Performance analysis of Workiva (WK)
Annual Return
Over the past 3 years, WK has had an average annual return of -19.54%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, WK has had an average annual return of -15.52%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, WK has had an average annual return of +14.71%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Dec 12, 2014, WK has had an average annual return of +12.67%, underperforming the benchmark SPY, which returned +13.91% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -36.28% | -21.23% | +7.85% | +20.91% | -35.65% | +42.42% | +117.88% | +17.16% | +67.71% | +56.78% | -22.31% | +31.12% |
| 2014 | |||||||||||
| -2.55% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -10.70% | -20.05% | -3.17% | -10.31% | -6.92% | -2.55% | +13.30% | -36.28% | |||||
| 2025 | -10.30% | -10.89% | -13.27% | -0.84% | -10.60% | +1.72% | -6.75% | +28.84% | +4.67% | -1.24% | +8.88% | -6.82% | -21.23% |
| 2024 | -8.46% | -7.34% | -1.53% | -7.08% | -2.32% | -5.17% | +1.07% | +5.96% | +1.22% | +0.81% | +21.93% | +12.60% | +7.85% |
| 2023 | +3.05% | +3.09% | +14.81% | -8.78% | +3.68% | +4.96% | +3.57% | +6.23% | -9.40% | -14.06% | +10.43% | +5.57% | +20.91% |
| 2022 | -9.36% | -10.97% | +12.06% | -18.21% | -24.35% | -9.61% | -0.74% | +3.65% | +14.60% | +0.01% | +3.53% | +4.23% | -35.65% |
| 2021 | +6.38% | +3.78% | -12.74% | +6.50% | +0.96% | +17.31% | +16.56% | +8.09% | +0.49% | +6.09% | -6.74% | -6.44% | +42.42% |
| 2020 | +8.18% | -6.05% | -24.36% | +18.62% | +16.14% | +20.09% | +4.51% | +5.54% | -5.49% | -0.81% | +35.58% | +22.18% | +117.88% |
| 2019 | +16.75% | +18.02% | +2.53% | +4.81% | +4.70% | +4.40% | -1.03% | -16.32% | -8.90% | -4.93% | +4.08% | -3.04% | +17.16% |
| 2018 | +4.20% | +2.02% | +4.18% | -5.06% | +15.55% | -6.16% | +3.49% | +45.94% | +7.19% | -13.69% | +9.74% | -4.06% | +67.71% |
| 2017 | -7.69% | +18.65% | +4.68% | +7.34% | +8.33% | +4.68% | +2.89% | +3.06% | +3.22% | +7.19% | -2.69% | -1.61% | +56.78% |
Drawdown analysis of Workiva (WK)
The maximum drawdown for the WK was -72.45%, occurring on May 13, 2026. This drawdown has not yet recovered.
The current WK drawdown is -65.83%.
Since Dec 12, 2014 WK has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.45% | Nov 9, 2021 | 1130 | May 13, 2026 | Ongoing | Ongoing | Ongoing |
| -60.63% | Aug 8, 2019 | 153 | Mar 18, 2020 | 162 | Nov 5, 2020 | 315 |
| -41.38% | Nov 30, 2015 | 51 | Feb 12, 2016 | 329 | Jun 5, 2017 | 380 |
| -28.05% | Feb 19, 2021 | 26 | Mar 29, 2021 | 67 | Jul 2, 2021 | 93 |
| -23.06% | Jan 9, 2015 | 14 | Jan 30, 2015 | 164 | Sep 24, 2015 | 178 |
| -19.05% | Oct 1, 2018 | 57 | Dec 21, 2018 | 26 | Jan 31, 2019 | 83 |
| -17.37% | Feb 20, 2018 | 4 | Feb 26, 2018 | 49 | May 7, 2018 | 53 |
| -12.78% | Sep 17, 2021 | 16 | Oct 11, 2021 | 18 | Nov 4, 2021 | 34 |
| -12.50% | Sep 12, 2018 | 5 | Sep 19, 2018 | 8 | Oct 1, 2018 | 13 |
| -11.69% | Oct 8, 2015 | 13 | Oct 27, 2015 | 8 | Nov 6, 2015 | 21 |
| -11.15% | May 9, 2018 | 34 | Jun 27, 2018 | 29 | Aug 8, 2018 | 63 |
| -9.83% | Nov 3, 2017 | 20 | Dec 4, 2017 | 44 | Feb 7, 2018 | 64 |
| -9.82% | Jul 11, 2019 | 18 | Aug 6, 2019 | 1 | Aug 7, 2019 | 19 |
| -9.78% | May 28, 2019 | 4 | Jun 3, 2019 | 10 | Jun 17, 2019 | 14 |
| -8.65% | Jul 19, 2017 | 16 | Aug 10, 2017 | 33 | Sep 27, 2017 | 49 |
| -7.51% | Sep 24, 2015 | 3 | Sep 29, 2015 | 6 | Oct 7, 2015 | 9 |
| -7.28% | Nov 6, 2015 | 5 | Nov 13, 2015 | 8 | Nov 25, 2015 | 13 |
| -6.46% | May 10, 2019 | 1 | May 13, 2019 | 10 | May 28, 2019 | 11 |
| -6.45% | Mar 12, 2019 | 8 | Mar 22, 2019 | 5 | Mar 29, 2019 | 13 |
| -6.37% | Nov 6, 2020 | 1 | Nov 9, 2020 | 10 | Nov 23, 2020 | 11 |
| -6.09% | Apr 11, 2019 | 5 | Apr 18, 2019 | 7 | Apr 30, 2019 | 12 |
| -5.36% | Jul 13, 2021 | 2 | Jul 15, 2021 | 3 | Jul 20, 2021 | 5 |
| -5.02% | Jun 5, 2017 | 4 | Jun 9, 2017 | 4 | Jun 15, 2017 | 8 |
| -4.95% | Jan 21, 2021 | 4 | Jan 27, 2021 | 3 | Feb 1, 2021 | 7 |
| -4.51% | Aug 4, 2021 | 7 | Aug 13, 2021 | 7 | Aug 24, 2021 | 14 |