Performance analysis of SM Energy (SM)
Annual Return
Over the past 3 years, SM has had an average annual return of +7.98%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SM has had an average annual return of +8.68%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, SM has had an average annual return of +1.77%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, SM has had an average annual return of +7.16%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +77.64% | -49.71% | +1.84% | +13.16% | +18.58% | +382.15% | -44.91% | -26.70% | -29.61% | -35.64% | +75.92% | -48.92% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -53.51% | +59.41% | -28.46% | +24.20% | +72.53% | +69.31% | -47.22% | +5.07% | +0.33% | +77.02% | +46.85% | +14.43% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +18.46% | -36.08% | +170.84% | -0.33% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.12% | +18.80% | +35.94% | -0.48% | -1.03% | +7.26% | +77.64% | ||||||
| 2025 | -1.57% | -13.83% | -8.44% | -23.25% | +2.76% | +5.51% | +12.52% | +3.48% | -12.54% | -15.55% | -8.81% | -0.78% | -49.71% |
| 2024 | -3.75% | +18.04% | +13.89% | -2.36% | +4% | -14.28% | +7.28% | -1.23% | -12.40% | +5.49% | +7.67% | -14.23% | +1.84% |
| 2023 | -5.20% | -10.22% | -4.57% | +0.25% | -6.37% | +20.31% | +15.23% | +16.59% | -6.29% | +2.05% | -7.12% | +3.39% | +13.16% |
| 2022 | +11.30% | +8.23% | +9.69% | -8.76% | +35.86% | -29.17% | +20.74% | +6.76% | -14.66% | +20.01% | -4.16% | -19.21% | +18.58% |
| 2021 | +37.09% | +65.20% | +18.11% | -3.42% | +25.95% | +23.77% | -24.08% | +2.14% | +38.11% | +30.14% | -15.50% | +1.66% | +382.15% |
| 2020 | -18.33% | -28.43% | -81.43% | +233.73% | -13.09% | +6.53% | -21.33% | -17.62% | -34.57% | +1.88% | +162.72% | +44.69% | -44.91% |
| 2019 | +26.74% | -16.72% | +7.04% | -8.64% | -26.99% | +7.65% | -20.37% | -4.92% | +2.22% | -18.57% | +6% | +35.26% | -26.70% |
| 2018 | +5.75% | -21.46% | -1.69% | +33.12% | +9.39% | -1.95% | +7.09% | +9.38% | +4.79% | -22.66% | -16.19% | -24.12% | -29.61% |
| 2017 | -11.51% | -19.21% | -2.56% | -5.73% | -24.88% | -2.59% | +5.20% | -23.17% | +32.79% | +20.57% | -3.23% | +6.98% | -35.64% |
Drawdown analysis of SM Energy (SM)
The maximum drawdown for the SM was -98.85%, occurring on Apr 1, 2020. This drawdown has not yet recovered.
The current SM drawdown is -59.36%.
Since Nov 1, 1999 SM has experienced the following drawdowns:
- 50% or more: 4 times
- 40% or more: 4 times
- 30% or more: 6 times
- 20% or more: 10 times
- 10% or more: 20 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -98.85% | Nov 26, 2013 | 1596 | Apr 1, 2020 | Ongoing | Ongoing | Ongoing |
| -82.05% | Jun 30, 2008 | 173 | Mar 9, 2009 | 490 | Feb 15, 2011 | 663 |
| -57.19% | Jan 16, 2001 | 172 | Sep 26, 2001 | 639 | Apr 12, 2004 | 811 |
| -51.83% | Oct 27, 2011 | 192 | Aug 2, 2012 | 304 | Oct 18, 2013 | 496 |
| -31.07% | Aug 3, 2011 | 42 | Oct 3, 2011 | 17 | Oct 26, 2011 | 59 |
| -30.27% | Jul 7, 2000 | 16 | Jul 31, 2000 | 26 | Sep 6, 2000 | 42 |
| -29.50% | Apr 21, 2006 | 327 | Aug 9, 2007 | 184 | May 2, 2008 | 511 |
| -24.07% | Nov 9, 1999 | 16 | Dec 2, 1999 | 41 | Feb 1, 2000 | 57 |
| -22.46% | Oct 13, 2000 | 20 | Nov 10, 2000 | 7 | Nov 21, 2000 | 27 |
| -21.62% | Dec 28, 2000 | 4 | Jan 4, 2001 | 7 | Jan 16, 2001 | 11 |
| -19.66% | Apr 5, 2011 | 29 | May 17, 2011 | 41 | Jul 15, 2011 | 70 |
| -18.80% | Mar 4, 2005 | 39 | Apr 29, 2005 | 22 | Jun 1, 2005 | 61 |
| -18.52% | Jan 30, 2006 | 12 | Feb 15, 2006 | 42 | Apr 18, 2006 | 54 |
| -16.88% | Oct 3, 2005 | 13 | Oct 20, 2005 | 31 | Dec 5, 2005 | 44 |
| -16.26% | Mar 10, 2000 | 12 | Mar 28, 2000 | 5 | Apr 4, 2000 | 17 |
| -12.99% | Jun 24, 2004 | 34 | Aug 12, 2004 | 19 | Sep 9, 2004 | 53 |
| -11.84% | Apr 28, 2004 | 17 | May 21, 2004 | 22 | Jun 24, 2004 | 39 |
| -11.11% | Apr 4, 2000 | 21 | May 4, 2000 | 5 | May 11, 2000 | 26 |
| -10.89% | Sep 20, 2000 | 3 | Sep 25, 2000 | 13 | Oct 12, 2000 | 16 |
| -10.08% | Jul 12, 2005 | 4 | Jul 18, 2005 | 10 | Aug 1, 2005 | 14 |
| -9.80% | Nov 21, 2000 | 6 | Nov 30, 2000 | 13 | Dec 19, 2000 | 19 |
| -9.60% | Oct 6, 2004 | 9 | Oct 19, 2004 | 26 | Nov 24, 2004 | 35 |
| -9.51% | Dec 13, 2005 | 9 | Dec 27, 2005 | 9 | Jan 10, 2006 | 18 |
| -9.25% | Aug 2, 2005 | 11 | Aug 17, 2005 | 10 | Aug 31, 2005 | 21 |
| -8.96% | Nov 30, 2004 | 25 | Jan 5, 2005 | 6 | Jan 13, 2005 | 31 |