Performance analysis of Yum China (YUMC)
Annual Return
Over the past 3 years, YUMC has had an average annual return of -7.86%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, YUMC has had an average annual return of -7.19%, underperforming the benchmark SPY, which returned +14% annual.
Since Oct 17, 2016, YUMC has had an average annual return of +6.79%, underperforming the benchmark SPY, which returned +15.98% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -8.01% | +1.19% | +15.42% | -21.60% | +10.77% | -11.99% | +19.47% | +44.85% | -15.29% | +53.59% | +1.83% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.52% | +11.11% | -10.67% | -0.68% | -11.85% | +2.26% | -8.01% | ||||||
| 2025 | -3.98% | +6.83% | +5.88% | -16.81% | +1.34% | +2.43% | +4.41% | -4.20% | -3.49% | +0.79% | +11.28% | -0.34% | +1.19% |
| 2024 | -18.48% | +24% | -6.88% | -8.24% | -1.61% | -13.76% | -1.95% | +12.34% | +33.15% | -2.02% | +5.90% | +3.48% | +15.42% |
| 2023 | +12.73% | -4.67% | +8.16% | -3.49% | -7.51% | +0.07% | +8% | -11.80% | +3.78% | -5.67% | -17.61% | -1.73% | -21.60% |
| 2022 | -3.35% | +7.99% | -19.94% | +0.63% | +9.06% | +6.69% | +0.44% | +3.13% | -5.55% | -12.63% | +33.61% | -0.85% | +10.77% |
| 2021 | -0.67% | +5.52% | -0.85% | +6.27% | +7.70% | -2.06% | -6.13% | -0.82% | -5.60% | -1.77% | -12.03% | -0.52% | -11.99% |
| 2020 | -10.29% | +1.67% | -2.39% | +13.68% | -4.38% | +3.74% | +6.59% | +12.63% | -8.25% | +0.53% | +6.13% | +1.26% | +19.47% |
| 2019 | +8.71% | +14.79% | +7.65% | +5.85% | -15.58% | +15.47% | -1.51% | +0.13% | +0% | -6.45% | +5.04% | +7.84% | +44.85% |
| 2018 | +15.92% | -6.40% | -4.20% | +3.04% | -7.86% | -2.14% | -6.18% | +7.49% | -9.23% | +2.76% | -0.35% | -6.42% | -15.29% |
| 2017 | +5.20% | -3.24% | +2.30% | +25.44% | +12.58% | +2.65% | -9.23% | -1.20% | +13.03% | +0.95% | +1.44% | -1.99% | +53.59% |
Drawdown analysis of Yum China (YUMC)
The maximum drawdown for the YUMC was -56.48%, occurring on Jul 25, 2024. This drawdown has not yet recovered.
The current YUMC drawdown is -32.71%.
Since Oct 17, 2016 YUMC has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.48% | Jun 2, 2021 | 791 | Jul 25, 2024 | Ongoing | Ongoing | Ongoing |
| -34.75% | Jan 26, 2018 | 191 | Oct 29, 2018 | 124 | Apr 30, 2019 | 315 |
| -21.07% | Jan 17, 2020 | 37 | Mar 12, 2020 | 33 | Apr 29, 2020 | 70 |
| -18.79% | Apr 30, 2019 | 18 | May 24, 2019 | 76 | Sep 12, 2019 | 94 |
| -16.18% | Jun 7, 2017 | 20 | Jul 6, 2017 | 66 | Oct 9, 2017 | 86 |
| -13.74% | Nov 22, 2016 | 76 | Mar 15, 2017 | 16 | Apr 6, 2017 | 92 |
| -13.60% | Sep 1, 2020 | 15 | Sep 23, 2020 | 35 | Nov 11, 2020 | 50 |
| -13.50% | Sep 12, 2019 | 36 | Nov 1, 2019 | 30 | Dec 16, 2019 | 66 |
| -12.58% | Apr 29, 2020 | 17 | May 22, 2020 | 10 | Jun 8, 2020 | 27 |
| -9.05% | Feb 16, 2021 | 29 | Mar 29, 2021 | 36 | May 19, 2021 | 65 |
| -8.20% | Jun 8, 2020 | 6 | Jun 16, 2020 | 20 | Jul 15, 2020 | 26 |
| -7.77% | Oct 9, 2017 | 54 | Dec 26, 2017 | 9 | Jan 9, 2018 | 63 |
| -7.27% | Nov 24, 2020 | 48 | Feb 4, 2021 | 3 | Feb 9, 2021 | 51 |
| -6.16% | Nov 4, 2016 | 6 | Nov 14, 2016 | 4 | Nov 18, 2016 | 10 |
| -5.58% | Jul 29, 2020 | 1 | Jul 30, 2020 | 5 | Aug 6, 2020 | 6 |
| -5.50% | Oct 17, 2016 | 10 | Oct 31, 2016 | 1 | Nov 1, 2016 | 11 |
| -3.70% | May 3, 2017 | 3 | May 8, 2017 | 8 | May 18, 2017 | 11 |
| -3.23% | Aug 18, 2020 | 2 | Aug 20, 2020 | 6 | Aug 28, 2020 | 8 |
| -2.57% | Jan 2, 2020 | 2 | Jan 6, 2020 | 8 | Jan 16, 2020 | 10 |
| -2.49% | Aug 6, 2020 | 2 | Aug 10, 2020 | 2 | Aug 12, 2020 | 4 |
| -2.38% | Jan 16, 2018 | 2 | Jan 18, 2018 | 2 | Jan 22, 2018 | 4 |
| -2.00% | Jul 21, 2020 | 2 | Jul 23, 2020 | 4 | Jul 29, 2020 | 6 |
| -1.94% | Nov 11, 2020 | 1 | Nov 12, 2020 | 4 | Nov 18, 2020 | 5 |
| -1.41% | Jan 9, 2018 | 1 | Jan 10, 2018 | 1 | Jan 11, 2018 | 2 |
| -1.35% | Jul 15, 2020 | 1 | Jul 16, 2020 | 1 | Jul 17, 2020 | 2 |