Performance analysis of Omega Healthcare Investors (OHI)
Annual Return
Over the past 3 years, OHI has had an average annual return of +22.97%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, OHI has had an average annual return of +12.51%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, OHI has had an average annual return of +11.76%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, OHI has had an average annual return of +10.21%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.06% | +25.50% | +33.68% | +19.92% | +3.62% | -12.02% | -6.94% | +29% | +39.92% | -4.67% | -4.00% | -5.27% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +38.74% | +32.68% | +30.39% | -7.13% | +23.03% | +31.35% | +7.04% | -3.03% | +50.93% | +14.59% | +35.66% | +154.22% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -37.87% | +60.57% | -66.25% | -36.36% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.04% | +11.65% | -9.22% | +7.19% | +1% | -4.17% | +4.06% | ||||||
| 2025 | -2.09% | +1.21% | +3.37% | +2.55% | -3.50% | -0.95% | +6.14% | +11.28% | -0.82% | -0.45% | +11% | -3.44% | +25.50% |
| 2024 | -5.41% | +9.86% | +1.77% | -1.89% | +6.31% | +5.94% | +6.28% | +10.59% | +2.93% | +4.35% | -2.78% | -6.80% | +33.68% |
| 2023 | +5.33% | -6.88% | +2.31% | +0.07% | +11.40% | +2.95% | +6.15% | -0.25% | +4.21% | +1.87% | -4.08% | -3.43% | +19.92% |
| 2022 | +6.39% | -8.31% | +10.61% | -16.08% | +16.84% | -5.31% | +12.34% | +5.36% | -9.71% | +10.04% | -4.72% | -7.69% | +3.62% |
| 2021 | -0.27% | +4.40% | -1.37% | +5.57% | -3.63% | -0.90% | +1.82% | -7.58% | -10.65% | -2.00% | -2.62% | +5.90% | -12.02% |
| 2020 | +0.64% | -5.60% | -32.98% | +12.32% | +6.83% | -4.53% | +11.17% | -4.35% | -3.32% | -1.54% | +22.25% | +3.12% | -6.94% |
| 2019 | +16.24% | -10.67% | +6.27% | -5.49% | +0.65% | +3.17% | +0.56% | +12.07% | +2.73% | +7% | -4.56% | +0.76% | +29% |
| 2018 | +0.65% | -5.77% | +6.12% | -1.46% | +17.98% | +1.14% | -2.07% | +11.32% | -0.85% | +3.79% | +13.76% | -7.35% | +39.92% |
| 2017 | +4.59% | +1.78% | +1.07% | +1.89% | -5.09% | +5.43% | -2.36% | +0.89% | +0.13% | -7.66% | -6.96% | +2.57% | -4.67% |
Drawdown analysis of Omega Healthcare Investors (OHI)
The maximum drawdown for the OHI was -91.40%, occurring on May 7, 2001. Recovery took 1327 trading sessions.
The current OHI drawdown is -8.53%.
Since Nov 1, 1999 OHI has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 6 times
- 20% or more: 8 times
- 10% or more: 19 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -91.40% | Nov 2, 1999 | 380 | May 7, 2001 | 1327 | Aug 17, 2006 | 1707 |
| -66.92% | Feb 24, 2020 | 17 | Mar 18, 2020 | 879 | Sep 14, 2023 | 896 |
| -44.26% | Sep 30, 2008 | 38 | Nov 21, 2008 | 175 | Aug 5, 2009 | 213 |
| -39.23% | Apr 28, 2011 | 70 | Aug 8, 2011 | 225 | Jun 28, 2012 | 295 |
| -34.52% | Jan 29, 2015 | 260 | Feb 10, 2016 | 688 | Nov 1, 2018 | 948 |
| -31.02% | Feb 22, 2007 | 109 | Jul 30, 2007 | 162 | Mar 20, 2008 | 271 |
| -25.79% | May 21, 2013 | 74 | Sep 5, 2013 | 168 | May 7, 2014 | 242 |
| -22.14% | Aug 7, 2009 | 57 | Oct 28, 2009 | 15 | Nov 18, 2009 | 72 |
| -16.74% | Jun 5, 2008 | 23 | Jul 9, 2008 | 23 | Aug 11, 2008 | 46 |
| -15.44% | Oct 17, 2023 | 75 | Feb 5, 2024 | 81 | May 31, 2024 | 156 |
| -14.10% | Mar 24, 2008 | 15 | Apr 14, 2008 | 21 | May 13, 2008 | 36 |
| -13.65% | Nov 5, 2010 | 27 | Dec 15, 2010 | 49 | Feb 25, 2011 | 76 |
| -13.53% | Oct 30, 2024 | 60 | Jan 29, 2025 | 128 | Aug 4, 2025 | 188 |
| -13.13% | Sep 13, 2012 | 43 | Nov 15, 2012 | 39 | Jan 14, 2013 | 82 |
| -13.04% | Jan 31, 2019 | 53 | Apr 17, 2019 | 84 | Aug 16, 2019 | 137 |
| -12.56% | Jan 19, 2010 | 15 | Feb 9, 2010 | 21 | Mar 11, 2010 | 36 |
| -12.36% | Apr 23, 2010 | 10 | May 7, 2010 | 28 | Jun 17, 2010 | 38 |
| -12.10% | Aug 20, 2014 | 27 | Sep 29, 2014 | 17 | Oct 22, 2014 | 44 |
| -11.75% | Dec 3, 2018 | 14 | Dec 24, 2018 | 16 | Jan 17, 2019 | 30 |
| -9.86% | Aug 11, 2008 | 8 | Aug 21, 2008 | 20 | Sep 19, 2008 | 28 |
| -9.46% | Mar 12, 2026 | 13 | Mar 31, 2026 | 30 | May 13, 2026 | 43 |
| -9.07% | Sep 8, 2025 | 25 | Oct 13, 2025 | 16 | Nov 4, 2025 | 41 |
| -8.53% | May 20, 2026 | 8 | Jun 2, 2026 | Ongoing | Ongoing | Ongoing |
| -8.50% | Jul 27, 2010 | 22 | Aug 26, 2010 | 26 | Oct 4, 2010 | 48 |
| -8.16% | Oct 18, 2019 | 41 | Dec 17, 2019 | 39 | Feb 13, 2020 | 80 |