Performance analysis of Sotherly Hotels (SOHO)
Annual Return
Over the past 3 years, SOHO has had an average annual return of +7.54%, underperforming the benchmark SPY, which returned +20.53% annual.
Over the past 5 years, SOHO has had an average annual return of -10.27%, underperforming the benchmark SPY, which returned +12.32% annual.
Over the past 10 years, SOHO has had an average annual return of -4.92%, underperforming the benchmark SPY, which returned +14.73% annual.
Since Dec 17, 2004, SOHO has had an average annual return of -3.02%, underperforming the benchmark SPY, which returned +10.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.67% | +130.78% | -37.47% | -17.69% | -13.39% | -16.39% | -59.94% | +30.27% | -6.61% | +1.45% | +17.63% | -14.26% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +30.17% | +84.99% | +43.84% | +14.74% | +3.94% | +62.76% | -80.92% | -21.73% | +9.93% | +6.15% | -0.60% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.80% | +1.81% | +4.67% | ||||||||||
| 2025 | -13.31% | +1.55% | -9.82% | -2.62% | +9.68% | +20.27% | -7.39% | -17.37% | +10.01% | +165.07% | +1.89% | -0.48% | +130.78% |
| 2024 | -6.70% | -2.17% | +6.62% | -8.97% | +3.03% | -15.45% | +11.31% | -2.72% | -2.80% | -0.43% | -25.29% | +3.49% | -37.47% |
| 2023 | +29.27% | -4.29% | -10.94% | -5.27% | -3.17% | +3.27% | +19.07% | -14.23% | -12.42% | -6.52% | -15.18% | +11.18% | -17.69% |
| 2022 | -4.78% | +18.08% | -12.35% | -4.85% | -8.17% | -3.32% | +22.41% | +12.21% | -21.34% | +19.69% | -13.53% | -6.97% | -13.39% |
| 2021 | +7.61% | +36.79% | -5.43% | -10.64% | +19.62% | -19.35% | -22.34% | +3.01% | +6.67% | -10.16% | -2.62% | -6.69% | -16.39% |
| 2020 | -7.82% | -17.93% | -66.10% | +30% | +41.33% | -14.28% | -15.08% | -5.61% | -10.89% | -15.55% | +51.32% | +8.68% | -59.94% |
| 2019 | +18% | -1.35% | +6.25% | +3.67% | +0.15% | +0.18% | +2.01% | -4.29% | +0.36% | -3.74% | +0.78% | +6.52% | +30.27% |
| 2018 | -1.55% | -4.41% | +16.11% | -6.51% | +5.26% | +4.31% | -1.14% | +6.81% | -0.64% | -3.19% | -2.30% | -16.09% | -6.61% |
| 2017 | +2.65% | -1.73% | -5.12% | +0.31% | +1.87% | +5.26% | -2.51% | -8.31% | -1.00% | +0.88% | +13.43% | -2.69% | +1.45% |
Drawdown analysis of Sotherly Hotels (SOHO)
The maximum drawdown for the SOHO was -91.30%, occurring on Mar 3, 2009. Recovery took 1583 trading sessions.
The current SOHO drawdown is -65.97%.
Since Dec 17, 2004 SOHO has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -91.30% | Jul 5, 2007 | 418 | Mar 3, 2009 | 1583 | Jun 16, 2015 | 2001 |
| -90.55% | Jun 12, 2019 | 1464 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -39.87% | Jun 16, 2015 | 166 | Feb 11, 2016 | 594 | Jun 21, 2018 | 760 |
| -23.40% | Sep 18, 2018 | 71 | Dec 31, 2018 | 30 | Feb 13, 2019 | 101 |
| -15.08% | Feb 15, 2019 | 7 | Feb 27, 2019 | 71 | Jun 10, 2019 | 78 |
| -12.50% | Jul 27, 2005 | 88 | Nov 30, 2005 | 221 | Oct 17, 2006 | 309 |
| -8.92% | Dec 17, 2004 | 71 | Apr 1, 2005 | 61 | Jun 28, 2005 | 132 |
| -4.71% | May 31, 2007 | 15 | Jun 21, 2007 | 5 | Jun 28, 2007 | 20 |
| -4.06% | Jul 6, 2018 | 15 | Jul 27, 2018 | 17 | Aug 21, 2018 | 32 |
| -3.79% | Mar 15, 2007 | 11 | Mar 30, 2007 | 10 | Apr 16, 2007 | 21 |
| -3.65% | Mar 1, 2007 | 2 | Mar 5, 2007 | 8 | Mar 15, 2007 | 10 |
| -3.48% | Nov 8, 2006 | 23 | Dec 12, 2006 | 8 | Dec 22, 2006 | 31 |
| -3.44% | Dec 22, 2006 | 7 | Jan 5, 2007 | 4 | Jan 11, 2007 | 11 |
| -3.35% | May 11, 2007 | 1 | May 14, 2007 | 6 | May 22, 2007 | 7 |
| -3.13% | May 22, 2007 | 2 | May 24, 2007 | 4 | May 31, 2007 | 6 |
| -2.99% | Feb 26, 2007 | 2 | Feb 28, 2007 | 1 | Mar 1, 2007 | 3 |
| -2.71% | Jul 20, 2005 | 1 | Jul 21, 2005 | 3 | Jul 26, 2005 | 4 |
| -2.66% | Apr 16, 2007 | 2 | Apr 18, 2007 | 15 | May 9, 2007 | 17 |
| -2.43% | Jun 21, 2018 | 5 | Jun 28, 2018 | 3 | Jul 3, 2018 | 8 |
| -2.28% | Oct 20, 2006 | 2 | Oct 24, 2006 | 3 | Oct 27, 2006 | 5 |
| -2.22% | Oct 31, 2006 | 3 | Nov 3, 2006 | 2 | Nov 7, 2006 | 5 |
| -2.20% | Jan 31, 2007 | 10 | Feb 14, 2007 | 5 | Feb 22, 2007 | 15 |
| -1.92% | Jan 16, 2007 | 6 | Jan 24, 2007 | 2 | Jan 26, 2007 | 8 |
| -1.85% | Jun 28, 2007 | 1 | Jun 29, 2007 | 1 | Jul 2, 2007 | 2 |
| -1.76% | Aug 30, 2018 | 3 | Sep 5, 2018 | 2 | Sep 7, 2018 | 5 |