Performance analysis of Tiptree (TIPT)
Annual Return
Over the past 3 years, TIPT has had an average annual return of +8.48%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, TIPT has had an average annual return of +15.40%, outperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, TIPT has had an average annual return of +14.01%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Oct 15, 2010, TIPT has had an average annual return of +11.23%, underperforming the benchmark SPY, which returned +14.39% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.76% | -11.42% | +12.74% | +38.79% | +1.39% | +179.69% | -36.44% | +49.07% | -4.00% | -1.45% | +1.92% | -23.00% |
| 2014 | 2013 | 2012 | 2011 | 2010 | |||||||
| +10.35% | +0.33% | +24.81% | +45.27% | -1.66% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.13% | -4.75% | -0.28% | +1.89% | +6.17% | -1.75% | -0.56% | -1.76% | |||||
| 2025 | -3.93% | +12.92% | +6.74% | -7.39% | -0.31% | +6.31% | -11.87% | +13.16% | -18.25% | -7.62% | +6.38% | -2.72% | -11.42% |
| 2024 | -0.16% | -7.50% | -0.96% | -7.81% | +10.11% | -5.66% | +19.77% | +0.72% | -1.31% | +4.29% | +11.97% | -7.41% | +12.74% |
| 2023 | +8.45% | +7.26% | -9.20% | -5.49% | -3.86% | +13.80% | -1.60% | +19.67% | -4.88% | -9.84% | +23.71% | +1.72% | +38.79% |
| 2022 | -10.41% | +3.23% | +0.76% | -9.49% | -6.52% | -1.94% | +4.61% | +7.92% | -9.96% | +13.20% | +14.22% | -0.22% | +1.39% |
| 2021 | -2.98% | +2.87% | +79.49% | +11.85% | +7.99% | -13.65% | +3.33% | +5.62% | -0.89% | +55.79% | -16.30% | +6.14% | +179.69% |
| 2020 | -15.85% | -3.94% | -19.97% | +22.42% | -3.92% | +5.74% | -21.70% | +12.50% | -12.24% | -1.61% | +5.31% | -1.38% | -36.44% |
| 2019 | +6.44% | +3.03% | +3.85% | -9.95% | +6.83% | +4.13% | +8.42% | +2.22% | +4.90% | +0.96% | +6.54% | +4.50% | +49.07% |
| 2018 | +3.36% | -6.50% | +10.97% | -0% | +4.49% | +3.03% | +0% | -3.90% | +0.77% | -10.08% | -6.39% | +2% | -4.00% |
| 2017 | +6.51% | -3.05% | +15.47% | -3.42% | -13.77% | +16.53% | -2.84% | -6.11% | -2.34% | +6.40% | +1.18% | -11.20% | -1.45% |
Drawdown analysis of Tiptree (TIPT)
The maximum drawdown for the TIPT was -51.21%, occurring on Mar 18, 2020. Recovery took 261 trading sessions.
The current TIPT drawdown is -29.36%.
Since Oct 15, 2010 TIPT has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 9 times
- 10% or more: 19 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.21% | Jun 25, 2014 | 1442 | Mar 18, 2020 | 261 | Mar 31, 2021 | 1703 |
| -42.34% | Apr 23, 2021 | 52 | Jul 8, 2021 | 69 | Oct 14, 2021 | 121 |
| -39.05% | Nov 4, 2021 | 130 | May 12, 2022 | 188 | Feb 10, 2023 | 318 |
| -37.86% | Sep 12, 2025 | 129 | Mar 19, 2026 | Ongoing | Ongoing | Ongoing |
| -25.50% | Feb 22, 2023 | 55 | May 11, 2023 | 74 | Aug 28, 2023 | 129 |
| -25.28% | Jun 14, 2012 | 18 | Jul 11, 2012 | 31 | Aug 23, 2012 | 49 |
| -24.04% | Jan 11, 2024 | 67 | Apr 18, 2024 | 125 | Oct 16, 2024 | 192 |
| -22.61% | Jun 24, 2011 | 62 | Sep 22, 2011 | 122 | Mar 19, 2012 | 184 |
| -21.62% | Apr 21, 2014 | 13 | May 8, 2014 | 26 | Jun 16, 2014 | 39 |
| -18.86% | Mar 26, 2025 | 89 | Aug 4, 2025 | 28 | Sep 12, 2025 | 117 |
| -17.94% | Jan 29, 2014 | 14 | Feb 19, 2014 | 32 | Apr 4, 2014 | 46 |
| -17.64% | Dec 31, 2012 | 76 | Apr 22, 2013 | 80 | Aug 14, 2013 | 156 |
| -17.22% | Dec 2, 2024 | 26 | Jan 10, 2025 | 32 | Feb 27, 2025 | 58 |
| -17.00% | Nov 26, 2010 | 12 | Dec 14, 2010 | 14 | Jan 4, 2011 | 26 |
| -15.61% | Sep 1, 2023 | 39 | Oct 27, 2023 | 12 | Nov 14, 2023 | 51 |
| -13.84% | Sep 19, 2013 | 24 | Oct 23, 2013 | 64 | Jan 27, 2014 | 88 |
| -13.08% | Apr 21, 2021 | 1 | Apr 22, 2021 | 1 | Apr 23, 2021 | 2 |
| -12.01% | Oct 15, 2010 | 1 | Oct 18, 2010 | 28 | Nov 26, 2010 | 29 |
| -10.55% | Sep 20, 2012 | 36 | Nov 13, 2012 | 21 | Dec 13, 2012 | 57 |
| -8.89% | May 5, 2011 | 2 | May 9, 2011 | 3 | May 12, 2011 | 5 |
| -8.45% | Aug 15, 2013 | 16 | Sep 9, 2013 | 8 | Sep 19, 2013 | 24 |
| -8.40% | Dec 13, 2012 | 5 | Dec 20, 2012 | 6 | Dec 31, 2012 | 11 |
| -8.15% | May 26, 2011 | 15 | Jun 17, 2011 | 5 | Jun 24, 2011 | 20 |
| -7.44% | Jan 27, 2014 | 1 | Jan 28, 2014 | 1 | Jan 29, 2014 | 2 |
| -7.41% | Jan 20, 2011 | 1 | Jan 21, 2011 | 33 | Mar 10, 2011 | 34 |