Performance analysis of EPR Properties (EPR-P-G)
Annual Return
Over the past 3 years, EPR-P-G has had an average annual return of +9.13%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, EPR-P-G has had an average annual return of +2.79%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Nov 20, 2017, EPR-P-G has had an average annual return of +4.91%, underperforming the benchmark SPY, which returned +14.84% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.53% | +6.54% | +1.84% | +33.53% | -28.56% | +14.19% | -2.05% | +30.79% | -11.01% | +1.77% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.05% | +0.96% | -1.16% | -2.27% | +2.68% | +2.36% | +2.64% | +10.53% | |||||
| 2025 | +0.46% | +5.85% | +0.04% | -2.76% | -1.10% | +6.74% | +0.33% | +2.54% | +2.61% | -8.27% | +4.18% | -3.29% | +6.54% |
| 2024 | -6.01% | -1.69% | +0.89% | -0.95% | +2.76% | +2.78% | +7.26% | +9.67% | +1.48% | -4.70% | +1.55% | -9.62% | +1.84% |
| 2023 | +20.43% | -3.32% | -12.59% | +17.09% | -7.60% | +13.14% | -3.18% | -1.90% | -0.95% | -2.91% | +9.16% | +7.51% | +33.53% |
| 2022 | -2.97% | -5.51% | +5.19% | -2.12% | -5.84% | -0.65% | +11.25% | -8.24% | -17.06% | -6.08% | +8.07% | -5.87% | -28.56% |
| 2021 | -1.97% | +2.92% | +8.28% | +0.55% | +1.69% | +1.20% | -0.62% | +3.79% | -0.93% | +0.69% | -4.13% | +2.39% | +14.19% |
| 2020 | +2.41% | -4.50% | -37.02% | +20.19% | -6.96% | +0.34% | -0.76% | +9.26% | +4.54% | -6.95% | +26.52% | +6.21% | -2.05% |
| 2019 | +8.51% | +0.31% | +6.11% | +3.29% | -0.05% | +3.28% | +1.16% | +3.13% | +0.93% | +1.15% | -1.78% | +1.54% | +30.79% |
| 2018 | -3.48% | -5.21% | +0.09% | -2.76% | +4.39% | +3.74% | -1.27% | +4.97% | -2.03% | -1.91% | -7.18% | -0.18% | -11.01% |
| 2017 | -0.63% | +2.42% | +1.77% |
Drawdown analysis of EPR Properties (EPR-P-G)
The maximum drawdown for the EPR-P-G was -63.87%, occurring on Mar 18, 2020. Recovery took 248 trading sessions.
The current EPR-P-G drawdown is -0.80%.
Since Nov 20, 2017 EPR-P-G 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 |
|---|---|---|---|---|---|---|
| -63.87% | Feb 7, 2020 | 27 | Mar 18, 2020 | 248 | Mar 12, 2021 | 275 |
| -33.54% | Aug 27, 2021 | 299 | Nov 3, 2022 | 449 | Aug 20, 2024 | 748 |
| -17.82% | Oct 15, 2024 | 118 | Apr 7, 2025 | 112 | Sep 17, 2025 | 230 |
| -14.26% | Sep 6, 2018 | 75 | Dec 24, 2018 | 58 | Mar 20, 2019 | 133 |
| -11.94% | Jan 9, 2018 | 78 | May 2, 2018 | 88 | Sep 6, 2018 | 166 |
| -11.87% | Sep 19, 2025 | 32 | Nov 4, 2025 | 150 | Jun 11, 2026 | 182 |
| -4.62% | Oct 18, 2019 | 30 | Dec 2, 2019 | 22 | Jan 3, 2020 | 52 |
| -3.48% | Jul 21, 2021 | 10 | Aug 4, 2021 | 16 | Aug 26, 2021 | 26 |
| -3.40% | Apr 13, 2021 | 24 | May 17, 2021 | 10 | Jun 1, 2021 | 34 |
| -3.35% | Jun 11, 2026 | 12 | Jun 30, 2026 | Ongoing | Ongoing | Ongoing |
| -2.74% | Jun 2, 2021 | 32 | Jul 19, 2021 | 2 | Jul 21, 2021 | 34 |
| -2.10% | Sep 3, 2019 | 9 | Sep 16, 2019 | 9 | Sep 27, 2019 | 18 |
| -1.96% | Sep 24, 2024 | 9 | Oct 7, 2024 | 4 | Oct 11, 2024 | 13 |
| -1.87% | Aug 30, 2024 | 4 | Sep 6, 2024 | 12 | Sep 24, 2024 | 16 |
| -1.50% | Mar 26, 2021 | 1 | Mar 29, 2021 | 2 | Mar 31, 2021 | 3 |
| -1.49% | Jul 29, 2019 | 5 | Aug 5, 2019 | 9 | Aug 16, 2019 | 14 |
| -1.19% | Oct 2, 2019 | 4 | Oct 8, 2019 | 2 | Oct 10, 2019 | 6 |
| -1.09% | Jan 15, 2020 | 8 | Jan 28, 2020 | 8 | Feb 7, 2020 | 16 |
| -1.05% | Nov 24, 2017 | 5 | Dec 1, 2017 | 13 | Dec 20, 2017 | 18 |
| -1.01% | May 16, 2019 | 2 | May 20, 2019 | 12 | Jun 6, 2019 | 14 |
| -0.99% | Apr 8, 2019 | 3 | Apr 11, 2019 | 10 | Apr 26, 2019 | 13 |
| -0.90% | Aug 27, 2024 | 2 | Aug 29, 2024 | 1 | Aug 30, 2024 | 3 |
| -0.81% | Apr 30, 2019 | 3 | May 3, 2019 | 8 | May 15, 2019 | 11 |
| -0.78% | Oct 14, 2019 | 2 | Oct 16, 2019 | 1 | Oct 17, 2019 | 3 |
| -0.67% | Jan 3, 2020 | 5 | Jan 10, 2020 | 3 | Jan 15, 2020 | 8 |