Performance analysis of Diversified Healthcare Trust (DHCNI)
Annual Return
Over the past 3 years, DHCNI has had an average annual return of +22.95%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, DHCNI has had an average annual return of +4.28%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, DHCNI has had an average annual return of +4.19%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jul 23, 2012, DHCNI has had an average annual return of +5.61%, underperforming the benchmark SPY, which returned +15.25% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.65% | +12.56% | +13.32% | +56.18% | -46.63% | -0.65% | +2.28% | +30.53% | -15.40% | +14.73% | -2.90% | +11.59% |
| 2014 | 2013 | 2012 | |||||||||
| +26.61% | -9.95% | +6.22% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +12.79% | -5.31% | -3.46% | +12.43% | +1.96% | +0.39% | +18.65% | ||||||
| 2025 | -3.79% | +1.09% | -10.20% | +3.89% | +22.20% | -4.92% | +9.85% | -3.68% | +3.08% | +3.94% | -2.06% | -3.84% | +12.56% |
| 2024 | -0.96% | +7.31% | -8.73% | -9.82% | +13.49% | -11.26% | +10.12% | +6.38% | +15.24% | -2.23% | -7.13% | +4.92% | +13.32% |
| 2023 | +25.19% | -5.56% | +2.74% | -7.24% | +4.53% | +7.51% | +5% | +19.79% | -8.86% | -2.10% | +8.45% | +1.35% | +56.18% |
| 2022 | -3.92% | -11.82% | -1.68% | -6.05% | +17.11% | -16.54% | +6.17% | -8.93% | -23.18% | +6.21% | -1.47% | -10.23% | -46.63% |
| 2021 | +1.41% | -13.84% | +13.80% | +0.21% | +1.58% | +4.45% | +2.74% | -1.14% | -0.45% | +2.04% | -6.02% | -3.08% | -0.65% |
| 2020 | +2.23% | -8.54% | -30.02% | +16.27% | +3.68% | -6.89% | +5.03% | +6.18% | -4.94% | +4.51% | +16.57% | +7.82% | +2.28% |
| 2019 | +6.73% | +7.17% | +2.07% | -5.77% | +0.09% | +1.20% | +4.12% | +5.56% | +2.08% | +2.91% | -1.15% | +2.61% | +30.53% |
| 2018 | -0.09% | -4.37% | +4.75% | -2.56% | +4.05% | -0.56% | -0.00658% | +0.28% | -0.81% | -9.02% | -7.62% | +0.30% | -15.40% |
| 2017 | +2.93% | +1.73% | +5.07% | +0.01% | -0.60% | +2.26% | +0.27% | +0.28% | +1.08% | +0.61% | -0.36% | +0.68% | +14.73% |
Drawdown analysis of Diversified Healthcare Trust (DHCNI)
The maximum drawdown for the DHCNI was -75.90%, occurring on Mar 18, 2020. Recovery took 215 trading sessions.
The current DHCNI drawdown is -4.04%.
Since Jul 23, 2012 DHCNI has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.90% | Jan 22, 2020 | 39 | Mar 18, 2020 | 215 | Jan 25, 2021 | 254 |
| -57.65% | Sep 16, 2021 | 258 | Sep 26, 2022 | 722 | Aug 13, 2025 | 980 |
| -22.75% | Jul 20, 2018 | 108 | Dec 24, 2018 | 173 | Sep 3, 2019 | 281 |
| -21.46% | May 2, 2013 | 133 | Nov 8, 2013 | 172 | Jul 18, 2014 | 305 |
| -15.94% | Oct 21, 2016 | 41 | Dec 20, 2016 | 195 | Sep 29, 2017 | 236 |
| -14.71% | Jan 25, 2021 | 23 | Feb 26, 2021 | 77 | Jun 17, 2021 | 100 |
| -11.46% | Mar 13, 2026 | 5 | Mar 20, 2026 | 14 | Apr 10, 2026 | 19 |
| -10.38% | Sep 16, 2025 | 74 | Dec 31, 2025 | 20 | Jan 30, 2026 | 94 |
| -9.63% | Jan 5, 2016 | 26 | Feb 11, 2016 | 14 | Mar 3, 2016 | 40 |
| -8.11% | Aug 14, 2025 | 11 | Aug 29, 2025 | 5 | Sep 8, 2025 | 16 |
| -7.58% | Apr 14, 2015 | 53 | Jun 29, 2015 | 44 | Aug 31, 2015 | 97 |
| -6.67% | Jan 11, 2018 | 25 | Feb 16, 2018 | 37 | Apr 12, 2018 | 62 |
| -6.21% | Feb 20, 2026 | 5 | Feb 27, 2026 | 10 | Mar 13, 2026 | 15 |
| -6.12% | Nov 28, 2014 | 11 | Dec 15, 2014 | 12 | Jan 2, 2015 | 23 |
| -5.75% | Apr 12, 2018 | 15 | May 3, 2018 | 46 | Jul 10, 2018 | 61 |
| -5.40% | Sep 2, 2015 | 9 | Sep 16, 2015 | 11 | Oct 1, 2015 | 20 |
| -5.25% | Nov 3, 2015 | 28 | Dec 14, 2015 | 6 | Dec 22, 2015 | 34 |
| -5.07% | Jul 18, 2014 | 12 | Aug 5, 2014 | 17 | Aug 28, 2014 | 29 |
| -4.82% | Sep 23, 2016 | 12 | Oct 11, 2016 | 5 | Oct 18, 2016 | 17 |
| -4.41% | May 14, 2026 | 10 | May 29, 2026 | Ongoing | Ongoing | Ongoing |
| -4.35% | Aug 28, 2014 | 31 | Oct 13, 2014 | 14 | Oct 31, 2014 | 45 |
| -4.10% | Oct 24, 2019 | 26 | Dec 2, 2019 | 9 | Dec 13, 2019 | 35 |
| -3.69% | Apr 15, 2026 | 8 | Apr 27, 2026 | 9 | May 8, 2026 | 17 |
| -3.56% | Jan 30, 2026 | 8 | Feb 11, 2026 | 5 | Feb 19, 2026 | 13 |
| -3.35% | Oct 18, 2012 | 18 | Nov 15, 2012 | 32 | Jan 3, 2013 | 50 |