Performance analysis of Willamette Valley Vineyard (WVVIP)
Annual Return
Over the past 3 years, WVVIP has had an average annual return of -13.69%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, WVVIP has had an average annual return of -8.41%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Jun 29, 2016, WVVIP has had an average annual return of -0.86%, underperforming the benchmark SPY, which returned +15.75% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -18.24% | -1.78% | -17.43% | -17.59% | -15.45% | +34.41% | +13.34% | +14.25% | -9.71% | +5.68% | +19.58% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.42% | +16.27% | -14.46% | -7.09% | -9.81% | +4.83% | -18.24% | ||||||
| 2025 | -3.96% | -1.21% | +8.27% | -2.66% | -7.13% | -3.02% | +5.59% | -2.35% | +0.62% | -0.93% | +2.97% | +3.05% | -1.78% |
| 2024 | -5.41% | +0.63% | +0.27% | -6.79% | -4.98% | +1.25% | +5.26% | -2.25% | -4.10% | -5.33% | +4.79% | -1.46% | -17.43% |
| 2023 | -8.89% | +0.43% | -3.29% | -2.60% | -1.13% | +2.22% | -6.54% | -4.35% | +5.46% | -4.96% | -0.46% | +6.06% | -17.59% |
| 2022 | -14.38% | -8.86% | -6.09% | -2.45% | -6.06% | -4.27% | -7.57% | +20.76% | -7.21% | +5.84% | +3.83% | +15.55% | -15.45% |
| 2021 | +1.87% | -3.48% | -2.85% | +8.40% | -7.60% | -1.53% | +5.15% | +33.15% | -1.72% | -0.70% | +1.45% | +2.92% | +34.41% |
| 2020 | -7.36% | -2.06% | -2.17% | +3.80% | +5.12% | +4.41% | +20.73% | -12.75% | -0.29% | +0.58% | +6.66% | -0.53% | +13.34% |
| 2019 | +11.11% | -1.20% | -6.47% | +2.38% | -3.11% | +0.02% | +2.54% | -2.56% | +3.71% | +2.62% | -1.76% | +7.37% | +14.25% |
| 2018 | -11.70% | -1.95% | +7.53% | -2.52% | -1.65% | +7.53% | -11.00% | +10.58% | -7.21% | +2.93% | +11.49% | -10.23% | -9.71% |
| 2017 | +5.24% | +2.35% | +5.46% | +28.03% | -26.57% | -1.18% | -2.48% | -4.72% | +8.91% | +4.35% | -11.14% | +6.71% | +5.68% |
Drawdown analysis of Willamette Valley Vineyard (WVVIP)
The maximum drawdown for the WVVIP was -59.30%, occurring on Jun 1, 2026. This drawdown has not yet recovered.
The current WVVIP drawdown is -57.33%.
Since Jun 29, 2016 WVVIP has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.30% | Sep 7, 2021 | 1187 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -39.75% | Apr 28, 2017 | 167 | Dec 26, 2017 | 925 | Aug 30, 2021 | 1092 |
| -19.26% | Jan 26, 2017 | 2 | Jan 30, 2017 | 62 | Apr 28, 2017 | 64 |
| -12.97% | Dec 22, 2016 | 3 | Dec 28, 2016 | 19 | Jan 26, 2017 | 22 |
| -7.78% | Jun 29, 2016 | 5 | Jul 7, 2016 | 105 | Dec 5, 2016 | 110 |