Performance analysis of Alexandria Real Estate Equities (ARE)
Annual Return
Over the past 3 years, ARE has had an average annual return of -21.66%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, ARE has had an average annual return of -20.14%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, ARE has had an average annual return of -3.97%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, ARE has had an average annual return of +5.92%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.45% | -46.59% | -19.49% | -9.17% | -32.64% | +28.09% | +13.25% | +44.02% | -9.01% | +20.95% | +26.91% | +5.30% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +44.75% | -4.52% | +3.51% | -3.32% | +16.46% | +11.41% | -38.40% | +4.43% | +28.54% | +12.16% | +33.64% | +42.27% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +9.68% | +15.87% | +21.58% | +10.68% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +11.65% | -1.10% | -12.77% | -12.73% | +22.64% | +7.83% | -4.24% | +6.45% | |||||
| 2025 | -0.20% | +5.04% | -8.24% | -21.46% | -3.40% | +5.36% | +5.23% | +7.86% | +2.69% | -30.14% | -7.82% | -7.47% | -46.59% |
| 2024 | -4.63% | +3.17% | +4.38% | -10.12% | +2.70% | -0.61% | +0.27% | +1.94% | +0.40% | -6.06% | -1.18% | -10.31% | -19.49% |
| 2023 | +10.35% | -6.82% | -15.33% | -1.12% | -8.63% | +1.12% | +10.74% | -7.43% | -12.88% | -6.96% | +17.47% | +17.02% | -9.17% |
| 2022 | -12.61% | -2.79% | +6.86% | -9.49% | -8.90% | -11.89% | +14.31% | -7.47% | -7.83% | +3.65% | +7.10% | -5.61% | -32.64% |
| 2021 | -6.23% | -4.44% | +3.56% | +10.23% | -1.57% | +2.69% | +10.66% | +2.50% | -6.88% | +6.84% | -1.99% | +12.01% | +28.09% |
| 2020 | +1% | -6.94% | -9.12% | +14.61% | -2.14% | +6.24% | +9.43% | -5.16% | -4.35% | -5.30% | +8.06% | +9.53% | +13.25% |
| 2019 | +14.29% | +3.17% | +5.62% | -0.12% | +2.82% | -2.95% | +3.74% | +2.38% | +3.47% | +3.06% | +2.37% | +0.06% | +44.02% |
| 2018 | -0.68% | -6.47% | +3.70% | -0.26% | +0.28% | +1.74% | +1.01% | +0.71% | -1.25% | -2.83% | +1.86% | -6.65% | -9.01% |
| 2017 | -0.28% | +7.66% | -6.67% | +1.80% | +3.71% | +3.98% | +0.65% | +0.05% | -1.21% | +4.19% | +2.50% | +3.49% | +20.95% |
Drawdown analysis of Alexandria Real Estate Equities (ARE)
The maximum drawdown for the ARE was -77.96%, occurring on Apr 28, 2026. This drawdown has not yet recovered.
The current ARE drawdown is -72.02%.
Since Nov 1, 1999 ARE has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.96% | Dec 30, 2021 | 1084 | Apr 28, 2026 | Ongoing | Ongoing | Ongoing |
| -71.86% | Sep 19, 2008 | 162 | May 13, 2009 | 1423 | Jan 7, 2015 | 1585 |
| -34.31% | Feb 14, 2020 | 25 | Mar 23, 2020 | 88 | Jul 28, 2020 | 113 |
| -27.66% | Mar 20, 2015 | 226 | Feb 11, 2016 | 72 | May 25, 2016 | 298 |
| -22.89% | Feb 8, 2007 | 119 | Jul 31, 2007 | 260 | Aug 11, 2008 | 379 |
| -20.94% | Jun 28, 2002 | 17 | Jul 24, 2002 | 240 | Jul 8, 2003 | 257 |
| -19.97% | Feb 11, 2004 | 68 | May 19, 2004 | 66 | Aug 24, 2004 | 134 |
| -15.30% | Dec 18, 2017 | 255 | Dec 24, 2018 | 24 | Jan 30, 2019 | 279 |
| -14.65% | Dec 31, 2004 | 63 | Apr 4, 2005 | 51 | Jun 15, 2005 | 114 |
| -14.21% | Aug 11, 2000 | 31 | Sep 26, 2000 | 46 | Nov 30, 2000 | 77 |
| -14.10% | Jul 31, 2020 | 63 | Oct 29, 2020 | 33 | Dec 16, 2020 | 96 |
| -13.56% | Mar 17, 2006 | 47 | May 24, 2006 | 50 | Aug 4, 2006 | 97 |
| -11.35% | Dec 31, 2020 | 42 | Mar 4, 2021 | 32 | Apr 20, 2021 | 74 |
| -10.90% | Aug 21, 2001 | 15 | Sep 18, 2001 | 47 | Nov 23, 2001 | 62 |
| -10.37% | Sep 7, 2016 | 24 | Oct 11, 2016 | 58 | Jan 4, 2017 | 82 |
| -10.20% | Feb 27, 2017 | 11 | Mar 14, 2017 | 56 | Jun 2, 2017 | 67 |
| -9.19% | Sep 6, 2005 | 27 | Oct 13, 2005 | 58 | Jan 6, 2006 | 85 |
| -9.07% | Jun 13, 2019 | 9 | Jun 26, 2019 | 48 | Sep 4, 2019 | 57 |
| -8.43% | Dec 31, 1999 | 27 | Feb 9, 2000 | 32 | Mar 27, 2000 | 59 |
| -8.36% | Aug 9, 2021 | 35 | Sep 28, 2021 | 18 | Oct 22, 2021 | 53 |
| -8.05% | Sep 12, 2008 | 1 | Sep 15, 2008 | 3 | Sep 18, 2008 | 4 |
| -7.79% | Aug 2, 2005 | 5 | Aug 9, 2005 | 16 | Aug 31, 2005 | 21 |
| -7.01% | Nov 3, 1999 | 30 | Dec 16, 1999 | 8 | Dec 29, 1999 | 38 |
| -6.94% | Jan 4, 2001 | 17 | Jan 30, 2001 | 46 | Apr 5, 2001 | 63 |
| -6.61% | Dec 4, 2006 | 14 | Dec 22, 2006 | 21 | Jan 26, 2007 | 35 |