Performance analysis of Boston Beer (SAM)
Annual Return
Over the past 3 years, SAM has had an average annual return of -21.83%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SAM has had an average annual return of -31.80%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, SAM has had an average annual return of +0.61%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, SAM has had an average annual return of +12.15%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -16.08% | -34.95% | -13.20% | +4.88% | -34.76% | -49.20% | +163.14% | +56.89% | +26.03% | +12.51% | -15.88% | -30.27% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +19.75% | +79.84% | +23.85% | +14.16% | +104.06% | +64.09% | -24.57% | +4.64% | +43.92% | +17.54% | +17.26% | +26.85% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -16.62% | +94.66% | +22.54% | -7.23% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.48% | +6.16% | +1.60% | +2.88% | -25.21% | -7.63% | -16.08% | ||||||
| 2025 | -16.44% | -2.75% | -2.02% | +2.91% | -6.49% | -16.99% | +8.53% | +6.77% | -4.37% | -2.10% | -5.89% | +0.17% | -34.95% |
| 2024 | +1.06% | -11.78% | -1.21% | -8.54% | +12.66% | -2.75% | -8.14% | -3.03% | +6.41% | +0.67% | +8.65% | -5.14% | -13.20% |
| 2023 | +17.93% | -16.68% | +1.51% | -3.40% | +6.30% | -8.61% | +20.43% | -1.62% | +6.59% | -14.27% | +6.23% | -2.58% | +4.88% |
| 2022 | -16.68% | -8.88% | +1.31% | -3.47% | -5.25% | -14.73% | +25.57% | -11.39% | -3.98% | +15.34% | +2.97% | -14.27% | -34.76% |
| 2021 | -7.78% | +12.20% | +17.26% | +0.85% | -13.02% | -3.53% | -30.45% | -19.69% | -10.60% | -3.39% | -8.39% | +11.95% | -49.20% |
| 2020 | -5.68% | +4.04% | -0.87% | +26.92% | +21.05% | -4.97% | +51.02% | +8.83% | +0.16% | +17.64% | -10.43% | +6.82% | +163.14% |
| 2019 | +3.45% | +25.45% | -5.70% | +5.18% | +1.38% | +20.19% | +3.85% | +11.75% | -16.96% | +2.85% | +2.63% | -1.68% | +56.89% |
| 2018 | -0.65% | -14.12% | +15.95% | +18.57% | +13.25% | +18.06% | -8.26% | +10.26% | -5.16% | +6.88% | -10.66% | -12.28% | +26.03% |
| 2017 | -9.51% | +3.22% | -8.82% | -0.21% | -1.11% | -7.43% | +18.65% | -4.97% | +4.83% | +13.99% | +1.01% | +6.26% | +12.51% |
Drawdown analysis of Boston Beer (SAM)
The maximum drawdown for the SAM was -87.57%, occurring on Jun 2, 2026. This drawdown has not yet recovered.
The current SAM drawdown is -87.47%.
Since Nov 1, 1999 SAM has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 5 times
- 20% or more: 12 times
- 10% or more: 26 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -87.57% | Apr 20, 2021 | 1285 | Jun 2, 2026 | Ongoing | Ongoing | Ongoing |
| -66.19% | Oct 17, 2007 | 351 | Mar 11, 2009 | 274 | Apr 13, 2010 | 625 |
| -59.91% | Jan 22, 2015 | 612 | Jun 27, 2017 | 263 | Jul 13, 2018 | 875 |
| -36.14% | Nov 14, 2002 | 104 | Apr 16, 2003 | 146 | Nov 12, 2003 | 250 |
| -30.59% | Aug 27, 2019 | 138 | Mar 16, 2020 | 29 | Apr 27, 2020 | 167 |
| -29.68% | Dec 27, 2001 | 41 | Feb 27, 2002 | 182 | Nov 14, 2002 | 223 |
| -28.64% | Jul 23, 2018 | 117 | Jan 9, 2019 | 79 | May 3, 2019 | 196 |
| -27.80% | Aug 23, 2004 | 173 | Apr 29, 2005 | 289 | Jun 22, 2006 | 462 |
| -27.53% | Dec 21, 2010 | 197 | Oct 3, 2011 | 23 | Nov 3, 2011 | 220 |
| -21.38% | Oct 21, 2013 | 74 | Feb 6, 2014 | 192 | Nov 10, 2014 | 266 |
| -21.11% | Jul 5, 2012 | 37 | Aug 27, 2012 | 74 | Dec 13, 2012 | 111 |
| -20.92% | Sep 8, 2000 | 35 | Oct 27, 2000 | 75 | Feb 15, 2001 | 110 |
| -18.04% | Oct 23, 2020 | 22 | Nov 24, 2020 | 49 | Feb 5, 2021 | 71 |
| -17.51% | Dec 11, 2006 | 55 | Mar 5, 2007 | 55 | May 22, 2007 | 110 |
| -17.32% | Dec 11, 2001 | 2 | Dec 13, 2001 | 5 | Dec 20, 2001 | 7 |
| -16.27% | Dec 27, 2011 | 43 | Feb 29, 2012 | 76 | Jun 18, 2012 | 119 |
| -16.03% | Sep 6, 2001 | 7 | Sep 21, 2001 | 24 | Oct 25, 2001 | 31 |
| -15.73% | Feb 17, 2021 | 10 | Mar 3, 2021 | 23 | Apr 6, 2021 | 33 |
| -15.49% | Feb 20, 2001 | 91 | Jun 29, 2001 | 17 | Jul 25, 2001 | 108 |
| -14.86% | Apr 29, 2013 | 8 | May 9, 2013 | 27 | Jun 18, 2013 | 35 |
| -13.78% | Jan 14, 2004 | 14 | Feb 4, 2004 | 67 | May 11, 2004 | 81 |
| -12.10% | May 10, 2019 | 16 | Jun 4, 2019 | 14 | Jun 24, 2019 | 30 |
| -11.51% | Jun 21, 2010 | 9 | Jul 2, 2010 | 85 | Nov 2, 2010 | 94 |
| -11.30% | Aug 24, 2020 | 10 | Sep 8, 2020 | 10 | Sep 22, 2020 | 20 |
| -10.97% | May 18, 2000 | 19 | Jun 15, 2000 | 23 | Jul 19, 2000 | 42 |