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Performance analysis of Zeo Energy (ZEO)

Annual Return

Over the past 3 years, ZEO has had an average annual return of -63.66%, underperforming the benchmark SPY, which returned +19.31% annual.

Since Dec 16, 2021, ZEO has had an average annual return of -47.06%, underperforming the benchmark SPY, which returned +12.20% annual.

202620252024202320222021
-51.40%-68.21%-69.54%+8.90%+4.23%+0.71%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-11.83%+27.97%-53.32%+65.18%-10.70%-22.09%-19.70%-51.40%
2025-20.39%-23.81%-27.41%+9.92%+86.17%-6.15%-14.81%-33.21%-18.15%+29.61%-14.29%-27.31%-68.21%
2024+1.25%+1.05%-50.52%-20.72%+3.12%-53.86%+66.51%-46.80%-11.27%-23.08%-0.76%+165.80%-69.54%
2023+0.39%+0.67%+0.48%+1.81%+0.56%+1.21%+1.10%+0.45%+1%+0.95%+0.12%-0.18%+8.90%
2022-0.15%+0.35%+0.70%+0.31%-0.40%+0.40%+0.32%+0.27%+0.29%+0.69%+0.69%+0.68%+4.23%
2021+0.71%+0.71%

Drawdown analysis of Zeo Energy (ZEO)

The maximum drawdown for the ZEO was -95.40%, occurring on Jul 20, 2026. This drawdown has not yet recovered.

The current ZEO drawdown is -95.40%.

Since Dec 16, 2021 ZEO has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-95.40%Feb 29, 2024597Jul 20, 2026OngoingOngoingOngoing
-4.34%Feb 2, 202212Feb 18, 2022232Jan 24, 2023244
-3.04%Dec 23, 202123Jan 27, 20224Feb 2, 202227
-1.70%Mar 2, 20231Mar 3, 202334Apr 21, 202335
-1.40%Oct 20, 20236Oct 30, 202359Jan 25, 202465
-0.73%Jun 5, 20234Jun 9, 202330Jul 25, 202334
-0.55%Jul 25, 20235Aug 1, 202310Aug 15, 202315
-0.53%Jan 25, 20246Feb 2, 20248Feb 14, 202414
-0.52%Apr 24, 20231Apr 25, 20236May 3, 20237
-0.38%Feb 2, 20237Feb 13, 202312Mar 2, 202319
-0.35%Dec 21, 20211Dec 22, 20211Dec 23, 20212
-0.34%Jan 26, 20231Jan 27, 20234Feb 2, 20235
-0.27%Oct 16, 20233Oct 19, 20231Oct 20, 20234
-0.26%Oct 6, 20232Oct 10, 20232Oct 12, 20234
-0.18%May 4, 20233May 9, 202313May 26, 202316
-0.09%Sep 19, 20233Sep 22, 20235Sep 29, 20238
-0.01%Feb 15, 20242Feb 20, 20243Feb 23, 20245