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Performance analysis of Velocity Financial (VEL)

Annual Return

Over the past 3 years, VEL has had an average annual return of +12.23%, underperforming the benchmark SPY, which returned +19.63% annual.

Over the past 5 years, VEL has had an average annual return of +6.03%, underperforming the benchmark SPY, which returned +12.73% annual.

Since Jan 17, 2020, VEL has had an average annual return of +3.76%, underperforming the benchmark SPY, which returned +14.93% annual.

2026202520242023202220212020
-17.24%+6.13%+13.59%+78.44%-29.56%+119.93%-53.89%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-2.26%-8.38%-2.69%+6.63%-9.28%+5.49%-6.93%-17.24%
2025-5.21%+1.62%-0.69%-4.49%-6.27%+10.69%-10.46%+14.94%-4.93%+2.64%+3.82%+7.39%+6.13%
2024-8.54%+3.81%+10.09%-4.72%+7.88%-3.08%+5.58%-0.85%+4.48%-2.04%+6.51%-4.40%+13.59%
2023+4.56%-4.47%-6.32%+1%-1.64%+28.52%+7.38%+0.08%-8.80%+2.21%+28.58%+15.96%+78.44%
2022-6.13%-0.55%-14.46%-2.20%+2.34%+0.37%+7.63%-3.46%-5.08%-10.43%+4.74%-5.11%-29.56%
2021+15.57%-2.21%+26%+2.13%+19.10%+15.75%+1.28%+1.74%+2.26%-2.36%-5.98%+13.41%+119.93%
2020+5.18%-5.69%-43.80%-49.68%+2.64%+1.56%-6.09%+43.12%-5.45%-13.35%+44.13%-0.65%-53.89%

Drawdown analysis of Velocity Financial (VEL)

The maximum drawdown for the VEL was -83.13%, occurring on Apr 3, 2020. Recovery took 910 trading sessions.

The current VEL drawdown is -17.24%.

Since Jan 17, 2020 VEL has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 3 times
  • 10% or more: 4 times
DepthStartTo BottomBottomTo RecoverEndTotal
-83.13%Feb 20, 202031Apr 3, 2020910Nov 14, 2023941
-22.09%Nov 14, 202314Dec 5, 202370Mar 18, 202484
-21.48%Dec 16, 202498May 9, 2025OngoingOngoingOngoing
-13.14%Mar 21, 202419Apr 18, 202430May 31, 202449
-6.84%Jul 16, 202421Aug 14, 202415Sep 5, 202436
-5.08%Sep 19, 202431Nov 1, 20247Nov 12, 202438
-4.07%Jun 5, 202414Jun 26, 202410Jul 11, 202424
-3.51%Mar 18, 20241Mar 19, 20242Mar 21, 20243
-3.33%Jan 21, 20203Jan 24, 20203Jan 29, 20206
-3.30%Jan 30, 20204Feb 5, 20205Feb 12, 20209
-2.21%Nov 12, 20243Nov 15, 20246Nov 25, 20249
-0.97%Dec 4, 20243Dec 9, 20242Dec 11, 20245
-0.97%Dec 11, 20242Dec 13, 20241Dec 16, 20243
-0.69%Feb 13, 20202Feb 18, 20202Feb 20, 20204
-0.54%May 31, 20241Jun 3, 20241Jun 4, 20242
-0.51%Sep 11, 20241Sep 12, 20242Sep 16, 20243
-0.41%Sep 5, 20241Sep 6, 20241Sep 9, 20242
-0.39%Dec 2, 20241Dec 3, 20241Dec 4, 20242
-0.31%Sep 9, 20241Sep 10, 20241Sep 11, 20242
-0.24%Nov 25, 20241Nov 26, 20243Dec 2, 20244