Performance analysis of Rockwell Automation (ROK)
Annual Return
Over the past 3 years, ROK has had an average annual return of +12.72%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, ROK has had an average annual return of +10.83%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, ROK has had an average annual return of +16.64%, outperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, ROK has had an average annual return of +15.21%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.69% | +38.35% | -6.23% | +22.62% | -24.79% | +41.19% | +26.13% | +37.85% | -21.77% | +48.87% | +34.44% | -5.56% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -3.89% | +43.73% | +17.19% | +4.49% | +56.11% | +50.88% | -51.96% | +14.90% | +4.76% | +21.29% | +41.75% | +77.99% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +19.93% | -2.12% | +2.03% | +1.23% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.37% | -3.02% | -11.92% | +13.94% | +10.66% | +9.76% | -7.35% | +18.69% | |||||
| 2025 | -2.58% | +3.58% | -10.02% | -4.14% | +27.94% | +5.27% | +5.88% | -1.98% | +1.78% | +5.39% | +7.87% | -1.72% | +38.35% |
| 2024 | -18.42% | +13.06% | +2.19% | -6.99% | -4.52% | +6.89% | +1.22% | -1.89% | -1.31% | -0.65% | +11.17% | -3.17% | -6.23% |
| 2023 | +9.50% | +4.99% | -0.50% | -3.42% | -1.27% | +18.25% | +2.08% | -6.83% | -8.40% | -8.07% | +5.31% | +12.72% | +22.62% |
| 2022 | -17.09% | -7.44% | +5.05% | -9.77% | -15.16% | -6.52% | +28.08% | -6.78% | -9.21% | +18.68% | +3.95% | -2.52% | -24.79% |
| 2021 | -0.91% | -1.69% | +9.11% | -0.44% | +0.19% | +8.46% | +7.48% | +6.22% | -9.65% | +8.62% | +5.61% | +3.76% | +41.19% |
| 2020 | -5.43% | -3.77% | -17.76% | +25.56% | +14.67% | -1.46% | +2.41% | +6.14% | -4.27% | +7.45% | +8.26% | -1.86% | +26.13% |
| 2019 | +12.65% | +5.91% | -1.74% | +2.99% | -17.15% | +10.06% | -1.86% | -4.37% | +7.86% | +4.36% | +14.52% | +3.49% | +37.85% |
| 2018 | +0.48% | -7.95% | -3.65% | -5.55% | +7.16% | -5.23% | +12.83% | -3.01% | +3.63% | -12.15% | +6.43% | -13.69% | -21.77% |
| 2017 | +10.11% | +2.61% | +3.05% | +1.05% | +1.36% | +2.04% | +1.90% | -0.12% | +8.62% | +12.69% | -3.44% | +1.69% | +48.87% |
Drawdown analysis of Rockwell Automation (ROK)
The maximum drawdown for the ROK was -75.84%, occurring on Mar 5, 2009. Recovery took 447 trading sessions.
The current ROK drawdown is -7.35%.
Since Nov 1, 1999 ROK has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 5 times
- 30% or more: 8 times
- 20% or more: 12 times
- 10% or more: 18 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.84% | Apr 24, 2006 | 721 | Mar 5, 2009 | 447 | Dec 10, 2010 | 1168 |
| -46.74% | Apr 26, 2011 | 104 | Sep 22, 2011 | 456 | Jul 18, 2013 | 560 |
| -45.09% | Dec 15, 2021 | 127 | Jun 17, 2022 | 267 | Jul 13, 2023 | 394 |
| -44.80% | Jan 19, 2000 | 170 | Sep 20, 2000 | 355 | Feb 25, 2002 | 525 |
| -42.36% | Feb 21, 2020 | 21 | Mar 23, 2020 | 44 | May 26, 2020 | 65 |
| -34.84% | Jul 18, 2023 | 433 | Apr 8, 2025 | 57 | Jul 1, 2025 | 490 |
| -32.70% | May 9, 2002 | 106 | Oct 9, 2002 | 64 | Jan 10, 2003 | 170 |
| -30.40% | Jan 12, 2018 | 238 | Dec 24, 2018 | 226 | Nov 15, 2019 | 464 |
| -28.41% | Jun 11, 2015 | 153 | Jan 20, 2016 | 192 | Oct 21, 2016 | 345 |
| -26.65% | Feb 25, 2005 | 43 | Apr 28, 2005 | 175 | Jan 6, 2006 | 218 |
| -22.46% | Jun 9, 2014 | 88 | Oct 13, 2014 | 149 | May 18, 2015 | 237 |
| -22.08% | Jan 16, 2004 | 35 | Mar 9, 2004 | 75 | Jun 25, 2004 | 110 |
| -18.72% | Feb 3, 2026 | 38 | Mar 30, 2026 | 25 | May 5, 2026 | 63 |
| -18.56% | Jan 15, 2003 | 38 | Mar 12, 2003 | 55 | May 30, 2003 | 93 |
| -11.89% | Sep 2, 2020 | 12 | Sep 21, 2020 | 13 | Oct 8, 2020 | 25 |
| -11.56% | Dec 3, 1999 | 7 | Dec 14, 1999 | 24 | Jan 19, 2000 | 31 |
| -11.04% | Mar 6, 2002 | 13 | Mar 25, 2002 | 25 | Apr 30, 2002 | 38 |
| -10.51% | Sep 2, 2021 | 21 | Oct 4, 2021 | 21 | Nov 2, 2021 | 42 |
| -9.96% | Jan 21, 2021 | 4 | Jan 27, 2021 | 41 | Mar 26, 2021 | 45 |
| -9.83% | Jun 5, 2020 | 13 | Jun 24, 2020 | 22 | Jul 27, 2020 | 35 |
| -9.49% | Apr 21, 2014 | 6 | Apr 29, 2014 | 28 | Jun 9, 2014 | 34 |
| -8.33% | Jul 25, 2025 | 8 | Aug 6, 2025 | 55 | Oct 23, 2025 | 63 |
| -8.28% | Jan 21, 2014 | 11 | Feb 5, 2014 | 11 | Feb 21, 2014 | 22 |
| -8.06% | Sep 19, 2003 | 7 | Sep 30, 2003 | 10 | Oct 14, 2003 | 17 |
| -7.78% | May 6, 2026 | 9 | May 19, 2026 | 9 | Jun 2, 2026 | 18 |