Performance analysis of Smith-Midland (SMID)
Annual Return
Over the past 3 years, SMID has had an average annual return of +20.74%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SMID has had an average annual return of +12.49%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, SMID has had an average annual return of +28.86%, outperforming the benchmark SPY, which returned +15.53% annual.
Since Jan 4, 2016, SMID has had an average annual return of +24.68%, outperforming the benchmark SPY, which returned +15.47% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -14.12% | -18.26% | +12.56% | +92.68% | -56.38% | +397.35% | +57.50% | -19.04% | +9.99% | +29% | +66.47% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.30% | +9.31% | -15.31% | +3.84% | -5.12% | -2.62% | -14.12% | ||||||
| 2025 | -9.96% | -14.74% | -8.97% | -3.48% | +0.50% | +11.35% | +3.61% | +24.16% | -14.52% | -1.19% | -4.50% | +4.36% | -18.26% |
| 2024 | -1.63% | +17.95% | +2.51% | -23.97% | +3.58% | -25.16% | +25.39% | -0.03% | -3.80% | +3.02% | +42.73% | -9.45% | +12.56% |
| 2023 | +7.27% | -10.55% | -4.63% | -12.05% | +4.79% | +36.03% | +1.66% | -19.57% | -1.15% | +6.21% | +51.51% | +29.13% | +92.68% |
| 2022 | -46.17% | -5.89% | -25.45% | -4.96% | -16.36% | -0.78% | +41.93% | +16.71% | +15.35% | -13.94% | -0.96% | -10.09% | -56.38% |
| 2021 | +16.51% | +11.26% | -2.37% | +6.44% | +39.43% | +32.96% | -25.00% | +5.54% | -25.75% | +44.20% | +85% | +27.03% | +397.35% |
| 2020 | -0.17% | -0.17% | -17.72% | +1.63% | -4.00% | +18.13% | -0.35% | +3.89% | +4.77% | +16.26% | +17.39% | +12.59% | +57.50% |
| 2019 | -7.76% | +7.25% | +2.70% | +14.47% | +1.73% | -0.57% | +1.71% | -13.97% | -0% | -1.30% | -8.16% | -13.24% | -19.04% |
| 2018 | +43.06% | -4.08% | -14.89% | +9.37% | -2.29% | -1.17% | -0.59% | -4.76% | -0.63% | -5.66% | +4.80% | -4.14% | +9.99% |
| 2017 | +10.66% | +3.04% | +6.56% | +10.46% | +10.03% | -3.16% | -1.57% | -8.63% | +16.28% | -1.25% | -12.66% | +0.02% | +29% |
Drawdown analysis of Smith-Midland (SMID)
The maximum drawdown for the SMID was -72.37%, occurring on Jul 6, 2022. Recovery took 604 trading sessions.
The current SMID drawdown is -37.62%.
Since Jan 4, 2016 SMID has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 4 times
- 30% or more: 5 times
- 20% or more: 6 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.37% | Dec 28, 2021 | 130 | Jul 6, 2022 | 604 | Nov 27, 2024 | 734 |
| -53.84% | Jan 31, 2018 | 535 | Mar 18, 2020 | 208 | Jan 13, 2021 | 743 |
| -48.85% | Dec 2, 2024 | 86 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -47.04% | Jul 14, 2021 | 54 | Sep 29, 2021 | 35 | Nov 17, 2021 | 89 |
| -30.90% | Jan 7, 2016 | 70 | May 16, 2016 | 63 | Aug 26, 2016 | 133 |
| -25.33% | Oct 5, 2017 | 47 | Dec 12, 2017 | 24 | Jan 18, 2018 | 71 |
| -19.88% | May 12, 2017 | 67 | Aug 17, 2017 | 34 | Oct 5, 2017 | 101 |
| -15.70% | Mar 15, 2021 | 25 | Apr 20, 2021 | 15 | May 11, 2021 | 40 |
| -15.43% | Nov 30, 2021 | 3 | Dec 3, 2021 | 7 | Dec 14, 2021 | 10 |
| -12.39% | Mar 3, 2021 | 1 | Mar 4, 2021 | 7 | Mar 15, 2021 | 8 |
| -10.43% | Feb 22, 2017 | 9 | Mar 7, 2017 | 18 | Mar 31, 2017 | 27 |
| -10.39% | Jun 1, 2021 | 2 | Jun 3, 2021 | 2 | Jun 7, 2021 | 4 |
| -9.60% | Aug 26, 2016 | 28 | Oct 17, 2016 | 7 | Dec 1, 2016 | 35 |
| -8.27% | Nov 19, 2021 | 2 | Nov 23, 2021 | 3 | Nov 29, 2021 | 5 |
| -5.34% | Jan 26, 2021 | 2 | Jan 28, 2021 | 12 | Feb 16, 2021 | 14 |
| -5.23% | Jul 7, 2021 | 2 | Jul 9, 2021 | 1 | Jul 12, 2021 | 3 |
| -5.19% | Jan 10, 2017 | 2 | Jan 12, 2017 | 7 | Jan 24, 2017 | 9 |
| -4.62% | Mar 31, 2017 | 6 | Apr 10, 2017 | 9 | Apr 24, 2017 | 15 |
| -4.42% | Jun 14, 2021 | 4 | Jun 18, 2021 | 1 | Jun 21, 2021 | 5 |
| -4.33% | May 20, 2021 | 1 | May 21, 2021 | 1 | May 24, 2021 | 2 |
| -4.00% | Dec 2, 2016 | 4 | Dec 8, 2016 | 3 | Dec 13, 2016 | 7 |
| -3.75% | Jan 24, 2017 | 1 | Jan 25, 2017 | 1 | Jan 26, 2017 | 2 |
| -3.73% | Dec 15, 2021 | 1 | Dec 16, 2021 | 1 | Dec 17, 2021 | 2 |
| -3.04% | Dec 17, 2021 | 1 | Dec 20, 2021 | 2 | Dec 22, 2021 | 3 |
| -2.69% | Dec 20, 2016 | 2 | Dec 22, 2016 | 4 | Dec 29, 2016 | 6 |