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Performance analysis of Telephone And Data Systems (TDS-P-V)

Annual Return

Over the past 3 years, TDS-P-V has had an average annual return of +20.01%, outperforming the benchmark SPY, which returned +18.96% annual.

Since Aug 10, 2021, TDS-P-V has had an average annual return of +2.36%, underperforming the benchmark SPY, which returned +12.41% annual.

202620252024202320222021
+1.80%+18.96%+22.52%+30.27%-46.65%+8.86%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+6.46%-1.13%-10.08%+11.37%-0.31%-3.63%+0.54%+1.80%
2025+12.15%-4.02%-3.25%+5.21%-4.30%+1.67%+4.18%+1.41%+7.78%-7.53%+2.95%+2.95%+18.96%
2024+7.36%-3.09%+2.38%-5.94%+21.41%+0.16%-3.62%+7.59%+6.47%-3.35%+1.60%-7.23%+22.52%
2023+32.21%-3.01%-14.53%-4.13%-15.34%+24.42%+1.31%+8.18%-6.93%-5.86%+7.86%+13.62%+30.27%
2022-4.62%-10.53%+3.53%-12.47%+4.50%-11.16%+17.60%-8.72%-4.03%-4.83%-5.21%-20.04%-46.65%
2021+2.04%-0.19%+3.84%-0.95%+3.92%+8.86%

Drawdown analysis of Telephone And Data Systems (TDS-P-V)

The maximum drawdown for the TDS-P-V was -59.78%, occurring on May 16, 2023. Recovery took 578 trading sessions.

The current TDS-P-V drawdown is -6.41%.

Since Aug 10, 2021 TDS-P-V 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: 2 times
DepthStartTo BottomBottomTo RecoverEndTotal
-59.78%Dec 31, 2021344May 16, 2023578Sep 5, 2025922
-13.34%Sep 15, 202533Oct 30, 2025133May 13, 2026166
-7.24%May 14, 202618Jun 10, 2026OngoingOngoingOngoing
-4.18%Nov 5, 20216Nov 15, 202130Dec 29, 202136
-2.36%Sep 22, 20214Sep 28, 202111Oct 13, 202115
-0.67%Oct 18, 20214Oct 22, 20212Oct 26, 20216
-0.62%Sep 16, 20212Sep 20, 20212Sep 22, 20214
-0.50%Sep 10, 20211Sep 13, 20212Sep 15, 20213
-0.32%Aug 19, 20211Aug 20, 20211Aug 23, 20212
-0.31%Aug 25, 20215Sep 1, 20212Sep 3, 20217
-0.28%Oct 26, 20211Oct 27, 20212Oct 29, 20213
-0.08%Sep 3, 20211Sep 7, 20212Sep 9, 20213
-0.08%Oct 29, 20211Nov 1, 20211Nov 2, 20212
-0.04%Oct 14, 20211Oct 15, 20211Oct 18, 20212