Performance analysis of Tri-Continental (TY-P)
Annual Return
Over the past 3 years, TY-P has had an average annual return of +1.28%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, TY-P has had an average annual return of -0.48%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, TY-P has had an average annual return of +2.66%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Sep 22, 2014, TY-P has had an average annual return of +3.66%, underperforming the benchmark SPY, which returned +13.93% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.99% | +3.71% | +2.56% | +5.48% | -16.36% | +5.88% | +8.78% | +9.50% | +8.04% | +9.13% | +1.58% | +6.48% |
| 2014 | |||||||||||
| +1.95% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.14% | -0.45% | +0.13% | +0.27% | -2.09% | -0.95% | -0.99% | ||||||
| 2025 | +0.60% | -0.09% | +2.45% | -2.11% | +1.14% | +0.40% | -2.21% | +3.38% | +1.61% | +1.76% | -2.12% | -0.97% | +3.71% |
| 2024 | -1.13% | -0.42% | +3.22% | -4.44% | +2.02% | +5.92% | +0% | +0.85% | +2.58% | -0.94% | -2.83% | -1.87% | +2.56% |
| 2023 | +6.21% | -3.78% | +4.85% | -0.37% | +0.16% | +1.84% | -1.31% | -1.70% | -1.89% | -6.45% | +3.08% | +5.53% | +5.48% |
| 2022 | -2.28% | -1.25% | -2.31% | -4.92% | -2.91% | +0.76% | +2.10% | +0.28% | -7.26% | -3.98% | +2.40% | +2.18% | -16.36% |
| 2021 | -0.35% | -2.80% | +2.87% | +0.75% | -0.54% | +1.86% | -0.04% | +1.62% | -0.82% | +0.79% | +1.56% | +0.95% | +5.88% |
| 2020 | +0.25% | +0.91% | -3.20% | +6.37% | -1.29% | +3.01% | +1.98% | -1.64% | -0.67% | +2.23% | +0.81% | +0.02% | +8.78% |
| 2019 | -0.48% | -0.15% | +1.20% | -0.22% | +1.70% | -0.13% | +1.42% | +3.28% | -0.65% | -0.28% | +1.28% | +2.23% | +9.50% |
| 2018 | +0.20% | -0.99% | +1.85% | -0.39% | +0.79% | +3.41% | -2.12% | +2.37% | -1.53% | +0.39% | +2.62% | +1.32% | +8.04% |
| 2017 | +3.12% | -0% | +1.37% | +0.38% | +0.06% | +3.40% | +1.99% | -2.04% | +0.70% | -1.51% | +2.35% | -0.89% | +9.13% |
Drawdown analysis of Tri-Continental (TY-P)
The maximum drawdown for the TY-P was -23.32%, occurring on Nov 3, 2022. This drawdown has not yet recovered.
The current TY-P drawdown is -9.92%.
Since Sep 22, 2014 TY-P has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.32% | Dec 30, 2021 | 213 | Nov 3, 2022 | Ongoing | Ongoing | Ongoing |
| -9.95% | Jul 27, 2016 | 103 | Dec 21, 2016 | 137 | Jul 19, 2017 | 240 |
| -7.54% | Apr 6, 2015 | 65 | Jul 8, 2015 | 148 | Feb 8, 2016 | 213 |
| -6.55% | Sep 19, 2017 | 85 | Feb 16, 2018 | 46 | Jun 7, 2018 | 131 |
| -4.97% | Jan 5, 2021 | 36 | Feb 26, 2021 | 77 | Jun 17, 2021 | 113 |
| -4.52% | Jan 26, 2015 | 4 | Jan 30, 2015 | 12 | Feb 18, 2015 | 16 |
| -4.50% | Mar 2, 2020 | 17 | Mar 25, 2020 | 6 | Apr 2, 2020 | 23 |
| -4.15% | Jan 2, 2019 | 31 | Mar 12, 2019 | 36 | May 21, 2019 | 67 |
| -3.96% | Dec 1, 2014 | 10 | Dec 15, 2014 | 24 | Jan 21, 2015 | 34 |
| -3.93% | Apr 2, 2020 | 5 | Apr 13, 2020 | 24 | May 22, 2020 | 29 |
| -3.45% | Nov 2, 2021 | 8 | Nov 12, 2021 | 32 | Dec 30, 2021 | 40 |
| -3.24% | Aug 12, 2020 | 28 | Sep 24, 2020 | 46 | Nov 30, 2020 | 74 |
| -2.91% | Sep 18, 2018 | 14 | Oct 10, 2018 | 15 | Nov 8, 2018 | 29 |
| -2.72% | Mar 29, 2016 | 12 | Apr 14, 2016 | 34 | Jun 2, 2016 | 46 |
| -2.70% | Mar 6, 2015 | 12 | Mar 24, 2015 | 7 | Apr 2, 2015 | 19 |
| -2.69% | Jun 15, 2018 | 24 | Aug 20, 2018 | 8 | Sep 18, 2018 | 32 |
| -2.67% | Jun 2, 2016 | 14 | Jun 22, 2016 | 22 | Jul 25, 2016 | 36 |
| -2.45% | Feb 8, 2016 | 6 | Feb 17, 2016 | 15 | Mar 9, 2016 | 21 |
| -2.41% | Aug 6, 2021 | 7 | Aug 17, 2021 | 54 | Nov 2, 2021 | 61 |
| -2.38% | Jun 11, 2019 | 19 | Jul 15, 2019 | 15 | Aug 15, 2019 | 34 |
| -2.31% | Oct 2, 2014 | 13 | Oct 21, 2014 | 7 | Oct 30, 2014 | 20 |
| -2.21% | Sep 19, 2019 | 26 | Nov 6, 2019 | 15 | Dec 3, 2019 | 41 |
| -2.17% | Jul 27, 2017 | 2 | Aug 7, 2017 | 21 | Sep 15, 2017 | 23 |
| -2.15% | Jul 1, 2020 | 3 | Jul 7, 2020 | 13 | Jul 31, 2020 | 16 |
| -2.13% | Mar 11, 2016 | 2 | Mar 15, 2016 | 8 | Mar 28, 2016 | 10 |