Performance analysis of Medalist Diversified REIT (MDRRP)
Annual Return
Over the past 3 years, MDRRP has had an average annual return of +10.88%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, MDRRP has had an average annual return of +6.57%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Feb 13, 2020, MDRRP has had an average annual return of +10.35%, underperforming the benchmark SPY, which returned +15.27% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0% | -5.60% | +25.02% | +7.36% | +16.42% | +77.39% | -28.89% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0% | +0% | +0% | +0% | +0% | +0% | |||||||
| 2025 | -5.60% | -5.60% | |||||||||||
| 2024 | +8.11% | -0.90% | +0.08% | +1.67% | +0.20% | +1.45% | +2.92% | +1.01% | -2.52% | +4.63% | +7% | -0.56% | +25.02% |
| 2023 | +5.45% | +1.16% | -18.20% | +3.80% | -0.05% | +0.49% | -9.53% | +23.57% | -9.80% | +17.68% | +1.26% | -1.79% | +7.36% |
| 2022 | -0.67% | +2.71% | -7.55% | +5.98% | -5.72% | -1.33% | +10.05% | +1.43% | +6.81% | +3.56% | +1.91% | -0.51% | +16.42% |
| 2021 | +66.85% | -15.95% | +8.48% | +19.60% | +5.89% | -3.64% | +0.60% | -2.75% | +4.30% | -3.09% | +3.25% | -6.42% | +77.39% |
| 2020 | -9.52% | -35.53% | +50.61% | -18.41% | -18.25% | -1.96% | +13.14% | +2.03% | -2.31% | +5.62% | +3.92% | -28.89% |
Drawdown analysis of Medalist Diversified REIT (MDRRP)
The maximum drawdown for the MDRRP was -49.58%, occurring on Jul 13, 2023. Recovery took 73 trading sessions.
The current MDRRP drawdown is -9.74%.
Since Feb 13, 2020 MDRRP has experienced the following drawdowns:
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.58% | Jan 23, 2023 | 118 | Jul 13, 2023 | 73 | Oct 25, 2023 | 191 |
| -46.93% | Feb 13, 2020 | 163 | Oct 6, 2020 | 70 | Jan 15, 2021 | 233 |
| -18.70% | Dec 9, 2021 | 66 | Mar 16, 2022 | 140 | Oct 5, 2022 | 206 |
| -15.95% | Jan 29, 2021 | 19 | Feb 26, 2021 | 34 | Apr 16, 2021 | 53 |
| -13.08% | Sep 19, 2024 | 6 | Sep 27, 2024 | 29 | Nov 7, 2024 | 35 |
| -12.44% | Jun 23, 2021 | 54 | Sep 9, 2021 | 64 | Dec 9, 2021 | 118 |
| -10.13% | Nov 7, 2024 | 3 | Nov 12, 2024 | Ongoing | Ongoing | Ongoing |
| -9.21% | Nov 2, 2023 | 36 | Dec 26, 2023 | 25 | Feb 1, 2024 | 61 |
| -8.48% | Apr 23, 2021 | 18 | May 19, 2021 | 4 | May 25, 2021 | 22 |
| -7.69% | Jun 5, 2024 | 5 | Jun 12, 2024 | 66 | Sep 17, 2024 | 71 |
| -7.64% | May 25, 2021 | 9 | Jun 8, 2021 | 11 | Jun 23, 2021 | 20 |
| -4.17% | Feb 1, 2024 | 20 | Mar 1, 2024 | 34 | Apr 19, 2024 | 54 |
| -4.16% | Oct 24, 2022 | 9 | Nov 4, 2022 | 10 | Nov 18, 2022 | 19 |
| -3.75% | Jan 15, 2021 | 1 | Jan 19, 2021 | 1 | Jan 20, 2021 | 2 |
| -3.69% | Oct 14, 2022 | 1 | Oct 17, 2022 | 5 | Oct 24, 2022 | 6 |
| -3.55% | Oct 26, 2023 | 2 | Oct 30, 2023 | 3 | Nov 2, 2023 | 5 |
| -3.45% | Jan 20, 2021 | 1 | Jan 21, 2021 | 1 | Jan 22, 2021 | 2 |
| -2.94% | Jan 25, 2021 | 2 | Jan 27, 2021 | 2 | Jan 29, 2021 | 4 |
| -2.81% | Nov 18, 2022 | 25 | Dec 27, 2022 | 12 | Jan 13, 2023 | 37 |
| -2.23% | May 24, 2024 | 2 | May 29, 2024 | 5 | Jun 5, 2024 | 7 |
| -1.51% | Apr 19, 2024 | 6 | Apr 29, 2024 | 19 | May 24, 2024 | 25 |
| -1.15% | Oct 5, 2022 | 4 | Oct 11, 2022 | 3 | Oct 14, 2022 | 7 |
| -0.79% | Apr 21, 2021 | 1 | Apr 22, 2021 | 1 | Apr 23, 2021 | 2 |