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Performance analysis of WEX (WEX)

Annual Return

Over the past 3 years, WEX has had an average annual return of -5.62%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, WEX has had an average annual return of -5.98%, underperforming the benchmark SPY, which returned +14% annual.

Over the past 10 years, WEX has had an average annual return of +4.71%, underperforming the benchmark SPY, which returned +15.53% annual.

Since Feb 16, 2005, WEX has had an average annual return of +10.67%, underperforming the benchmark SPY, which returned +11.02% annual.

202620252024202320222021202020192018201720162015
-0.42%-15.02%-9.88%+18.88%+16.57%-31.02%-2.83%+49.55%-0.83%+26.55%+26.24%-10.63%
2014201320122011201020092008200720062005
-0.11%+31.39%+38.85%+18%+44.38%+152.88%-64.50%+13.86%+41.69%+28.65%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+3.30%-3.06%+2.58%-1.77%-3.57%+2.34%-0.42%
2025+4.89%-14.57%-0.05%-16.97%+1.96%+10.50%+15.51%+0.98%-8.07%-7.40%+1.70%+0.42%-15.02%
2024+5.06%+7.51%+8.10%-11.06%-11.33%-5.43%+3.56%+4.13%+9.79%-17.70%+9.30%-7.07%-9.88%
2023+13.03%+4.24%-4.63%-3.56%-6.48%+9.78%+4%+3.61%-4.12%-11.49%+6.07%+10.18%+18.88%
2022+14.67%+4.68%+5.90%-6.84%+2.43%-8.64%+6.85%-7.20%-17.71%+29.30%+3.05%-3.25%+16.57%
2021-7.34%+10.47%+0.42%-1.92%-4.53%-1.03%-2.15%-3.25%-4.05%-15.01%-15.55%+11.05%-31.02%
2020+3.56%-13.68%-44.16%+26.56%+11.91%+11.43%-4.02%+0.85%-12.99%-8.94%+36.89%+17.48%-2.83%
2019+15.19%+10.37%+7.82%+9.54%-10.16%+10.14%+4.79%-6.20%-1.21%-6.38%+6.32%+4.14%+49.55%
2018+9.61%-3.40%+4.73%+3.38%+8.58%+8.34%-0.35%+0.21%+5.54%-12.35%-11.93%-9.62%-0.83%
2017+2.45%-2.71%-6.95%-1.97%+0.69%+2.07%+4.23%+0.42%+2.82%+10.13%+4.15%+9.72%+26.55%

Drawdown analysis of WEX (WEX)

The maximum drawdown for the WEX was -78.96%, occurring on Nov 21, 2008. Recovery took 491 trading sessions.

The current WEX drawdown is -38.75%.

Since Feb 16, 2005 WEX has experienced the following drawdowns:

  • 50% or more: 4 times
  • 40% or more: 4 times
  • 30% or more: 6 times
  • 20% or more: 9 times
  • 10% or more: 23 times
DepthStartTo BottomBottomTo RecoverEndTotal
-78.96%Nov 14, 2007258Nov 21, 2008491Nov 4, 2010749
-64.60%Feb 20, 202022Mar 23, 20201005Mar 20, 20241027
-53.15%Apr 3, 2024254Apr 8, 2025OngoingOngoingOngoing
-50.98%May 18, 2015186Feb 11, 2016251Feb 9, 2017437
-36.27%May 10, 2011101Oct 3, 201185Feb 3, 2012186
-34.57%Sep 28, 201859Dec 24, 201875Apr 12, 2019134
-24.79%May 16, 200697Oct 3, 200651Dec 14, 2006148
-22.76%Nov 25, 201437Jan 21, 201579May 14, 2015116
-20.37%Nov 22, 201347Feb 3, 201487Jun 9, 2014134
-18.65%Apr 3, 201241Jun 1, 201239Jul 27, 201280
-17.61%Feb 10, 201767May 18, 2017101Oct 11, 2017168
-15.02%Feb 1, 201361May 1, 201333Jun 18, 201394
-14.99%Aug 22, 201436Oct 14, 201427Nov 20, 201463
-14.56%Jan 4, 200728Feb 14, 200748Apr 25, 200776
-14.55%Jul 23, 20199Aug 5, 2019114Jan 16, 2020123
-14.08%Mar 2, 200552May 16, 200523Jun 17, 200575
-13.55%Sep 16, 200525Oct 21, 20059Nov 3, 200534
-13.31%Jan 26, 201810Feb 9, 201816Mar 6, 201826
-12.42%Feb 8, 200610Feb 23, 200624Mar 29, 200634
-11.57%Apr 30, 201923Jun 3, 201920Jul 1, 201943
-11.18%Aug 1, 201322Sep 3, 201341Oct 30, 201363
-10.20%Jul 30, 20122Aug 1, 201212Aug 17, 201214
-10.03%Feb 17, 201119Mar 17, 201125Apr 21, 201144
-9.73%Nov 30, 200515Dec 21, 200517Jan 18, 200632
-9.64%Jul 28, 20059Aug 10, 200514Aug 30, 200523