Performance analysis of Wheeler Real Estate Investment Trust (WHLR)
Annual Return
Over the past 3 years, WHLR has had an average annual return of -97.90%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, WHLR has had an average annual return of -88.53%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, WHLR has had an average annual return of -62.09%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Nov 19, 2012, WHLR has had an average annual return of -53.56%, underperforming the benchmark SPY, which returned +15.28% annual.
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -90.91% | -97.84% | -28.01% | -30.00% | +68.90% | +84% | -91.07% | -16.85% | +1.06% | -45.72% | +1.19% | -23.87% |
| 2012 | |||||||||||
| +3.52% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -27.27% | -12.50% | -14.29% | -16.67% | -40.00% | +66.67% | -80.00% | +0% | +0% | +0% | +0% | -90.91% | |
| 2023 | +16.70% | -3.03% | -19.62% | -6.26% | -39.63% | -14.12% | -2.67% | -34.70% | -16.08% | -80.83% | -39.13% | -21.43% | -97.84% |
| 2022 | -9.76% | +13.64% | +15.59% | -3.46% | +4.20% | +9.85% | -4.75% | -19.84% | -32.96% | +26.16% | +9.70% | -22.41% | -28.01% |
| 2021 | -2.18% | +22.47% | +12.98% | +12.51% | +0% | +19.96% | -46.67% | +21.54% | -10.37% | -14.65% | -16.72% | -7.22% | -30.00% |
| 2020 | +6.02% | -14.35% | -32.78% | +48.77% | -4.05% | +21.69% | +6.31% | +53.12% | +7.36% | -9.21% | +8.55% | -7.51% | +68.90% |
| 2019 | +90.77% | +16.94% | -25.10% | +61.88% | -30.72% | -16.75% | +18.54% | -9.65% | +4.05% | +22.65% | -0.58% | -13.21% | +84% |
| 2018 | -35.98% | -21.43% | -28.69% | +4.75% | +10.68% | -2.64% | +26.21% | +8.07% | -22.35% | -23.27% | -15.04% | -68.04% | -91.07% |
| 2017 | +1.05% | +5.72% | -1.82% | -3.55% | -40.08% | +32.01% | +4.60% | -1.86% | +13.55% | -19.41% | +10.55% | +0.06% | -16.85% |
Drawdown analysis of Wheeler Real Estate Investment Trust (WHLR)
The maximum drawdown for the WHLR was -99.99%, occurring on Jul 31, 2024. This drawdown has not yet recovered.
The current WHLR drawdown is -99.99%.
Since Nov 19, 2012 WHLR 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 |
|---|---|---|---|---|---|---|
| -99.99% | Jun 7, 2013 | 2805 | Jul 31, 2024 | Ongoing | Ongoing | Ongoing |
| -5.23% | Nov 21, 2012 | 10 | Dec 6, 2012 | 16 | Dec 31, 2012 | 26 |
| -2.93% | Dec 31, 2012 | 3 | Jan 4, 2013 | 8 | Jan 16, 2013 | 11 |
| -2.84% | Jan 16, 2013 | 26 | Feb 25, 2013 | 46 | May 1, 2013 | 72 |
| -1.89% | May 21, 2013 | 8 | Jun 3, 2013 | 3 | Jun 6, 2013 | 11 |
| -0.99% | May 1, 2013 | 2 | May 3, 2013 | 12 | May 21, 2013 | 14 |