Performance analysis of XP (XP)
Annual Return
Over the past 3 years, XP has had an average annual return of -10.06%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, XP has had an average annual return of -13.92%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Dec 11, 2019, XP has had an average annual return of -8.51%, underperforming the benchmark SPY, which returned +15.71% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.30% | +39.54% | -52.26% | +79.54% | -46.62% | -27.55% | +2.99% | +11.78% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +19.17% | +10.35% | -11.57% | +0.63% | -13.00% | -1.14% | +3.62% | +4.30% | |||||
| 2025 | +15.20% | +3.66% | -2.83% | +17.07% | +20.25% | +4.35% | -20.11% | +12.39% | +3.60% | -3.04% | +8.18% | -16.10% | +39.54% |
| 2024 | -5.72% | -3.82% | +8.54% | -20.22% | -7.23% | -7.37% | -2.73% | +7.61% | -2.57% | -2.67% | -22.45% | -8.07% | -52.26% |
| 2023 | +16.15% | -30.30% | -4.41% | +20.38% | +23.51% | +32.92% | +15.13% | -6.19% | -6.91% | -13.24% | +16.45% | +15.57% | +79.54% |
| 2022 | +15.90% | -2.91% | -6.93% | -18.24% | -8.13% | -20.56% | +17.48% | -8.82% | -1.18% | -3.59% | -4.47% | -12.38% | -46.62% |
| 2021 | +10.01% | +1.14% | -14.65% | +5.12% | +0.15% | +9.81% | -5.72% | +18.49% | -17.43% | -18.32% | -12.58% | +0.20% | -27.55% |
| 2020 | +4.20% | -13.68% | -44.33% | +30.42% | +20.67% | +38.38% | +10.69% | +6.22% | -15.59% | -3.86% | +2.32% | -3.27% | +2.99% |
| 2019 | +11.78% | +11.78% |
Drawdown analysis of XP (XP)
The maximum drawdown for the XP was -79.18%, occurring on Mar 23, 2023. This drawdown has not yet recovered.
The current XP drawdown is -62.60%.
Since Dec 11, 2019 XP has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.18% | Sep 2, 2021 | 390 | Mar 23, 2023 | Ongoing | Ongoing | Ongoing |
| -60.55% | Feb 20, 2020 | 22 | Mar 23, 2020 | 59 | Jun 16, 2020 | 81 |
| -29.90% | Sep 1, 2020 | 71 | Dec 11, 2020 | 182 | Sep 2, 2021 | 253 |
| -15.01% | Jun 23, 2020 | 5 | Jun 30, 2020 | 26 | Aug 6, 2020 | 31 |
| -12.96% | Aug 6, 2020 | 11 | Aug 21, 2020 | 7 | Sep 1, 2020 | 18 |
| -12.14% | Jan 22, 2020 | 13 | Feb 10, 2020 | 6 | Feb 19, 2020 | 19 |
| -9.48% | Dec 20, 2019 | 9 | Jan 6, 2020 | 10 | Jan 21, 2020 | 19 |
| -9.04% | Dec 13, 2019 | 2 | Dec 17, 2019 | 1 | Dec 18, 2019 | 3 |
| -3.39% | Jun 18, 2020 | 2 | Jun 22, 2020 | 1 | Jun 23, 2020 | 3 |
| -0.89% | Dec 18, 2019 | 1 | Dec 19, 2019 | 1 | Dec 20, 2019 | 2 |