Performance analysis of Waters (WAT)
Annual Return
Over the past 3 years, WAT has had an average annual return of +7.41%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, WAT has had an average annual return of -1.06%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, WAT has had an average annual return of +9.13%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 1, 1999, WAT has had an average annual return of +10.42%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -5.87% | +2.39% | +12.68% | -3.90% | -8.06% | +50.59% | +5.89% | +23.85% | -2.35% | +43.75% | -0.14% | +19.39% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +12.72% | +14.78% | +17.65% | -4.71% | +25.42% | +69.05% | -53.65% | +61.47% | +29.55% | -19.21% | +41.11% | +52.24% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -43.79% | -53.59% | +215.08% | +4.83% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.40% | -13.85% | -6.76% | +3.84% | +24.04% | -2.22% | -4.67% | -5.87% | |||||
| 2025 | +12% | -9.18% | -2.32% | -5.65% | +0.43% | -0.06% | -17.27% | +4.52% | -0.66% | +16.61% | +15.40% | -5.85% | +2.39% |
| 2024 | -3.50% | +6.20% | +2.02% | -10.22% | -0.05% | -6.08% | +15.91% | +2.99% | +3.91% | -10.22% | +19.07% | -3.57% | +12.68% |
| 2023 | -4.09% | -5.38% | -0.41% | -2.99% | -16.36% | +6.10% | +3.63% | +1.66% | -2.35% | -13.01% | +17.64% | +17.33% | -3.90% |
| 2022 | -14.08% | -1.06% | -2.00% | -2.37% | +8.23% | +0.92% | +9.99% | -17.97% | -9.74% | +11% | +15.85% | -1.16% | -8.06% |
| 2021 | +6.97% | +3.48% | +3.76% | +5.52% | +7.46% | +7.25% | +12.79% | +6.21% | -13.70% | +2.87% | -10.74% | +13.57% | +50.59% |
| 2020 | -4.22% | -12.91% | -6.59% | +2.72% | +6.87% | -9.73% | +18.15% | +1.46% | -9.52% | +13.87% | +4.12% | +6.64% | +5.89% |
| 2019 | +22.57% | +4.76% | +3.92% | -15.16% | -6.01% | +7.24% | -2.17% | +0.63% | +5.35% | -5.20% | +4.94% | +5.21% | +23.85% |
| 2018 | +11.61% | -5.09% | -2.93% | -5.16% | +2.24% | +0.50% | +1.90% | -3.95% | +2.74% | -2.56% | +4.69% | -5.00% | -2.35% |
| 2017 | +5.40% | +9.42% | +0.85% | +8.69% | +5.73% | +2.35% | -5.66% | +5.79% | -2.16% | +9.21% | +0.57% | -2.02% | +43.75% |
Drawdown analysis of Waters (WAT)
The maximum drawdown for the WAT was -80.12%, occurring on Jul 22, 2002. Recovery took 2205 trading sessions.
The current WAT drawdown is -15.81%.
Since Nov 1, 1999 WAT has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -80.12% | Sep 28, 2000 | 451 | Jul 22, 2002 | 2205 | Apr 21, 2011 | 2656 |
| -44.27% | Sep 8, 2021 | 539 | Oct 30, 2023 | Ongoing | Ongoing | Ongoing |
| -35.86% | Apr 8, 2019 | 241 | Mar 23, 2020 | 199 | Jan 5, 2021 | 440 |
| -28.07% | May 19, 2011 | 147 | Dec 16, 2011 | 374 | Jun 17, 2013 | 521 |
| -27.49% | Mar 6, 2000 | 30 | Apr 17, 2000 | 32 | Jun 2, 2000 | 62 |
| -20.65% | Jan 29, 2018 | 228 | Dec 24, 2018 | 19 | Jan 23, 2019 | 247 |
| -19.27% | Jul 12, 2000 | 13 | Jul 31, 2000 | 15 | Aug 21, 2000 | 28 |
| -17.37% | Aug 23, 2016 | 70 | Dec 1, 2016 | 98 | Apr 25, 2017 | 168 |
| -17.28% | Feb 20, 2014 | 165 | Oct 15, 2014 | 26 | Nov 20, 2014 | 191 |
| -16.98% | Dec 31, 1999 | 13 | Jan 20, 2000 | 3 | Jan 25, 2000 | 16 |
| -16.76% | Jun 18, 2015 | 161 | Feb 8, 2016 | 48 | Apr 18, 2016 | 209 |
| -13.96% | Nov 1, 1999 | 31 | Dec 15, 1999 | 9 | Dec 29, 1999 | 40 |
| -13.28% | Aug 28, 2000 | 10 | Sep 12, 2000 | 9 | Sep 25, 2000 | 19 |
| -11.59% | Sep 26, 2013 | 53 | Dec 11, 2013 | 31 | Jan 28, 2014 | 84 |
| -10.25% | Feb 17, 2000 | 3 | Feb 23, 2000 | 2 | Feb 25, 2000 | 5 |
| -10.19% | Feb 2, 2021 | 21 | Mar 4, 2021 | 21 | Apr 5, 2021 | 42 |
| -9.60% | Jun 21, 2000 | 2 | Jun 23, 2000 | 1 | Jun 26, 2000 | 3 |
| -9.51% | Jul 5, 2000 | 1 | Jul 6, 2000 | 4 | Jul 12, 2000 | 5 |
| -7.38% | Jun 8, 2017 | 33 | Jul 26, 2017 | 31 | Sep 8, 2017 | 64 |
| -7.13% | Feb 4, 2000 | 3 | Feb 9, 2000 | 4 | Feb 15, 2000 | 7 |
| -7.12% | Feb 25, 2000 | 4 | Mar 2, 2000 | 2 | Mar 6, 2000 | 6 |
| -7.11% | Jun 2, 2000 | 4 | Jun 8, 2000 | 3 | Jun 13, 2000 | 7 |
| -6.88% | Jul 22, 2013 | 20 | Aug 19, 2013 | 19 | Sep 16, 2013 | 39 |
| -6.36% | Sep 25, 2000 | 1 | Sep 26, 2000 | 2 | Sep 28, 2000 | 3 |
| -5.93% | Sep 12, 2017 | 11 | Sep 27, 2017 | 20 | Oct 25, 2017 | 31 |