Performance analysis of SR Bancorp (SRBK)
Annual Return
Since Sep 20, 2023, SRBK has had an average annual return of +30.07%, outperforming the benchmark SPY, which returned +21.84% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +22.39% | +34.07% | +24.58% | +3.02% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.71% | -0.54% | +2.29% | +14.40% | -2.69% | +5.05% | -2.69% | +22.39% | |||||
| 2025 | +5.88% | -4.36% | -0.67% | +9.98% | -2.36% | +5.77% | +3.12% | +8.26% | +0.46% | -2.45% | +4.55% | +2.60% | +34.07% |
| 2024 | -1.16% | -0.84% | +0.74% | -1.91% | -2.59% | +2.55% | +6.16% | +1.83% | +11.50% | -1.35% | +2.55% | +5.59% | +24.58% |
| 2023 | -6.63% | -6.75% | +19.80% | -1.24% | +3.02% |
Drawdown analysis of SR Bancorp (SRBK)
The maximum drawdown for the SRBK was -13.47%, occurring on Nov 1, 2023. Recovery took 11 trading sessions.
The current SRBK drawdown is -4.96%.
Since Sep 20, 2023 SRBK has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.47% | Sep 20, 2023 | 30 | Nov 1, 2023 | 11 | Nov 16, 2023 | 41 |
| -9.91% | Jan 31, 2025 | 28 | Mar 13, 2025 | 25 | Apr 17, 2025 | 53 |
| -9.00% | Dec 15, 2023 | 112 | May 29, 2024 | 64 | Aug 29, 2024 | 176 |
| -8.28% | Feb 9, 2026 | 9 | Feb 23, 2026 | 32 | Apr 9, 2026 | 41 |
| -8.10% | Dec 11, 2025 | 11 | Dec 29, 2025 | 15 | Jan 21, 2026 | 26 |
| -7.41% | May 21, 2025 | 9 | Jun 4, 2025 | 16 | Jun 27, 2025 | 25 |
| -6.94% | Apr 30, 2026 | 13 | May 19, 2026 | 23 | Jun 23, 2026 | 36 |
| -6.20% | Sep 23, 2025 | 13 | Oct 10, 2025 | 33 | Nov 26, 2025 | 46 |
| -6.14% | Dec 12, 2024 | 19 | Jan 13, 2025 | 11 | Jan 29, 2025 | 30 |
| -6.07% | Jul 1, 2026 | 4 | Jul 8, 2026 | 6 | Jul 16, 2026 | 10 |
| -6.06% | Oct 4, 2024 | 18 | Oct 30, 2024 | 9 | Nov 12, 2024 | 27 |
| -5.06% | Jul 14, 2025 | 18 | Aug 7, 2025 | 11 | Aug 22, 2025 | 29 |
| -4.96% | Jul 16, 2026 | 2 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -3.30% | Sep 4, 2025 | 8 | Sep 16, 2025 | 3 | Sep 19, 2025 | 11 |
| -2.88% | Dec 1, 2023 | 5 | Dec 8, 2023 | 5 | Dec 15, 2023 | 10 |
| -2.76% | Nov 12, 2024 | 5 | Nov 19, 2024 | 7 | Nov 29, 2024 | 12 |
| -2.06% | Jan 21, 2026 | 3 | Jan 26, 2026 | 5 | Feb 2, 2026 | 8 |
| -1.79% | Aug 27, 2025 | 4 | Sep 3, 2025 | 1 | Sep 4, 2025 | 5 |
| -1.72% | Sep 23, 2024 | 1 | Sep 24, 2024 | 3 | Sep 27, 2024 | 4 |
| -1.51% | Apr 24, 2025 | 8 | May 6, 2025 | 10 | May 20, 2025 | 18 |
| -1.49% | Nov 26, 2025 | 3 | Dec 2, 2025 | 1 | Dec 3, 2025 | 4 |
| -1.17% | Sep 30, 2024 | 2 | Oct 2, 2024 | 2 | Oct 4, 2024 | 4 |
| -1.12% | Apr 9, 2026 | 2 | Apr 13, 2026 | 4 | Apr 17, 2026 | 6 |
| -1.06% | Nov 17, 2023 | 2 | Nov 21, 2023 | 1 | Nov 22, 2023 | 3 |
| -0.92% | Jun 24, 2026 | 1 | Jun 25, 2026 | 3 | Jun 30, 2026 | 4 |