Performance analysis of Sotherly Hotels (SOHOO)
Annual Return
Over the past 3 years, SOHOO has had an average annual return of -19.36%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SOHOO has had an average annual return of -7.62%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Oct 5, 2017, SOHOO has had an average annual return of -4.52%, underperforming the benchmark SPY, which returned +15.10% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -43.74% | +10.71% | -9.61% | +13.55% | +24.61% | +43.17% | -51.88% | +26.71% | -6.39% | +2.92% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.50% | +2.06% | -32.37% | -14.46% | +36.35% | -35.00% | -43.74% | ||||||
| 2025 | -0.21% | +2.89% | -1.47% | -3.32% | +1.28% | +0.25% | +0% | -30.25% | +3.50% | +50.40% | +4.03% | -1.31% | +10.71% |
| 2024 | -7.91% | +2.59% | -2.45% | +1.59% | +3.51% | -4.65% | +1.62% | -0.42% | -1.26% | -2.50% | +1.49% | -1.06% | -9.61% |
| 2023 | +24.39% | -0.11% | -3.76% | +1.70% | -0.91% | +4.46% | -1.44% | +1.48% | -4.09% | +0.66% | -5.38% | -1.27% | +13.55% |
| 2022 | +13.37% | +2.53% | -3.16% | +6.98% | -7.32% | -1.96% | +15.56% | +8.17% | -5.82% | +1.46% | +4.60% | -8.85% | +24.61% |
| 2021 | +21.67% | +29.33% | +0.71% | -3.90% | +1.72% | +10.33% | -7.33% | -7.14% | -6.22% | -9.22% | +0.77% | +13.45% | +43.17% |
| 2020 | +3.11% | -10.84% | -72.22% | +2.76% | +30.52% | +8.30% | -30.01% | +12.71% | -21.89% | +8.06% | +88.23% | +3.47% | -51.88% |
| 2019 | +7.60% | +5.06% | +2.87% | +0.19% | +2.25% | +0.62% | -0.18% | -0% | +5.13% | -1.71% | +1.92% | +0.54% | +26.71% |
| 2018 | -1.42% | -0.28% | +2.30% | -0.96% | +1.82% | +2.21% | -0.98% | +1.67% | -0.03% | +0.50% | -0.38% | -10.39% | -6.39% |
| 2017 | +0.52% | +0.88% | +1.50% | +2.92% |
Drawdown analysis of Sotherly Hotels (SOHOO)
The maximum drawdown for the SOHOO was -88.87%, occurring on Mar 18, 2020. Recovery took 719 trading sessions.
The current SOHOO drawdown is -50.52%.
Since Oct 5, 2017 SOHOO has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -88.87% | Feb 5, 2020 | 29 | Mar 18, 2020 | 719 | Jan 25, 2023 | 748 |
| -50.52% | Aug 30, 2023 | 691 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -16.73% | Oct 29, 2018 | 37 | Dec 21, 2018 | 42 | Feb 25, 2019 | 79 |
| -5.44% | Feb 27, 2023 | 58 | May 19, 2023 | 12 | Jun 7, 2023 | 70 |
| -4.40% | Jan 22, 2018 | 13 | Feb 8, 2018 | 63 | May 10, 2018 | 76 |
| -3.18% | Jul 26, 2023 | 23 | Aug 28, 2023 | 2 | Aug 30, 2023 | 25 |
| -2.76% | Oct 20, 2017 | 9 | Nov 2, 2017 | 34 | Dec 21, 2017 | 43 |
| -2.69% | Sep 30, 2019 | 36 | Nov 19, 2019 | 5 | Nov 26, 2019 | 41 |
| -2.65% | May 14, 2019 | 1 | May 15, 2019 | 47 | Jul 23, 2019 | 48 |
| -2.48% | Apr 5, 2019 | 5 | Apr 12, 2019 | 10 | Apr 29, 2019 | 15 |
| -2.19% | Nov 26, 2019 | 9 | Dec 10, 2019 | 2 | Dec 12, 2019 | 11 |
| -1.96% | Jan 31, 2023 | 14 | Feb 21, 2023 | 4 | Feb 27, 2023 | 18 |
| -1.86% | Jul 10, 2018 | 13 | Jul 27, 2018 | 45 | Oct 1, 2018 | 58 |
| -1.77% | Jul 11, 2023 | 1 | Jul 12, 2023 | 5 | Jul 19, 2023 | 6 |
| -1.67% | Jan 8, 2018 | 6 | Jan 17, 2018 | 3 | Jan 22, 2018 | 9 |
| -1.61% | Jun 16, 2023 | 5 | Jun 26, 2023 | 10 | Jul 11, 2023 | 15 |
| -1.58% | Dec 27, 2019 | 2 | Dec 31, 2019 | 5 | Jan 8, 2020 | 7 |
| -1.40% | Jan 15, 2020 | 3 | Jan 21, 2020 | 7 | Jan 30, 2020 | 10 |
| -1.33% | Dec 18, 2019 | 3 | Dec 23, 2019 | 1 | Dec 24, 2019 | 4 |
| -1.23% | Jul 19, 2023 | 4 | Jul 25, 2023 | 1 | Jul 26, 2023 | 5 |
| -1.22% | May 10, 2018 | 11 | May 25, 2018 | 14 | Jun 15, 2018 | 25 |
| -1.21% | Mar 25, 2019 | 1 | Mar 26, 2019 | 3 | Mar 29, 2019 | 4 |
| -1.16% | Mar 19, 2019 | 3 | Mar 22, 2019 | 1 | Mar 25, 2019 | 4 |
| -1.14% | Oct 9, 2018 | 10 | Oct 23, 2018 | 4 | Oct 29, 2018 | 14 |
| -1.14% | Dec 13, 2019 | 2 | Dec 17, 2019 | 1 | Dec 18, 2019 | 3 |