Performance analysis of Upbound Group (UPBD)
Annual Return
Over the past 3 years, UPBD has had an average annual return of -7.57%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, UPBD has had an average annual return of -11.77%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, UPBD has had an average annual return of +9.71%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, UPBD has had an average annual return of +6.82%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +30.19% | -35.44% | -9.93% | +57.98% | -49.94% | +28.40% | +39.76% | +79.87% | +45.86% | +0.89% | -23.49% | -56.97% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +12.34% | -0.64% | -5.28% | +16.80% | +83.10% | +0.40% | +21.55% | -50.80% | +56.47% | -28.83% | -11.67% | +50.15% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +48.79% | -2.70% | +74.15% | +23.35% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.63% | +13.49% | -15.85% | +11.92% | -2.78% | +12.74% | +3.25% | +30.19% | |||||
| 2025 | +0.58% | -12.00% | -7.20% | -15.61% | +15.28% | +11.17% | -17.79% | +23.14% | -5.47% | -17.99% | -7.53% | +0.14% | -35.44% |
| 2024 | -2.27% | +1.69% | +4.30% | -10.95% | +5.84% | -5.36% | +22.90% | -11.74% | -3.93% | -7.46% | +17.61% | -14.09% | -9.93% |
| 2023 | +19.25% | -0.15% | -8.71% | +10.34% | +12.19% | +5.18% | +11.24% | -11.58% | -3.82% | -10.47% | +11.67% | +18.03% | +57.98% |
| 2022 | -12.26% | -32.60% | -11.33% | -2.91% | +14.18% | -28.19% | +20.98% | +9.82% | -32.24% | +21.32% | +15.54% | -4.95% | -49.94% |
| 2021 | +13.08% | +33.40% | -0.17% | +0.34% | +7.40% | -13.66% | +7.82% | +10.24% | -10.44% | -5.25% | -17.07% | +9.53% | +28.40% |
| 2020 | +2.03% | -26.91% | -33.58% | +40.80% | +29.42% | +9.27% | +5.11% | +6.16% | -2.64% | +4.32% | +9.45% | +14.25% | +39.76% |
| 2019 | +8.09% | +6.34% | +12.14% | +19.45% | -4.29% | +11.61% | +1.50% | -5.55% | +2% | +0.31% | +0.62% | +10.79% | +79.87% |
| 2018 | -2.43% | -30.56% | +14.76% | +17.15% | -6.13% | +55.11% | +0.82% | -0.68% | -2.44% | -0.91% | +3.02% | +10.29% | +45.86% |
| 2017 | -19.81% | -3.24% | +3.19% | +20.52% | +6.73% | +3.42% | +12.80% | -8.47% | -5.13% | -13.41% | +13.08% | -1.25% | +0.89% |
Drawdown analysis of Upbound Group (UPBD)
The maximum drawdown for the UPBD was -79.55%, occurring on Mar 2, 2018. Recovery took 657 trading sessions.
The current UPBD drawdown is -55.34%.
Since Nov 1, 1999 UPBD has experienced the following drawdowns:
- 50% or more: 4 times
- 40% or more: 4 times
- 30% or more: 8 times
- 20% or more: 10 times
- 10% or more: 23 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.55% | Aug 1, 2013 | 1154 | Mar 2, 2018 | 657 | Oct 9, 2020 | 1811 |
| -71.97% | Aug 27, 2021 | 275 | Sep 30, 2022 | Ongoing | Ongoing | Ongoing |
| -65.19% | Oct 23, 2003 | 1262 | Oct 28, 2008 | 594 | Mar 9, 2011 | 1856 |
| -63.29% | Jun 29, 2001 | 70 | Oct 15, 2001 | 121 | Apr 10, 2002 | 191 |
| -38.58% | May 15, 2002 | 121 | Nov 5, 2002 | 120 | Apr 30, 2003 | 241 |
| -37.93% | Apr 7, 2011 | 84 | Aug 8, 2011 | 62 | Nov 3, 2011 | 146 |
| -37.25% | Jan 3, 2000 | 50 | Mar 15, 2000 | 33 | May 2, 2000 | 83 |
| -34.04% | Sep 14, 2000 | 50 | Nov 24, 2000 | 39 | Jan 23, 2001 | 89 |
| -25.97% | Mar 21, 2001 | 10 | Apr 4, 2001 | 33 | May 22, 2001 | 43 |
| -21.50% | Jun 8, 2021 | 28 | Jul 19, 2021 | 29 | Aug 27, 2021 | 57 |
| -18.15% | Jul 24, 2003 | 8 | Aug 5, 2003 | 43 | Oct 6, 2003 | 51 |
| -15.94% | Mar 15, 2021 | 25 | Apr 20, 2021 | 34 | Jun 8, 2021 | 59 |
| -14.70% | Mar 27, 2012 | 63 | Jun 26, 2012 | 161 | Feb 19, 2013 | 224 |
| -14.45% | Jun 9, 2000 | 8 | Jun 21, 2000 | 23 | Jul 25, 2000 | 31 |
| -13.44% | Nov 15, 1999 | 6 | Nov 23, 1999 | 21 | Dec 23, 1999 | 27 |
| -13.04% | May 2, 2000 | 5 | May 9, 2000 | 6 | May 17, 2000 | 11 |
| -12.85% | Aug 17, 2000 | 5 | Aug 24, 2000 | 5 | Aug 31, 2000 | 10 |
| -12.65% | Jan 25, 2012 | 28 | Mar 6, 2012 | 15 | Mar 27, 2012 | 43 |
| -12.24% | Nov 15, 2011 | 7 | Nov 25, 2011 | 17 | Dec 20, 2011 | 24 |
| -11.55% | Jan 14, 2021 | 9 | Jan 28, 2021 | 6 | Feb 5, 2021 | 15 |
| -11.04% | Oct 9, 2020 | 22 | Nov 10, 2020 | 4 | Nov 16, 2020 | 26 |
| -10.98% | May 17, 2000 | 5 | May 24, 2000 | 10 | Jun 8, 2000 | 15 |
| -10.79% | Mar 20, 2013 | 23 | Apr 23, 2013 | 33 | Jun 10, 2013 | 56 |
| -9.99% | Mar 1, 2021 | 3 | Mar 4, 2021 | 4 | Mar 10, 2021 | 7 |
| -8.58% | May 22, 2001 | 2 | May 24, 2001 | 5 | Jun 1, 2001 | 7 |