Performance analysis of Westlake (WLK)
Annual Return
Over the past 3 years, WLK has had an average annual return of -6.76%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, WLK has had an average annual return of -2.24%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, WLK has had an average annual return of +8.39%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Aug 11, 2004, WLK has had an average annual return of +13.54%, outperforming the benchmark SPY, which returned +11.34% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.15% | -33.78% | -16.89% | +38.23% | +6.82% | +20.51% | +18.48% | +7.72% | -37.28% | +92.37% | +4.69% | -10.06% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +0.77% | +55.22% | +109.78% | -6.88% | +76.04% | +54.94% | -13.21% | -39.04% | +9.39% | -13.45% | +128.15% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.28% | +32.85% | +11.43% | -1.32% | -24.22% | -0.51% | +18.15% | ||||||
| 2025 | -0.33% | -1.72% | -10.49% | -7.60% | -22.62% | +6.90% | +4.44% | +11.45% | -12.25% | -10.71% | -2.09% | +10.67% | -33.78% |
| 2024 | -1.15% | +0.63% | +10.16% | -3.56% | +9.30% | -9.80% | +2.10% | -1.28% | +3.33% | -12.21% | -2.28% | -10.71% | -16.89% |
| 2023 | +19.71% | -2.65% | -2.65% | -1.90% | -8.36% | +14.93% | +15.09% | -4.48% | -4.82% | -7.47% | +11.72% | +9.01% | +38.23% |
| 2022 | +1.56% | +12.12% | +11.87% | +2.55% | +4.64% | -25.80% | -0.69% | +1.67% | -11.91% | +11.25% | +11.76% | -4.75% | +6.82% |
| 2021 | -6.30% | +11.94% | +4.06% | +5.74% | +7.72% | -10.69% | -7.96% | +5.72% | +4.34% | +6.80% | -4.25% | +4.53% | +20.51% |
| 2020 | -12.76% | -8.31% | -31.68% | +13.83% | +10.44% | +12.47% | +1.58% | +9.34% | +6.57% | +6.96% | +11.53% | +8.58% | +18.48% |
| 2019 | +11.68% | -5.13% | -2.88% | +2.78% | -17.52% | +21.24% | -2.72% | -12.89% | +11.83% | -3.56% | +9.09% | +2.14% | +7.72% |
| 2018 | +5.70% | -3.67% | +2.67% | -3.76% | +8.38% | -7.00% | -0.38% | -11.57% | -12.12% | -14.21% | +2.03% | -8.72% | -37.28% |
| 2017 | +10.57% | +2.76% | +4.13% | -5.75% | -0.97% | +7.73% | +6.27% | +9.61% | +8.04% | +2.19% | +15.59% | +8.78% | +92.37% |
Drawdown analysis of Westlake (WLK)
The maximum drawdown for the WLK was -75.15%, occurring on Mar 16, 2020. Recovery took 501 trading sessions.
The current WLK drawdown is -44.04%.
Since Aug 11, 2004 WLK has experienced the following drawdowns:
- 50% or more: 5 times
- 40% or more: 6 times
- 30% or more: 7 times
- 20% or more: 8 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.15% | May 21, 2018 | 457 | Mar 16, 2020 | 501 | Mar 10, 2022 | 958 |
| -71.30% | Feb 16, 2007 | 517 | Mar 9, 2009 | 420 | Nov 4, 2010 | 937 |
| -64.19% | Apr 9, 2024 | 407 | Nov 20, 2025 | Ongoing | Ongoing | Ongoing |
| -58.30% | Sep 3, 2014 | 457 | Jun 27, 2016 | 354 | Nov 20, 2017 | 811 |
| -51.04% | Apr 26, 2011 | 111 | Oct 3, 2011 | 121 | Mar 27, 2012 | 232 |
| -41.41% | May 4, 2022 | 99 | Sep 26, 2022 | 307 | Dec 14, 2023 | 406 |
| -39.81% | Mar 9, 2005 | 47 | May 16, 2005 | 440 | Feb 14, 2007 | 487 |
| -26.33% | Mar 27, 2012 | 55 | Jun 14, 2012 | 36 | Aug 6, 2012 | 91 |
| -19.12% | Mar 20, 2013 | 29 | May 1, 2013 | 31 | Jun 14, 2013 | 60 |
| -12.32% | Mar 9, 2018 | 38 | May 3, 2018 | 9 | May 16, 2018 | 47 |
| -12.26% | Jan 4, 2011 | 17 | Jan 28, 2011 | 11 | Feb 14, 2011 | 28 |
| -12.06% | Nov 6, 2012 | 7 | Nov 15, 2012 | 15 | Dec 7, 2012 | 22 |
| -10.88% | Dec 1, 2004 | 7 | Dec 10, 2004 | 8 | Dec 22, 2004 | 15 |
| -10.82% | Mar 25, 2022 | 9 | Apr 7, 2022 | 7 | Apr 19, 2022 | 16 |
| -10.57% | Jan 26, 2018 | 9 | Feb 8, 2018 | 16 | Mar 5, 2018 | 25 |
| -9.97% | Dec 28, 2004 | 8 | Jan 7, 2005 | 7 | Jan 19, 2005 | 15 |
| -9.27% | Mar 6, 2014 | 27 | Apr 14, 2014 | 10 | Apr 29, 2014 | 37 |
| -8.94% | Feb 16, 2005 | 2 | Feb 18, 2005 | 7 | Mar 2, 2005 | 9 |
| -8.59% | Feb 13, 2013 | 7 | Feb 25, 2013 | 9 | Mar 8, 2013 | 16 |
| -8.19% | Jan 19, 2005 | 8 | Jan 31, 2005 | 9 | Feb 11, 2005 | 17 |
| -7.93% | Feb 15, 2024 | 2 | Feb 20, 2024 | 16 | Mar 13, 2024 | 18 |
| -7.20% | Nov 8, 2010 | 6 | Nov 16, 2010 | 3 | Nov 19, 2010 | 9 |
| -7.11% | Jan 15, 2014 | 6 | Jan 24, 2014 | 12 | Feb 11, 2014 | 18 |
| -6.61% | Jul 30, 2013 | 14 | Aug 19, 2013 | 14 | Sep 9, 2013 | 28 |
| -6.61% | Jul 28, 2014 | 6 | Aug 5, 2014 | 9 | Aug 18, 2014 | 15 |