Performance analysis of Spire (SR)
Annual Return
Over the past 3 years, SR has had an average annual return of +12.19%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, SR has had an average annual return of +7.75%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, SR has had an average annual return of +5.36%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, SR has had an average annual return of +9.66%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.62% | +27.06% | +14.16% | -5.25% | +9.81% | +5.83% | -20.15% | +15.80% | +1.74% | +19.89% | +12% | +15.74% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +21.20% | +22.63% | -0.56% | +15.58% | +13.41% | -24.55% | +41.94% | +2.38% | +25.18% | -1.92% | +14.30% | +24.14% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +7.09% | +8.11% | +15.23% | +2.69% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.17% | +8.43% | -0.26% | +0.71% | -9.78% | -4.06% | +3.20% | -0.62% | |||||
| 2025 | +4.61% | +8.31% | +2.87% | -2.19% | -1.65% | -2.00% | +2.03% | +2.86% | +7.52% | +5.99% | +2.62% | -5.79% | +27.06% |
| 2024 | -8.93% | +4.49% | +4.74% | +0.68% | -0.81% | +0.35% | +9.65% | -0.93% | +3.19% | -5.10% | +14.61% | -6.26% | +14.16% |
| 2023 | +4.88% | -2.52% | +0.70% | -3.44% | -4.66% | -0.68% | +0.20% | -8.12% | -1.95% | -1.68% | +9.67% | +3.41% | -5.25% |
| 2022 | +1.07% | +1.81% | +8% | +1.38% | +7.63% | -4.16% | +1.17% | -7.11% | -9.95% | +12% | +6.14% | -6.08% | +9.81% |
| 2021 | -4.45% | +8.55% | +12.25% | +1.96% | -4.88% | +1.73% | -1.83% | -5.99% | -7.36% | +2.58% | -4.64% | +10.16% | +5.83% |
| 2020 | +1.21% | -10.99% | +0.04% | -2.04% | -0.05% | -9.12% | -6.16% | -5.59% | -7.56% | +5.34% | +14.13% | +1.13% | -20.15% |
| 2019 | +7.14% | -0.06% | +4.52% | +2.31% | -1.03% | +1.43% | -1.80% | +3.02% | +3.48% | -3.65% | -7.90% | +8.45% | +15.80% |
| 2018 | -11.51% | +1.95% | +7.52% | -0.21% | -1.25% | -0.00531% | +1.34% | +4.12% | -0.60% | -1.32% | +8.72% | -5.42% | +1.74% |
| 2017 | +0.70% | +1.38% | +3.27% | +1.56% | +3.36% | -0.82% | +4.09% | +5.37% | -1.75% | +5.76% | +4.18% | -7.99% | +19.89% |
Drawdown analysis of Spire (SR)
The maximum drawdown for the SR was -44.98%, occurring on May 27, 2009. Recovery took 982 trading sessions.
The current SR drawdown is -14.44%.
Since Nov 1, 1999 SR has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 6 times
- 10% or more: 25 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.98% | Nov 3, 2008 | 140 | May 27, 2009 | 982 | Apr 22, 2013 | 1122 |
| -39.52% | Feb 18, 2020 | 152 | Sep 23, 2020 | 1049 | Nov 22, 2024 | 1201 |
| -24.95% | Nov 30, 2017 | 45 | Feb 6, 2018 | 199 | Nov 19, 2018 | 244 |
| -23.79% | Oct 1, 2008 | 6 | Oct 9, 2008 | 15 | Oct 30, 2008 | 21 |
| -20.54% | Nov 18, 1999 | 58 | Feb 11, 2000 | 139 | Aug 30, 2000 | 197 |
| -20.30% | May 3, 2002 | 55 | Jul 23, 2002 | 19 | Aug 19, 2002 | 74 |
| -19.38% | Apr 9, 2026 | 50 | Jun 22, 2026 | Ongoing | Ongoing | Ongoing |
| -19.06% | Nov 15, 2006 | 72 | Mar 5, 2007 | 193 | Dec 6, 2007 | 265 |
| -16.24% | Apr 2, 2004 | 32 | May 19, 2004 | 116 | Nov 3, 2004 | 148 |
| -15.59% | Sep 12, 2005 | 33 | Oct 27, 2005 | 79 | Feb 22, 2006 | 112 |
| -15.10% | Mar 7, 2005 | 38 | Apr 29, 2005 | 41 | Jun 28, 2005 | 79 |
| -14.72% | Jun 30, 2016 | 71 | Oct 11, 2016 | 126 | Apr 12, 2017 | 197 |
| -14.14% | Dec 27, 2000 | 23 | Jan 31, 2001 | 28 | Mar 13, 2001 | 51 |
| -13.65% | Jun 28, 2001 | 22 | Jul 31, 2001 | 103 | Jan 2, 2002 | 125 |
| -13.41% | Sep 30, 2019 | 37 | Nov 20, 2019 | 51 | Feb 5, 2020 | 88 |
| -12.38% | Sep 26, 2002 | 14 | Oct 16, 2002 | 55 | Jan 6, 2003 | 69 |
| -11.76% | Jan 6, 2003 | 26 | Feb 12, 2003 | 62 | May 13, 2003 | 88 |
| -11.64% | Jan 2, 2002 | 25 | Feb 7, 2002 | 59 | May 3, 2002 | 84 |
| -11.23% | Jul 11, 2003 | 18 | Aug 6, 2003 | 18 | Sep 2, 2003 | 36 |
| -11.15% | Nov 25, 2024 | 16 | Dec 18, 2024 | 35 | Feb 11, 2025 | 51 |
| -10.94% | Dec 13, 2018 | 7 | Dec 24, 2018 | 51 | Mar 11, 2019 | 58 |
| -10.81% | Nov 24, 2004 | 30 | Jan 7, 2005 | 35 | Mar 1, 2005 | 65 |
| -10.55% | Sep 25, 2008 | 2 | Sep 29, 2008 | 2 | Oct 1, 2008 | 4 |
| -10.29% | Jul 28, 2006 | 28 | Sep 7, 2006 | 35 | Oct 26, 2006 | 63 |
| -10.17% | Apr 3, 2025 | 28 | May 14, 2025 | 90 | Sep 23, 2025 | 118 |