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Performance analysis of NuScale Power (SMR)

Annual Return

Over the past 3 years, SMR has had an average annual return of +5.41%, underperforming the benchmark SPY, which returned +19.63% annual.

Over the past 5 years, SMR has had an average annual return of -2.72%, underperforming the benchmark SPY, which returned +12.73% annual.

Since Dec 9, 2020, SMR has had an average annual return of -2.34%, underperforming the benchmark SPY, which returned +15.13% annual.

2026202520242023202220212020
-38.53%-20.97%+444.90%-67.93%+2.30%-0.89%+1.71%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+23.36%-26.49%-15.65%+14.95%+1.68%-20.84%-13.15%-38.53%
2025+32.96%-27.90%-17.63%+17.02%+93.06%+23.66%+26.92%-30.99%+3.90%+24.64%-55.43%-29.15%-20.97%
2024-12.16%+7.26%+71.28%+9.22%+50.52%+33.91%-12.58%-19.47%+40.71%+65.29%+54.91%-39.53%+444.90%
2023+3.90%-2.91%-12.17%-2.42%-15.45%-9.34%+11.47%-21.24%-17.92%-31.03%-18.05%+18.79%-67.93%
2022-0.40%+0.50%+4.29%-8.89%+2.62%+2.04%+43.55%-4.32%-14.87%-3.42%-3.37%-5.87%+2.30%
2021+5.93%-1.22%-4.53%-1.29%-0.40%+0.70%+0.30%-12.65%-0.91%+14.61%+0%+0.70%-0.89%
2020+1.71%+1.71%

Drawdown analysis of NuScale Power (SMR)

The maximum drawdown for the SMR was -87.47%, occurring on Jan 18, 2024. Recovery took 121 trading sessions.

The current SMR drawdown is -83.70%.

Since Dec 9, 2020 SMR has experienced the following drawdowns:

  • 50% or more: 4 times
  • 40% or more: 4 times
  • 30% or more: 5 times
  • 20% or more: 6 times
  • 10% or more: 12 times
DepthStartTo BottomBottomTo RecoverEndTotal
-87.47%Aug 24, 2022351Jan 18, 2024121Jul 12, 2024472
-85.70%Oct 15, 2025187Jul 16, 2026OngoingOngoingOngoing
-58.29%Nov 22, 202489Apr 4, 202534May 23, 2025123
-55.85%Jul 15, 202438Sep 6, 202428Oct 16, 202466
-36.81%Jul 25, 202517Aug 19, 202540Oct 15, 202557
-26.96%Feb 8, 2021165Oct 4, 2021199Jul 20, 2022364
-18.87%Jun 24, 20259Jul 8, 20256Jul 16, 202515
-16.05%Oct 28, 20245Nov 4, 20244Nov 8, 20249
-14.10%Jun 16, 20254Jun 23, 20251Jun 24, 20255
-13.95%Aug 1, 202212Aug 17, 20225Aug 24, 202217
-12.58%May 27, 20257Jun 5, 20254Jun 11, 202511
-11.56%Jul 18, 20252Jul 22, 20252Jul 24, 20254
-9.18%Oct 16, 20245Oct 23, 20243Oct 28, 20248
-7.89%Nov 13, 20242Nov 15, 20241Nov 18, 20243
-6.68%Jun 11, 20252Jun 13, 20251Jun 16, 20253
-5.61%Nov 18, 20242Nov 20, 20241Nov 21, 20243
-5.10%Nov 8, 20242Nov 12, 20241Nov 13, 20243
-4.01%Dec 22, 20209Jan 6, 20215Jan 13, 202114
-3.17%Jan 22, 20216Feb 1, 20212Feb 3, 20218
-1.33%Feb 4, 20211Feb 5, 20211Feb 8, 20212
-1.27%Dec 14, 20203Dec 17, 20203Dec 22, 20206
-1.23%Jan 14, 20211Jan 15, 20211Jan 19, 20212
-1.10%Jan 20, 20211Jan 21, 20211Jan 22, 20212
-0.44%Jul 27, 20221Jul 28, 20221Jul 29, 20222
-0.31%Jul 25, 20221Jul 26, 20221Jul 27, 20222