Performance analysis of U.S. Bancorp. (USB-P-Q)
Annual Return
Over the past 3 years, USB-P-Q has had an average annual return of +1.42%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, USB-P-Q has had an average annual return of -4.73%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Oct 21, 2020, USB-P-Q has had an average annual return of -3.95%, underperforming the benchmark SPY, which returned +16.64% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.18% | -3.56% | +7.45% | +13.20% | -31.65% | -1.30% | +3.01% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.85% | +0.84% | -3.75% | +1.83% | -0.80% | -1.07% | -2.18% | ||||||
| 2025 | -2.97% | +0.91% | -4.14% | -2.12% | -1.51% | +1.57% | +2.99% | +0.71% | +3.74% | -1.57% | -2.80% | +1.93% | -3.56% |
| 2024 | +4.11% | +3.42% | +0.12% | -8.06% | +1.55% | +0.75% | +1.17% | +6.16% | +4.93% | -4.39% | +1.72% | -3.31% | +7.45% |
| 2023 | +18.58% | -6.81% | +5.27% | -4.09% | -3.34% | -0.73% | -0.62% | -0.26% | -3.47% | -6.70% | +13.87% | +4.02% | +13.20% |
| 2022 | -7.60% | -9.30% | -0.67% | -13.45% | +6.74% | -3.80% | +8.89% | -8.77% | -5.03% | -5.85% | +11.70% | -6.90% | -31.65% |
| 2021 | -2.89% | -4.00% | +2.21% | +1.59% | +0.99% | +3.22% | +0.04% | -0.12% | -0.42% | -1.55% | -4.58% | +4.64% | -1.30% |
| 2020 | -6.24% | +7.31% | +2.39% | +3.01% |
Drawdown analysis of U.S. Bancorp. (USB-P-Q)
The maximum drawdown for the USB-P-Q was -40.46%, occurring on May 4, 2023. This drawdown has not yet recovered.
The current USB-P-Q drawdown is -24.09%.
Since Oct 21, 2020 USB-P-Q has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.46% | Sep 22, 2021 | 406 | May 4, 2023 | Ongoing | Ongoing | Ongoing |
| -7.20% | Dec 31, 2020 | 37 | Feb 25, 2021 | 81 | Jun 22, 2021 | 118 |
| -6.24% | Oct 21, 2020 | 7 | Oct 30, 2020 | 16 | Nov 23, 2020 | 23 |
| -1.64% | Jul 7, 2021 | 11 | Jul 22, 2021 | 30 | Sep 2, 2021 | 41 |
| -0.75% | Sep 2, 2021 | 3 | Sep 8, 2021 | 10 | Sep 22, 2021 | 13 |
| -0.44% | Dec 3, 2020 | 3 | Dec 8, 2020 | 6 | Dec 16, 2020 | 9 |
| -0.36% | Dec 21, 2020 | 2 | Dec 23, 2020 | 2 | Dec 28, 2020 | 4 |
| -0.24% | Nov 27, 2020 | 1 | Nov 30, 2020 | 3 | Dec 3, 2020 | 4 |
| -0.23% | Jun 22, 2021 | 1 | Jun 23, 2021 | 4 | Jun 29, 2021 | 5 |
| -0.12% | Jun 30, 2021 | 1 | Jul 1, 2021 | 2 | Jul 6, 2021 | 3 |