Performance analysis of CaliberCos (CWD)
Annual Return
Over the past 3 years, CWD has had an average annual return of -73.26%, underperforming the benchmark SPY, which returned +19.62% annual.
Since May 17, 2023, CWD has had an average annual return of -79.87%, underperforming the benchmark SPY, which returned +21.90% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -40.78% | -91.16% | -45.81% | -78.50% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.97% | +0% | -5.88% | -9.38% | -4.60% | -33.73% | +10.91% | -40.78% | |||||
| 2025 | -11.33% | -3.19% | -7.70% | -54.71% | -27.51% | -2.97% | -15.99% | +17% | +28.03% | -34.59% | -20.66% | -46.35% | -91.16% |
| 2024 | -12.42% | +2.66% | -13.76% | -16.02% | +19.07% | -15.90% | -34.59% | +21.26% | -6.38% | +11.91% | -36.31% | +57.01% | -45.81% |
| 2023 | -58.00% | -23.81% | +9.38% | -29.51% | -8.11% | +8.07% | +0% | -12.24% | -78.50% |
Drawdown analysis of CaliberCos (CWD)
The maximum drawdown for the CWD was -99.61%, occurring on Jun 25, 2026. This drawdown has not yet recovered.
The current CWD drawdown is -99.52%.
Since May 17, 2023 CWD 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 |
|---|---|---|---|---|---|---|
| -99.61% | May 18, 2023 | 777 | Jun 25, 2026 | Ongoing | Ongoing | Ongoing |