Performance analysis of EPR Properties (EPR-P-E)
Annual Return
Over the past 3 years, EPR-P-E has had an average annual return of +14.45%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, EPR-P-E has had an average annual return of +5.55%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, EPR-P-E has had an average annual return of +6.46%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Sep 22, 2014, EPR-P-E has had an average annual return of +7.62%, underperforming the benchmark SPY, which returned +14% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.66% | +18.17% | +4.75% | +18.77% | -22.22% | +20.10% | -9.90% | +19.11% | -1.66% | +9.30% | +22.33% | +6.27% |
| 2014 | |||||||||||
| +5.51% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.45% | +4.40% | -6.94% | +5.86% | -0.81% | +0.06% | +8.66% | ||||||
| 2025 | +4.68% | +7.42% | -0.15% | -2.74% | +3.80% | +4.76% | +0.26% | +0.13% | +2.63% | -4.50% | +1.56% | -0.42% | +18.17% |
| 2024 | -0.57% | +0.93% | -2.18% | -0.30% | +2.86% | +2.53% | +1.29% | +5.13% | +5.03% | -2.22% | -1.24% | -6.04% | +4.75% |
| 2023 | +9.40% | +0.82% | -4.75% | +2.38% | -2.18% | +9.25% | -5.15% | -0.52% | -2.18% | -0.19% | +4.45% | +7.38% | +18.77% |
| 2022 | -5.81% | -3.27% | +3.64% | -0.24% | -0.84% | -6.99% | +5.74% | -3.63% | -14.21% | +3.82% | +4.46% | -5.57% | -22.22% |
| 2021 | +11.10% | -5.06% | +12.20% | -4.12% | -1.10% | +8.44% | +1.39% | -1.70% | +0.66% | -2.38% | -7.13% | +8.52% | +20.10% |
| 2020 | +2.51% | -6.18% | -40.01% | +30.12% | -8.65% | +3.02% | -1.55% | +13.52% | +3.54% | -6.87% | +15.63% | +2.33% | -9.90% |
| 2019 | +8.65% | +1.11% | +2.95% | +1.29% | +0.34% | +0.01% | +0.71% | +2.10% | +0.88% | +0.82% | -1.07% | +0.14% | +19.11% |
| 2018 | -2.61% | +0.97% | -2.26% | -1.55% | +1.92% | +1.43% | +2.03% | +0.64% | +1.75% | -1.17% | +0.25% | -2.90% | -1.66% |
| 2017 | +0.39% | +3.14% | -2.13% | +0.95% | -1.62% | +2.85% | -0.73% | -0.22% | +3.64% | -1.80% | +2.46% | +2.24% | +9.30% |
Drawdown analysis of EPR Properties (EPR-P-E)
The maximum drawdown for the EPR-P-E was -65.90%, occurring on Mar 18, 2020. Recovery took 260 trading sessions.
The current EPR-P-E drawdown is -4.46%.
Since Sep 22, 2014 EPR-P-E has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.90% | Jan 31, 2020 | 32 | Mar 18, 2020 | 260 | Mar 30, 2021 | 292 |
| -31.06% | Apr 9, 2021 | 370 | Sep 27, 2022 | 505 | Oct 1, 2024 | 875 |
| -11.77% | Oct 17, 2024 | 51 | Dec 31, 2024 | 41 | Mar 4, 2025 | 92 |
| -11.18% | Mar 4, 2025 | 27 | Apr 10, 2025 | 22 | May 13, 2025 | 49 |
| -10.96% | Apr 29, 2015 | 161 | Dec 16, 2015 | 63 | Mar 18, 2016 | 224 |
| -10.61% | Feb 26, 2026 | 20 | Mar 26, 2026 | Ongoing | Ongoing | Ongoing |
| -9.33% | Aug 1, 2016 | 78 | Nov 18, 2016 | 202 | Sep 11, 2017 | 280 |
| -7.68% | Dec 29, 2017 | 69 | Apr 11, 2018 | 80 | Aug 3, 2018 | 149 |
| -7.23% | Oct 1, 2025 | 27 | Nov 7, 2025 | 44 | Jan 13, 2026 | 71 |
| -4.96% | Aug 29, 2018 | 82 | Dec 27, 2018 | 10 | Jan 11, 2019 | 92 |
| -4.91% | Jul 14, 2025 | 16 | Aug 5, 2025 | 40 | Oct 1, 2025 | 56 |
| -4.74% | May 16, 2016 | 3 | May 19, 2016 | 13 | Jun 8, 2016 | 16 |
| -4.24% | Feb 13, 2026 | 4 | Feb 20, 2026 | 4 | Feb 26, 2026 | 8 |
| -4.01% | Oct 1, 2024 | 4 | Oct 7, 2024 | 6 | Oct 15, 2024 | 10 |
| -3.60% | Mar 31, 2016 | 17 | Apr 25, 2016 | 13 | May 12, 2016 | 30 |
| -3.35% | May 15, 2025 | 6 | May 23, 2025 | 6 | Jun 3, 2025 | 12 |
| -2.88% | Mar 4, 2015 | 16 | Mar 26, 2015 | 9 | Apr 9, 2015 | 25 |
| -2.84% | Oct 31, 2019 | 37 | Dec 24, 2019 | 14 | Jan 15, 2020 | 51 |
| -2.83% | Jan 22, 2026 | 3 | Jan 27, 2026 | 6 | Feb 4, 2026 | 9 |
| -2.73% | Sep 6, 2019 | 8 | Sep 18, 2019 | 31 | Oct 31, 2019 | 39 |
| -2.43% | Jun 5, 2019 | 15 | Jun 26, 2019 | 30 | Aug 8, 2019 | 45 |
| -2.40% | Nov 14, 2017 | 3 | Nov 17, 2017 | 8 | Nov 30, 2017 | 11 |
| -2.37% | Jul 5, 2016 | 2 | Jul 7, 2016 | 11 | Jul 22, 2016 | 13 |
| -2.20% | May 13, 2025 | 1 | May 14, 2025 | 1 | May 15, 2025 | 2 |
| -2.15% | Sep 29, 2017 | 27 | Nov 7, 2017 | 5 | Nov 14, 2017 | 32 |