Performance analysis of Phillips Edison & Company Inc - New (PECO)
Annual Return
Over the past 3 years, PECO has had an average annual return of +11.12%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, PECO has had an average annual return of +13.15%, outperforming the benchmark SPY, which returned +12.78% annual.
Since Jul 15, 2021, PECO has had an average annual return of +13.23%, outperforming the benchmark SPY, which returned +12.76% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +25.47% | -1.59% | +6.19% | +18.53% | -0.32% | +20.41% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.17% | +8.73% | -4.47% | +7.64% | +0.24% | +3.93% | +5.44% | +25.47% | |||||
| 2025 | -2.73% | +2.69% | -1.62% | -4.63% | +2.47% | -0.92% | -3.25% | +4.46% | -2.14% | -1.11% | +5.24% | +0.50% | -1.59% |
| 2024 | -4.59% | +3.20% | +0.70% | -8.57% | -2.03% | +2.73% | +7.61% | +5.59% | +2.30% | +0.54% | +4.75% | -4.92% | +6.19% |
| 2023 | +5.57% | +1.98% | -4.03% | -3.02% | -7.73% | +17.81% | +3.89% | -3.84% | -0.67% | +5.58% | +0.08% | +3.79% | +18.53% |
| 2022 | -4.34% | +2.83% | +6.69% | -1.28% | -0.09% | -0.70% | +2.16% | -3.78% | -13.89% | +7.81% | +7.26% | -0.93% | -0.32% |
| 2021 | +0.61% | +7.66% | +2.46% | -1.58% | +4.36% | +5.63% | +20.41% |
Drawdown analysis of Phillips Edison & Company Inc - New (PECO)
The maximum drawdown for the PECO was -23.13%, occurring on Sep 29, 2022. Recovery took 200 trading sessions.
The current PECO drawdown is -0.54%.
Since Jul 15, 2021 PECO has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.13% | Apr 21, 2022 | 111 | Sep 29, 2022 | 200 | Jul 19, 2023 | 311 |
| -15.77% | Dec 14, 2023 | 113 | May 29, 2024 | 60 | Aug 23, 2024 | 173 |
| -15.06% | Nov 27, 2024 | 172 | Aug 8, 2025 | 130 | Feb 13, 2026 | 302 |
| -12.30% | Jan 13, 2022 | 4 | Jan 20, 2022 | 31 | Mar 7, 2022 | 35 |
| -9.82% | Aug 10, 2023 | 37 | Oct 3, 2023 | 43 | Dec 4, 2023 | 80 |
| -9.24% | Nov 18, 2021 | 17 | Dec 14, 2021 | 15 | Jan 5, 2022 | 32 |
| -7.96% | Mar 8, 2022 | 8 | Mar 18, 2022 | 7 | Mar 29, 2022 | 15 |
| -7.51% | Sep 16, 2024 | 18 | Oct 10, 2024 | 19 | Nov 6, 2024 | 37 |
| -7.18% | Mar 2, 2026 | 14 | Mar 20, 2026 | 19 | Apr 17, 2026 | 33 |
| -5.81% | Oct 12, 2021 | 13 | Oct 29, 2021 | 3 | Nov 3, 2021 | 16 |
| -5.17% | Aug 11, 2021 | 21 | Sep 10, 2021 | 12 | Sep 28, 2021 | 33 |
| -4.58% | May 27, 2026 | 5 | Jun 3, 2026 | 4 | Jun 9, 2026 | 9 |
| -3.41% | Apr 17, 2026 | 3 | Apr 22, 2026 | 3 | Apr 27, 2026 | 6 |
| -3.30% | Jun 12, 2026 | 3 | Jun 17, 2026 | 4 | Jun 24, 2026 | 7 |
| -2.99% | Dec 4, 2023 | 6 | Dec 12, 2023 | 1 | Dec 13, 2023 | 7 |
| -2.89% | Nov 5, 2021 | 1 | Nov 8, 2021 | 2 | Nov 10, 2021 | 3 |
| -2.86% | Jul 16, 2021 | 1 | Jul 19, 2021 | 1 | Jul 20, 2021 | 2 |
| -2.66% | Nov 11, 2021 | 4 | Nov 17, 2021 | 1 | Nov 18, 2021 | 5 |
| -2.46% | Apr 28, 2026 | 11 | May 13, 2026 | 6 | May 21, 2026 | 17 |
| -2.38% | Jul 24, 2023 | 3 | Jul 27, 2023 | 3 | Aug 1, 2023 | 6 |
| -2.14% | Mar 29, 2022 | 2 | Mar 31, 2022 | 11 | Apr 18, 2022 | 13 |
| -1.84% | Jun 26, 2026 | 3 | Jul 1, 2026 | 8 | Jul 14, 2026 | 11 |
| -1.75% | Nov 11, 2024 | 3 | Nov 14, 2024 | 6 | Nov 22, 2024 | 9 |
| -1.67% | Jan 5, 2022 | 1 | Jan 6, 2022 | 1 | Jan 7, 2022 | 2 |
| -1.51% | Jan 7, 2022 | 1 | Jan 10, 2022 | 2 | Jan 12, 2022 | 3 |