Performance analysis of U.S. Bancorp. (USB-P-A)
Annual Return
Over the past 3 years, USB-P-A has had an average annual return of +10.29%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, USB-P-A has had an average annual return of +2.25%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, USB-P-A has had an average annual return of +4.62%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Sep 22, 2014, USB-P-A has had an average annual return of +4.53%, underperforming the benchmark SPY, which returned +13.93% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.11% | -4.07% | +12.32% | +8.94% | -10.61% | +3.12% | +14.44% | +22.64% | -12.07% | +6.25% | +15.59% | +0.34% |
| 2014 | |||||||||||
| +0.01000% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.82% | +0.56% | -2.61% | +4.78% | -1.90% | -0.39% | +2.11% | ||||||
| 2025 | +2.02% | +2.45% | -1.80% | -1.98% | -1.65% | +0.98% | +1.18% | -0.66% | +1.01% | -3.95% | -0.46% | -1.09% | -4.07% |
| 2024 | +2.67% | +5.95% | -3.32% | +2.07% | -0.85% | +2.69% | -0.81% | -0.82% | +2.19% | +2.21% | +2.34% | -2.26% | +12.32% |
| 2023 | -1.80% | +3.12% | -7.45% | +1.60% | -5.90% | +3.38% | +6.68% | -1.29% | +2.74% | -3.66% | +7.99% | +4.48% | +8.94% |
| 2022 | -5.62% | -6.84% | -5.38% | -0.63% | -1.51% | +0.67% | +2.33% | -5.38% | +1.24% | +1.81% | +11.92% | -2.35% | -10.61% |
| 2021 | -2.07% | -4.23% | +2.65% | +0.44% | +2.24% | +5.15% | -1.37% | -1.22% | +1.14% | +0.26% | -4.12% | +4.74% | +3.12% |
| 2020 | +0.02% | +0.71% | -16.19% | +5.86% | +0.39% | +5.49% | +2.94% | +7.48% | +8.60% | -9.79% | +3.04% | +8.29% | +14.44% |
| 2019 | +6.02% | -0.77% | +1.94% | +0.14% | +0.52% | +0.00855% | +3.93% | +4.01% | +0.47% | -0.31% | +0.32% | +4.59% | +22.64% |
| 2018 | +1.91% | -0.22% | +2.85% | +0.87% | +0.46% | +0.70% | -1.29% | +1.75% | -0.65% | -1.85% | -1.51% | -14.59% | -12.07% |
| 2017 | +2.86% | -3.90% | +1.02% | +1.61% | +1.28% | +1.07% | +0.45% | +0.60% | +0.56% | +1% | -0.41% | +0.07% | +6.25% |
Drawdown analysis of U.S. Bancorp. (USB-P-A)
The maximum drawdown for the USB-P-A was -27.48%, occurring on Mar 23, 2020. Recovery took 104 trading sessions.
The current USB-P-A drawdown is -7.24%.
Since Sep 22, 2014 USB-P-A has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.48% | Feb 21, 2020 | 21 | Mar 23, 2020 | 104 | Aug 19, 2020 | 125 |
| -25.69% | Jun 29, 2021 | 241 | Jun 13, 2022 | 408 | Jan 29, 2024 | 649 |
| -18.70% | Aug 29, 2018 | 81 | Dec 26, 2018 | 254 | Dec 31, 2019 | 335 |
| -10.37% | Feb 25, 2025 | 187 | Nov 20, 2025 | Ongoing | Ongoing | Ongoing |
| -10.35% | Nov 3, 2016 | 29 | Dec 15, 2016 | 21 | Jan 18, 2017 | 50 |
| -9.79% | Sep 30, 2020 | 22 | Oct 30, 2020 | 42 | Dec 31, 2020 | 64 |
| -9.79% | Jan 26, 2015 | 264 | Feb 11, 2016 | 46 | Apr 19, 2016 | 310 |
| -8.76% | Jan 18, 2017 | 8 | Jan 30, 2017 | 87 | Jun 5, 2017 | 95 |
| -7.46% | Dec 31, 2020 | 37 | Feb 25, 2021 | 74 | Jun 11, 2021 | 111 |
| -5.09% | Apr 12, 2024 | 33 | May 30, 2024 | 16 | Jun 24, 2024 | 49 |
| -4.82% | Jan 29, 2024 | 3 | Feb 1, 2024 | 19 | Feb 29, 2024 | 22 |
| -4.20% | Mar 27, 2024 | 1 | Mar 28, 2024 | 10 | Apr 12, 2024 | 11 |
| -3.90% | Jun 24, 2024 | 37 | Aug 15, 2024 | 33 | Oct 2, 2024 | 70 |
| -3.29% | Dec 9, 2014 | 13 | Dec 29, 2014 | 18 | Jan 26, 2015 | 31 |
| -3.22% | Oct 4, 2017 | 29 | Nov 14, 2017 | 8 | Nov 27, 2017 | 37 |
| -3.08% | Jul 26, 2016 | 17 | Aug 18, 2016 | 14 | Sep 8, 2016 | 31 |
| -2.80% | Oct 22, 2024 | 21 | Nov 20, 2024 | 6 | Nov 29, 2024 | 27 |
| -2.79% | Nov 29, 2017 | 5 | Dec 6, 2017 | 24 | Jan 11, 2018 | 29 |
| -2.76% | Aug 24, 2020 | 6 | Sep 1, 2020 | 11 | Sep 17, 2020 | 17 |
| -2.54% | Nov 29, 2024 | 27 | Jan 10, 2025 | 5 | Jan 17, 2025 | 32 |
| -2.29% | Jul 6, 2017 | 26 | Aug 11, 2017 | 18 | Sep 7, 2017 | 44 |
| -2.25% | Feb 29, 2024 | 10 | Mar 14, 2024 | 9 | Mar 27, 2024 | 19 |
| -2.21% | Sep 30, 2014 | 12 | Oct 16, 2014 | 37 | Dec 9, 2014 | 49 |
| -2.15% | Jun 28, 2018 | 31 | Aug 13, 2018 | 12 | Aug 29, 2018 | 43 |
| -1.97% | Jan 17, 2020 | 1 | Jan 21, 2020 | 12 | Feb 6, 2020 | 13 |