Performance analysis of U.S. Bancorp. (USB-P-R)
Annual Return
Over the past 3 years, USB-P-R has had an average annual return of +1.59%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, USB-P-R has had an average annual return of -4.27%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Jan 27, 2021, USB-P-R has had an average annual return of -3.34%, underperforming the benchmark SPY, which returned +15.52% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -3.50% | -1.77% | +6.45% | +14.31% | -31.91% | +6.14% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.86% | +1.22% | -4.98% | +2.18% | -1.69% | -0.96% | -3.50% | ||||||
| 2025 | -1.13% | +1.14% | -4.92% | -1.63% | -0.43% | +0.92% | +2.12% | +1.28% | +2.63% | -1.19% | -1.20% | +0.85% | -1.77% |
| 2024 | +4.73% | +3.05% | +1.01% | -8.44% | +1.86% | +0.57% | +0.63% | +6.91% | +6.67% | -4.91% | -0.80% | -3.82% | +6.45% |
| 2023 | +18.11% | -4.85% | +3.29% | -2.74% | -3.53% | -2.11% | +1.25% | -1.46% | -3.15% | -7.37% | +14.02% | +5.06% | +14.31% |
| 2022 | -7.97% | -8.79% | -1.07% | -14.17% | +7.43% | -1.35% | +8.31% | -10.65% | -3.89% | -4.87% | +10.69% | -7.95% | -31.91% |
| 2021 | -0.04% | +0.36% | +1.11% | +0.52% | +0.69% | +4.55% | -1.23% | -0.11% | -0.86% | -0.68% | -3.44% | +5.42% | +6.14% |
Drawdown analysis of U.S. Bancorp. (USB-P-R)
The maximum drawdown for the USB-P-R was -39.06%, occurring on May 4, 2023. This drawdown has not yet recovered.
The current USB-P-R drawdown is -22.75%.
Since Jan 27, 2021 USB-P-R has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.06% | Sep 22, 2021 | 406 | May 4, 2023 | Ongoing | Ongoing | Ongoing |
| -2.26% | Jun 30, 2021 | 34 | Aug 18, 2021 | 20 | Sep 16, 2021 | 54 |
| -2.11% | May 3, 2021 | 7 | May 12, 2021 | 11 | May 27, 2021 | 18 |
| -1.75% | Mar 11, 2021 | 5 | Mar 18, 2021 | 10 | Apr 1, 2021 | 15 |
| -1.72% | Feb 10, 2021 | 10 | Feb 25, 2021 | 10 | Mar 11, 2021 | 20 |
| -0.49% | Feb 2, 2021 | 3 | Feb 5, 2021 | 2 | Feb 9, 2021 | 5 |
| -0.48% | Apr 21, 2021 | 6 | Apr 29, 2021 | 2 | May 3, 2021 | 8 |
| -0.44% | Apr 15, 2021 | 1 | Apr 16, 2021 | 3 | Apr 21, 2021 | 4 |
| -0.43% | Jun 11, 2021 | 3 | Jun 16, 2021 | 3 | Jun 21, 2021 | 6 |
| -0.39% | Sep 16, 2021 | 2 | Sep 20, 2021 | 2 | Sep 22, 2021 | 4 |
| -0.36% | Apr 6, 2021 | 6 | Apr 14, 2021 | 1 | Apr 15, 2021 | 7 |
| -0.19% | Jun 22, 2021 | 3 | Jun 25, 2021 | 1 | Jun 28, 2021 | 4 |
| -0.15% | Jun 9, 2021 | 1 | Jun 10, 2021 | 1 | Jun 11, 2021 | 2 |
| -0.12% | Jun 2, 2021 | 1 | Jun 3, 2021 | 1 | Jun 4, 2021 | 2 |
| -0.10% | Jan 28, 2021 | 1 | Jan 29, 2021 | 1 | Feb 1, 2021 | 2 |