Performance analysis of Winmark (WINA)
Annual Return
Over the past 3 years, WINA has had an average annual return of +2.11%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, WINA has had an average annual return of +15.09%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, WINA has had an average annual return of +15.65%, outperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, WINA has had an average annual return of +19.55%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -11.05% | +6.48% | -3.20% | +82.42% | -2.77% | +38.61% | -5.87% | +25.38% | +23.36% | +2.93% | +36.15% | +7.32% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -0.14% | +62.95% | +7.18% | +70.99% | +56.84% | +86.87% | -45.24% | +4.01% | -3.35% | -21.17% | +44.18% | +83.80% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -8.68% | +137.02% | +15.49% | -4.53% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +11.30% | +1.46% | -6.29% | -11.01% | -0.22% | +11.76% | -15.29% | -11.05% | |||||
| 2025 | -0.89% | -13.53% | -5.42% | +13.26% | +18.27% | -11.11% | -0.05% | +23.18% | +7.32% | -19.00% | +4.64% | -1.48% | +6.48% |
| 2024 | -13.62% | +5.46% | -4.70% | -0.66% | -0.72% | -0.92% | +12.20% | -8.63% | +6.19% | -2.62% | +12.80% | -4.58% | -3.20% |
| 2023 | +19.07% | +4.25% | +9.74% | +4.21% | -2.14% | +1.99% | +9.32% | +4.92% | -1.94% | +8.09% | +9.07% | -2.90% | +82.42% |
| 2022 | -13.24% | +5.23% | -2.75% | -7.64% | -2.33% | -1.13% | +13.59% | -6.81% | +4.83% | +16.32% | -3.20% | -1.74% | -2.77% |
| 2021 | -8.16% | +3.58% | +5.63% | +3.29% | +1.92% | -1.91% | +9.76% | -0.35% | +2.58% | +8.27% | +11.65% | -1.51% | +38.61% |
| 2020 | +0.34% | +0.64% | -36.29% | +17.72% | -4.05% | +19.02% | -7.16% | -2.70% | +11.48% | -1.61% | +6.41% | +3.22% | -5.87% |
| 2019 | -3.05% | +11.85% | +9.49% | -2.14% | -10.55% | +5.04% | -2.39% | -3.71% | +8.55% | +2.05% | -1.53% | +12.03% | +25.38% |
| 2018 | +3.55% | -5.37% | +3.24% | -0.38% | +10.02% | +3.67% | -0.84% | +1.46% | +11.26% | -7.42% | -3.41% | +7.21% | +23.36% |
| 2017 | -12.21% | +2.53% | -0.40% | +14.25% | -5.03% | +5.27% | +3.18% | -0.82% | -0.08% | -0.76% | +1.73% | -2.63% | +2.93% |
Drawdown analysis of Winmark (WINA)
The maximum drawdown for the WINA was -67.64%, occurring on Feb 24, 2009. Recovery took 292 trading sessions.
The current WINA drawdown is -28.61%.
Since Nov 1, 1999 WINA has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 6 times
- 20% or more: 11 times
- 10% or more: 27 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -67.64% | Apr 30, 2004 | 1212 | Feb 24, 2009 | 292 | Apr 22, 2010 | 1504 |
| -55.66% | Mar 27, 2000 | 67 | Jun 30, 2000 | 321 | Oct 15, 2001 | 388 |
| -45.45% | Feb 14, 2020 | 32 | Apr 1, 2020 | 325 | Jul 16, 2021 | 357 |
| -39.58% | Nov 10, 1999 | 23 | Dec 14, 1999 | 68 | Mar 22, 2000 | 91 |
| -30.28% | Nov 18, 2021 | 144 | Jun 16, 2022 | 156 | Jan 31, 2023 | 300 |
| -30.06% | Oct 2, 2025 | 157 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -29.83% | Dec 8, 2023 | 314 | Mar 13, 2025 | 65 | Jun 16, 2025 | 379 |
| -27.33% | Feb 3, 2012 | 83 | Jun 4, 2012 | 272 | Jul 5, 2013 | 355 |
| -26.24% | Dec 30, 2013 | 144 | Jul 28, 2014 | 181 | Apr 16, 2015 | 325 |
| -24.79% | Apr 5, 2011 | 42 | Jun 6, 2011 | 30 | Jul 19, 2011 | 72 |
| -22.25% | May 22, 2002 | 185 | Feb 14, 2003 | 28 | Mar 27, 2003 | 213 |
| -20.00% | Jan 8, 2002 | 52 | Mar 25, 2002 | 35 | May 14, 2002 | 87 |
| -19.21% | Jun 18, 2025 | 12 | Jul 8, 2025 | 34 | Aug 25, 2025 | 46 |
| -18.47% | Apr 4, 2019 | 104 | Sep 3, 2019 | 78 | Dec 23, 2019 | 182 |
| -17.01% | Sep 18, 2015 | 62 | Dec 16, 2015 | 183 | Sep 8, 2016 | 245 |
| -16.83% | Oct 17, 2001 | 30 | Nov 29, 2001 | 15 | Dec 20, 2001 | 45 |
| -15.97% | Dec 20, 2016 | 42 | Feb 22, 2017 | 51 | May 5, 2017 | 93 |
| -15.89% | Jun 15, 2010 | 49 | Aug 24, 2010 | 114 | Feb 4, 2011 | 163 |
| -15.19% | Sep 18, 2018 | 67 | Dec 24, 2018 | 45 | Mar 1, 2019 | 112 |
| -13.21% | Jul 21, 2011 | 12 | Aug 8, 2011 | 35 | Sep 27, 2011 | 47 |
| -13.11% | Jun 13, 2023 | 15 | Jul 6, 2023 | 25 | Aug 10, 2023 | 40 |
| -12.35% | Feb 27, 2004 | 12 | Mar 16, 2004 | 19 | Apr 13, 2004 | 31 |
| -11.30% | Oct 5, 2017 | 29 | Nov 15, 2017 | 44 | Jan 22, 2018 | 73 |
| -11.15% | Apr 29, 2003 | 21 | May 29, 2003 | 9 | Jun 11, 2003 | 30 |
| -10.91% | Sep 27, 2011 | 4 | Oct 3, 2011 | 18 | Oct 27, 2011 | 22 |