Performance analysis of Block (XYZ)
Annual Return
Over the past 3 years, XYZ has had an average annual return of +5.34%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, XYZ has had an average annual return of -18.92%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, XYZ has had an average annual return of +22.88%, outperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 19, 2015, XYZ has had an average annual return of +17.90%, outperforming the benchmark SPY, which returned +14.93% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.92% | -23.41% | +9.88% | +23.09% | -61.09% | -25.79% | +247.89% | +11.53% | +61.78% | +154.37% | +4.12% | +0.15% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -7.16% | +5.41% | -5.53% | +17.17% | +7.39% | -2.07% | +13.92% | ||||||
| 2025 | +6.86% | -28.10% | -16.80% | +7.62% | +5.61% | +10.01% | +13.73% | +3.08% | -9.25% | +5.08% | -12.04% | -2.56% | -23.41% |
| 2024 | -15.95% | +22.24% | +6.43% | -13.69% | -12.22% | +0.64% | -4.05% | +6.79% | +1.59% | +7.73% | +22.44% | -4.02% | +9.88% |
| 2023 | +30.04% | -6.11% | -10.53% | -11.45% | -0.66% | +10.23% | +20.97% | -28.41% | -23.23% | -9.06% | +57.59% | +21.94% | +23.09% |
| 2022 | -24.28% | +4.26% | +6.35% | -26.59% | -12.09% | -29.77% | +23.75% | -9.40% | -20.20% | +9.24% | +12.82% | -7.27% | -61.09% |
| 2021 | -0.77% | +6.52% | -1.30% | +7.83% | -9.11% | +9.56% | +1.42% | +8.42% | -10.53% | +6.11% | -18.14% | -22.47% | -25.79% |
| 2020 | +19.39% | +11.57% | -37.14% | +24.36% | +24.47% | +29.43% | +23.74% | +22.88% | +1.87% | -4.72% | +36.21% | +3.17% | +247.89% |
| 2019 | +27.21% | +13.86% | -7.78% | -2.80% | -14.93% | +17.08% | +10.87% | -23.10% | +0.18% | -0.84% | +12.52% | -9.49% | +11.53% |
| 2018 | +35.30% | -1.83% | +6.84% | -3.78% | +23.05% | +5.82% | +4.88% | +37.11% | +11.70% | -25.82% | -4.91% | -19.69% | +61.78% |
| 2017 | +7.27% | +18.47% | -0.23% | +5.56% | +26.04% | +2.05% | +12.32% | -0.91% | +10.34% | +29.08% | +5.46% | -11.60% | +154.37% |
Drawdown analysis of Block (XYZ)
The maximum drawdown for the XYZ was -86.08%, occurring on Oct 30, 2023. This drawdown has not yet recovered.
The current XYZ drawdown is -73.69%.
Since Nov 19, 2015 XYZ has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 7 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -86.08% | Aug 5, 2021 | 562 | Oct 30, 2023 | Ongoing | Ongoing | Ongoing |
| -61.53% | Sep 28, 2018 | 370 | Mar 20, 2020 | 64 | Jun 22, 2020 | 434 |
| -44.32% | Apr 12, 2016 | 53 | Jun 27, 2016 | 166 | Feb 23, 2017 | 219 |
| -36.06% | Dec 31, 2015 | 25 | Feb 8, 2016 | 29 | Mar 21, 2016 | 54 |
| -29.04% | Nov 24, 2017 | 24 | Dec 29, 2017 | 43 | Mar 5, 2018 | 67 |
| -28.72% | Feb 19, 2021 | 58 | May 13, 2021 | 58 | Aug 5, 2021 | 116 |
| -22.43% | Mar 20, 2018 | 25 | Apr 25, 2018 | 24 | May 30, 2018 | 49 |
| -18.69% | Oct 13, 2020 | 13 | Oct 30, 2020 | 5 | Nov 6, 2020 | 18 |
| -17.53% | Sep 1, 2020 | 7 | Sep 11, 2020 | 14 | Oct 1, 2020 | 21 |
| -16.19% | Dec 22, 2020 | 23 | Jan 27, 2021 | 8 | Feb 8, 2021 | 31 |
| -13.17% | Nov 6, 2020 | 2 | Nov 10, 2020 | 9 | Nov 23, 2020 | 11 |
| -11.10% | Jun 20, 2018 | 5 | Jun 27, 2018 | 13 | Jul 17, 2018 | 18 |
| -11.02% | Jul 8, 2020 | 3 | Jul 13, 2020 | 15 | Aug 3, 2020 | 18 |
| -10.86% | Jul 25, 2018 | 4 | Jul 31, 2018 | 2 | Aug 2, 2018 | 6 |
| -10.43% | Jul 26, 2017 | 18 | Aug 21, 2017 | 14 | Sep 11, 2017 | 32 |
| -10.23% | Aug 6, 2020 | 3 | Aug 11, 2020 | 7 | Aug 20, 2020 | 10 |
| -8.95% | Nov 19, 2015 | 4 | Nov 25, 2015 | 24 | Dec 31, 2015 | 28 |
| -8.48% | Feb 27, 2017 | 17 | Mar 22, 2017 | 23 | Apr 25, 2017 | 40 |
| -8.11% | Sep 11, 2018 | 6 | Sep 19, 2018 | 4 | Sep 25, 2018 | 10 |
| -7.87% | Jun 8, 2017 | 17 | Jul 3, 2017 | 5 | Jul 11, 2017 | 22 |
| -6.94% | Mar 31, 2016 | 1 | Apr 1, 2016 | 6 | Apr 11, 2016 | 7 |
| -6.04% | Mar 21, 2016 | 2 | Mar 23, 2016 | 3 | Mar 29, 2016 | 5 |
| -5.90% | Aug 2, 2018 | 1 | Aug 3, 2018 | 7 | Aug 14, 2018 | 8 |
| -5.13% | Nov 25, 2020 | 4 | Dec 2, 2020 | 4 | Dec 8, 2020 | 8 |
| -4.52% | Sep 22, 2017 | 1 | Sep 25, 2017 | 4 | Sep 29, 2017 | 5 |