Performance analysis of Telephone And Data Systems (TDS-P-U)
Annual Return
Over the past 3 years, TDS-P-U has had an average annual return of +20.03%, outperforming the benchmark SPY, which returned +18.96% annual.
Over the past 5 years, TDS-P-U has had an average annual return of +1.17%, underperforming the benchmark SPY, which returned +12.38% annual.
Since Feb 24, 2021, TDS-P-U has had an average annual return of +4.35%, underperforming the benchmark SPY, which returned +13.98% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.19% | +18.60% | +17.90% | +31.61% | -41.95% | +16.50% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.29% | +0.09% | -7.89% | +7.10% | +2.61% | -5.95% | -0.10% | +1.19% | |||||
| 2025 | +17.78% | -3.28% | -1.96% | +0.34% | -6.58% | +1.22% | +9.90% | -0.94% | +9.09% | -10.53% | +3.48% | +1.79% | +18.60% |
| 2024 | +6.47% | -0.81% | +2.06% | -5.87% | +18.92% | -1.42% | -2.71% | +7.90% | +4.44% | -3.88% | +4.81% | -10.26% | +17.90% |
| 2023 | +31.45% | -3.97% | -21.71% | +5.36% | -11.56% | +17.47% | +2.12% | +12.84% | -7.09% | -6.35% | +6.37% | +14.09% | +31.61% |
| 2022 | -5.24% | -3.92% | +0.71% | -4.36% | +0.38% | -13.04% | +18.38% | -9.14% | -6.63% | +0.70% | -6.42% | -19.86% | -41.95% |
| 2021 | +0% | +7.14% | +3.69% | -0.18% | +8.04% | -2.54% | -4.93% | +0.05% | +3.16% | -3.10% | +4.93% | +16.50% |
Drawdown analysis of Telephone And Data Systems (TDS-P-U)
The maximum drawdown for the TDS-P-U was -58.78%, occurring on May 16, 2023. Recovery took 355 trading sessions.
The current TDS-P-U drawdown is -8.81%.
Since Feb 24, 2021 TDS-P-U has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.78% | Jun 30, 2021 | 472 | May 16, 2023 | 355 | Oct 14, 2024 | 827 |
| -15.44% | Jan 28, 2025 | 54 | Apr 15, 2025 | 98 | Sep 5, 2025 | 152 |
| -14.61% | Sep 16, 2025 | 32 | Oct 30, 2025 | Ongoing | Ongoing | Ongoing |
| -14.27% | Oct 15, 2024 | 53 | Dec 31, 2024 | 14 | Jan 23, 2025 | 67 |
| -3.08% | May 20, 2021 | 4 | May 26, 2021 | 4 | Jun 2, 2021 | 8 |
| -2.59% | May 3, 2021 | 7 | May 12, 2021 | 6 | May 20, 2021 | 13 |
| -1.99% | Apr 6, 2021 | 8 | Apr 16, 2021 | 3 | Apr 21, 2021 | 11 |
| -1.85% | Jun 7, 2021 | 7 | Jun 16, 2021 | 3 | Jun 21, 2021 | 10 |
| -1.01% | Mar 29, 2021 | 4 | Apr 5, 2021 | 1 | Apr 6, 2021 | 5 |
| -0.60% | Mar 2, 2021 | 2 | Mar 4, 2021 | 4 | Mar 10, 2021 | 6 |
| -0.42% | Mar 17, 2021 | 1 | Mar 18, 2021 | 1 | Mar 19, 2021 | 2 |
| -0.39% | Jun 24, 2021 | 2 | Jun 28, 2021 | 1 | Jun 29, 2021 | 3 |
| -0.29% | Apr 29, 2021 | 1 | Apr 30, 2021 | 1 | May 3, 2021 | 2 |
| -0.26% | Mar 23, 2021 | 1 | Mar 24, 2021 | 1 | Mar 25, 2021 | 2 |
| -0.17% | Sep 11, 2025 | 1 | Sep 12, 2025 | 1 | Sep 15, 2025 | 2 |
| -0.15% | Apr 26, 2021 | 1 | Apr 27, 2021 | 1 | Apr 28, 2021 | 2 |
| -0.12% | Mar 15, 2021 | 1 | Mar 16, 2021 | 1 | Mar 17, 2021 | 2 |