Performance analysis of Valhi (VHI)
Annual Return
Over the past 3 years, VHI has had an average annual return of +4.07%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, VHI has had an average annual return of -12.06%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, VHI has had an average annual return of -3.85%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, VHI has had an average annual return of +1.20%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.93% | -47.40% | +56.39% | -29.42% | -22.67% | +91.69% | -29.93% | +0.41% | -68.03% | +82.67% | +167.82% | -78.55% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -63.02% | +42.36% | -37.10% | +176.58% | +61.82% | +35.95% | -31.41% | +55.74% | +42.88% | +17.56% | +9.54% | +84.09% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -33.20% | +12.67% | +10.28% | -4.37% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +17.76% | -1.55% | +2.95% | +5.25% | -4.38% | -2.64% | +16.93% | ||||||
| 2025 | -10.77% | -17.87% | -4.77% | +6.09% | -15.54% | +11.56% | -2.85% | +3.89% | -2.78% | -12.10% | -8.01% | -4.97% | -47.40% |
| 2024 | -8.69% | -1.73% | +26.73% | -14.02% | +31.68% | -7.95% | +18.34% | +38.44% | +14.57% | +2.04% | -24.58% | -8.63% | +56.39% |
| 2023 | +17.41% | -8.29% | -26.21% | -10.80% | -19.96% | +4.01% | +19.38% | -13.17% | +0.15% | -15.83% | +22.40% | +11.85% | -29.42% |
| 2022 | -7.65% | -4.07% | +15.42% | +8.53% | +45.80% | -2.08% | +12.70% | -31.47% | -27.99% | +8.59% | -18.23% | -1.17% | -22.67% |
| 2021 | +5.72% | +15% | +11.43% | +28.62% | -2.50% | -5.14% | +1.27% | -3.73% | -1.31% | -0.73% | +13.90% | +9.33% | +91.69% |
| 2020 | -11.23% | -16.27% | -24.71% | -14.56% | -11.37% | +12.76% | -2.95% | +38.05% | -5.73% | +3.34% | +15% | -2.31% | -29.93% |
| 2019 | +72.54% | +21.62% | -42.68% | +8.66% | -20.32% | +49.95% | -27.61% | -8.37% | -2.56% | -0.53% | +2.64% | -2.56% | +0.41% |
| 2018 | -6.16% | -1.73% | +6.83% | +36.97% | -22.53% | -25.73% | +12.61% | -38.06% | -30.91% | -8.77% | -1.44% | -4.96% | -68.03% |
| 2017 | -10.12% | +7.07% | -0.88% | +1.22% | +2.71% | -12.10% | +7.72% | -31.47% | +11.47% | +79.01% | +55.17% | -8.34% | +82.67% |
Drawdown analysis of Valhi (VHI)
The maximum drawdown for the VHI was -95.62%, occurring on May 13, 2020. This drawdown has not yet recovered.
The current VHI drawdown is -92.52%.
Since Nov 1, 1999 VHI has experienced the following drawdowns:
- 50% or more: 4 times
- 40% or more: 6 times
- 30% or more: 6 times
- 20% or more: 11 times
- 10% or more: 18 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -95.62% | Sep 13, 2013 | 1677 | May 13, 2020 | Ongoing | Ongoing | Ongoing |
| -79.60% | May 30, 2008 | 280 | Jul 10, 2009 | 189 | Apr 12, 2010 | 469 |
| -64.07% | Apr 12, 2010 | 59 | Jul 6, 2010 | 207 | Apr 29, 2011 | 266 |
| -60.43% | Jul 25, 2002 | 120 | Jan 15, 2003 | 539 | Mar 8, 2005 | 659 |
| -47.58% | Jul 21, 2011 | 255 | Jul 25, 2012 | 285 | Sep 13, 2013 | 540 |
| -46.73% | Oct 31, 2007 | 46 | Jan 8, 2008 | 68 | Apr 16, 2008 | 114 |
| -26.01% | Jun 28, 2000 | 174 | Mar 8, 2001 | 157 | Oct 25, 2001 | 331 |
| -25.30% | Jul 9, 2007 | 19 | Aug 3, 2007 | 3 | Aug 8, 2007 | 22 |
| -24.18% | Apr 6, 2005 | 91 | Aug 15, 2005 | 183 | May 8, 2006 | 274 |
| -23.26% | Apr 9, 2007 | 28 | May 17, 2007 | 35 | Jul 9, 2007 | 63 |
| -20.16% | Oct 25, 2001 | 126 | Apr 29, 2002 | 39 | Jun 24, 2002 | 165 |
| -19.90% | Nov 14, 2006 | 69 | Feb 27, 2007 | 2 | Mar 1, 2007 | 71 |
| -17.05% | Aug 9, 2007 | 4 | Aug 15, 2007 | 11 | Aug 30, 2007 | 15 |
| -16.96% | Sep 6, 2006 | 12 | Sep 22, 2006 | 34 | Nov 9, 2006 | 46 |
| -10.98% | Mar 1, 2007 | 10 | Mar 15, 2007 | 8 | Mar 27, 2007 | 18 |
| -10.79% | Jun 13, 2011 | 4 | Jun 17, 2011 | 7 | Jun 28, 2011 | 11 |
| -10.57% | Oct 2, 2007 | 11 | Oct 17, 2007 | 7 | Oct 26, 2007 | 18 |
| -10.29% | Nov 9, 1999 | 37 | Jan 3, 2000 | 19 | Jan 31, 2000 | 56 |
| -9.25% | May 27, 2011 | 1 | May 31, 2011 | 7 | Jun 9, 2011 | 8 |
| -8.98% | Jun 1, 2006 | 9 | Jun 14, 2006 | 33 | Aug 1, 2006 | 42 |
| -8.91% | Mar 14, 2005 | 7 | Mar 23, 2005 | 7 | Apr 4, 2005 | 14 |
| -8.83% | Jun 28, 2002 | 13 | Jul 18, 2002 | 4 | Jul 24, 2002 | 17 |
| -8.43% | Sep 4, 2007 | 6 | Sep 12, 2007 | 5 | Sep 19, 2007 | 11 |
| -7.97% | Feb 4, 2000 | 74 | May 22, 2000 | 17 | Jun 15, 2000 | 91 |
| -6.05% | Mar 28, 2007 | 2 | Mar 30, 2007 | 1 | Apr 2, 2007 | 3 |