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Performance analysis of Independence Realty Trust (IRT)

Annual Return

Over the past 3 years, IRT has had an average annual return of +1.45%, underperforming the benchmark SPY, which returned +19.63% annual.

Over the past 5 years, IRT has had an average annual return of -0.17%, underperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, IRT has had an average annual return of +11.46%, underperforming the benchmark SPY, which returned +15.04% annual.

Since Aug 13, 2013, IRT has had an average annual return of +11.43%, underperforming the benchmark SPY, which returned +14.09% annual.

202620252024202320222021202020192018201720162015
-3.74%-8.55%+34.19%-5.63%-32.87%+98.05%+0.43%+62.44%-1.99%+21.73%+30.10%-12.00%
20142013
+20.69%+1.87%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-4.46%-0.78%-9.10%+9.54%-0.49%+3.93%-1.38%-3.74%
2025-3.17%+13.48%-1.87%-8.48%-4.32%-3.92%-5.20%+7.99%-8.56%-2.81%+7.66%+2.92%-8.55%
2024-3.99%-0.34%+11.28%-2.23%+5.90%+13.18%-0.48%+11.42%-0.58%-4.29%+11.31%-8.42%+34.19%
2023+11.69%-3.93%-10.60%+3.87%+3.73%+6.42%-6.48%-1.23%-15.45%-11.94%+9.93%+13.49%-5.63%
2022-11.00%+9.92%+5.11%+3.10%-13.76%-11.23%+7.09%-12.39%-13.24%+0.18%+8.11%-6.19%-32.87%
2021-1.12%+5.72%+9.12%+10.79%+1.42%+6.74%+6.46%+6.23%-0.05%+16.12%+3.68%+6.38%+98.05%
2020+4.19%-9.61%-32.58%+15.16%-1.78%+16.18%+1.12%+1.83%-1.02%+5.89%+6.01%+5.21%+0.43%
2019+13.84%-0.86%+5.89%-1.85%+3.68%+7.02%+6.74%+12.63%+4.16%+7.62%-2.99%-4.53%+62.44%
2018-8.92%-7.29%+7.75%+4.40%+3.20%+6.29%+0.17%+1.77%+1.93%-4.15%+1.92%-7.33%-1.99%
2017+4.16%+0.22%+2.61%-1.18%+5.11%+3.33%+3.14%+2.28%-0.58%+0.39%+2.36%-1.75%+21.73%

Drawdown analysis of Independence Realty Trust (IRT)

The maximum drawdown for the IRT was -56.38%, occurring on Apr 3, 2020. Recovery took 246 trading sessions.

The current IRT drawdown is -31.64%.

Since Aug 13, 2013 IRT has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 2 times
  • 30% or more: 3 times
  • 20% or more: 5 times
  • 10% or more: 8 times
DepthStartTo BottomBottomTo RecoverEndTotal
-56.38%Feb 13, 202035Apr 3, 2020246Mar 26, 2021281
-54.74%Apr 21, 2022383Oct 30, 2023OngoingOngoingOngoing
-33.40%Jul 10, 2014401Feb 11, 2016110Jul 20, 2016511
-25.24%Sep 23, 201628Nov 2, 2016150Jun 9, 2017178
-20.53%Nov 24, 201759Feb 21, 201883Jun 20, 2018142
-14.87%Dec 31, 202117Jan 26, 202224Mar 2, 202241
-12.48%Dec 6, 201812Dec 24, 201816Jan 17, 201928
-10.97%Oct 31, 201930Dec 13, 201938Feb 10, 202068
-9.50%Nov 24, 202118Dec 21, 20217Dec 31, 202125
-9.19%Nov 7, 201330Dec 20, 201317Jan 16, 201447
-8.95%Sep 5, 20171Sep 6, 201718Oct 2, 201719
-8.88%Jul 20, 20215Jul 27, 20217Aug 5, 202112
-8.11%Sep 28, 201826Nov 5, 201821Dec 6, 201847
-7.32%Apr 27, 202111May 12, 202111May 27, 202122
-7.07%Apr 2, 201911Apr 17, 201920May 16, 201931
-6.65%Jan 17, 20144Jan 24, 201426Mar 4, 201430
-6.31%Mar 8, 20224Mar 14, 202211Mar 29, 202215
-5.78%Sep 3, 20214Sep 10, 202116Oct 4, 202120
-5.68%Sep 7, 20164Sep 13, 20166Sep 21, 201610
-4.88%Jun 20, 20194Jun 26, 20195Jul 3, 20199
-4.57%Feb 19, 201912Mar 7, 201913Mar 26, 201925
-4.55%Jul 9, 201814Jul 27, 201822Aug 28, 201836
-4.43%Jun 14, 20214Jun 18, 202111Jul 6, 202115
-3.67%Sep 9, 20139Sep 20, 201318Oct 16, 201327
-3.65%Jul 29, 20162Aug 2, 20161Aug 3, 20163