Performance analysis of Essential Properties Realty Trust (EPRT)
Annual Return
Over the past 3 years, EPRT has had an average annual return of +13.61%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, EPRT has had an average annual return of +7.45%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Jun 21, 2018, EPRT has had an average annual return of +16.50%, outperforming the benchmark SPY, which returned +14.94% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.50% | -1.43% | +27.24% | +14.10% | -14.56% | +41.17% | -9.62% | +86.74% | +3.08% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.36% | +11.79% | -9.63% | +3.52% | -2.70% | -1.34% | +11.42% | +14.50% | |||||
| 2025 | +2.62% | +1.93% | +0.66% | -1.44% | +1.03% | -0.89% | -4.45% | +2.72% | -4.02% | +0.40% | +5.96% | -5.34% | -1.43% |
| 2024 | -2.54% | -4.09% | +12.79% | -1.20% | +1.67% | +4.56% | +6.79% | +7.84% | +7.93% | -7.21% | +7.61% | -7.41% | +27.24% |
| 2023 | +8.56% | +1.10% | -2.44% | -0.40% | -3.31% | -0.48% | +4.29% | -2.16% | -8.79% | +1.48% | +8.20% | +8.80% | +14.10% |
| 2022 | -7.91% | -4.78% | +1.10% | -5.14% | -4.67% | -4.90% | +12.24% | -6.14% | -12.87% | +10.64% | +7.85% | +2.31% | -14.56% |
| 2021 | -1.79% | +11.44% | -0.58% | +14.72% | -2.25% | +6.60% | +10.21% | +8.76% | -13.09% | +6.70% | -9.26% | +7.62% | +41.17% |
| 2020 | +11.28% | -17.03% | -42.03% | +12.49% | -7.15% | +10.45% | +8.49% | +5.40% | +9.35% | -9.82% | +24.34% | +4.39% | -9.62% |
| 2019 | +14.88% | +6.73% | +16.26% | +5.95% | +2.80% | -4.68% | +5.39% | +7.53% | +1.87% | +12% | +1.67% | -4.01% | +86.74% |
| 2018 | -0.73% | +1.91% | +3.34% | +1.09% | -4.16% | +4.05% | -2.19% | +3.08% |
Drawdown analysis of Essential Properties Realty Trust (EPRT)
The maximum drawdown for the EPRT was -73.67%, occurring on Mar 18, 2020. Recovery took 307 trading sessions.
The current EPRT drawdown is -1.82%.
Since Jun 21, 2018 EPRT 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: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -73.67% | Feb 10, 2020 | 26 | Mar 18, 2020 | 307 | Jun 7, 2021 | 333 |
| -38.38% | Sep 3, 2021 | 269 | Sep 29, 2022 | 446 | Jul 11, 2024 | 715 |
| -15.54% | Nov 27, 2024 | 88 | Apr 8, 2025 | 218 | Feb 20, 2026 | 306 |
| -14.25% | Mar 2, 2026 | 76 | Jun 18, 2026 | Ongoing | Ongoing | Ongoing |
| -8.97% | May 22, 2019 | 24 | Jun 26, 2019 | 32 | Aug 12, 2019 | 56 |
| -8.94% | Dec 6, 2018 | 12 | Dec 24, 2018 | 17 | Jan 18, 2019 | 29 |
| -8.60% | Nov 15, 2019 | 25 | Dec 23, 2019 | 18 | Jan 21, 2020 | 43 |
| -8.46% | Jul 23, 2024 | 9 | Aug 5, 2024 | 12 | Aug 21, 2024 | 21 |
| -7.49% | Sep 23, 2024 | 29 | Nov 1, 2024 | 18 | Nov 27, 2024 | 47 |
| -6.36% | Sep 10, 2018 | 24 | Oct 12, 2018 | 33 | Nov 29, 2018 | 57 |
| -5.65% | Jun 14, 2021 | 9 | Jun 25, 2021 | 16 | Jul 20, 2021 | 25 |
| -4.11% | Jul 19, 2018 | 10 | Aug 2, 2018 | 10 | Aug 16, 2018 | 20 |
| -3.87% | Apr 12, 2019 | 3 | Apr 17, 2019 | 4 | Apr 24, 2019 | 7 |
| -3.50% | Sep 4, 2019 | 4 | Sep 10, 2019 | 8 | Sep 20, 2019 | 12 |
| -3.28% | May 3, 2019 | 3 | May 8, 2019 | 7 | May 17, 2019 | 10 |
| -3.25% | Nov 1, 2019 | 2 | Nov 5, 2019 | 3 | Nov 8, 2019 | 5 |
| -3.22% | Apr 1, 2019 | 4 | Apr 5, 2019 | 5 | Apr 12, 2019 | 9 |
| -3.19% | Sep 24, 2019 | 3 | Sep 27, 2019 | 4 | Oct 3, 2019 | 7 |
| -3.12% | Feb 28, 2019 | 1 | Mar 1, 2019 | 6 | Mar 11, 2019 | 7 |
| -2.34% | Jun 25, 2018 | 10 | Jul 10, 2018 | 2 | Jul 12, 2018 | 12 |
| -2.26% | Aug 13, 2021 | 4 | Aug 19, 2021 | 4 | Aug 25, 2021 | 8 |
| -2.10% | Oct 8, 2019 | 4 | Oct 14, 2019 | 3 | Oct 17, 2019 | 7 |
| -1.99% | Aug 24, 2018 | 5 | Aug 31, 2018 | 5 | Sep 10, 2018 | 10 |
| -1.77% | Nov 11, 2019 | 1 | Nov 12, 2019 | 1 | Nov 13, 2019 | 2 |
| -1.53% | Nov 29, 2018 | 1 | Nov 30, 2018 | 1 | Dec 3, 2018 | 2 |