Performance analysis of Power REIT (PW-P-A)
Annual Return
Over the past 3 years, PW-P-A has had an average annual return of +40.52%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, PW-P-A has had an average annual return of -16.69%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, PW-P-A has had an average annual return of -4.91%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Sep 24, 2014, PW-P-A has had an average annual return of -2.93%, underperforming the benchmark SPY, which returned +13.92% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +63.11% | +74.26% | +7.71% | -77.74% | -41.41% | +9.05% | +2.53% | +13.80% | +8.25% | +9.43% | +9.10% | +6.44% |
| 2014 | |||||||||||
| +1.12% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +44.25% | -26.36% | +9.56% | +19% | +24.87% | -5.69% | +63.11% | ||||||
| 2025 | +38.54% | +47.82% | -49.93% | +7.53% | -2.85% | +10.66% | -15.68% | +14% | +6.28% | +10.36% | -14.08% | +51.73% | +74.26% |
| 2024 | +17.24% | -5.80% | +4.47% | -33.08% | +13.19% | -1.09% | +48.42% | -9.35% | -13.75% | +7.34% | +0% | +0.04% | +7.71% |
| 2023 | +2.74% | -7.00% | -55.77% | -12.46% | -23.89% | +24.56% | +2.70% | -23.94% | -0.99% | -6.58% | -8.64% | -3.83% | -77.74% |
| 2022 | -0.62% | +1.10% | -0.39% | -1.16% | +1.34% | -0.82% | -0.95% | +3.05% | -23.01% | +5.65% | -11.22% | -20.05% | -41.41% |
| 2021 | +0.04% | +1.90% | +0.54% | +1.33% | +0.11% | +5.09% | -3.78% | +4.28% | -1.06% | +0.62% | +3.79% | -3.74% | +9.05% |
| 2020 | +2.13% | -1.23% | -7.52% | +7.08% | +2.83% | -2.22% | -0.57% | +0.39% | +2.82% | -0.42% | -1.06% | +0.93% | +2.53% |
| 2019 | -0.93% | +0.86% | +2.18% | +3.76% | +0.80% | +0% | +0% | +0.71% | +2.34% | -1.95% | +6.19% | -0.69% | +13.80% |
| 2018 | +3.59% | -0.86% | +0.66% | +1.81% | +0.16% | -1.92% | +3.53% | +1.83% | -0.19% | -2.28% | +2.80% | -0.96% | +8.25% |
| 2017 | +2.10% | +0.59% | -0.60% | +0.28% | +3.53% | +1.43% | -1.13% | +3.63% | -0% | +0.57% | +2.40% | -3.54% | +9.43% |
Drawdown analysis of Power REIT (PW-P-A)
The maximum drawdown for the PW-P-A was -92.66%, occurring on Jul 8, 2024. This drawdown has not yet recovered.
The current PW-P-A drawdown is -61.56%.
Since Sep 24, 2014 PW-P-A has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -92.66% | Nov 15, 2021 | 662 | Jul 8, 2024 | Ongoing | Ongoing | Ongoing |
| -13.24% | Mar 11, 2015 | 29 | Apr 22, 2015 | 4 | Apr 28, 2015 | 33 |
| -13.08% | May 21, 2015 | 48 | Jul 30, 2015 | 267 | Aug 19, 2016 | 315 |
| -12.80% | Jan 13, 2020 | 57 | Apr 3, 2020 | 147 | Nov 2, 2020 | 204 |
| -7.61% | Nov 5, 2020 | 45 | Jan 12, 2021 | 78 | May 5, 2021 | 123 |
| -7.03% | May 4, 2015 | 2 | May 6, 2015 | 6 | May 14, 2015 | 8 |
| -6.16% | May 2, 2019 | 32 | Jun 25, 2019 | 61 | Sep 20, 2019 | 93 |
| -5.99% | Nov 14, 2018 | 23 | Dec 20, 2018 | 83 | Apr 29, 2019 | 106 |
| -5.47% | Oct 7, 2014 | 7 | Oct 16, 2014 | 88 | Feb 24, 2015 | 95 |
| -5.35% | May 13, 2021 | 17 | Jun 8, 2021 | 48 | Aug 16, 2021 | 65 |
| -4.89% | Nov 14, 2017 | 12 | Dec 1, 2017 | 96 | Apr 23, 2018 | 108 |
| -4.70% | Oct 17, 2016 | 33 | Dec 2, 2016 | 48 | Feb 13, 2017 | 81 |
| -4.52% | May 3, 2018 | 4 | May 9, 2018 | 7 | May 18, 2018 | 11 |
| -4.27% | Oct 29, 2018 | 2 | Oct 31, 2018 | 10 | Nov 14, 2018 | 12 |
| -4.21% | Sep 24, 2021 | 11 | Oct 11, 2021 | 25 | Nov 15, 2021 | 36 |
| -4.04% | May 18, 2018 | 11 | Jun 5, 2018 | 49 | Aug 14, 2018 | 60 |
| -3.41% | Aug 14, 2018 | 24 | Sep 18, 2018 | 29 | Oct 29, 2018 | 53 |
| -3.31% | Sep 20, 2019 | 19 | Oct 17, 2019 | 20 | Nov 14, 2019 | 39 |
| -2.19% | Apr 28, 2015 | 3 | May 1, 2015 | 1 | May 4, 2015 | 4 |
| -2.09% | Aug 16, 2017 | 9 | Aug 29, 2017 | 2 | Aug 31, 2017 | 11 |
| -2.02% | Nov 14, 2019 | 6 | Nov 22, 2019 | 3 | Nov 27, 2019 | 9 |
| -2.01% | Aug 23, 2016 | 2 | Aug 25, 2016 | 21 | Sep 26, 2016 | 23 |
| -1.67% | Apr 11, 2017 | 7 | Apr 21, 2017 | 10 | May 5, 2017 | 17 |
| -1.63% | Oct 17, 2017 | 12 | Nov 2, 2017 | 3 | Nov 7, 2017 | 15 |
| -1.54% | Feb 13, 2017 | 29 | Mar 27, 2017 | 8 | Apr 6, 2017 | 37 |