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Performance analysis of Transalta (TAC)

Annual Return

Over the past 3 years, TAC has had an average annual return of +13.30%, underperforming the benchmark SPY, which returned +19.63% annual.

Over the past 5 years, TAC has had an average annual return of +8.92%, underperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, TAC has had an average annual return of +13.88%, underperforming the benchmark SPY, which returned +15.04% annual.

Since Jul 31, 2001, TAC has had an average annual return of +4.16%, underperforming the benchmark SPY, which returned +9.51% annual.

202620252024202320222021202020192018201720162015
+11.46%-9.23%+73.94%-5.50%-18.05%+48.90%+8.06%+77.04%-29.07%+11.22%+60.40%-56.14%
201420132012201120102009200820072006200520042003
-23.87%-9.68%-20.80%+2.55%+0.79%+18.44%-37.94%+52.73%+9.06%+52.77%+14.65%+40.76%
20022001
-14.41%-11.63%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.11%+7.89%-4.66%-4.73%+13.94%-2.39%+1.15%+11.46%
2025-18.87%-9.56%-9.58%-4.70%+10.07%+10.55%+11.68%+2.46%+11.14%+29.26%-17.66%-12.84%-9.23%
2024-12.88%-4.50%-6.40%+3.27%+9.10%-1.67%+6.50%+17.29%+17.73%+0.68%+8.37%+25.66%+73.94%
2023+8.47%-16.43%+8.16%+1.94%+8.41%-2.81%+9.08%-5.53%-9.28%-15.86%+11.89%+1.96%-5.50%
2022-2.34%-5.99%+1.87%+3.57%+6.53%+0.09%+0.18%-17.53%-5.87%-0.11%+6.47%-4.06%-18.05%
2021+15.55%-0.50%+8.86%+3.91%-8.19%+11.09%+4.40%-5.61%+7.75%+6.25%-9.01%+9.34%+48.90%
2020+4.32%+0.56%-29.94%+11.83%+0.18%+1.54%+9.96%-0.74%-4.50%-3.57%+17.42%+9.52%+8.06%
2019+33.01%+11.68%+20.52%-8.31%-1.34%-1.51%-6.00%+5.72%+0.93%-9.39%+14.94%+6.24%+77.04%
2018-7.57%+1.64%-1.80%-3.12%-2.83%-1.96%+13%+4.08%-3.76%-6.56%+2.66%-23.28%-29.07%
2017+7.27%-8.65%+9.35%-12.82%+10.59%+14.29%+1.56%-4.76%-4.88%+0.86%+2.37%-0.83%+11.22%

Drawdown analysis of Transalta (TAC)

The maximum drawdown for the TAC was -88.14%, occurring on Jan 15, 2016. This drawdown has not yet recovered.

The current TAC drawdown is -20.69%.

Since Jul 31, 2001 TAC has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 2 times
  • 10% or more: 8 times
DepthStartTo BottomBottomTo RecoverEndTotal
-88.14%Jul 21, 20081886Jan 15, 2016OngoingOngoingOngoing
-28.46%Aug 7, 2001377Feb 11, 2003142Sep 4, 2003519
-18.20%Nov 6, 200792Mar 20, 200844May 22, 2008136
-17.09%Jan 3, 200658Mar 28, 2006120Sep 18, 2006178
-16.89%Jul 1, 200811Jul 17, 20082Jul 21, 200813
-16.70%Jan 9, 2004138Jul 29, 200469Nov 4, 2004207
-14.33%Jul 18, 200721Aug 16, 200725Sep 21, 200746
-12.21%Jan 12, 200734Mar 5, 200733Apr 20, 200767
-9.85%Sep 18, 200621Oct 17, 200629Nov 28, 200650
-8.65%Oct 4, 20052Oct 6, 200535Nov 25, 200537
-8.10%Jun 1, 200717Jun 26, 20077Jul 6, 200724
-7.19%Jan 12, 200532Mar 1, 200549May 10, 200581
-6.13%Apr 24, 20072Apr 26, 200713May 15, 200715
-6.07%Dec 1, 20048Dec 13, 200418Jan 7, 200526
-5.46%Jun 17, 20086Jun 25, 20084Jul 1, 200810
-5.26%Oct 22, 200310Nov 5, 20035Nov 12, 200315
-4.89%Aug 15, 20053Aug 18, 200512Sep 6, 200515
-4.67%May 10, 20054May 16, 20058May 26, 200512
-4.44%May 22, 200815Jun 13, 20082Jun 17, 200817
-4.38%Sep 4, 200318Sep 30, 20038Oct 10, 200326
-3.98%Jul 9, 20072Jul 11, 20074Jul 17, 20076
-3.92%Oct 18, 20072Oct 22, 20073Oct 25, 20075
-3.45%Dec 19, 20058Dec 30, 20051Jan 3, 20069
-3.16%Nov 12, 20033Nov 17, 20038Nov 28, 200311
-3.14%Nov 16, 20042Nov 18, 20042Nov 22, 20044