | +28.11% | +22.33% | +2.34% | +5.44% | -17.63% | +25.07% | -8.07% | -16.54% | +3.24% | -0.90% | -4.03% | -4.07% | +25.91% |
| 2018 | +1.77% | -16.66% | -12.95% | -10.74% | +6.80% | -2.19% | +4.58% | +18.44% | +6.70% | -16.47% | +4.55% | -23.01% | -38.82% |
| 2017 | +4.09% | +3.20% | +4.07% | +19.88% | +3.18% | +2.27% | +8.61% | +0.49% | +12.42% | +14.11% | +5.93% | +0.51% | +110.81% |
Drawdown analysis of Rogers (ROG)
The maximum drawdown for the ROG was -80.77%, occurring on Apr 16, 2025. This drawdown has not yet recovered.
The current ROG drawdown is -49.75%.
Since Nov 1, 1999 ROG has experienced the following drawdowns:
- 50% or more: 5 times
- 40% or more: 7 times
- 30% or more: 7 times
- 20% or more: 8 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -80.77% | Jan 7, 2022 | 820 | Apr 16, 2025 | Ongoing | Ongoing | Ongoing |
| -80.07% | Nov 22, 2006 | 574 | Mar 9, 2009 | 1458 | Dec 19, 2014 | 2032 |
| -60.24% | May 3, 2019 | 223 | Mar 23, 2020 | 245 | Mar 12, 2021 | 468 |
| -53.53% | Dec 11, 2000 | 456 | Oct 9, 2002 | 288 | Dec 1, 2003 | 744 |
| -51.19% | Jun 28, 2004 | 212 | Apr 29, 2005 | 369 | Oct 16, 2006 | 581 |
| -49.01% | Jan 19, 2018 | 234 | Dec 24, 2018 | 87 | May 1, 2019 | 321 |
| -48.98% | Mar 23, 2015 | 203 | Jan 11, 2016 | 280 | Feb 21, 2017 | 483 |
| -23.12% | Jul 13, 2000 | 65 | Oct 13, 2000 | 23 | Nov 15, 2000 | 88 |
| -14.73% | Aug 30, 2021 | 26 | Oct 6, 2021 | 19 | Nov 2, 2021 | 45 |
| -13.45% | Apr 23, 2021 | 13 | May 12, 2021 | 54 | Jul 29, 2021 | 67 |
| -12.30% | Apr 12, 2000 | 33 | May 31, 2000 | 11 | Jun 15, 2000 | 44 |
| -10.45% | Apr 5, 2004 | 10 | Apr 20, 2004 | 2 | Apr 22, 2004 | 12 |
| -10.33% | Nov 17, 2000 | 10 | Dec 4, 2000 | 1 | Dec 5, 2000 | 11 |
| -10.11% | Dec 3, 1999 | 21 | Jan 4, 2000 | 11 | Jan 20, 2000 | 32 |
| -10.03% | Mar 19, 2021 | 3 | Mar 24, 2021 | 16 | Apr 16, 2021 | 19 |
| -9.81% | Jan 21, 2004 | 10 | Feb 4, 2004 | 1 | Feb 5, 2004 | 11 |
| -9.57% | Feb 22, 2017 | 14 | Mar 14, 2017 | 30 | Apr 26, 2017 | 44 |
| -9.54% | Nov 21, 2017 | 10 | Dec 6, 2017 | 17 | Jan 2, 2018 | 27 |
| -9.39% | Dec 26, 2014 | 23 | Jan 30, 2015 | 10 | Feb 13, 2015 | 33 |
| -9.37% | Mar 14, 2000 | 15 | Apr 4, 2000 | 6 | Apr 12, 2000 | 21 |
| -8.33% | Feb 10, 2004 | 8 | Feb 23, 2004 | 29 | Apr 2, 2004 | 37 |
| -8.18% | Jun 21, 2000 | 7 | Jun 30, 2000 | 4 | Jul 7, 2000 | 11 |
| -8.17% | Jan 24, 2000 | 5 | Jan 31, 2000 | 3 | Feb 3, 2000 | 8 |
| -8.05% | Feb 17, 2000 | 4 | Feb 24, 2000 | 10 | Mar 9, 2000 | 14 |
| -7.59% | Jul 29, 2021 | 4 | Aug 4, 2021 | 14 | Aug 24, 2021 | 18 |