Performance analysis of John Wiley & Sons (WLYB)
Annual Return
Over the past 3 years, WLYB has had an average annual return of +11.92%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, WLYB has had an average annual return of -3.99%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, WLYB has had an average annual return of +0.87%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, WLYB has had an average annual return of +5.68%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +44.56% | -27.29% | +41.45% | -14.72% | -27.46% | +26.01% | -2.72% | +6.53% | -28.30% | +23.47% | +23.29% | -23.28% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +12.23% | +44.83% | -10.79% | -0.96% | +9.42% | +20.57% | -16.03% | +12.35% | +0.82% | +12.87% | +33.73% | +10.45% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +3.52% | +11.63% | +27.24% | -2.05% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.11% | -4.23% | +25.22% | +7.85% | -0.36% | +7.75% | +44.56% | ||||||
| 2025 | -6.52% | -5.32% | +14.36% | -1.77% | -9.00% | +14.16% | -12.79% | +2.07% | +1.36% | -4.50% | -5.86% | -13.24% | -27.29% |
| 2024 | +5.25% | -1.77% | +14.14% | +1.04% | -5.00% | +13.41% | +18.65% | -2.95% | +3.27% | +2.29% | +7.83% | -16.05% | +41.45% |
| 2023 | +13.15% | +0.11% | -16.29% | +1.26% | -5.76% | -6.20% | +3.68% | +7.53% | +2.69% | -17.88% | -0.82% | +7.75% | -14.72% |
| 2022 | -10.98% | +1.81% | +5.10% | -0.16% | +0.47% | -9.40% | +1.32% | -2.21% | -19.02% | +8.85% | +15.39% | -16.85% | -27.46% |
| 2021 | +4.34% | +12.01% | +0.34% | +8.31% | +9.77% | -4.78% | -1.52% | -1.07% | -6.91% | +0.83% | -2.79% | +6.80% | +26.01% |
| 2020 | -10.41% | -16.00% | +4.29% | +2.47% | +3.86% | -3.84% | -11.78% | -5.40% | -0.94% | -1.39% | +11.82% | +32.89% | -2.72% |
| 2019 | +11.68% | -0.59% | -15.93% | +6.14% | -10.55% | +11.56% | +1.67% | -6.90% | +4.91% | +2.69% | +2.88% | +2.72% | +6.53% |
| 2018 | -3.02% | +0.38% | -0.87% | +6.41% | +0.74% | -7.74% | +0.06% | +2.71% | -4.73% | -11.51% | +1.11% | -14.23% | -28.30% |
| 2017 | -0.05% | -4.17% | +4.14% | -2.08% | -4.32% | +4.19% | +4.85% | -3.26% | +0.28% | +1.13% | +8.85% | +13.25% | +23.47% |
Drawdown analysis of John Wiley & Sons (WLYB)
The maximum drawdown for the WLYB was -53.73%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current WLYB drawdown is -20.08%.
Since Nov 1, 1999 WLYB has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 9 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.73% | Jun 14, 2018 | 442 | Mar 18, 2020 | Ongoing | Ongoing | Ongoing |
| -47.07% | Jun 19, 2008 | 108 | Nov 20, 2008 | 558 | Feb 9, 2011 | 666 |
| -36.69% | Feb 23, 2015 | 239 | Feb 3, 2016 | 466 | Dec 7, 2017 | 705 |
| -30.70% | Jul 21, 2011 | 405 | Mar 4, 2013 | 190 | Dec 2, 2013 | 595 |
| -28.72% | Aug 24, 2005 | 243 | Aug 11, 2006 | 193 | May 21, 2007 | 436 |
| -28.59% | Apr 12, 2002 | 71 | Jul 24, 2002 | 267 | Aug 14, 2003 | 338 |
| -27.91% | Jun 29, 2000 | 205 | Apr 24, 2001 | 208 | Feb 26, 2002 | 413 |
| -26.17% | Jul 3, 2007 | 170 | Mar 6, 2008 | 63 | Jun 5, 2008 | 233 |
| -25.06% | Dec 3, 1999 | 54 | Feb 22, 2000 | 58 | May 15, 2000 | 112 |
| -15.36% | Jul 8, 2014 | 69 | Oct 14, 2014 | 70 | Jan 26, 2015 | 139 |
| -13.41% | Aug 19, 2003 | 79 | Dec 10, 2003 | 60 | Mar 9, 2004 | 139 |
| -12.47% | Nov 1, 1999 | 20 | Nov 30, 1999 | 2 | Dec 2, 1999 | 22 |
| -8.04% | Jan 16, 2014 | 11 | Feb 3, 2014 | 12 | Feb 20, 2014 | 23 |
| -7.98% | Apr 3, 2014 | 6 | Apr 11, 2014 | 45 | Jun 17, 2014 | 51 |
| -7.61% | Jan 23, 2018 | 10 | Feb 6, 2018 | 49 | Apr 18, 2018 | 59 |
| -7.34% | Apr 23, 2004 | 13 | May 12, 2004 | 11 | May 27, 2004 | 24 |
| -6.84% | May 31, 2011 | 12 | Jun 16, 2011 | 11 | Jul 1, 2011 | 23 |
| -6.59% | Jun 19, 2000 | 4 | Jun 23, 2000 | 3 | Jun 28, 2000 | 7 |
| -6.31% | Aug 4, 2004 | 3 | Aug 9, 2004 | 67 | Nov 11, 2004 | 70 |
| -6.08% | Jul 8, 2004 | 9 | Jul 21, 2004 | 10 | Aug 4, 2004 | 19 |
| -5.49% | Apr 8, 2005 | 10 | Apr 22, 2005 | 9 | May 5, 2005 | 19 |
| -5.36% | Jun 5, 2008 | 7 | Jun 16, 2008 | 3 | Jun 19, 2008 | 10 |
| -5.18% | May 31, 2005 | 7 | Jun 9, 2005 | 10 | Jun 23, 2005 | 17 |
| -4.89% | Jan 20, 2005 | 4 | Jan 26, 2005 | 14 | Feb 15, 2005 | 18 |
| -4.70% | Apr 6, 2011 | 8 | Apr 18, 2011 | 29 | May 31, 2011 | 37 |