Performance analysis of Cactus (WHD)
Annual Return
Over the past 3 years, WHD has had an average annual return of +20.87%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, WHD has had an average annual return of +9.45%, underperforming the benchmark SPY, which returned +14% annual.
Since Feb 8, 2018, WHD has had an average annual return of +15%, underperforming the benchmark SPY, which returned +15.65% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +32.21% | -20.76% | +29.71% | -8.69% | +32.99% | +47.85% | -22.86% | +25.58% | +35.36% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +23.10% | -3.97% | -12.04% | +17.62% | +4.17% | +3.78% | +32.21% | ||||||
| 2025 | +2.32% | -12.01% | -12.55% | -17.21% | +8.06% | +6.97% | -3.22% | -0.52% | -5.91% | +11.91% | -2.83% | +6.77% | -20.76% |
| 2024 | -6.52% | +8.43% | +9.13% | -0.90% | +3.69% | +2.71% | +19.68% | -5.50% | +0.25% | -0.64% | +15.80% | -14.84% | +29.71% |
| 2023 | +7.66% | -14.89% | -10.27% | -1.82% | -21.73% | +34.01% | +19.99% | +5.29% | -5.87% | -6.51% | -9.22% | +6.85% | -8.69% |
| 2022 | +27.09% | +4.77% | +12% | -12.00% | +5.20% | -23.18% | +3.28% | -3.70% | -3.80% | +34.59% | +5.38% | -7.59% | +32.99% |
| 2021 | +0.50% | +21.98% | -3.92% | -2.65% | +17.85% | +4.80% | -1.85% | +4.35% | +0.56% | +15.32% | -15.86% | +4.47% | +47.85% |
| 2020 | -16.02% | -4.93% | -57.53% | +53.28% | +7.82% | +8.13% | +9.65% | -1.97% | -13.13% | -11.41% | +36.96% | +12.37% | -22.86% |
| 2019 | +19.73% | +10.48% | -1.82% | +1.97% | -10.33% | +1.75% | -11.32% | -13.28% | +13.62% | +2.70% | +1.88% | +13.68% | +25.58% |
| 2018 | +21.53% | +9.43% | +6.61% | +17.45% | +0.20% | -3.16% | +4.46% | +12% | -12.60% | -13.68% | -5.09% | +35.36% |
Drawdown analysis of Cactus (WHD)
The maximum drawdown for the WHD was -79.11%, occurring on Mar 18, 2020. Recovery took 305 trading sessions.
The current WHD drawdown is -11.85%.
Since Feb 8, 2018 WHD has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.11% | Oct 9, 2018 | 361 | Mar 18, 2020 | 305 | Jun 3, 2021 | 666 |
| -51.41% | Nov 25, 2024 | 218 | Oct 10, 2025 | Ongoing | Ongoing | Ongoing |
| -48.35% | Apr 20, 2022 | 279 | May 31, 2023 | 282 | Jul 16, 2024 | 561 |
| -26.11% | Jun 16, 2021 | 45 | Aug 19, 2021 | 41 | Oct 18, 2021 | 86 |
| -22.86% | Oct 25, 2021 | 28 | Dec 3, 2021 | 29 | Jan 14, 2022 | 57 |
| -21.32% | Mar 8, 2022 | 6 | Mar 16, 2022 | 22 | Apr 18, 2022 | 28 |
| -15.87% | May 22, 2018 | 9 | Jun 5, 2018 | 74 | Sep 19, 2018 | 83 |
| -13.55% | Jul 31, 2024 | 29 | Sep 11, 2024 | 7 | Sep 20, 2024 | 36 |
| -11.21% | Oct 4, 2024 | 17 | Oct 29, 2024 | 6 | Nov 6, 2024 | 23 |
| -10.67% | Sep 20, 2024 | 4 | Sep 26, 2024 | 6 | Oct 4, 2024 | 10 |
| -7.22% | Nov 6, 2024 | 7 | Nov 15, 2024 | 6 | Nov 25, 2024 | 13 |
| -6.54% | Apr 23, 2018 | 2 | Apr 25, 2018 | 11 | May 10, 2018 | 13 |
| -5.68% | Jul 16, 2024 | 6 | Jul 24, 2024 | 2 | Jul 26, 2024 | 8 |
| -5.33% | Feb 1, 2022 | 2 | Feb 3, 2022 | 8 | Feb 15, 2022 | 10 |
| -5.18% | Feb 15, 2022 | 5 | Feb 23, 2022 | 3 | Feb 28, 2022 | 8 |
| -4.82% | Mar 21, 2018 | 11 | Apr 6, 2018 | 3 | Apr 11, 2018 | 14 |
| -3.81% | Feb 28, 2022 | 1 | Mar 1, 2022 | 1 | Mar 2, 2022 | 2 |
| -3.80% | Mar 14, 2018 | 1 | Mar 15, 2018 | 4 | Mar 21, 2018 | 5 |
| -3.16% | Apr 11, 2018 | 2 | Apr 13, 2018 | 2 | Apr 17, 2018 | 4 |
| -2.89% | Mar 2, 2022 | 1 | Mar 3, 2022 | 1 | Mar 4, 2022 | 2 |
| -2.77% | Feb 27, 2018 | 2 | Mar 1, 2018 | 3 | Mar 6, 2018 | 5 |
| -2.23% | Sep 24, 2018 | 2 | Sep 26, 2018 | 2 | Sep 28, 2018 | 4 |
| -2.13% | Sep 19, 2018 | 1 | Sep 20, 2018 | 2 | Sep 24, 2018 | 3 |
| -2.06% | Apr 18, 2018 | 1 | Apr 19, 2018 | 1 | Apr 20, 2018 | 2 |
| -1.92% | Jan 20, 2022 | 1 | Jan 21, 2022 | 2 | Jan 25, 2022 | 3 |