Performance analysis of AT&T (T-P-A)
Annual Return
Over the past 3 years, T-P-A has had an average annual return of +2.87%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, T-P-A has had an average annual return of -1.75%, underperforming the benchmark SPY, which returned +12.50% annual.
Since Dec 6, 2019, T-P-A has had an average annual return of +0.76%, underperforming the benchmark SPY, which returned +15.41% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -6.03% | +1.78% | +6.20% | +21.43% | -27.55% | +3.49% | +7.72% | +5.54% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.85% | +1.36% | -5.94% | +3.07% | -1.75% | -3.42% | -2.95% | -6.03% | |||||
| 2025 | -1.36% | +4.79% | -5.64% | +0.90% | -0.65% | +1.05% | +3.05% | +0.38% | +2.05% | +0.02% | -3.24% | +0.85% | +1.78% |
| 2024 | +7.30% | -0.05% | -3.74% | -1.43% | +2.16% | -0.57% | -0.29% | +5.55% | +2.15% | -1.45% | -1.24% | -1.81% | +6.20% |
| 2023 | +22.65% | -4.60% | +7.14% | -0.37% | -0.31% | +0.58% | -11.02% | +3.83% | -0.54% | -6.45% | +7.79% | +4.64% | +21.43% |
| 2022 | -4.85% | -8.73% | -0.87% | -8.68% | +5.70% | -4.61% | +10.70% | -6.34% | -2.89% | -7.05% | +5.11% | -7.09% | -27.55% |
| 2021 | -3.20% | -2.51% | +4.19% | +0.80% | +0.27% | +4.03% | -0.92% | -0.52% | +0.67% | +0.14% | -3.38% | +4.28% | +3.49% |
| 2020 | -0.38% | -4.41% | -8.41% | +11.86% | +2.15% | -1.36% | +5.01% | +1.91% | -0.38% | -1.19% | +3.71% | +0.30% | +7.72% |
| 2019 | +5.54% | +5.54% |
Drawdown analysis of AT&T (T-P-A)
The maximum drawdown for the T-P-A was -31.91%, occurring on Mar 23, 2020. Recovery took 85 trading sessions.
The current T-P-A drawdown is -11.62%.
Since Dec 6, 2019 T-P-A has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.91% | Feb 10, 2020 | 29 | Mar 23, 2020 | 85 | Jul 23, 2020 | 114 |
| -29.67% | Sep 22, 2021 | 273 | Oct 21, 2022 | 726 | Sep 16, 2025 | 999 |
| -11.62% | Sep 16, 2025 | 214 | Jul 24, 2026 | Ongoing | Ongoing | Ongoing |
| -7.56% | Dec 21, 2020 | 44 | Feb 25, 2021 | 67 | Jun 2, 2021 | 111 |
| -4.60% | Oct 8, 2020 | 15 | Oct 29, 2020 | 12 | Nov 16, 2020 | 27 |
| -3.85% | Aug 27, 2020 | 7 | Sep 8, 2020 | 18 | Oct 2, 2020 | 25 |
| -3.05% | Jul 9, 2021 | 9 | Jul 22, 2021 | 40 | Sep 17, 2021 | 49 |
| -1.94% | Nov 17, 2020 | 18 | Dec 14, 2020 | 5 | Dec 21, 2020 | 23 |
| -1.63% | Jan 2, 2020 | 9 | Jan 15, 2020 | 16 | Feb 7, 2020 | 25 |
| -0.93% | Jun 4, 2021 | 3 | Jun 9, 2021 | 3 | Jun 14, 2021 | 6 |
| -0.70% | Jun 24, 2021 | 1 | Jun 25, 2021 | 3 | Jun 30, 2021 | 4 |
| -0.63% | Jun 14, 2021 | 5 | Jun 21, 2021 | 2 | Jun 23, 2021 | 7 |
| -0.51% | Oct 6, 2020 | 1 | Oct 7, 2020 | 1 | Oct 8, 2020 | 2 |
| -0.45% | Aug 4, 2020 | 2 | Aug 6, 2020 | 7 | Aug 17, 2020 | 9 |
| -0.33% | Sep 17, 2021 | 1 | Sep 20, 2021 | 2 | Sep 22, 2021 | 3 |
| -0.19% | Dec 23, 2019 | 1 | Dec 24, 2019 | 1 | Dec 26, 2019 | 2 |
| -0.15% | Aug 20, 2020 | 1 | Aug 21, 2020 | 1 | Aug 24, 2020 | 2 |
| -0.15% | Jun 30, 2021 | 1 | Jul 1, 2021 | 3 | Jul 7, 2021 | 4 |
| -0.08% | Dec 27, 2019 | 1 | Dec 30, 2019 | 1 | Dec 31, 2019 | 2 |