Performance analysis of S&P Global (SPGI)
Annual Return
Over the past 3 years, SPGI has had an average annual return of +4.56%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, SPGI has had an average annual return of +3.30%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, SPGI has had an average annual return of +16.02%, outperforming the benchmark SPY, which returned +14.95% annual.
Since Jan 2, 2001, SPGI has had an average annual return of +13.53%, outperforming the benchmark SPY, which returned +9.03% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -9.23% | +5.71% | +13.94% | +32.79% | -28.39% | +44.69% | +21.40% | +62.26% | +1.36% | +59.31% | +10.55% | +12.27% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +15.45% | +45.89% | +29.93% | +26.59% | +11.99% | +49.36% | -45.65% | -34.65% | +33% | +14.38% | +32.94% | +17.79% |
| 2002 | 2001 | ||||||||||
| +0.71% | +9.19% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1% | -16.09% | -3.74% | +1.39% | -1.45% | -3.95% | +15.94% | -9.23% | |||||
| 2025 | +4.69% | +2.55% | -4.80% | -1.58% | +2.75% | +2.81% | +4.52% | -0.31% | -11.26% | +0.10% | +2.58% | +4.76% | +5.71% |
| 2024 | +1.78% | -4.25% | -0.68% | -2.26% | +3.03% | +4.33% | +8.68% | +6.07% | +0.66% | -7.02% | +8.96% | -4.69% | +13.94% |
| 2023 | +11.94% | -8.76% | +1.05% | +5.17% | +1.59% | +9.11% | -1.59% | -0.70% | -6.51% | -4.41% | +19.30% | +5.94% | +32.79% |
| 2022 | -12.02% | -9.35% | +9.18% | -8.21% | -6.95% | -3.55% | +11.83% | -6.36% | -13.30% | +5.21% | +10.08% | -5.06% | -28.39% |
| 2021 | -3.57% | +4.15% | +7.14% | +10.63% | -2.60% | +8.16% | +4.45% | +3.70% | -4.27% | +11.60% | -3.73% | +3.55% | +44.69% |
| 2020 | +7.57% | -9.26% | -7.84% | +19.52% | +11.21% | +1.37% | +6.30% | +4.81% | -1.59% | -10.50% | +9.22% | -6.55% | +21.40% |
| 2019 | +12.78% | +4.84% | +5.08% | +4.80% | -2.81% | +6.50% | +7.53% | +6.46% | -5.85% | +5.31% | +2.80% | +3.17% | +62.26% |
| 2018 | +6.91% | +6.18% | -0.39% | -1.29% | +4.98% | +3.23% | -1.69% | +3.55% | -5.63% | -6.69% | +0.58% | -7.07% | +1.36% |
| 2017 | +11.75% | +8.07% | +0.98% | +2.64% | +6.74% | +2.23% | +5.21% | +0.75% | +1.28% | +0.10% | +6.02% | +2.37% | +59.31% |
Drawdown analysis of S&P Global (SPGI)
The maximum drawdown for the SPGI was -74.69%, occurring on Mar 9, 2009. Recovery took 1100 trading sessions.
The current SPGI drawdown is -15.61%.
Since Jan 2, 2001 SPGI has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 4 times
- 20% or more: 7 times
- 10% or more: 19 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.69% | Jun 4, 2007 | 442 | Mar 9, 2009 | 1100 | Jul 22, 2013 | 1542 |
| -39.77% | Dec 15, 2021 | 209 | Oct 14, 2022 | 435 | Jul 11, 2024 | 644 |
| -38.13% | Feb 19, 2020 | 23 | Mar 23, 2020 | 39 | May 18, 2020 | 62 |
| -30.48% | Aug 14, 2025 | 124 | Feb 11, 2026 | Ongoing | Ongoing | Ongoing |
| -29.48% | May 17, 2001 | 92 | Oct 3, 2001 | 539 | Nov 24, 2003 | 631 |
| -25.58% | Jul 25, 2018 | 105 | Dec 24, 2018 | 67 | Apr 2, 2019 | 172 |
| -24.87% | Mar 20, 2015 | 220 | Feb 3, 2016 | 58 | Apr 27, 2016 | 278 |
| -19.25% | Feb 18, 2025 | 34 | Apr 7, 2025 | 79 | Jul 31, 2025 | 113 |
| -18.99% | Sep 2, 2020 | 93 | Jan 15, 2021 | 62 | Apr 16, 2021 | 155 |
| -17.31% | Mar 16, 2006 | 70 | Jun 28, 2006 | 69 | Oct 5, 2006 | 139 |
| -15.44% | Sep 21, 2016 | 70 | Dec 30, 2016 | 31 | Feb 15, 2017 | 101 |
| -15.43% | Mar 4, 2005 | 32 | Apr 20, 2005 | 79 | Aug 11, 2005 | 111 |
| -13.25% | Feb 5, 2001 | 31 | Mar 21, 2001 | 19 | Apr 18, 2001 | 50 |
| -12.40% | Feb 8, 2007 | 42 | Apr 11, 2007 | 22 | May 11, 2007 | 64 |
| -12.26% | Mar 10, 2014 | 24 | Apr 11, 2014 | 33 | May 30, 2014 | 57 |
| -12.07% | Dec 1, 2005 | 28 | Jan 12, 2006 | 22 | Feb 14, 2006 | 50 |
| -11.71% | Sep 18, 2014 | 20 | Oct 16, 2014 | 9 | Oct 29, 2014 | 29 |
| -11.69% | Sep 6, 2019 | 18 | Oct 2, 2019 | 34 | Nov 19, 2019 | 52 |
| -11.12% | May 31, 2016 | 19 | Jun 27, 2016 | 10 | Jul 12, 2016 | 29 |
| -9.49% | Jan 26, 2018 | 6 | Feb 5, 2018 | 7 | Feb 14, 2018 | 13 |
| -9.19% | Oct 16, 2024 | 11 | Oct 31, 2024 | 68 | Feb 11, 2025 | 79 |
| -9.14% | Apr 28, 2004 | 53 | Jul 15, 2004 | 62 | Oct 12, 2004 | 115 |
| -8.48% | Dec 5, 2014 | 24 | Jan 12, 2015 | 15 | Feb 3, 2015 | 39 |
| -8.41% | Sep 16, 2021 | 12 | Oct 4, 2021 | 16 | Oct 26, 2021 | 28 |
| -7.97% | Jun 11, 2014 | 40 | Aug 7, 2014 | 20 | Sep 5, 2014 | 60 |