Performance analysis of Security National Financial (SNFCA)
Annual Return
Over the past 3 years, SNFCA has had an average annual return of +8.79%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SNFCA has had an average annual return of +5.94%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, SNFCA has had an average annual return of +12.60%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jan 2, 2001, SNFCA has had an average annual return of +10.94%, outperforming the benchmark SPY, which returned +9.13% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.44% | -21.36% | +40.35% | +29.45% | -16.69% | +15.69% | +53.62% | +19.04% | +3.20% | -15.19% | +9.41% | +19.40% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +25.48% | -42.36% | +465.59% | -14.43% | -41.50% | +116.62% | -55.11% | -26.00% | +59.98% | +20.85% | -55.57% | +22.29% |
| 2002 | 2001 | ||||||||||
| +168.12% | +14.57% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.11% | +2.72% | +4.64% | +3.38% | -1.02% | -4.85% | +2.44% | ||||||
| 2025 | +2.83% | +2.34% | -4.42% | -15.37% | -3.71% | -0.10% | -9.60% | +6.13% | -3.67% | -8.07% | +8.41% | +4.28% | -21.36% |
| 2024 | -13.00% | +10.09% | -8.24% | -16.81% | +22.19% | -0.62% | +8.42% | +7.76% | +3.49% | +5% | +35.40% | -8.03% | +40.35% |
| 2023 | -1.23% | -2.91% | -11.00% | +20.63% | +5.66% | +11.71% | +1.09% | -3.98% | -4.39% | -11.86% | +15.20% | +13.06% | +29.45% |
| 2022 | +1.74% | +4.17% | +2.56% | -0.30% | -6.77% | -4.43% | -8.16% | -2.19% | -16.45% | -1.58% | +3.84% | +12.48% | -16.69% |
| 2021 | +2.99% | +4.77% | +3.77% | -9.73% | +3.20% | +0.46% | +1.40% | +8.88% | -10.54% | +7.29% | +0.57% | +3.60% | +15.69% |
| 2020 | +0.51% | -6.61% | -18.35% | +34.89% | +12.67% | +4% | -6.61% | +2.76% | +1.27% | +2.97% | +21.55% | +4.24% | +53.62% |
| 2019 | +10.09% | -7.39% | -5.79% | +8.05% | -1.76% | +0.20% | +1.79% | -5.09% | +1.03% | -0.20% | +11.25% | +7.54% | +19.04% |
| 2018 | -12.00% | +14.77% | +1.98% | +3.88% | -0% | -2.80% | -0.96% | +1.94% | -0.95% | +9.62% | -3.16% | -6.52% | +3.20% |
| 2017 | +13.88% | -2.83% | -0.73% | +2.94% | -9.29% | +0.39% | +0.39% | -7.81% | -13.56% | +7.84% | -7.27% | +2.94% | -15.19% |
Drawdown analysis of Security National Financial (SNFCA)
The maximum drawdown for the SNFCA was -83.55%, occurring on Nov 25, 2008. Recovery took 1005 trading sessions.
The current SNFCA drawdown is -28.00%.
Since Jan 2, 2001 SNFCA has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 4 times
- 30% or more: 7 times
- 20% or more: 12 times
- 10% or more: 22 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -83.55% | Jan 26, 2004 | 1218 | Nov 25, 2008 | 1005 | Nov 23, 2012 | 2223 |
| -73.00% | Feb 7, 2013 | 303 | Apr 23, 2014 | 1693 | Jan 12, 2021 | 1996 |
| -61.76% | Jun 28, 2002 | 74 | Oct 14, 2002 | 73 | Jan 30, 2003 | 147 |
| -41.04% | Apr 25, 2002 | 8 | May 7, 2002 | 17 | May 31, 2002 | 25 |
| -39.46% | Feb 6, 2025 | 196 | Nov 17, 2025 | Ongoing | Ongoing | Ongoing |
| -39.19% | Apr 8, 2022 | 239 | Mar 23, 2023 | 188 | Dec 20, 2023 | 427 |
| -32.29% | Dec 21, 2023 | 89 | May 1, 2024 | 103 | Sep 27, 2024 | 192 |
| -26.19% | Mar 19, 2021 | 66 | Jun 23, 2021 | 186 | Mar 18, 2022 | 252 |
| -24.38% | Jan 31, 2003 | 122 | Jul 28, 2003 | 107 | Dec 29, 2003 | 229 |
| -22.41% | Jul 30, 2001 | 28 | Sep 7, 2001 | 89 | Jan 22, 2002 | 117 |
| -21.57% | Mar 23, 2001 | 36 | May 15, 2001 | 42 | Jul 16, 2001 | 78 |
| -20.43% | Jun 3, 2002 | 12 | Jun 19, 2002 | 3 | Jun 24, 2002 | 15 |
| -17.65% | Dec 19, 2012 | 6 | Dec 28, 2012 | 5 | Jan 7, 2013 | 11 |
| -15.93% | Jan 22, 2002 | 24 | Feb 26, 2002 | 27 | Apr 5, 2002 | 51 |
| -15.79% | Jan 23, 2001 | 2 | Jan 25, 2001 | 22 | Feb 27, 2001 | 24 |
| -15.72% | Dec 4, 2024 | 26 | Jan 14, 2025 | 16 | Feb 6, 2025 | 42 |
| -13.76% | Feb 28, 2001 | 2 | Mar 2, 2001 | 15 | Mar 23, 2001 | 17 |
| -13.67% | Dec 5, 2012 | 2 | Dec 7, 2012 | 3 | Dec 12, 2012 | 5 |
| -13.54% | Jan 2, 2001 | 10 | Jan 17, 2001 | 4 | Jan 23, 2001 | 14 |
| -13.34% | Apr 16, 2002 | 5 | Apr 23, 2002 | 1 | Apr 24, 2002 | 6 |
| -12.01% | Jan 10, 2013 | 2 | Jan 14, 2013 | 5 | Jan 22, 2013 | 7 |
| -11.63% | Jan 12, 2021 | 10 | Jan 27, 2021 | 27 | Mar 8, 2021 | 37 |
| -6.31% | Jan 23, 2013 | 1 | Jan 24, 2013 | 2 | Jan 28, 2013 | 3 |
| -5.86% | Jan 28, 2013 | 1 | Jan 29, 2013 | 3 | Feb 1, 2013 | 4 |
| -5.33% | Jan 2, 2004 | 2 | Jan 6, 2004 | 7 | Jan 15, 2004 | 9 |