Performance analysis of Stoneridge (SRI)
Annual Return
Over the past 3 years, SRI has had an average annual return of -24.52%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SRI has had an average annual return of -24.99%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, SRI has had an average annual return of -7.39%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, SRI has had an average annual return of -2.74%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +30.06% | -7.66% | -67.96% | -9.23% | +9.22% | -34.70% | +3.10% | +18.94% | +7.83% | +29.22% | +19.53% | +15.09% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +0.86% | +149% | -39.26% | -46.61% | +75.23% | +97.62% | -43.29% | -1.83% | +23.72% | -56.25% | +0.52% | +26.47% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +30.77% | +34.81% | -56.28% | -1.97% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +13.66% | +19.91% | -38.78% | +44.90% | +6.73% | +0.80% | +30.06% | ||||||
| 2025 | -17.53% | +8.68% | -18.33% | -15.89% | +30.03% | +40.26% | +9.37% | +7.79% | -8.20% | -10.62% | -16.17% | +1.41% | -7.66% |
| 2024 | -9.09% | -1.23% | +4.95% | -18.76% | +5.94% | +0.57% | +5.33% | -14.69% | -21.97% | -37.54% | -1.85% | -8.61% | -67.96% |
| 2023 | +14.38% | -3.45% | -21.46% | +0.70% | -13.12% | +15.22% | +8.44% | +0.54% | -2.34% | -18.94% | -1.66% | +22.31% | -9.23% |
| 2022 | -4.40% | -12.50% | +25.74% | -5.06% | +4.92% | -17.07% | +9.73% | +0.95% | -10.79% | +23.13% | +13.51% | -8.99% | +9.22% |
| 2021 | -9.20% | +11.69% | +3.75% | +4.53% | -8.45% | -3.09% | -1.86% | -19.51% | -12.49% | -6.91% | +15.01% | -9.57% | -34.70% |
| 2020 | -4.98% | -20.67% | -24.21% | +19.58% | +2.75% | +0.38% | +0.30% | -2.52% | -9.06% | +24.28% | +17.65% | +12.55% | +3.10% |
| 2019 | +5.92% | +13.25% | -2.40% | +8.91% | -17.18% | +21.21% | +3.23% | -5.71% | +0.85% | -0.29% | -2.39% | -2.72% | +18.94% |
| 2018 | +6.48% | -10.60% | +26.84% | -4.61% | +19.75% | +11.45% | -3.25% | -11.97% | -0.70% | -14.50% | +5.27% | -7.85% | +7.83% |
| 2017 | -7.24% | +2.93% | +7.39% | +8.11% | -21.16% | -0.33% | -0.97% | +8.51% | +19.63% | +14.79% | +0.35% | +0.17% | +29.22% |
Drawdown analysis of Stoneridge (SRI)
The maximum drawdown for the SRI was -92.08%, occurring on Feb 2, 2009. Recovery took 2043 trading sessions.
The current SRI drawdown is -79.75%.
Since Nov 1, 1999 SRI has experienced the following drawdowns:
- 50% or more: 5 times
- 40% or more: 5 times
- 30% or more: 5 times
- 20% or more: 8 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -92.08% | Jul 16, 2008 | 138 | Feb 2, 2009 | 2043 | Mar 15, 2017 | 2181 |
| -90.29% | Mar 12, 2021 | 1023 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -73.58% | Jun 26, 2002 | 932 | Mar 9, 2006 | 592 | Jul 16, 2008 | 1524 |
| -70.51% | Dec 27, 1999 | 267 | Jan 17, 2001 | 324 | May 7, 2002 | 591 |
| -62.56% | Jun 22, 2018 | 448 | Apr 3, 2020 | 236 | Mar 12, 2021 | 684 |
| -28.57% | May 2, 2017 | 35 | Jun 21, 2017 | 71 | Oct 2, 2017 | 106 |
| -23.90% | May 15, 2002 | 7 | May 24, 2002 | 12 | Jun 12, 2002 | 19 |
| -23.81% | Nov 1, 1999 | 22 | Dec 2, 1999 | 13 | Dec 21, 1999 | 35 |
| -17.42% | Jan 19, 2018 | 27 | Feb 28, 2018 | 14 | Mar 20, 2018 | 41 |
| -10.66% | Mar 15, 2017 | 21 | Apr 13, 2017 | 9 | Apr 27, 2017 | 30 |
| -10.24% | Apr 18, 2018 | 9 | May 1, 2018 | 9 | May 14, 2018 | 18 |
| -9.52% | Jun 18, 2002 | 1 | Jun 19, 2002 | 5 | Jun 26, 2002 | 6 |
| -8.87% | May 7, 2002 | 3 | May 10, 2002 | 3 | May 15, 2002 | 6 |
| -8.40% | Oct 31, 2017 | 11 | Nov 15, 2017 | 4 | Nov 21, 2017 | 15 |
| -8.13% | Nov 29, 2017 | 5 | Dec 6, 2017 | 4 | Dec 12, 2017 | 9 |
| -7.74% | Dec 20, 2017 | 7 | Jan 2, 2018 | 9 | Jan 16, 2018 | 16 |
| -6.60% | Mar 20, 2018 | 3 | Mar 23, 2018 | 7 | Apr 4, 2018 | 10 |
| -5.55% | Dec 12, 2017 | 1 | Dec 13, 2017 | 3 | Dec 18, 2017 | 4 |
| -4.72% | Oct 18, 2017 | 8 | Oct 30, 2017 | 1 | Oct 31, 2017 | 9 |
| -4.04% | Jun 1, 2018 | 8 | Jun 13, 2018 | 3 | Jun 18, 2018 | 11 |
| -3.61% | Oct 5, 2017 | 1 | Oct 6, 2017 | 8 | Oct 18, 2017 | 9 |
| -3.29% | May 17, 2018 | 7 | May 29, 2018 | 3 | Jun 1, 2018 | 10 |
| -2.15% | Jan 17, 2018 | 1 | Jan 18, 2018 | 1 | Jan 19, 2018 | 2 |
| -2.07% | Apr 4, 2018 | 3 | Apr 9, 2018 | 5 | Apr 16, 2018 | 8 |
| -1.89% | Nov 21, 2017 | 1 | Nov 22, 2017 | 3 | Nov 28, 2017 | 4 |