Performance analysis of Walmart (WMT)
Annual Return
Over the past 3 years, WMT has had an average annual return of +30.07%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, WMT has had an average annual return of +20.52%, outperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, WMT has had an average annual return of +18.44%, outperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, WMT has had an average annual return of +8.75%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.11% | +24.49% | +73.98% | +12.88% | -0.46% | +1.97% | +23.34% | +30.16% | -3.43% | +46.54% | +16.03% | -26.64% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +11.86% | +18.17% | +16.97% | +13.87% | +3.22% | -2.57% | +19.99% | +4.91% | +0.13% | -10.30% | +0.51% | +5.73% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -11.77% | +8.93% | -22.79% | +22.99% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.94% | +7.39% | -2.67% | +6.16% | -12.10% | -2.15% | -0.94% | +1.11% | |||||
| 2025 | +8.64% | +0.46% | -10.73% | +10.78% | +1.76% | -0.95% | +0.20% | -0.79% | +6.27% | -1.82% | +9.22% | +1.02% | +24.49% |
| 2024 | +4.82% | +6.40% | +3.01% | -1.36% | +11.18% | +2.96% | +1.37% | +12.83% | +4.56% | +1.49% | +12.87% | -2.11% | +73.98% |
| 2023 | +1.47% | -1.21% | +4.17% | +2.39% | -2.35% | +7.02% | +1.71% | +2.08% | -1.65% | +2.18% | -4.72% | +1.64% | +12.88% |
| 2022 | -3.37% | -3.33% | +10.61% | +2.73% | -15.62% | -5.48% | +8.61% | +0.81% | -2.15% | +9.74% | +7.09% | -6.62% | -0.46% |
| 2021 | -2.54% | -7.52% | +4.99% | +3.01% | +1.91% | -0.71% | +1.09% | +4.27% | -5.89% | +7.20% | -5.88% | +3.29% | +1.97% |
| 2020 | -3.66% | -5.95% | +5.99% | +6.98% | +2.52% | -3.45% | +8.03% | +7.74% | +0.76% | -0.83% | +10.12% | -5.31% | +23.34% |
| 2019 | +2.88% | +3.30% | -0.94% | +5.44% | -0.84% | +8.92% | -0.10% | +4.02% | +3.87% | -1.20% | +1.56% | +0.24% | +30.16% |
| 2018 | +7.95% | -15.56% | -0.57% | -0.57% | -6.11% | +3.77% | +4.18% | +8.06% | -2.03% | +6.78% | -2.62% | -4.08% | -3.43% |
| 2017 | -3.44% | +6.28% | +2.36% | +4.30% | +5.25% | -3.71% | +5.69% | -1.79% | +0.09% | +11.73% | +11.36% | +2.10% | +46.54% |
Drawdown analysis of Walmart (WMT)
The maximum drawdown for the WMT was -37.50%, occurring on Oct 27, 2000. Recovery took 2774 trading sessions.
The current WMT drawdown is -16.39%.
Since Nov 1, 1999 WMT has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.50% | Dec 27, 1999 | 213 | Oct 27, 2000 | 2774 | Nov 8, 2011 | 2987 |
| -36.44% | Jan 8, 2015 | 215 | Nov 13, 2015 | 479 | Oct 10, 2017 | 694 |
| -25.74% | Apr 21, 2022 | 40 | Jun 17, 2022 | 248 | Jun 14, 2023 | 288 |
| -23.86% | Jan 29, 2018 | 83 | May 29, 2018 | 258 | Jun 7, 2019 | 341 |
| -21.93% | Feb 13, 2025 | 37 | Apr 8, 2025 | 111 | Sep 17, 2025 | 148 |
| -18.91% | May 19, 2026 | 29 | Jul 1, 2026 | Ongoing | Ongoing | Ongoing |
| -16.23% | Nov 30, 2020 | 64 | Mar 4, 2021 | 114 | Aug 16, 2021 | 178 |
| -14.21% | Dec 17, 2019 | 58 | Mar 12, 2020 | 4 | Mar 18, 2020 | 62 |
| -11.88% | Oct 15, 2012 | 50 | Dec 28, 2012 | 66 | Apr 5, 2013 | 116 |
| -11.48% | Aug 20, 2021 | 124 | Feb 16, 2022 | 31 | Apr 1, 2022 | 155 |
| -10.92% | Feb 13, 2026 | 24 | Mar 20, 2026 | 41 | May 19, 2026 | 65 |
| -10.81% | Nov 15, 2023 | 16 | Dec 8, 2023 | 37 | Feb 2, 2024 | 53 |
| -10.63% | Apr 16, 2020 | 40 | Jun 12, 2020 | 21 | Jul 14, 2020 | 61 |
| -10.35% | Mar 18, 2020 | 5 | Mar 25, 2020 | 8 | Apr 6, 2020 | 13 |
| -10.01% | Dec 3, 2013 | 41 | Feb 3, 2014 | 195 | Nov 10, 2014 | 236 |
| -9.46% | May 15, 2013 | 100 | Oct 7, 2013 | 34 | Nov 22, 2013 | 134 |
| -8.39% | Sep 2, 2020 | 11 | Sep 18, 2020 | 38 | Nov 11, 2020 | 49 |
| -8.15% | Apr 20, 2012 | 3 | Apr 25, 2012 | 17 | May 18, 2012 | 20 |
| -8.04% | Jul 15, 2019 | 20 | Aug 12, 2019 | 15 | Sep 3, 2019 | 35 |
| -7.72% | Oct 15, 2025 | 25 | Nov 19, 2025 | 5 | Nov 26, 2025 | 30 |
| -6.47% | Nov 16, 1999 | 5 | Nov 23, 1999 | 11 | Dec 9, 1999 | 16 |
| -6.44% | Feb 17, 2012 | 5 | Feb 27, 2012 | 38 | Apr 20, 2012 | 43 |
| -6.34% | Dec 16, 1999 | 2 | Dec 20, 1999 | 4 | Dec 27, 1999 | 6 |
| -5.80% | Jul 17, 2024 | 15 | Aug 7, 2024 | 6 | Aug 15, 2024 | 21 |
| -5.75% | Dec 6, 2024 | 17 | Jan 2, 2025 | 15 | Jan 27, 2025 | 32 |