Performance analysis of Willamette Valley Vineyard (WVVI)
Annual Return
Over the past 3 years, WVVI has had an average annual return of -22.68%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, WVVI has had an average annual return of -26.80%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, WVVI has had an average annual return of -10.39%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, WVVI has had an average annual return of +0.43%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -10.16% | -8.96% | -37.47% | -10.21% | -31.10% | +35.95% | -8.08% | +0.58% | -16.50% | +3.01% | +13.14% | +22.07% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -7.79% | +70.46% | +23% | -14.53% | +0.29% | +17.45% | -53.80% | -5.43% | +39.18% | +63.88% | +41.03% | +41.33% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -14.28% | +19.04% | -26.50% | -18.03% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -8.53% | -3.22% | -4.82% | +9.33% | -4.09% | -6.86% | +9.17% | -10.16% | |||||
| 2025 | +73.12% | +5.46% | -2.89% | +2.19% | -3.30% | -5.44% | -13.33% | -3.54% | -23.06% | -11.76% | -15.24% | +14.23% | -8.96% |
| 2024 | -4.62% | +2.74% | -0.19% | -20.50% | -3.98% | -1.74% | -3.31% | -1.19% | -7.32% | +0% | -3.16% | -0.59% | -37.47% |
| 2023 | +5.75% | +1.82% | -5.84% | +0.90% | -1.87% | -4.84% | +5.26% | -0.67% | -2.10% | -9.17% | -0.93% | +2.03% | -10.21% |
| 2022 | +1.16% | +6.39% | -2.90% | +2.54% | -32.87% | +0.64% | +1.28% | +1.73% | -4.49% | -0.81% | -0.33% | -2.18% | -31.10% |
| 2021 | +8.01% | +15.70% | +13.69% | +44.75% | +9.69% | -4.80% | -5.92% | -1.94% | +0.69% | +18.04% | -13.73% | -33.08% | +35.95% |
| 2020 | -1.21% | -5.06% | -25.38% | +24.24% | +0.30% | -0.06% | +5.13% | +3.15% | -6.11% | -0.65% | +8.25% | -3.69% | -8.08% |
| 2019 | +2.61% | -0.57% | +2.56% | +1.39% | -4.86% | -0.49% | +0.87% | -0.29% | -0.57% | +1.16% | +0.71% | -1.70% | +0.58% |
| 2018 | -2.44% | -0.25% | -1.12% | +5.46% | -2.27% | +4.48% | -4.09% | -0.73% | -2.83% | -6.45% | -2.57% | -4.44% | -16.50% |
| 2017 | -0.75% | -1.13% | +1.78% | -1.13% | +3.04% | -0.74% | -0.87% | -2.62% | +1.28% | +8.60% | -3.61% | -0.35% | +3.01% |
Drawdown analysis of Willamette Valley Vineyard (WVVI)
The maximum drawdown for the WVVI was -87.36%, occurring on Jun 26, 2026. This drawdown has not yet recovered.
The current WVVI drawdown is -84.18%.
Since Nov 1, 1999 WVVI has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 4 times
- 30% or more: 4 times
- 20% or more: 6 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -87.36% | Nov 8, 2021 | 1161 | Jun 26, 2026 | Ongoing | Ongoing | Ongoing |
| -79.50% | Jun 26, 2006 | 607 | Nov 20, 2008 | 3102 | Mar 22, 2021 | 3709 |
| -53.44% | Nov 8, 1999 | 759 | Nov 15, 2002 | 325 | Mar 4, 2004 | 1084 |
| -44.13% | Nov 10, 2005 | 34 | Dec 30, 2005 | 121 | Jun 26, 2006 | 155 |
| -22.22% | Mar 4, 2004 | 111 | Aug 12, 2004 | 56 | Nov 1, 2004 | 167 |
| -22.05% | Nov 8, 2004 | 17 | Dec 2, 2004 | 83 | Apr 4, 2005 | 100 |
| -19.55% | May 6, 2021 | 68 | Aug 12, 2021 | 56 | Nov 1, 2021 | 124 |
| -10.89% | Apr 4, 2005 | 10 | Apr 18, 2005 | 3 | Apr 21, 2005 | 13 |
| -10.12% | Aug 17, 2005 | 9 | Aug 30, 2005 | 18 | Sep 26, 2005 | 27 |
| -9.92% | May 27, 2005 | 36 | Jul 20, 2005 | 18 | Aug 15, 2005 | 54 |
| -9.44% | May 16, 2005 | 1 | May 17, 2005 | 3 | May 20, 2005 | 4 |
| -7.79% | Nov 1, 1999 | 1 | Nov 2, 1999 | 4 | Nov 8, 1999 | 5 |
| -7.42% | Apr 21, 2005 | 13 | May 10, 2005 | 4 | May 16, 2005 | 17 |
| -6.08% | Oct 4, 2005 | 10 | Oct 18, 2005 | 7 | Oct 27, 2005 | 17 |
| -3.42% | Mar 22, 2021 | 1 | Mar 23, 2021 | 14 | Apr 13, 2021 | 15 |
| -2.70% | May 4, 2021 | 1 | May 5, 2021 | 1 | May 6, 2021 | 2 |
| -2.59% | Sep 26, 2005 | 1 | Sep 27, 2005 | 2 | Sep 29, 2005 | 3 |
| -2.03% | May 20, 2005 | 1 | May 23, 2005 | 3 | May 26, 2005 | 4 |
| -0.95% | Nov 3, 2021 | 1 | Nov 4, 2021 | 2 | Nov 8, 2021 | 3 |
| -0.94% | Apr 15, 2021 | 1 | Apr 16, 2021 | 4 | Apr 22, 2021 | 5 |
| -0.79% | Sep 29, 2005 | 1 | Sep 30, 2005 | 1 | Oct 3, 2005 | 2 |