Performance analysis of Medalist Diversified REIT (MDRR)
Annual Return
Over the past 3 years, MDRR has had an average annual return of +3.75%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, MDRR has had an average annual return of -11.00%, underperforming the benchmark SPY, which returned +14% annual.
Since Nov 28, 2018, MDRR has had an average annual return of -25.88%, underperforming the benchmark SPY, which returned +16.27% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -7.63% | -5.39% | +28.46% | -4.09% | -37.27% | -43.10% | -34.98% | -55.31% | -5.70% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.26% | -5.36% | -2.14% | -0.85% | -2.11% | +3.03% | -7.63% | ||||||
| 2025 | -5.48% | +4.57% | -4.11% | -4.64% | -1.10% | -11.14% | +8.88% | +12.57% | +6.56% | -0.96% | +1.70% | -9.45% | -5.39% |
| 2024 | -1.92% | +3.15% | +8.85% | -3.48% | +4.81% | -0.96% | +3.29% | +5.43% | -3.90% | +0.55% | +1.93% | +8.56% | +28.46% |
| 2023 | +39.98% | -5.84% | -8.77% | -12.67% | -6.04% | -7.46% | +9.63% | -3.98% | +0.32% | +2.12% | -2.60% | -0% | -4.09% |
| 2022 | -15.01% | +8.91% | -2.77% | -3.92% | -1.48% | -15.81% | +11.63% | -9.21% | -0.62% | +0.44% | -4.95% | -9.02% | -37.27% |
| 2021 | +7.34% | -15.81% | +3.03% | -32.50% | +4.36% | -4.90% | -10.30% | +10.05% | -6.11% | -4.04% | -5.99% | +9.10% | -43.10% |
| 2020 | +11.70% | -26.58% | -38.17% | +5.85% | +2.25% | -0.56% | -6.00% | -24.14% | -4.39% | +54.72% | +18.14% | -4.40% | -34.98% |
| 2019 | -16.78% | +4.97% | -0.66% | +4.63% | -43.19% | +1.38% | +1.09% | -8.46% | +8.98% | -4.95% | +0.97% | -11.73% | -55.31% |
| 2018 | +0% | -5.70% | -5.70% |
Drawdown analysis of Medalist Diversified REIT (MDRR)
The maximum drawdown for the MDRR was -91.32%, occurring on Jun 13, 2023. This drawdown has not yet recovered.
The current MDRR drawdown is -89.55%.
Since Nov 28, 2018 MDRR has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -91.32% | Jan 8, 2019 | 1115 | Jun 13, 2023 | Ongoing | Ongoing | Ongoing |
| -23.41% | Dec 11, 2018 | 11 | Dec 27, 2018 | 7 | Jan 8, 2019 | 18 |
| -2.23% | Nov 28, 2018 | 3 | Dec 3, 2018 | 5 | Dec 11, 2018 | 8 |