Performance analysis of US Bancorp Depositary Shares repstg 11000th Pfd Ser B (USB-P-H)
Annual Return
Over the past 3 years, USB-P-H has had an average annual return of +9.37%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, USB-P-H has had an average annual return of +0.71%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, USB-P-H has had an average annual return of +2.77%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Sep 22, 2014, USB-P-H has had an average annual return of +3.77%, underperforming the benchmark SPY, which returned +13.93% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.52% | -13.65% | +16.49% | +19.35% | -22.12% | +3.88% | +20.19% | +19.90% | -13.64% | +8.80% | +2.58% | +2.60% |
| 2014 | |||||||||||
| +3.63% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.29% | -1.96% | -2.04% | +2.96% | +1.06% | -0.63% | +7.52% | ||||||
| 2025 | +2.22% | +3.02% | -5.76% | -0.56% | -4.20% | -0.66% | +2.59% | -1.65% | -1.68% | -3.62% | -2.70% | -1.17% | -13.65% |
| 2024 | +3.98% | +1.33% | +0.09% | -5.37% | +7.93% | +0.85% | +2.35% | -0.73% | +1.35% | +2.93% | +4.25% | -2.94% | +16.49% |
| 2023 | +10.86% | +2.06% | -6.51% | -2.52% | -5.47% | +3.22% | +8.30% | -2.07% | +2% | +2.22% | +2.28% | +4.88% | +19.35% |
| 2022 | -7.98% | -7.01% | -4.16% | +2.03% | -0.53% | -4.11% | +2.17% | -0.71% | +3.08% | -10.72% | +8.77% | -3.92% | -22.12% |
| 2021 | -2.86% | -2.74% | +3.63% | +1.12% | +0.62% | +2.75% | +1.28% | -0.79% | -0.63% | +0.25% | -2.43% | +3.92% | +3.88% |
| 2020 | +2.93% | -3.62% | -14.06% | +9.28% | +1.72% | -1.64% | +10.37% | +2.22% | +4.36% | -0.36% | +3.43% | +6.27% | +20.19% |
| 2019 | +3.74% | -1.90% | -0.16% | +2.87% | +0.10% | +3.67% | +3.38% | +2.29% | +1.77% | +2.88% | -1.24% | +1.09% | +19.90% |
| 2018 | -1.37% | -0.68% | +5.83% | -2.11% | +0.53% | +4.22% | +1.86% | -2.79% | -4.15% | -5.15% | -7.29% | -2.69% | -13.64% |
| 2017 | +7.84% | +1.81% | -1.65% | -0.25% | +4.61% | +0.92% | +0.38% | -3.07% | +1.09% | -1.36% | -1.43% | +0.06% | +8.80% |
Drawdown analysis of US Bancorp Depositary Shares repstg 11000th Pfd Ser B (USB-P-H)
The maximum drawdown for the USB-P-H was -33.35%, occurring on Mar 23, 2020. Recovery took 104 trading sessions.
The current USB-P-H drawdown is -11.84%.
Since Sep 22, 2014 USB-P-H has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.35% | Feb 20, 2020 | 22 | Mar 23, 2020 | 104 | Aug 19, 2020 | 126 |
| -29.81% | Dec 31, 2021 | 336 | May 4, 2023 | 264 | May 22, 2024 | 600 |
| -23.33% | Jul 9, 2018 | 117 | Dec 24, 2018 | 284 | Feb 11, 2020 | 401 |
| -18.80% | Feb 28, 2025 | 184 | Nov 20, 2025 | Ongoing | Ongoing | Ongoing |
| -16.19% | Jul 15, 2016 | 104 | Dec 12, 2016 | 119 | Jun 5, 2017 | 223 |
| -9.80% | Jul 7, 2017 | 152 | Feb 13, 2018 | 96 | Jul 2, 2018 | 248 |
| -9.02% | Sep 28, 2015 | 95 | Feb 12, 2016 | 19 | Mar 11, 2016 | 114 |
| -7.71% | Dec 31, 2020 | 44 | Mar 8, 2021 | 27 | Apr 15, 2021 | 71 |
| -7.07% | Aug 21, 2020 | 11 | Sep 8, 2020 | 20 | Oct 6, 2020 | 31 |
| -5.63% | Nov 29, 2024 | 19 | Dec 27, 2024 | 14 | Jan 21, 2025 | 33 |
| -5.16% | Nov 28, 2014 | 12 | Dec 16, 2014 | 53 | Mar 5, 2015 | 65 |
| -4.29% | Jul 30, 2021 | 91 | Dec 8, 2021 | 16 | Dec 31, 2021 | 107 |
| -4.21% | Oct 8, 2020 | 16 | Oct 30, 2020 | 12 | Nov 17, 2020 | 28 |
| -3.57% | May 24, 2016 | 3 | May 27, 2016 | 11 | Jun 14, 2016 | 14 |
| -3.32% | Jul 16, 2024 | 16 | Aug 7, 2024 | 28 | Sep 17, 2024 | 44 |
| -3.06% | Jul 17, 2015 | 29 | Aug 27, 2015 | 21 | Sep 28, 2015 | 50 |
| -2.50% | Mar 27, 2015 | 28 | May 7, 2015 | 37 | Jun 30, 2015 | 65 |
| -2.48% | Jun 14, 2016 | 3 | Jun 17, 2016 | 4 | Jun 23, 2016 | 7 |
| -2.30% | Mar 28, 2016 | 8 | Apr 7, 2016 | 4 | Apr 13, 2016 | 12 |
| -2.17% | May 17, 2016 | 2 | May 19, 2016 | 2 | May 23, 2016 | 4 |
| -1.95% | Apr 15, 2021 | 19 | May 12, 2021 | 14 | Jun 2, 2021 | 33 |
| -1.65% | Jun 5, 2017 | 8 | Jun 15, 2017 | 12 | Jul 3, 2017 | 20 |
| -1.57% | Oct 15, 2014 | 3 | Oct 20, 2014 | 8 | Oct 30, 2014 | 11 |
| -1.56% | May 24, 2024 | 4 | May 31, 2024 | 13 | Jun 20, 2024 | 17 |
| -1.54% | Jun 24, 2024 | 4 | Jun 28, 2024 | 3 | Jul 3, 2024 | 7 |