Performance analysis of Spire (SR-P-A)
Annual Return
Over the past 3 years, SR-P-A has had an average annual return of +6.40%, underperforming the benchmark SPY, which returned +20.53% annual.
Over the past 5 years, SR-P-A has had an average annual return of +3.73%, underperforming the benchmark SPY, which returned +12.32% annual.
Since May 15, 2019, SR-P-A has had an average annual return of +5.50%, underperforming the benchmark SPY, which returned +15.51% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.80% | +2.93% | +5.71% | +17.13% | -12.43% | +3.99% | +6.03% | +10.31% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.80% | +0% | +5.80% | ||||||||||
| 2025 | -0.14% | +1.31% | -2.47% | +1.08% | -2.21% | +0.72% | +4.40% | +1.15% | +1.55% | -0.22% | -1.39% | -0.70% | +2.93% |
| 2024 | +0% | +0.45% | +0.33% | -1.02% | -1.33% | +1.43% | -0.39% | +3.51% | +1.11% | +2.10% | -1.04% | +0.53% | +5.71% |
| 2023 | +11.25% | -0.08% | -2.75% | +7.66% | -2.78% | +1.61% | -2.26% | -1.48% | -2.05% | -4.04% | +8% | +4.24% | +17.13% |
| 2022 | -1.72% | -4.22% | +1.77% | -1.94% | +0.68% | -2.27% | +4.75% | -3.83% | -1.15% | -3.52% | +2.27% | -3.58% | -12.43% |
| 2021 | +0.65% | -3.08% | +2.77% | +2.32% | +0.07% | +1.99% | +0.85% | -1.78% | -1.34% | +2.21% | -2.14% | +1.63% | +3.99% |
| 2020 | -0.45% | -2.43% | -5.70% | +8.62% | +0.64% | -3.46% | +6.56% | +1.43% | -1.48% | +1.62% | +2.41% | -1.00% | +6.03% |
| 2019 | +0.70% | +1.31% | +5.34% | +3.06% | +0.68% | -3.08% | -2.26% | +4.43% | +10.31% |
Drawdown analysis of Spire (SR-P-A)
The maximum drawdown for the SR-P-A was -24.86%, occurring on Mar 18, 2020. Recovery took 85 trading sessions.
Since May 15, 2019 SR-P-A has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.86% | Feb 10, 2020 | 26 | Mar 18, 2020 | 85 | Jul 20, 2020 | 111 |
| -15.86% | Nov 5, 2021 | 252 | Nov 7, 2022 | 287 | Dec 29, 2023 | 539 |
| -5.91% | Sep 3, 2019 | 64 | Dec 3, 2019 | 45 | Feb 7, 2020 | 109 |
| -4.97% | Nov 18, 2020 | 66 | Feb 25, 2021 | 27 | Apr 6, 2021 | 93 |
| -4.71% | Apr 4, 2024 | 38 | May 29, 2024 | 62 | Aug 27, 2024 | 100 |
| -3.96% | Feb 25, 2025 | 38 | Apr 21, 2025 | 69 | Jul 30, 2025 | 107 |
| -3.94% | Feb 1, 2024 | 5 | Feb 8, 2024 | 27 | Mar 19, 2024 | 32 |
| -3.79% | Oct 24, 2025 | 45 | Dec 30, 2025 | 3 | Jan 5, 2026 | 48 |
| -3.66% | Jul 30, 2021 | 46 | Oct 5, 2021 | 20 | Nov 2, 2021 | 66 |
| -3.51% | Nov 8, 2024 | 41 | Jan 10, 2025 | 30 | Feb 25, 2025 | 71 |
| -3.50% | Aug 27, 2020 | 19 | Sep 24, 2020 | 13 | Oct 13, 2020 | 32 |
| -2.16% | Jan 10, 2024 | 5 | Jan 18, 2024 | 5 | Jan 25, 2024 | 10 |
| -1.96% | Jul 31, 2019 | 5 | Aug 7, 2019 | 10 | Aug 21, 2019 | 15 |
| -1.86% | Oct 23, 2020 | 5 | Oct 30, 2020 | 3 | Nov 4, 2020 | 8 |
| -1.68% | Apr 26, 2021 | 13 | May 13, 2021 | 18 | Jun 9, 2021 | 31 |
| -1.55% | Oct 22, 2024 | 5 | Oct 29, 2024 | 5 | Nov 5, 2024 | 10 |
| -1.51% | Sep 18, 2025 | 6 | Sep 26, 2025 | 3 | Oct 1, 2025 | 9 |
| -1.40% | Jun 24, 2021 | 16 | Jul 19, 2021 | 9 | Jul 30, 2021 | 25 |
| -1.28% | Sep 20, 2024 | 5 | Sep 27, 2024 | 2 | Oct 1, 2024 | 7 |
| -1.17% | Nov 10, 2020 | 2 | Nov 12, 2020 | 3 | Nov 17, 2020 | 5 |
| -1.16% | Dec 29, 2023 | 4 | Jan 5, 2024 | 3 | Jan 10, 2024 | 7 |
| -1.15% | Oct 2, 2025 | 6 | Oct 10, 2025 | 10 | Oct 24, 2025 | 16 |
| -1.12% | Jul 31, 2025 | 4 | Aug 6, 2025 | 8 | Aug 18, 2025 | 12 |
| -1.06% | Oct 13, 2020 | 6 | Oct 21, 2020 | 2 | Oct 23, 2020 | 8 |
| -0.97% | Jul 17, 2019 | 1 | Jul 18, 2019 | 2 | Jul 22, 2019 | 3 |