Performance analysis of Bluerock Homes Trust (BHM)
Annual Return
Over the past 3 years, BHM has had an average annual return of -14.67%, underperforming the benchmark SPY, which returned +19.63% annual.
Since Sep 28, 2022, BHM has had an average annual return of -18.40%, underperforming the benchmark SPY, which returned +21.81% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -18.97% | -13.38% | -5.15% | -29.56% | -1.80% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -18.46% | +16.10% | +13.62% | -7.48% | -5.23% | -8.38% | -6.23% | -18.97% | |||||
| 2025 | -11.60% | +0.40% | +0.64% | -10.48% | +1.39% | +22.52% | +12.21% | -7.66% | -6.65% | -17.86% | -3.46% | +13.68% | -13.38% |
| 2024 | -2.79% | +2.94% | +21.21% | -0.82% | -0.48% | +4.48% | +6.62% | -16.77% | -3.74% | -2.75% | -2.48% | -6.41% | -5.15% |
| 2023 | +1.42% | -0.56% | -7.77% | -0.31% | -19.03% | +0.88% | +0.43% | -14.19% | -7.11% | +5.88% | +0.14% | +9.57% | -29.56% |
| 2022 | -6.68% | +24.94% | -3.08% | -13.10% | -1.80% |
Drawdown analysis of Bluerock Homes Trust (BHM)
The maximum drawdown for the BHM was -64.36%, occurring on Dec 10, 2025. This drawdown has not yet recovered.
The current BHM drawdown is -62.42%.
Since Sep 28, 2022 BHM 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
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.36% | Oct 28, 2022 | 781 | Dec 10, 2025 | Ongoing | Ongoing | Ongoing |
| -8.86% | Oct 4, 2022 | 1 | Oct 5, 2022 | 1 | Oct 6, 2022 | 2 |
| -6.68% | Sep 28, 2022 | 2 | Sep 30, 2022 | 2 | Oct 4, 2022 | 4 |
| -2.25% | Oct 6, 2022 | 2 | Oct 10, 2022 | 3 | Oct 13, 2022 | 5 |
| -2.04% | Oct 19, 2022 | 1 | Oct 20, 2022 | 4 | Oct 26, 2022 | 5 |
| -0.29% | Oct 17, 2022 | 1 | Oct 18, 2022 | 1 | Oct 19, 2022 | 2 |