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Performance analysis of SmartFinancial (SMBK)

Annual Return

Over the past 3 years, SMBK has had an average annual return of +26.98%, outperforming the benchmark SPY, which returned +19.63% annual.

Over the past 5 years, SMBK has had an average annual return of +16.49%, outperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, SMBK has had an average annual return of +13.15%, underperforming the benchmark SPY, which returned +15.04% annual.

Since Jan 2, 2001, SMBK has had an average annual return of +6.15%, underperforming the benchmark SPY, which returned +9.06% annual.

202620252024202320222021202020192018201720162015
+31.96%+20.55%+28.06%-9.69%+1.58%+52.35%-22.31%+29.74%-15.80%+9.60%+23.06%+21.53%
201420132012201120102009200820072006200520042003
+39.66%+3.50%+52.65%-21.04%-9.53%-57.85%-49.85%-32.80%+42.84%+47.34%+45.01%+52.41%
20022001
+11.54%+0%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+7.92%-1.59%-0.33%+7.32%-0.35%+12.52%+3.60%+31.96%
2025+14.07%-1.53%-10.48%-2.12%+4.74%+6.29%+1.42%+7.82%-3.04%-2.13%+3.93%+2.01%+20.55%
2024-5.02%-7.16%-2.09%-2.47%+13%+2.29%+19.73%+3.45%-0.31%+13.80%+9.59%-14.56%+28.06%
2023-1.93%+1.53%-15.24%-6.91%-1.65%+1.94%+16.78%-9.06%-6.15%-2.44%+2.88%+14.60%-9.69%
2022-2.01%-2.43%-1.95%-4.14%+5.93%-6.72%+8.65%-4.16%-1.52%+18.33%+2.77%-8.27%+1.58%
2021+9.15%+6.37%+3.10%+9.42%+2.62%-0.99%+1.50%+2.75%+3.48%+0.54%-1.01%+6.59%+52.35%
2020-8.58%-11.97%-19.91%-4.93%+6.89%+5.06%-11.86%-3.11%-1.30%+9.93%+18.60%+2.72%-22.31%
2019+5.63%+1.66%-3.62%+9.94%-1.35%+5.75%+0%-10.65%+7.48%+1.06%+8.55%+3.73%+29.74%
2018+0.46%+0.09%+7.98%+1.23%-0.17%+8.19%-0.23%-4.36%-4.19%-13.63%+1.52%-11.52%-15.80%
2017+12.63%-5.25%-0.43%+5.18%+5.88%+1.92%+4.98%-7.90%+4.20%-2.37%-5.41%-2.34%+9.60%

Drawdown analysis of SmartFinancial (SMBK)

The maximum drawdown for the SMBK was -94.35%, occurring on Nov 2, 2011. This drawdown has not yet recovered.

The current SMBK drawdown is -12.92%.

Since Jan 2, 2001 SMBK has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 3 times
  • 30% or more: 3 times
  • 20% or more: 3 times
  • 10% or more: 11 times
DepthStartTo BottomBottomTo RecoverEndTotal
-94.35%Dec 19, 20061224Nov 2, 2011OngoingOngoingOngoing
-48.15%Sep 15, 20048Sep 27, 2004348Feb 13, 2006356
-42.31%Jan 2, 2001241Dec 20, 2001125Jun 21, 2002366
-18.92%Apr 19, 200442Jun 18, 200431Aug 3, 200473
-16.28%Jun 21, 2002205Apr 15, 200345Jun 19, 2003250
-13.91%Feb 13, 200694Jun 29, 200672Oct 11, 2006166
-11.17%Aug 4, 20042Aug 6, 200427Sep 15, 200429
-10.91%Oct 24, 20033Oct 29, 20037Nov 7, 200310
-10.46%Nov 10, 200352Jan 27, 200436Mar 18, 200488
-10.26%Jul 24, 200331Sep 8, 200334Oct 24, 200365
-10.00%Mar 18, 20049Mar 31, 200411Apr 16, 200420
-5.72%Jun 24, 20032Jun 26, 20039Jul 10, 200311
-4.00%Oct 31, 200610Nov 14, 20069Nov 28, 200619
-3.28%Oct 20, 20061Oct 23, 20066Oct 31, 20067
-1.24%Nov 29, 20061Nov 30, 20061Dec 1, 20062
-0.89%Oct 11, 20062Oct 13, 20064Oct 19, 20066
-0.62%Dec 1, 20068Dec 13, 20064Dec 19, 200612