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Performance analysis of Sono-Tek (SOTK)

Annual Return

Over the past 3 years, SOTK has had an average annual return of +2.34%, underperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, SOTK has had an average annual return of +10.28%, underperforming the benchmark SPY, which returned +12.78% annual.

Over the past 10 years, SOTK has had an average annual return of +19.45%, outperforming the benchmark SPY, which returned +14.91% annual.

Since Jan 4, 2016, SOTK has had an average annual return of +16.34%, outperforming the benchmark SPY, which returned +15.04% annual.

20262025202420232022202120202019201820172016
+30.27%+2.99%-25.88%-15.73%-13.61%+65.51%+97.80%-20.90%+50.26%+64.66%+6.42%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-0.49%+4.38%-5.36%+34.97%-9.85%+23.89%-12.09%+30.27%
2025-1.25%-6.56%-1.62%+11.81%-5.40%-2.54%-11.79%+2.72%+30.30%+2.03%-19.69%+13.77%+2.99%
2024+2.22%-2.35%-9.44%-8.75%+0.40%-13.62%+2.58%+4.54%-2.89%+5.71%+11.27%-15.40%-25.88%
2023-7.32%-9.25%-4.81%+6.03%+0.73%-1.55%-12.30%+2.53%+7.41%-3.63%-0.80%+8.41%-15.73%
2022-15.90%-17.60%+31.07%-11.56%+0.67%+21.46%-27.52%+6.31%+24.80%+1.57%-22.09%+15.57%-13.61%
2021-4.23%-1.16%+3.53%-3.41%-1.18%-16.67%-7.14%+1.53%+24.25%+43.17%+5.54%+19.96%+65.51%
2020+6.17%-5.81%+16.30%-10.98%+3.83%+7.38%+15.26%+27.82%-1.56%+1.32%+9.09%+6.91%+97.80%
2019-14.28%+2.44%-3.17%-2.05%+2.51%+5.71%+7.34%-4.68%+3.40%-10.59%+1.63%-8.83%-20.90%
2018-12.57%-4.19%+3.13%+0.60%+2.41%+11.77%+34.21%+3.92%+1.89%+9.26%-3.73%+1.06%+50.26%
2017-0.86%+2.62%-2.55%-4.34%+1.81%+1.79%+5.26%-4.17%+17.39%+6.67%+3.47%+28.19%+64.66%

Drawdown analysis of Sono-Tek (SOTK)

The maximum drawdown for the SOTK was -64.11%, occurring on Aug 13, 2025. This drawdown has not yet recovered.

The current SOTK drawdown is -40.22%.

Since Jan 4, 2016 SOTK has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 3 times
  • 20% or more: 6 times
  • 10% or more: 13 times
DepthStartTo BottomBottomTo RecoverEndTotal
-64.11%Jan 18, 2022895Aug 13, 2025OngoingOngoingOngoing
-40.00%Nov 15, 2018330Mar 23, 202091Jul 31, 2020421
-38.04%Mar 19, 202196Aug 5, 202148Oct 13, 2021144
-27.21%Feb 25, 201666Jul 28, 201636Oct 19, 2016102
-25.12%Dec 10, 20216Dec 20, 202118Jan 14, 202224
-24.29%Sep 18, 20201Sep 21, 202042Nov 18, 202043
-19.69%Dec 20, 201738Feb 15, 201894Jul 2, 2018132
-19.23%Dec 20, 201669Apr 13, 2017115Sep 28, 2017184
-17.18%Nov 27, 202018Dec 23, 202017Jan 20, 202135
-16.95%Oct 13, 20215Oct 20, 202113Nov 8, 202118
-13.90%Nov 8, 20213Nov 11, 202115Dec 3, 202118
-13.09%Sep 7, 201833Oct 24, 20184Oct 30, 201837
-10.67%Jan 21, 202113Feb 9, 202116Mar 4, 202129
-9.32%Dec 7, 20166Dec 19, 20161Dec 20, 20167
-8.52%Aug 3, 20184Aug 9, 201820Sep 7, 201824
-7.53%Nov 3, 20177Nov 14, 20177Nov 24, 201714
-7.14%Sep 10, 20202Sep 14, 20204Sep 18, 20206
-7.14%Oct 6, 20172Oct 10, 20179Oct 23, 201711
-6.42%Jan 4, 20167Jan 20, 201616Feb 22, 201623
-6.25%Aug 24, 20204Aug 28, 20203Sep 2, 20207
-5.98%Oct 19, 20163Oct 28, 20163Dec 7, 20166
-5.76%Oct 31, 20189Nov 13, 20182Nov 15, 201811
-5.59%Oct 23, 20171Oct 24, 20172Oct 26, 20173
-5.29%Jul 13, 20184Jul 19, 20184Jul 25, 20188
-4.55%Nov 19, 20202Nov 23, 20203Nov 27, 20205