Performance analysis of Realty Income (O)
Annual Return
Over the past 3 years, O has had an average annual return of +5.72%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, O has had an average annual return of +2.47%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, O has had an average annual return of +4.59%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, O has had an average annual return of +12.68%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.24% | +12.20% | -2.11% | -4.58% | -7.35% | +24% | -11.56% | +21.25% | +15.93% | +3.68% | +15.78% | +13.38% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +34.34% | -2.31% | +20.32% | +7.53% | +39.30% | +20.89% | -8.16% | +3.29% | +36.01% | -9.46% | +33.61% | +21.61% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +27.46% | +28.09% | +32.58% | -7.54% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.98% | +9.99% | -8.28% | +5.44% | -4.19% | -2.55% | +8.24% | ||||||
| 2025 | +2.82% | +4.88% | +2.19% | +0.21% | -1.68% | +2.23% | -2.12% | +5.18% | +3.94% | -3.75% | -0.17% | -1.68% | +12.20% |
| 2024 | -4.83% | -3.72% | +4.31% | -0.56% | -0.90% | +0.04% | +9.27% | +8.64% | +2.54% | -5.99% | -2.06% | -7.31% | -2.11% |
| 2023 | +7.33% | -5.34% | -0.59% | -0.36% | -5.00% | +1.02% | +2.40% | -7.67% | -10.43% | -4.61% | +14.43% | +6.89% | -4.58% |
| 2022 | -2.70% | -4.43% | +5.23% | +0.44% | -1.29% | +0.42% | +8.76% | -7.38% | -14.40% | +7.42% | +1.68% | +0.97% | -7.35% |
| 2021 | -4.63% | +2.43% | +5.77% | +9.27% | -0.75% | -2.08% | +5.67% | +3.08% | -9.86% | +10.13% | -1.19% | +5.77% | +24% |
| 2020 | +6.81% | -7.38% | -30.80% | +10.62% | +1.13% | +8% | +1.32% | +3.69% | -1.69% | -4.37% | +4.05% | +4.06% | -11.56% |
| 2019 | +9.32% | +1.01% | +6.69% | -4.52% | +0.42% | -1.26% | +0.68% | +6.97% | +4.20% | +6.96% | -6.03% | -3.62% | +21.25% |
| 2018 | -6.33% | -7.13% | +5.63% | -1.93% | +5.96% | +1.33% | +4.09% | +5.41% | -2.49% | +6.33% | +6.70% | -1.29% | +15.93% |
| 2017 | +4.11% | +3.11% | -2.51% | -1.63% | -5.50% | +0.84% | +3.79% | +1.25% | -0.27% | -5.78% | +3.43% | +3.49% | +3.68% |
Drawdown analysis of Realty Income (O)
The maximum drawdown for the O was -48.39%, occurring on Mar 6, 2009. Recovery took 213 trading sessions.
The current O drawdown is -10.45%.
Since Nov 1, 1999 O has experienced the following drawdowns:
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 9 times
- 10% or more: 21 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.39% | Sep 18, 2008 | 116 | Mar 6, 2009 | 213 | Jan 8, 2010 | 329 |
| -48.28% | Feb 21, 2020 | 18 | Mar 18, 2020 | 524 | Apr 14, 2022 | 542 |
| -34.49% | Aug 15, 2022 | 304 | Oct 30, 2023 | 567 | Feb 4, 2026 | 871 |
| -31.37% | May 17, 2013 | 140 | Dec 5, 2013 | 273 | Jan 7, 2015 | 413 |
| -29.65% | Aug 1, 2016 | 384 | Feb 8, 2018 | 208 | Dec 6, 2018 | 592 |
| -28.76% | Nov 13, 2007 | 45 | Jan 18, 2008 | 168 | Sep 18, 2008 | 213 |
| -21.26% | Apr 28, 2011 | 70 | Aug 8, 2011 | 96 | Dec 22, 2011 | 166 |
| -20.50% | Jun 28, 2002 | 16 | Jul 23, 2002 | 99 | Dec 11, 2002 | 115 |
| -20.33% | Feb 7, 2007 | 118 | Jul 27, 2007 | 46 | Oct 2, 2007 | 164 |
| -19.10% | Jan 29, 2015 | 152 | Sep 4, 2015 | 92 | Jan 19, 2016 | 244 |
| -18.39% | Mar 31, 2004 | 27 | May 10, 2004 | 76 | Aug 27, 2004 | 103 |
| -15.90% | Jun 17, 2005 | 92 | Oct 27, 2005 | 95 | Mar 16, 2006 | 187 |
| -15.60% | Apr 20, 2022 | 38 | Jun 14, 2022 | 31 | Jul 29, 2022 | 69 |
| -13.91% | Apr 29, 2010 | 46 | Jul 6, 2010 | 42 | Sep 2, 2010 | 88 |
| -13.24% | Mar 17, 2006 | 68 | Jun 23, 2006 | 43 | Aug 24, 2006 | 111 |
| -13.15% | Nov 3, 1999 | 103 | Mar 31, 2000 | 26 | May 9, 2000 | 129 |
| -12.29% | Dec 13, 2004 | 72 | Mar 29, 2005 | 57 | Jun 17, 2005 | 129 |
| -12.04% | Oct 31, 2019 | 32 | Dec 17, 2019 | 43 | Feb 20, 2020 | 75 |
| -11.83% | Aug 28, 2012 | 53 | Nov 14, 2012 | 37 | Jan 9, 2013 | 90 |
| -11.10% | Mar 2, 2026 | 17 | Mar 25, 2026 | Ongoing | Ongoing | Ongoing |
| -10.11% | Oct 5, 2007 | 23 | Nov 7, 2007 | 4 | Nov 13, 2007 | 27 |
| -9.37% | Mar 26, 2019 | 29 | May 7, 2019 | 28 | Jun 17, 2019 | 57 |
| -9.15% | Dec 14, 2018 | 6 | Dec 24, 2018 | 23 | Jan 29, 2019 | 29 |
| -9.04% | Aug 23, 2001 | 16 | Sep 21, 2001 | 13 | Oct 10, 2001 | 29 |
| -8.63% | Jan 29, 2010 | 7 | Feb 9, 2010 | 5 | Feb 17, 2010 | 12 |