Performance analysis of Sotherly Hotels (SOHOB)
Annual Return
Over the past 3 years, SOHOB has had an average annual return of -13.27%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SOHOB has had an average annual return of -4.37%, underperforming the benchmark SPY, which returned +14.05% annual.
Since Aug 29, 2016, SOHOB has had an average annual return of -1.89%, underperforming the benchmark SPY, which returned +15.48% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -28.50% | +8.71% | -10.28% | +6.90% | +33.52% | +41.10% | -55.76% | +14.56% | +4.47% | +8.81% | +2.62% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.64% | +2.14% | -29.69% | +19.49% | -29.46% | +9.73% | -28.50% | ||||||
| 2025 | +1.77% | -0.29% | +3.28% | -6.88% | +0.42% | +2.19% | -1.81% | -30.01% | +3.73% | +49.55% | +3.20% | -1.34% | +8.71% |
| 2024 | -8.77% | +0.73% | -0.31% | +0.31% | +2.43% | -2.86% | +0.87% | +1.58% | -0.20% | +2.11% | -5.64% | -0.41% | -10.28% |
| 2023 | +15.69% | -0.09% | -2.35% | -0.48% | +3.17% | +3.67% | -2.22% | +3.30% | -3.47% | -7.91% | +3.31% | -4.09% | +6.90% |
| 2022 | +11.41% | +3.84% | -2.37% | +3.73% | -5.47% | +2.54% | +12.36% | +10.29% | -8.94% | +3.48% | +3.26% | -2.49% | +33.52% |
| 2021 | +20.60% | +30.56% | +1.34% | -3.53% | +6.32% | +5.43% | -3.89% | -10.88% | -8.60% | -7.79% | -0.07% | +13.36% | +41.10% |
| 2020 | -0.16% | -8.39% | -72.96% | +5.57% | +18.23% | +9.62% | -30.85% | +10.11% | -20.71% | +11.94% | +87.47% | +3.19% | -55.76% |
| 2019 | -3.11% | +3.72% | +2.13% | +2.05% | +1.62% | +0.38% | -0.71% | -0.19% | +2.97% | +2.16% | -0.04% | +2.91% | +14.56% |
| 2018 | -1.84% | -0.12% | +1.41% | +0.00901% | +0.74% | +2.45% | +0.04% | +1.16% | +1.27% | +1.13% | -4.33% | +2.66% | +4.47% |
| 2017 | -1.45% | +1.79% | +3.71% | -1.50% | +0.45% | +0.33% | +2.96% | -1.53% | +0.94% | -0.22% | +2.13% | +1.03% | +8.81% |
Drawdown analysis of Sotherly Hotels (SOHOB)
The maximum drawdown for the SOHOB was -90.29%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current SOHOB drawdown is -39.12%.
Since Aug 29, 2016 SOHOB 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: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -90.29% | Jan 23, 2020 | 38 | Mar 18, 2020 | Ongoing | Ongoing | Ongoing |
| -8.99% | Sep 27, 2016 | 37 | Nov 17, 2016 | 75 | Mar 9, 2017 | 112 |
| -8.84% | Oct 16, 2018 | 48 | Dec 26, 2018 | 65 | Apr 1, 2019 | 113 |
| -4.84% | Jan 17, 2018 | 31 | Mar 2, 2018 | 77 | Jun 21, 2018 | 108 |
| -3.20% | Jun 17, 2019 | 44 | Aug 19, 2019 | 25 | Sep 24, 2019 | 69 |
| -2.96% | Mar 31, 2017 | 13 | Apr 20, 2017 | 52 | Jul 5, 2017 | 65 |
| -2.94% | Apr 29, 2019 | 10 | May 13, 2019 | 7 | May 22, 2019 | 17 |
| -2.49% | Jul 31, 2017 | 8 | Aug 10, 2017 | 75 | Nov 27, 2017 | 83 |
| -2.03% | Dec 27, 2019 | 10 | Jan 13, 2020 | 7 | Jan 23, 2020 | 17 |
| -1.95% | Jan 11, 2018 | 1 | Jan 12, 2018 | 2 | Jan 17, 2018 | 3 |
| -1.78% | Jul 30, 2018 | 1 | Jul 31, 2018 | 18 | Aug 24, 2018 | 19 |
| -1.69% | Aug 30, 2016 | 9 | Sep 13, 2016 | 8 | Sep 23, 2016 | 17 |
| -1.56% | Oct 15, 2019 | 1 | Oct 16, 2019 | 10 | Oct 30, 2019 | 11 |
| -1.53% | Sep 27, 2018 | 5 | Oct 4, 2018 | 6 | Oct 12, 2018 | 11 |
| -1.38% | Apr 5, 2019 | 3 | Apr 10, 2019 | 11 | Apr 26, 2019 | 14 |
| -1.20% | Oct 31, 2019 | 14 | Nov 20, 2019 | 11 | Dec 6, 2019 | 25 |
| -1.10% | Jul 6, 2018 | 3 | Jul 11, 2018 | 3 | Jul 16, 2018 | 6 |
| -1.07% | Mar 9, 2017 | 1 | Mar 10, 2017 | 6 | Mar 20, 2017 | 7 |
| -1.04% | Oct 12, 2018 | 1 | Oct 15, 2018 | 1 | Oct 16, 2018 | 2 |
| -1.01% | Nov 30, 2017 | 10 | Dec 14, 2017 | 1 | Dec 15, 2017 | 11 |
| -1.01% | Aug 27, 2018 | 1 | Aug 28, 2018 | 13 | Sep 17, 2018 | 14 |
| -0.98% | Sep 17, 2018 | 6 | Sep 25, 2018 | 2 | Sep 27, 2018 | 8 |
| -0.90% | Jun 28, 2018 | 3 | Jul 3, 2018 | 1 | Jul 5, 2018 | 4 |
| -0.89% | Jun 21, 2018 | 1 | Jun 22, 2018 | 4 | Jun 28, 2018 | 5 |
| -0.78% | Dec 28, 2017 | 2 | Jan 2, 2018 | 3 | Jan 5, 2018 | 5 |