Performance analysis of TREX (TREX)
Annual Return
Over the past 3 years, TREX has had an average annual return of -10.14%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, TREX has had an average annual return of -15.98%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, TREX has had an average annual return of +14.16%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, TREX has had an average annual return of +10.26%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.62% | -49.18% | -16.62% | +95.58% | -68.65% | +61.29% | +86.29% | +51.42% | +9.53% | +68.31% | +69.30% | -10.66% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +7.08% | +113.62% | +62.49% | -4.38% | +22.25% | +19.08% | +93.42% | -62.82% | -18.40% | -46.51% | +38.07% | +7.59% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +85.89% | -24.62% | -5.83% | +10.91% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +18.07% | +0% | -12.07% | +7.63% | +5.61% | -2.03% | +15.62% | ||||||
| 2025 | +5.51% | -15.30% | -5.82% | -0.48% | -3.37% | -2.67% | +18.13% | -4.06% | -16.16% | -6.48% | -27.61% | +0.29% | -49.18% |
| 2024 | -1.58% | +12.62% | +8.71% | -11.23% | -2.34% | -14.29% | +12.83% | -23.78% | +4.46% | +6.41% | +5.90% | -8.00% | -16.62% |
| 2023 | +24.55% | -3.02% | -4.81% | +12.31% | -6.06% | +27.67% | +5.46% | +3.23% | -13.65% | -8.79% | +25.01% | +17.82% | +95.58% |
| 2022 | -32.26% | +0.40% | -28.87% | -10.93% | +9.50% | -14.59% | +18.56% | -27.48% | -6.09% | +9.44% | -4.57% | -7.76% | -68.65% |
| 2021 | +9.62% | -0.14% | -0.11% | +17.97% | -9.80% | +4.93% | -5.00% | +13.04% | -7.13% | +4.39% | +24.78% | +1.70% | +61.29% |
| 2020 | +9.30% | -2.64% | -16.22% | +18.82% | +26.15% | +8.28% | +7.12% | +7.29% | -4.21% | -2.88% | +7.59% | +11.90% | +86.29% |
| 2019 | +17.52% | +7.44% | -17.92% | +12.60% | -13.64% | +19.86% | +14.02% | +4.62% | +6.31% | -3.34% | -2.08% | +4.44% | +51.42% |
| 2018 | +2.95% | -7.34% | +5.19% | -4.50% | +13.43% | +6.24% | +24.20% | +8.95% | -9.11% | -20.37% | +3.96% | -6.86% | +9.53% |
| 2017 | +5.17% | +0.41% | +2.03% | +5.48% | -12.19% | +5.27% | +11.16% | +1.05% | +18.51% | +21.52% | +7.59% | -7.96% | +68.31% |
Drawdown analysis of TREX (TREX)
The maximum drawdown for the TREX was -90.53%, occurring on Nov 26, 2007. Recovery took 1490 trading sessions.
The current TREX drawdown is -71.17%.
Since Nov 1, 1999 TREX has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 4 times
- 30% or more: 6 times
- 20% or more: 10 times
- 10% or more: 22 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -90.53% | Jul 27, 2000 | 1842 | Nov 26, 2007 | 1490 | Oct 25, 2013 | 3332 |
| -78.58% | Dec 10, 2021 | 990 | Nov 20, 2025 | Ongoing | Ongoing | Ongoing |
| -43.48% | Apr 8, 2015 | 121 | Sep 29, 2015 | 212 | Aug 2, 2016 | 333 |
| -42.36% | Mar 4, 2020 | 10 | Mar 18, 2020 | 34 | May 6, 2020 | 44 |
| -39.87% | Sep 10, 2018 | 73 | Dec 24, 2018 | 177 | Sep 9, 2019 | 250 |
| -35.96% | Feb 24, 2014 | 100 | Jul 17, 2014 | 75 | Oct 31, 2014 | 175 |
| -25.05% | Nov 9, 1999 | 28 | Dec 20, 1999 | 62 | Mar 20, 2000 | 90 |
| -22.19% | Dec 23, 2013 | 27 | Feb 3, 2014 | 14 | Feb 24, 2014 | 41 |
| -20.14% | Aug 29, 2016 | 47 | Nov 3, 2016 | 6 | Nov 11, 2016 | 53 |
| -20.08% | Sep 2, 2021 | 28 | Oct 13, 2021 | 17 | Nov 5, 2021 | 45 |
| -19.88% | Feb 12, 2021 | 13 | Mar 4, 2021 | 35 | Apr 23, 2021 | 48 |
| -16.94% | May 1, 2017 | 19 | May 26, 2017 | 40 | Jul 25, 2017 | 59 |
| -15.95% | Mar 27, 2000 | 14 | Apr 14, 2000 | 9 | Apr 28, 2000 | 23 |
| -15.25% | Oct 13, 2020 | 20 | Nov 10, 2020 | 24 | Dec 15, 2020 | 44 |
| -14.75% | Sep 1, 2020 | 13 | Sep 21, 2020 | 14 | Oct 9, 2020 | 27 |
| -14.59% | Apr 27, 2021 | 25 | Jun 2, 2021 | 58 | Aug 24, 2021 | 83 |
| -13.94% | Jun 21, 2000 | 2 | Jun 23, 2000 | 19 | Jul 21, 2000 | 21 |
| -12.35% | Nov 12, 2014 | 43 | Jan 15, 2015 | 13 | Feb 4, 2015 | 56 |
| -12.19% | Nov 30, 2017 | 60 | Feb 28, 2018 | 57 | May 21, 2018 | 117 |
| -11.98% | May 26, 2020 | 13 | Jun 12, 2020 | 11 | Jun 29, 2020 | 24 |
| -11.67% | Apr 28, 2000 | 13 | May 17, 2000 | 7 | May 26, 2000 | 20 |
| -10.46% | Feb 20, 2020 | 6 | Feb 28, 2020 | 3 | Mar 4, 2020 | 9 |
| -9.64% | Aug 4, 2017 | 14 | Aug 24, 2017 | 10 | Sep 8, 2017 | 24 |
| -9.62% | Oct 21, 2019 | 23 | Nov 21, 2019 | 31 | Jan 8, 2020 | 54 |
| -9.24% | Nov 25, 2016 | 24 | Dec 30, 2016 | 34 | Feb 21, 2017 | 58 |