Performance analysis of Surgery Partners (SGRY)
Annual Return
Over the past 3 years, SGRY has had an average annual return of -30.25%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SGRY has had an average annual return of -25.96%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, SGRY has had an average annual return of -0.48%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Oct 1, 2015, SGRY has had an average annual return of -2.71%, underperforming the benchmark SPY, which returned +15.54% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -12.55% | -27.02% | -33.82% | +14.82% | -47.84% | +84.11% | +85.32% | +59.90% | -19.08% | -23.66% | -22.64% | +13.14% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.82% | +4.31% | -23.10% | +17.70% | -4.78% | +1.13% | -12.55% | ||||||
| 2025 | +20.40% | -5.53% | -1.38% | -7.58% | +7.57% | -5.84% | -1.26% | +3.37% | -4.63% | +1.34% | -22.16% | -9.50% | -27.02% |
| 2024 | -4.06% | +1.11% | -3.86% | -16.36% | +10.62% | -13.81% | +27.62% | +5.24% | +0.91% | -10.67% | -17.22% | -11.20% | -33.82% |
| 2023 | +19.16% | +0.75% | +3.05% | +15.06% | -5.50% | +20.04% | -14.14% | -6.14% | -19.33% | -20.92% | +41.59% | -2.32% | +14.82% |
| 2022 | -20.11% | +22.50% | +5.32% | -7.07% | -23.38% | -26.22% | +36.17% | -30.09% | -15.00% | +16.20% | +4.12% | -1.59% | -47.84% |
| 2021 | +28.50% | +5.88% | +12.14% | +8.90% | +21.43% | +13.82% | -18.10% | -9.83% | -13.94% | -2.83% | +7.83% | +20.40% | +84.11% |
| 2020 | +7.76% | -2.66% | -60.23% | +80.70% | +13.60% | -13.69% | +31.98% | +25.01% | +14.72% | -0.36% | +11.96% | +18.75% | +85.32% |
| 2019 | +33.61% | -4.29% | -9.89% | -4.00% | -20.87% | -5.01% | -6.27% | -15.59% | +14.68% | +7.65% | +73.33% | +13.60% | +59.90% |
| 2018 | +28.51% | +1.93% | +8.20% | -6.71% | +1.56% | -8.31% | +1.35% | +14.90% | -4.90% | -17.64% | +5.60% | -31.78% | -19.08% |
| 2017 | +16.72% | +21.63% | -13.33% | -11.79% | +26.74% | +4.35% | -12.74% | -50.88% | +6.15% | -10.62% | +1.62% | +28.70% | -23.66% |
Drawdown analysis of Surgery Partners (SGRY)
The maximum drawdown for the SGRY was -82.86%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current SGRY drawdown is -79.85%.
Since Oct 1, 2015 SGRY has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -82.86% | Jun 25, 2021 | 1193 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -80.21% | Jun 29, 2017 | 681 | Mar 16, 2020 | 128 | Sep 16, 2020 | 809 |
| -43.25% | Dec 11, 2015 | 45 | Feb 18, 2016 | 255 | Feb 22, 2017 | 300 |
| -23.55% | Feb 28, 2017 | 42 | Apr 28, 2017 | 23 | Jun 1, 2017 | 65 |
| -21.60% | Sep 16, 2020 | 6 | Sep 24, 2020 | 7 | Oct 5, 2020 | 13 |
| -16.51% | Oct 20, 2015 | 9 | Nov 2, 2015 | 24 | Dec 7, 2015 | 33 |
| -14.28% | Feb 1, 2021 | 6 | Feb 9, 2021 | 13 | Mar 1, 2021 | 19 |
| -12.48% | Nov 10, 2020 | 2 | Nov 12, 2020 | 14 | Dec 3, 2020 | 16 |
| -10.07% | Oct 5, 2020 | 16 | Oct 27, 2020 | 5 | Nov 3, 2020 | 21 |
| -8.99% | Mar 3, 2021 | 1 | Mar 4, 2021 | 4 | Mar 10, 2021 | 5 |
| -8.35% | Nov 3, 2020 | 3 | Nov 6, 2020 | 1 | Nov 9, 2020 | 4 |
| -8.00% | Mar 15, 2021 | 6 | Mar 23, 2021 | 2 | Mar 25, 2021 | 8 |
| -7.47% | Apr 8, 2021 | 8 | Apr 20, 2021 | 1 | Apr 21, 2021 | 9 |
| -7.32% | Jan 11, 2021 | 10 | Jan 26, 2021 | 2 | Jan 28, 2021 | 12 |
| -6.27% | Jun 1, 2017 | 3 | Jun 6, 2017 | 16 | Jun 28, 2017 | 19 |
| -5.77% | Dec 10, 2020 | 2 | Dec 14, 2020 | 3 | Dec 17, 2020 | 5 |
| -5.64% | May 6, 2021 | 4 | May 12, 2021 | 2 | May 14, 2021 | 6 |
| -5.01% | Oct 6, 2015 | 3 | Oct 9, 2015 | 5 | Oct 16, 2015 | 8 |
| -4.86% | Dec 31, 2020 | 1 | Jan 4, 2021 | 2 | Jan 6, 2021 | 3 |
| -4.73% | Apr 28, 2021 | 2 | Apr 30, 2021 | 4 | May 6, 2021 | 6 |
| -4.47% | Jun 10, 2021 | 2 | Jun 14, 2021 | 3 | Jun 17, 2021 | 5 |
| -3.79% | Jun 21, 2021 | 2 | Jun 23, 2021 | 1 | Jun 24, 2021 | 3 |
| -3.07% | Dec 17, 2020 | 3 | Dec 22, 2020 | 4 | Dec 29, 2020 | 7 |
| -2.76% | Dec 7, 2020 | 1 | Dec 8, 2020 | 2 | Dec 10, 2020 | 3 |
| -2.71% | May 20, 2021 | 1 | May 21, 2021 | 2 | May 25, 2021 | 3 |