Performance analysis of Power REIT (PW)
Annual Return
Over the past 3 years, PW has had an average annual return of -18.16%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, PW has had an average annual return of -52.41%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, PW has had an average annual return of -19.37%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, PW has had an average annual return of -4.73%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.35% | -34.20% | +104.77% | -83.55% | -94.27% | +157.92% | +196.78% | +60.71% | -9.09% | -12.22% | +60.58% | -47.66% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -5.01% | -10.42% | -5.92% | +0.79% | +12.63% | -23.50% | +62.78% | +6.75% | +6.98% | +3.42% | +9.62% | +5.66% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +16.37% | +23.25% | +8.44% | +2.95% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.89% | -3.96% | -4.50% | -9.39% | +1.71% | +22.83% | -4.17% | +5.35% | |||||
| 2025 | -4.84% | -9.15% | -2.61% | -1.77% | -1.01% | -0.65% | +9.99% | -3.37% | -12.18% | -23.74% | +9.88% | +3.42% | -34.20% |
| 2024 | -10.73% | +12.78% | +16.22% | -40.76% | +59.69% | +25.15% | +38.36% | +0.41% | -39.71% | +45.98% | +9.98% | +9.94% | +104.77% |
| 2023 | +18.58% | -5.85% | -15.29% | -28.25% | -27.62% | -15.47% | +3.06% | -43.20% | +20.83% | -40.52% | -11.62% | +6.52% | -83.55% |
| 2022 | -9.25% | -22.81% | -18.38% | -31.81% | -14.74% | -44.41% | +21.29% | +10.10% | -37.23% | -18.00% | -38.29% | -26.85% | -94.27% |
| 2021 | +41.33% | -0.48% | +20.42% | -0.40% | +1.75% | -12.39% | -6.72% | +12.09% | +18.96% | -2.13% | +7.24% | +31.37% | +157.92% |
| 2020 | -6.00% | +45.98% | -15.55% | +32.02% | +69.72% | +23.02% | -9.69% | -21.62% | -2.60% | +18.57% | +16.94% | -2.80% | +196.78% |
| 2019 | -1.97% | +11.11% | -1.48% | +0.17% | -0.50% | -3.17% | +55.34% | +8.66% | +3.58% | -19.23% | +16.24% | -5.46% | +60.71% |
| 2018 | -1.79% | +0.83% | +2.46% | +0.48% | -3.82% | +1.16% | +0.33% | -1.31% | -0.33% | -3.81% | +2.07% | -5.40% | -9.09% |
| 2017 | -8.09% | +4.19% | -1.19% | +4.68% | -0.87% | +9.43% | +2.78% | -17.81% | -0.47% | -3.47% | -0.32% | +0.98% | -12.22% |
Drawdown analysis of Power REIT (PW)
The maximum drawdown for the PW was -99.48%, occurring on Apr 29, 2024. This drawdown has not yet recovered.
The current PW drawdown is -98.85%.
Since Nov 1, 1999 PW has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 4 times
- 30% or more: 4 times
- 20% or more: 10 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -99.48% | Jan 13, 2022 | 574 | Apr 29, 2024 | Ongoing | Ongoing | Ongoing |
| -71.42% | Oct 14, 2011 | 1027 | Nov 13, 2015 | 1075 | Feb 25, 2020 | 2102 |
| -53.58% | Feb 25, 2020 | 16 | Mar 18, 2020 | 40 | May 14, 2020 | 56 |
| -46.21% | Jun 23, 2020 | 57 | Sep 14, 2020 | 78 | Jan 5, 2021 | 135 |
| -29.52% | Dec 31, 2008 | 551 | Mar 10, 2011 | 82 | Jul 7, 2011 | 633 |
| -29.48% | Jan 7, 2021 | 9 | Jan 21, 2021 | 16 | Feb 12, 2021 | 25 |
| -28.97% | Feb 16, 2021 | 12 | Mar 4, 2021 | 22 | Apr 6, 2021 | 34 |
| -28.06% | Apr 8, 2021 | 82 | Aug 4, 2021 | 36 | Sep 24, 2021 | 118 |
| -25.09% | Nov 17, 2021 | 8 | Nov 30, 2021 | 23 | Jan 3, 2022 | 31 |
| -20.34% | Oct 8, 2021 | 13 | Oct 27, 2021 | 12 | Nov 12, 2021 | 25 |
| -19.01% | Jun 16, 2020 | 3 | Jun 19, 2020 | 2 | Jun 23, 2020 | 5 |
| -17.71% | Jan 14, 2003 | 78 | May 7, 2003 | 181 | Jan 26, 2004 | 259 |
| -11.80% | May 18, 2020 | 4 | May 22, 2020 | 1 | May 26, 2020 | 5 |
| -11.70% | Jul 7, 2011 | 38 | Aug 30, 2011 | 32 | Oct 14, 2011 | 70 |
| -10.34% | Dec 7, 1999 | 58 | Mar 1, 2000 | 84 | Jun 29, 2000 | 142 |
| -10.26% | Mar 29, 2004 | 31 | May 12, 2004 | 47 | Jul 21, 2004 | 78 |
| -9.26% | Sep 21, 2001 | 59 | Dec 14, 2001 | 113 | May 30, 2002 | 172 |
| -9.25% | Jul 8, 2008 | 17 | Jul 31, 2008 | 16 | Aug 22, 2008 | 33 |
| -9.04% | Aug 22, 2008 | 34 | Oct 10, 2008 | 32 | Nov 25, 2008 | 66 |
| -8.93% | Jun 8, 2020 | 3 | Jun 11, 2020 | 2 | Jun 15, 2020 | 5 |
| -8.63% | Nov 18, 2005 | 151 | Jun 28, 2006 | 119 | Dec 15, 2006 | 270 |
| -8.09% | Jan 3, 2022 | 2 | Jan 5, 2022 | 4 | Jan 11, 2022 | 6 |
| -7.95% | Jun 13, 2002 | 27 | Jul 23, 2002 | 20 | Aug 20, 2002 | 47 |
| -7.81% | Jul 21, 2004 | 50 | Sep 30, 2004 | 101 | Feb 24, 2005 | 151 |
| -6.88% | Jan 11, 2001 | 11 | Jan 29, 2001 | 15 | Feb 20, 2001 | 26 |