Performance analysis of Ulta Beauty (ULTA)
Annual Return
Over the past 3 years, ULTA has had an average annual return of +2.09%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, ULTA has had an average annual return of +7.54%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, ULTA has had an average annual return of +6.59%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Oct 25, 2007, ULTA has had an average annual return of +16.16%, outperforming the benchmark SPY, which returned +10.90% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -19.10% | +39.11% | -11.24% | +4.46% | +13.76% | +43.59% | +13.44% | +3.39% | +9.47% | -12.27% | +37.81% | +44.71% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +32.45% | -1.77% | +53.06% | +90.94% | +87.22% | +119.30% | -51.71% | -42.49% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7% | +5.78% | -23.67% | +2.83% | -5.33% | -11.37% | +8.54% | -19.10% | |||||
| 2025 | -5.24% | -11.11% | +0.05% | +7.94% | +19.16% | -0.77% | +10.09% | -4.33% | +10.96% | -4.91% | +3.64% | +12.28% | +39.11% |
| 2024 | +2.46% | +9.26% | -4.68% | -22.57% | -2.41% | -2.33% | -5.44% | -3.30% | +10.28% | -5.18% | +4.79% | +12.49% | -11.24% |
| 2023 | +9.57% | +0.94% | +5.18% | +1.06% | -25.68% | +14.83% | -5.48% | -6.69% | -3.75% | -4.54% | +11.72% | +15.02% | +4.46% |
| 2022 | -11.79% | +2.96% | +6.33% | -0.36% | +6.63% | -8.89% | +0.89% | +7.96% | -4.45% | +4.53% | +10.84% | +0.91% | +13.76% |
| 2021 | -2.58% | +15.22% | -4.08% | +6.53% | +4.86% | +0.12% | -2.88% | +15.34% | -6.81% | +1.78% | +4.52% | +7.39% | +43.59% |
| 2020 | +5.83% | -4.04% | -31.66% | +24.03% | +11.97% | -16.63% | -5.13% | +20.31% | -3.53% | -7.68% | +33.19% | +4.27% | +13.44% |
| 2019 | +19.23% | +7.05% | +11.60% | +0.07% | -4.47% | +4.05% | +0.68% | -31.93% | +5.43% | -6.98% | +0.30% | +8.24% | +3.39% |
| 2018 | -0.70% | -8.44% | +0.45% | +22.83% | -1.59% | -5.45% | +4.68% | +6.39% | +8.51% | -2.69% | +8.48% | -17.78% | +9.47% |
| 2017 | +6.80% | +0.42% | +4.31% | -1.33% | +8.31% | -5.74% | -12.57% | -12.02% | +2.29% | -10.74% | +9.87% | +0.88% | -12.27% |
Drawdown analysis of Ulta Beauty (ULTA)
The maximum drawdown for the ULTA was -87.89%, occurring on Mar 9, 2009. Recovery took 438 trading sessions.
The current ULTA drawdown is -30.75%.
Since Oct 25, 2007 ULTA has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 7 times
- 20% or more: 11 times
- 10% or more: 27 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -87.89% | Oct 30, 2007 | 340 | Mar 9, 2009 | 438 | Dec 1, 2010 | 778 |
| -64.92% | Jul 17, 2019 | 169 | Mar 18, 2020 | 353 | Aug 11, 2021 | 522 |
| -44.56% | Mar 13, 2024 | 250 | Mar 13, 2025 | 185 | Dec 5, 2025 | 435 |
| -39.39% | Jun 5, 2017 | 91 | Oct 12, 2017 | 274 | Nov 13, 2018 | 365 |
| -38.46% | Nov 5, 2013 | 51 | Jan 21, 2014 | 244 | Jan 8, 2015 | 295 |
| -36.23% | Feb 17, 2026 | 84 | Jun 17, 2026 | Ongoing | Ongoing | Ongoing |
| -32.57% | Apr 28, 2023 | 121 | Oct 20, 2023 | 86 | Feb 26, 2024 | 207 |
| -28.83% | Jul 8, 2011 | 31 | Aug 22, 2011 | 14 | Sep 12, 2011 | 45 |
| -27.48% | Jan 3, 2013 | 50 | Mar 18, 2013 | 96 | Aug 2, 2013 | 146 |
| -27.11% | Nov 13, 2018 | 27 | Dec 24, 2018 | 45 | Mar 1, 2019 | 72 |
| -20.70% | Apr 20, 2022 | 24 | May 24, 2022 | 72 | Sep 7, 2022 | 96 |
| -19.86% | Dec 16, 2015 | 43 | Feb 19, 2016 | 15 | Mar 11, 2016 | 58 |
| -17.30% | Aug 23, 2016 | 52 | Nov 4, 2016 | 72 | Feb 21, 2017 | 124 |
| -16.55% | Jan 4, 2022 | 12 | Jan 21, 2022 | 60 | Apr 19, 2022 | 72 |
| -15.84% | Sep 19, 2011 | 10 | Oct 3, 2011 | 24 | Nov 4, 2011 | 34 |
| -14.47% | Sep 12, 2022 | 28 | Oct 20, 2022 | 23 | Nov 22, 2022 | 51 |
| -14.39% | Sep 7, 2012 | 47 | Nov 15, 2012 | 32 | Jan 3, 2013 | 79 |
| -14.29% | Jun 20, 2012 | 29 | Aug 1, 2012 | 26 | Sep 7, 2012 | 55 |
| -13.67% | Nov 4, 2011 | 36 | Dec 28, 2011 | 13 | Jan 18, 2012 | 49 |
| -11.86% | Oct 18, 2021 | 2 | Oct 20, 2021 | 19 | Nov 16, 2021 | 21 |
| -11.81% | Apr 18, 2012 | 15 | May 9, 2012 | 26 | Jun 15, 2012 | 41 |
| -11.61% | Nov 16, 2021 | 23 | Dec 20, 2021 | 10 | Jan 4, 2022 | 33 |
| -11.57% | Aug 18, 2015 | 5 | Aug 25, 2015 | 47 | Oct 30, 2015 | 52 |
| -11.38% | May 31, 2011 | 5 | Jun 7, 2011 | 2 | Jun 9, 2011 | 7 |
| -10.85% | Nov 10, 2015 | 3 | Nov 13, 2015 | 14 | Dec 4, 2015 | 17 |