Performance analysis of AT&T (TBC)
Annual Return
Over the past 3 years, TBC has had an average annual return of +9.97%, underperforming the benchmark SPY, which returned +24.27% annual.
Over the past 5 years, TBC has had an average annual return of +3.04%, underperforming the benchmark SPY, which returned +11.67% annual.
Since Aug 8, 2018, TBC has had an average annual return of +5.62%, underperforming the benchmark SPY, which returned +14.35% annual.
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.65% | +15.85% | -11.62% | +1.62% | +7.50% | +25.45% | -5.42% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +2.25% | -0.64% | -1.65% | -0.94% | +0.75% | -0.42% | +0.24% | +5.50% | +0.32% | -0.26% | +2.19% | -0.67% | +6.65% |
| 2023 | +11.98% | -0.88% | +0.28% | +2.01% | +0.52% | -0.24% | -7.31% | +3.87% | -3.22% | -3.13% | +8.64% | +3.76% | +15.85% |
| 2022 | -1.80% | -3.76% | +0.51% | -0.46% | +2.59% | -2.02% | +2.69% | -2.95% | -0.57% | -7.53% | +7.50% | -5.61% | -11.62% |
| 2021 | -1.03% | -4.44% | +2.44% | +1.59% | -0.56% | +3.05% | +0.41% | -0.59% | -1.06% | +1.12% | -1.49% | +2.41% | +1.62% |
| 2020 | +0.13% | -4.44% | -2.08% | +4.96% | +2.38% | -1.88% | +5% | -0.22% | -1.68% | +1.40% | +2.40% | +1.74% | +7.50% |
| 2019 | +8.70% | +0.89% | +1.68% | +2.99% | +1.04% | +2.14% | +3.41% | +0.33% | +2.16% | -0.27% | -3.35% | +3.62% | +25.45% |
| 2018 | +1.25% | -1.71% | -2.99% | -1.36% | -0.68% | -5.42% |
Drawdown analysis of AT&T (TBC)
The maximum drawdown for the TBC was -17.20%, occurring on Mar 18, 2020. Recovery took 84 trading sessions.
The current TBC drawdown is -0.90%.
Since Aug 8, 2018 TBC has experienced the following drawdowns:
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.20% | Jan 10, 2020 | 46 | Mar 18, 2020 | 84 | Jul 17, 2020 | 130 |
| -14.54% | Nov 3, 2021 | 253 | Nov 4, 2022 | 106 | Apr 11, 2023 | 359 |
| -12.40% | Apr 13, 2023 | 130 | Oct 18, 2023 | 40 | Dec 14, 2023 | 170 |
| -8.97% | Aug 31, 2018 | 81 | Dec 28, 2018 | 13 | Jan 17, 2019 | 94 |
| -6.33% | Feb 1, 2024 | 50 | Apr 15, 2024 | 88 | Aug 20, 2024 | 138 |
| -6.07% | Dec 24, 2020 | 41 | Feb 25, 2021 | 80 | Jun 21, 2021 | 121 |
| -5.17% | Oct 25, 2019 | 27 | Dec 4, 2019 | 20 | Jan 3, 2020 | 47 |
| -3.58% | Aug 26, 2020 | 20 | Sep 24, 2020 | 18 | Oct 20, 2020 | 38 |
| -3.03% | Oct 20, 2020 | 9 | Nov 2, 2020 | 15 | Nov 23, 2020 | 24 |
| -2.93% | Jul 31, 2019 | 5 | Aug 7, 2019 | 10 | Aug 21, 2019 | 15 |
| -2.85% | Oct 16, 2024 | 21 | Nov 14, 2024 | Ongoing | Ongoing | Ongoing |
| -2.64% | Aug 2, 2021 | 44 | Oct 4, 2021 | 22 | Nov 3, 2021 | 66 |
| -2.43% | Aug 23, 2019 | 14 | Sep 13, 2019 | 10 | Sep 27, 2019 | 24 |
| -1.88% | Jul 6, 2021 | 14 | Jul 26, 2021 | 5 | Aug 2, 2021 | 19 |
| -1.84% | Sep 16, 2024 | 10 | Sep 30, 2024 | 11 | Oct 15, 2024 | 21 |
| -1.61% | May 16, 2019 | 2 | May 20, 2019 | 8 | May 31, 2019 | 10 |
| -1.48% | Feb 1, 2019 | 4 | Feb 7, 2019 | 14 | Feb 28, 2019 | 18 |
| -1.40% | Sep 30, 2019 | 2 | Oct 2, 2019 | 14 | Oct 22, 2019 | 16 |
| -1.39% | Jan 17, 2019 | 4 | Jan 24, 2019 | 2 | Jan 28, 2019 | 6 |
| -1.16% | Aug 4, 2020 | 5 | Aug 11, 2020 | 6 | Aug 19, 2020 | 11 |
| -1.15% | Nov 24, 2020 | 11 | Dec 10, 2020 | 6 | Dec 18, 2020 | 17 |
| -1.09% | Apr 30, 2019 | 5 | May 7, 2019 | 6 | May 15, 2019 | 11 |
| -0.97% | Dec 15, 2023 | 1 | Dec 18, 2023 | 3 | Dec 21, 2023 | 4 |
| -0.77% | May 31, 2019 | 3 | Jun 5, 2019 | 10 | Jun 19, 2019 | 13 |
| -0.72% | Jan 28, 2019 | 2 | Jan 30, 2019 | 1 | Jan 31, 2019 | 3 |