Performance analysis of John Wiley & Sons (WLY)
Annual Return
Over the past 3 years, WLY has had an average annual return of +8.86%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, WLY has had an average annual return of -4.13%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, WLY has had an average annual return of +1.03%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, WLY has had an average annual return of +5.76%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +45.35% | -27.23% | +42.19% | -17.48% | -27.77% | +28.55% | -2.42% | +6.40% | -27.80% | +23.41% | +23.96% | -22.24% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +9.40% | +44.97% | -10.53% | -0.28% | +9.64% | +19.59% | -15.86% | +12.46% | -0.39% | +13.30% | +35.13% | +9.51% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +5.14% | +8.08% | +29.38% | +0.23% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.96% | -0.67% | +22.83% | +8.42% | +2.81% | +4.82% | +45.35% | ||||||
| 2025 | -6.36% | -2.57% | +11.74% | -1.20% | -10.36% | +14.08% | -12.79% | +5.13% | -0.27% | -8.05% | -1.38% | -14.79% | -27.23% |
| 2024 | +6.62% | -1.45% | +14.33% | -0.57% | -2.98% | +11.66% | +18.26% | +1.17% | -0.12% | +2.91% | +5.84% | -15.57% | +42.19% |
| 2023 | +14.33% | -2.86% | -12.86% | +0.39% | -6.66% | -5.47% | +1.66% | +8.56% | +0.03% | -17.73% | -0.20% | +6.21% | -17.48% |
| 2022 | -11.38% | -0.87% | +5.41% | -3.40% | +4.07% | -9.82% | +10.16% | -11.85% | -18.40% | +13.38% | +12.37% | -14.76% | -27.77% |
| 2021 | -0.11% | +15.50% | +2.89% | +5.71% | +11.31% | -5.05% | -1.77% | -1.16% | -10.14% | +4.44% | -4.04% | +10.86% | +28.55% |
| 2020 | -10.10% | -14.74% | +1.73% | +0.16% | +7.06% | -2.99% | -12.45% | -6.44% | +0.19% | -1.34% | +11.56% | +33.18% | -2.42% |
| 2019 | +10.24% | +0.21% | -14.78% | +5.21% | -9.53% | +9.77% | -0.03% | -2.22% | -1.26% | +5.66% | +2.58% | +3.39% | +6.40% |
| 2018 | -3.57% | +1.34% | -0.86% | +4.06% | +2.81% | -7.97% | +1.20% | +2.22% | -6.12% | -10.00% | +1.93% | -15.05% | -27.80% |
| 2017 | +1.10% | -5.26% | +3.66% | -2.04% | -3.79% | +4.67% | +4.74% | -2.35% | -0.83% | +2.77% | +8.23% | +11.70% | +23.41% |
Drawdown analysis of John Wiley & Sons (WLY)
The maximum drawdown for the WLY was -53.94%, occurring on Oct 29, 2020. Recovery took 150 trading sessions.
The current WLY drawdown is -20.32%.
Since Nov 1, 1999 WLY has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 10 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.94% | Jun 12, 2018 | 601 | Oct 29, 2020 | 150 | Jun 7, 2021 | 751 |
| -51.88% | Jun 8, 2021 | 594 | Oct 17, 2023 | Ongoing | Ongoing | Ongoing |
| -47.00% | Jun 19, 2008 | 108 | Nov 20, 2008 | 560 | Feb 11, 2011 | 668 |
| -36.92% | Feb 26, 2015 | 240 | Feb 9, 2016 | 462 | Dec 7, 2017 | 702 |
| -29.78% | Jul 21, 2011 | 405 | Mar 4, 2013 | 167 | Oct 29, 2013 | 572 |
| -28.81% | Jun 29, 2000 | 204 | Apr 23, 2001 | 209 | Feb 26, 2002 | 413 |
| -28.43% | Apr 12, 2002 | 71 | Jul 24, 2002 | 240 | Jul 8, 2003 | 311 |
| -28.34% | Aug 25, 2005 | 242 | Aug 11, 2006 | 192 | May 18, 2007 | 434 |
| -26.73% | Jul 3, 2007 | 138 | Jan 18, 2008 | 95 | Jun 5, 2008 | 233 |
| -24.80% | Dec 3, 1999 | 66 | Mar 9, 2000 | 46 | May 15, 2000 | 112 |
| -16.66% | Jul 3, 2014 | 70 | Oct 13, 2014 | 71 | Jan 26, 2015 | 141 |
| -13.99% | Aug 19, 2003 | 78 | Dec 9, 2003 | 61 | Mar 9, 2004 | 139 |
| -11.41% | Nov 10, 1999 | 12 | Nov 29, 1999 | 3 | Dec 2, 1999 | 15 |
| -9.73% | Jan 24, 2018 | 11 | Feb 8, 2018 | 70 | May 21, 2018 | 81 |
| -9.02% | Jan 16, 2014 | 11 | Feb 3, 2014 | 14 | Feb 24, 2014 | 25 |
| -8.40% | Apr 2, 2014 | 7 | Apr 11, 2014 | 45 | Jun 17, 2014 | 52 |
| -7.40% | May 31, 2011 | 8 | Jun 10, 2011 | 28 | Jul 21, 2011 | 36 |
| -7.32% | Apr 5, 2004 | 24 | May 10, 2004 | 12 | May 26, 2004 | 36 |
| -7.06% | Jun 20, 2000 | 5 | Jun 27, 2000 | 1 | Jun 28, 2000 | 6 |
| -6.94% | Apr 7, 2005 | 11 | Apr 22, 2005 | 9 | May 5, 2005 | 20 |
| -6.56% | May 17, 2000 | 9 | May 31, 2000 | 1 | Jun 1, 2000 | 10 |
| -6.20% | Aug 3, 2004 | 4 | Aug 9, 2004 | 62 | Nov 4, 2004 | 66 |
| -6.15% | Jun 29, 2004 | 16 | Jul 22, 2004 | 7 | Aug 2, 2004 | 23 |
| -6.00% | Jun 5, 2008 | 7 | Jun 16, 2008 | 3 | Jun 19, 2008 | 10 |
| -5.22% | Apr 6, 2011 | 8 | Apr 18, 2011 | 29 | May 31, 2011 | 37 |