Performance analysis of Symbotic (SYM)
Annual Return
Over the past 3 years, SYM has had an average annual return of -2.23%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, SYM has had an average annual return of +32.75%, outperforming the benchmark SPY, which returned +12.55% annual.
Since Mar 9, 2021, SYM has had an average annual return of +29.37%, outperforming the benchmark SPY, which returned +14.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -31.38% | +150.95% | -53.81% | +329.89% | +19.40% | -2.44% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -8.62% | +0.75% | -2.89% | +11.09% | -21.45% | -3.18% | -9.17% | -31.38% | |||||
| 2025 | +23.79% | -22.66% | -10.97% | +6.78% | +32.85% | +35.50% | +38.87% | -12.09% | +13.64% | +50.19% | +3.48% | -28.97% | +150.95% |
| 2024 | -16.17% | -8.43% | +14.21% | -14.29% | +2.59% | -11.15% | -23.75% | -28.38% | +27.03% | +13.94% | -3.20% | -11.86% | -53.81% |
| 2023 | +31.07% | +4.47% | +39.70% | +16.29% | +24.17% | +29.80% | +48.42% | -34.23% | -20.00% | +1.79% | +55.39% | -2.93% | +329.89% |
| 2022 | -1.80% | +0.51% | +0.41% | +0.10% | -4.33% | +15.58% | +63.18% | -30.39% | -7.70% | +7.30% | -10.46% | +8.06% | +19.40% |
| 2021 | -1.46% | +3.86% | -5.15% | -0.09% | -1.41% | -0.62% | +0.93% | +1.63% | +0.10% | +0% | -2.44% |
Drawdown analysis of Symbotic (SYM)
The maximum drawdown for the SYM was -72.46%, occurring on Apr 4, 2025. Recovery took 124 trading sessions.
The current SYM drawdown is -53.23%.
Since Mar 9, 2021 SYM has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 7 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.46% | Jul 31, 2023 | 422 | Apr 4, 2025 | 124 | Oct 2, 2025 | 546 |
| -56.10% | Jun 8, 2022 | 113 | Nov 17, 2022 | 82 | Mar 20, 2023 | 195 |
| -55.82% | Nov 26, 2025 | 141 | Jun 23, 2026 | Ongoing | Ongoing | Ongoing |
| -35.30% | Nov 3, 2025 | 11 | Nov 18, 2025 | 6 | Nov 26, 2025 | 17 |
| -27.61% | Jun 16, 2023 | 5 | Jun 26, 2023 | 15 | Jul 18, 2023 | 20 |
| -26.71% | Jul 18, 2023 | 5 | Jul 25, 2023 | 4 | Jul 31, 2023 | 9 |
| -23.43% | Apr 21, 2023 | 7 | May 2, 2023 | 12 | May 18, 2023 | 19 |
| -14.49% | Oct 15, 2025 | 5 | Oct 22, 2025 | 5 | Oct 29, 2025 | 10 |
| -13.66% | Apr 23, 2021 | 283 | Jun 7, 2022 | 1 | Jun 8, 2022 | 284 |
| -12.15% | May 30, 2023 | 1 | May 31, 2023 | 5 | Jun 7, 2023 | 6 |
| -8.84% | Mar 27, 2023 | 1 | Mar 28, 2023 | 4 | Apr 3, 2023 | 5 |
| -7.37% | May 18, 2023 | 1 | May 19, 2023 | 3 | May 24, 2023 | 4 |
| -7.37% | Oct 8, 2025 | 2 | Oct 10, 2025 | 1 | Oct 13, 2025 | 3 |
| -5.50% | Jun 9, 2023 | 1 | Jun 12, 2023 | 1 | Jun 13, 2023 | 2 |
| -4.87% | Mar 22, 2023 | 2 | Mar 24, 2023 | 1 | Mar 27, 2023 | 3 |
| -4.50% | Mar 16, 2021 | 8 | Mar 26, 2021 | 19 | Apr 23, 2021 | 27 |
| -2.97% | Apr 3, 2023 | 1 | Apr 4, 2023 | 1 | Apr 5, 2023 | 2 |
| -2.40% | Apr 14, 2023 | 1 | Apr 17, 2023 | 1 | Apr 18, 2023 | 2 |
| -2.05% | Apr 11, 2023 | 2 | Apr 13, 2023 | 1 | Apr 14, 2023 | 3 |
| -0.82% | Oct 2, 2025 | 1 | Oct 3, 2025 | 1 | Oct 6, 2025 | 2 |
| -0.62% | Oct 29, 2025 | 1 | Oct 30, 2025 | 1 | Oct 31, 2025 | 2 |
| -0.24% | Mar 12, 2021 | 1 | Mar 15, 2021 | 1 | Mar 16, 2021 | 2 |