Performance analysis of VOC Energy Trust (VOC)
Annual Return
Over the past 3 years, VOC has had an average annual return of -19.08%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, VOC has had an average annual return of +5.94%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, VOC has had an average annual return of +12.13%, underperforming the benchmark SPY, which returned +14.95% annual.
Since May 6, 2011, VOC has had an average annual return of -0.66%, underperforming the benchmark SPY, which returned +13.90% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +25.32% | -35.32% | -24.72% | -23.34% | +163.05% | +138.56% | -47.71% | +45.55% | -30.24% | +108.60% | +41.14% | -49.28% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| -58.03% | +27.20% | -35.23% | +12.28% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.26% | +13.99% | +6.14% | -0.44% | -13.73% | -0.34% | +10.76% | +25.32% | |||||
| 2025 | -16.05% | -17.30% | -3.07% | +0.64% | -3.96% | -2.05% | +6.55% | -7.82% | +8.11% | +4.84% | -4.73% | -4.26% | -35.32% |
| 2024 | +0.35% | -5.54% | -9.02% | -3.63% | -7.78% | -7.85% | +6.14% | +0.61% | -0.61% | +8.61% | -4.83% | -2.85% | -24.72% |
| 2023 | -4.12% | -17.47% | +2.98% | +2.30% | -13.73% | +11.55% | +11.77% | -1.97% | +15.94% | -13.19% | -7.10% | -6.73% | -23.34% |
| 2022 | +22.18% | +26.64% | -1.44% | +10.53% | +6.87% | -16.58% | +22.49% | -4.22% | -6.62% | +26.67% | +18.12% | +6.79% | +163.05% |
| 2021 | +12.15% | +20.74% | +17.85% | +3.07% | +14.04% | +18.84% | -3.56% | -2.96% | +7.49% | +10.46% | -7.38% | +3.98% | +138.56% |
| 2020 | -5.95% | -15.28% | -56.12% | +27.84% | +2.01% | +19.19% | -25.20% | -14.92% | +3.24% | +23.98% | +15.96% | +1.85% | -47.71% |
| 2019 | +26.14% | +16.29% | +10.89% | +11.66% | -28.35% | +13.95% | +12.54% | -7.82% | +4.34% | -4.22% | -9.20% | +4.27% | +45.55% |
| 2018 | -0.09% | -17.73% | -14.86% | +29.63% | +8.25% | -3.81% | +11.21% | +2.81% | -6.82% | -14.93% | -6.09% | -13.24% | -30.24% |
| 2017 | +14.86% | -0.91% | -1.11% | +45.01% | -10.87% | -1.88% | +0.68% | -16.70% | +6.85% | +0% | +34.68% | +21.07% | +108.60% |
Drawdown analysis of VOC Energy Trust (VOC)
The maximum drawdown for the VOC was -86.91%, occurring on Jan 19, 2016. Recovery took 1544 trading sessions.
The current VOC drawdown is -62.94%.
Since May 6, 2011 VOC has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -86.91% | Jan 19, 2012 | 1005 | Jan 19, 2016 | 1544 | Mar 7, 2022 | 2549 |
| -75.48% | Jan 20, 2023 | 555 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -29.49% | Jun 8, 2022 | 18 | Jul 6, 2022 | 75 | Oct 20, 2022 | 93 |
| -25.63% | Mar 8, 2022 | 4 | Mar 14, 2022 | 19 | Apr 8, 2022 | 23 |
| -19.55% | Nov 25, 2022 | 15 | Dec 16, 2022 | 9 | Dec 30, 2022 | 24 |
| -19.31% | Jul 21, 2011 | 12 | Aug 8, 2011 | 103 | Jan 4, 2012 | 115 |
| -16.07% | Apr 8, 2022 | 15 | May 2, 2022 | 20 | May 31, 2022 | 35 |
| -14.71% | Oct 27, 2022 | 4 | Nov 2, 2022 | 1 | Nov 3, 2022 | 5 |
| -9.37% | Nov 3, 2022 | 6 | Nov 11, 2022 | 9 | Nov 25, 2022 | 15 |
| -6.84% | Dec 30, 2022 | 2 | Jan 4, 2023 | 3 | Jan 9, 2023 | 5 |
| -4.04% | Jun 1, 2011 | 5 | Jun 8, 2011 | 10 | Jun 22, 2011 | 15 |
| -3.25% | May 10, 2011 | 5 | May 17, 2011 | 10 | Jun 1, 2011 | 15 |
| -3.18% | Jan 12, 2023 | 1 | Jan 13, 2023 | 1 | Jan 17, 2023 | 2 |
| -2.21% | Jun 22, 2011 | 2 | Jun 24, 2011 | 5 | Jul 1, 2011 | 7 |
| -1.90% | Jul 12, 2011 | 1 | Jul 13, 2011 | 2 | Jul 15, 2011 | 3 |
| -1.87% | Jun 1, 2022 | 1 | Jun 2, 2022 | 1 | Jun 3, 2022 | 2 |
| -1.86% | Jul 5, 2011 | 4 | Jul 11, 2011 | 1 | Jul 12, 2011 | 5 |
| -0.95% | Jan 17, 2023 | 2 | Jan 19, 2023 | 1 | Jan 20, 2023 | 3 |
| -0.79% | Jan 10, 2012 | 1 | Jan 11, 2012 | 3 | Jan 17, 2012 | 4 |
| -0.34% | Jul 15, 2011 | 1 | Jul 18, 2011 | 1 | Jul 19, 2011 | 2 |
| -0.04% | Jan 17, 2012 | 1 | Jan 18, 2012 | 1 | Jan 19, 2012 | 2 |