Performance analysis of Sunstone Hotel Investors (SHO-P-I)
Annual Return
Over the past 3 years, SHO-P-I has had an average annual return of +11.89%, underperforming the benchmark SPY, which returned +22.45% annual.
Since Jul 20, 2021, SHO-P-I has had an average annual return of +2.94%, underperforming the benchmark SPY, which returned +13.67% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.15% | -3.70% | +8.70% | +26.64% | -23.08% | +0.72% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.08% | +1.99% | -3.12% | +7.60% | +4.05% | +1.29% | +12.15% | ||||||
| 2025 | -4.69% | -2.63% | -5.62% | +8.41% | -5.42% | +0.03% | +4.88% | +5.36% | +4.21% | -5.78% | -4.02% | +2.92% | -3.70% |
| 2024 | -6.14% | +2.98% | -1.42% | -1.66% | +0.36% | +4.47% | -0.59% | +2.20% | +8.83% | -0.78% | -1.43% | +2.32% | +8.70% |
| 2023 | +14.46% | +0.92% | -6.00% | +4.85% | -5.33% | +0.55% | +7.30% | -0.20% | +4.32% | -5.04% | +3.37% | +6.57% | +26.64% |
| 2022 | -3.80% | -1.99% | -2.04% | -8.55% | +1.06% | -0.67% | +7.87% | -4.64% | -10.87% | -3.83% | +1.54% | +1.33% | -23.08% |
| 2021 | -0.20% | +2.56% | -2.14% | +0.87% | -2.49% | +2.24% | +0.72% |
Drawdown analysis of Sunstone Hotel Investors (SHO-P-I)
The maximum drawdown for the SHO-P-I was -27.05%, occurring on Oct 25, 2022. Recovery took 477 trading sessions.
Since Jul 20, 2021 SHO-P-I has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.05% | Aug 31, 2021 | 290 | Oct 25, 2022 | 477 | Sep 19, 2024 | 767 |
| -17.04% | Dec 10, 2024 | 80 | Apr 8, 2025 | 120 | Sep 30, 2025 | 200 |
| -12.87% | Sep 30, 2025 | 123 | Mar 27, 2026 | 16 | Apr 21, 2026 | 139 |
| -6.15% | Nov 5, 2024 | 11 | Nov 20, 2024 | 13 | Dec 10, 2024 | 24 |
| -2.93% | Apr 24, 2026 | 2 | Apr 28, 2026 | 7 | May 7, 2026 | 9 |
| -2.71% | Oct 1, 2024 | 19 | Oct 28, 2024 | 6 | Nov 5, 2024 | 25 |
| -2.65% | Jul 29, 2021 | 9 | Aug 11, 2021 | 7 | Aug 20, 2021 | 16 |
| -1.19% | May 14, 2026 | 4 | May 20, 2026 | 3 | May 26, 2026 | 7 |
| -0.78% | May 26, 2026 | 2 | May 28, 2026 | 3 | Jun 2, 2026 | 5 |
| -0.64% | Sep 20, 2024 | 1 | Sep 23, 2024 | 1 | Sep 24, 2024 | 2 |
| -0.61% | Aug 23, 2021 | 4 | Aug 27, 2021 | 2 | Aug 31, 2021 | 6 |
| -0.58% | May 8, 2026 | 2 | May 12, 2026 | 1 | May 13, 2026 | 3 |
| -0.47% | Jul 20, 2021 | 3 | Jul 23, 2021 | 3 | Jul 28, 2021 | 6 |
| -0.39% | Apr 21, 2026 | 2 | Apr 23, 2026 | 1 | Apr 24, 2026 | 3 |
| -0.31% | Sep 26, 2024 | 1 | Sep 27, 2024 | 1 | Sep 30, 2024 | 2 |