Performance analysis of Wheeler Real Estate Investment Trust (WHLRD)
Annual Return
Over the past 3 years, WHLRD has had an average annual return of +46.62%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, WHLRD has had an average annual return of +16.63%, outperforming the benchmark SPY, which returned +12.73% annual.
Since Sep 21, 2016, WHLRD has had an average annual return of +6.54%, underperforming the benchmark SPY, which returned +15.29% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.79% | +40.20% | +108.31% | +1.47% | -15.55% | -15.53% | +20.12% | +55.58% | -47.50% | -5.97% | -3.61% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.18% | +1.92% | -2.15% | -4.94% | +6.16% | -7.12% | +4.89% | -0.79% | |||||
| 2025 | +17.90% | -4.06% | +0.22% | +15.96% | -4.71% | +0.53% | -0.17% | +3.16% | +4.35% | -3.07% | -4.13% | +11.49% | +40.20% |
| 2024 | +6% | -0.79% | +10.30% | +2.57% | +15.42% | +3.55% | +6.34% | -2.84% | +11.02% | +23.30% | -2.29% | +6.02% | +108.31% |
| 2023 | +1.01% | -2.78% | -0.48% | -0.39% | +5.03% | -4.79% | -6.33% | +5.13% | -14.71% | +35.72% | +4.08% | -12.15% | +1.47% |
| 2022 | -14.49% | +1.68% | +8.93% | +1.53% | -2.33% | -7.14% | -1.05% | +0.54% | -11.91% | +3.27% | -6.17% | +14.04% | -15.55% |
| 2021 | -2.83% | -3.14% | +6.25% | +0.56% | +0.83% | -1.70% | -4.13% | -4.07% | +2.12% | -3.56% | -4.01% | -2.53% | -15.53% |
| 2020 | +0.97% | -7.01% | -37.31% | +4.89% | +20.91% | +7.29% | +6.24% | +15.38% | +3.16% | -1.16% | +13.33% | +5.88% | +20.12% |
| 2019 | +24.50% | +15.92% | +0.87% | +3.84% | -0.33% | +3.72% | +6.51% | -11.24% | -0.34% | +11.56% | +0.19% | -5.46% | +55.58% |
| 2018 | -12.93% | -1.95% | -5.58% | +3.46% | +11.56% | +5.99% | +10.18% | +6.55% | -1.30% | -10.12% | -4.40% | -46.52% | -47.50% |
| 2017 | +5.80% | +3.09% | +3.63% | -1.21% | -12.94% | +5.46% | +2.73% | -5.29% | +3.55% | -9.79% | +2.29% | -1.34% | -5.97% |
Drawdown analysis of Wheeler Real Estate Investment Trust (WHLRD)
The maximum drawdown for the WHLRD was -78.41%, occurring on Mar 18, 2020. Recovery took 1143 trading sessions.
The current WHLRD drawdown is -10.12%.
Since Sep 21, 2016 WHLRD 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: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -78.41% | Mar 31, 2017 | 744 | Mar 18, 2020 | 1143 | Oct 2, 2024 | 1887 |
| -16.71% | Dec 5, 2025 | 113 | May 20, 2026 | Ongoing | Ongoing | Ongoing |
| -11.44% | Jan 24, 2025 | 51 | Apr 8, 2025 | 10 | Apr 23, 2025 | 61 |
| -10.60% | Nov 7, 2024 | 5 | Nov 14, 2024 | 31 | Dec 31, 2024 | 36 |
| -9.36% | Apr 30, 2025 | 31 | Jun 13, 2025 | 55 | Sep 3, 2025 | 86 |
| -9.29% | Sep 12, 2025 | 52 | Nov 25, 2025 | 7 | Dec 5, 2025 | 59 |
| -8.97% | Sep 30, 2016 | 40 | Nov 28, 2016 | 46 | Feb 3, 2017 | 86 |
| -5.29% | Oct 2, 2024 | 2 | Oct 4, 2024 | 2 | Oct 8, 2024 | 4 |
| -4.85% | Jan 8, 2025 | 2 | Jan 13, 2025 | 3 | Jan 16, 2025 | 5 |
| -4.21% | Dec 31, 2024 | 2 | Jan 3, 2025 | 2 | Jan 7, 2025 | 4 |
| -2.71% | Jan 17, 2025 | 2 | Jan 22, 2025 | 1 | Jan 23, 2025 | 3 |
| -1.37% | Apr 25, 2025 | 1 | Apr 28, 2025 | 2 | Apr 30, 2025 | 3 |
| -1.27% | Oct 21, 2024 | 2 | Oct 23, 2024 | 5 | Oct 30, 2024 | 7 |
| -1.18% | Feb 24, 2017 | 6 | Mar 6, 2017 | 14 | Mar 24, 2017 | 20 |
| -0.92% | Sep 3, 2025 | 1 | Sep 4, 2025 | 3 | Sep 9, 2025 | 4 |
| -0.92% | Oct 30, 2024 | 2 | Nov 1, 2024 | 2 | Nov 5, 2024 | 4 |
| -0.86% | Feb 8, 2017 | 1 | Feb 9, 2017 | 2 | Feb 13, 2017 | 3 |
| -0.52% | Oct 8, 2024 | 1 | Oct 9, 2024 | 1 | Oct 10, 2024 | 2 |
| -0.32% | Sep 23, 2016 | 1 | Sep 26, 2016 | 1 | Sep 27, 2016 | 2 |
| -0.29% | Mar 28, 2017 | 1 | Mar 29, 2017 | 1 | Mar 30, 2017 | 2 |
| -0.22% | Sep 27, 2016 | 1 | Sep 28, 2016 | 1 | Sep 29, 2016 | 2 |
| -0.20% | Sep 21, 2016 | 1 | Sep 22, 2016 | 1 | Sep 23, 2016 | 2 |
| -0.12% | Feb 14, 2017 | 1 | Feb 15, 2017 | 3 | Feb 21, 2017 | 4 |