Performance analysis of EPR Properties (EPR-P-C)
Annual Return
Over the past 3 years, EPR-P-C has had an average annual return of +17.26%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, EPR-P-C has had an average annual return of +7.84%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, EPR-P-C has had an average annual return of +4.89%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Sep 22, 2014, EPR-P-C has had an average annual return of +8.17%, underperforming the benchmark SPY, which returned +13.64% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +27.21% | +13.21% | +4.72% | +27.48% | -24.68% | +17.53% | -21.02% | +22.12% | +5.44% | -0.46% | +24.72% | +9.07% |
| 2014 | |||||||||||
| +8.02% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.38% | +8.49% | -12.73% | +10.17% | +2.41% | +1.84% | +6.91% | +27.21% | |||||
| 2025 | +2.50% | +10.98% | -0.94% | -4.94% | +11.62% | +3.75% | -2.48% | +0.37% | +5.18% | -13.09% | +6.56% | -4.29% | +13.21% |
| 2024 | -6.86% | -2.82% | +0.17% | -0.47% | +2.07% | +2.13% | +6.05% | +7.08% | +3.83% | -5.13% | +0.94% | -1.40% | +4.72% |
| 2023 | +11.02% | -3.91% | -5.23% | +9.56% | -1.44% | +11.67% | -3.79% | +0% | -6.23% | +1.28% | +5.86% | +8.12% | +27.48% |
| 2022 | -2.27% | -2.08% | +6.99% | -2.06% | -2.21% | -9.38% | +11.73% | -12.85% | -17.95% | +5.90% | +5.63% | -5.16% | -24.68% |
| 2021 | +6.61% | -0.90% | +6.51% | +2.86% | +0.30% | +0.13% | -1.81% | +2.27% | +1.26% | +0.39% | -4.51% | +3.71% | +17.53% |
| 2020 | +1.08% | -10.55% | -43.15% | +15.90% | -0.49% | +1.98% | -3.95% | +13.32% | +1.69% | -6.21% | +20.53% | +4.42% | -21.02% |
| 2019 | +11.83% | +1.33% | +4.35% | +4.49% | -0.03% | -1.27% | +0.31% | +4.08% | +0.61% | +0.15% | -3.11% | -1.73% | +22.12% |
| 2018 | -5.91% | -0.91% | -1.72% | +0.57% | +7.16% | +3.05% | +3% | +3.94% | -0.52% | +1.85% | +2.42% | -6.75% | +5.44% |
| 2017 | +2.55% | +4.44% | -4.73% | +0.07% | -1.19% | +0.67% | +0.39% | -1.09% | +0.26% | +0.46% | -0.43% | -1.58% | -0.46% |
Drawdown analysis of EPR Properties (EPR-P-C)
The maximum drawdown for the EPR-P-C was -85.63%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current EPR-P-C drawdown is -33.84%.
Since Sep 22, 2014 EPR-P-C 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: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -85.63% | Oct 17, 2017 | 605 | Mar 18, 2020 | Ongoing | Ongoing | Ongoing |
| -16.08% | Aug 1, 2016 | 72 | Nov 10, 2016 | 234 | Oct 17, 2017 | 306 |
| -12.88% | Jan 29, 2015 | 154 | Sep 9, 2015 | 82 | Jan 6, 2016 | 236 |
| -6.76% | Jan 6, 2016 | 9 | Jan 20, 2016 | 7 | Jan 29, 2016 | 16 |
| -3.97% | Apr 19, 2016 | 3 | Apr 22, 2016 | 6 | May 2, 2016 | 9 |
| -3.23% | May 16, 2016 | 2 | May 18, 2016 | 11 | Jun 3, 2016 | 13 |
| -2.44% | Jul 5, 2016 | 2 | Jul 7, 2016 | 10 | Jul 21, 2016 | 12 |
| -2.35% | Oct 22, 2014 | 6 | Oct 30, 2014 | 1 | Oct 31, 2014 | 7 |
| -2.33% | Mar 18, 2016 | 5 | Mar 28, 2016 | 1 | Mar 29, 2016 | 6 |
| -2.22% | Nov 4, 2014 | 29 | Dec 16, 2014 | 5 | Dec 23, 2014 | 34 |
| -2.10% | Feb 25, 2016 | 6 | Mar 4, 2016 | 8 | Mar 16, 2016 | 14 |
| -1.91% | Feb 4, 2016 | 4 | Feb 10, 2016 | 4 | Feb 17, 2016 | 8 |
| -1.76% | Dec 29, 2014 | 2 | Dec 31, 2014 | 4 | Jan 7, 2015 | 6 |
| -1.37% | May 12, 2016 | 1 | May 13, 2016 | 1 | May 16, 2016 | 2 |
| -1.35% | Mar 31, 2016 | 5 | Apr 7, 2016 | 3 | Apr 12, 2016 | 8 |
| -0.93% | Jun 16, 2016 | 1 | Jun 17, 2016 | 5 | Jun 24, 2016 | 6 |
| -0.88% | Sep 22, 2014 | 1 | Sep 23, 2014 | 5 | Sep 30, 2014 | 6 |
| -0.75% | Jan 27, 2015 | 1 | Jan 28, 2015 | 1 | Jan 29, 2015 | 2 |
| -0.68% | Apr 13, 2016 | 3 | Apr 18, 2016 | 1 | Apr 19, 2016 | 4 |
| -0.58% | Jun 9, 2016 | 3 | Jun 14, 2016 | 1 | Jun 15, 2016 | 4 |
| -0.57% | Jul 22, 2016 | 3 | Jul 27, 2016 | 1 | Jul 28, 2016 | 4 |
| -0.55% | May 4, 2016 | 1 | May 5, 2016 | 1 | May 6, 2016 | 2 |
| -0.54% | Sep 30, 2014 | 1 | Oct 1, 2014 | 2 | Oct 3, 2014 | 3 |
| -0.53% | Jun 24, 2016 | 1 | Jun 27, 2016 | 1 | Jun 28, 2016 | 2 |
| -0.45% | Feb 1, 2016 | 1 | Feb 2, 2016 | 1 | Feb 3, 2016 | 2 |