Performance analysis of Wheeler Real Estate Investment Trust (WHLRL)
Annual Return
Over the past 3 years, WHLRL has had an average annual return of +21.52%, underperforming the benchmark SPY, which returned +22.45% annual.
Since Sep 3, 2021, WHLRL has had an average annual return of +26.51%, outperforming the benchmark SPY, which returned +12.86% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -5.71% | -39.86% | +142.50% | +93.55% | +8.81% | +5.51% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.86% | +0% | -17.52% | +0.01% | -0.01% | +3.13% | -5.71% | ||||||
| 2025 | -0.34% | +6.21% | +19.06% | +0% | +0% | -17.38% | -2.31% | -3.72% | -19.30% | +0% | -21.74% | -2.78% | -39.86% |
| 2024 | -8.33% | +0% | +3.66% | +0% | +11.39% | +0% | +0% | +3.15% | +126.72% | -2.02% | +0% | +0% | +142.50% |
| 2023 | +19.36% | -0.11% | -5.30% | +31.43% | +0% | +0.41% | +8.25% | +4% | +5.77% | +5.53% | -0.07% | +3.45% | +93.55% |
| 2022 | -2.77% | +1.08% | +15.07% | +0.87% | -7.69% | -3.33% | +0% | +3.44% | +1% | +0% | +1.49% | +0.81% | +8.81% |
| 2021 | -0.98% | -1.97% | +3.02% | +5.51% | +5.51% |
Drawdown analysis of Wheeler Real Estate Investment Trust (WHLRL)
The maximum drawdown for the WHLRL was -56.37%, occurring on Nov 13, 2025. This drawdown has not yet recovered.
The current WHLRL drawdown is -55.01%.
Since Sep 3, 2021 WHLRL has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.37% | Mar 25, 2025 | 162 | Nov 13, 2025 | Ongoing | Ongoing | Ongoing |
| -26.20% | Nov 10, 2022 | 7 | Nov 21, 2022 | 53 | Feb 8, 2023 | 60 |
| -14.68% | Oct 11, 2023 | 51 | Dec 22, 2023 | 4 | Dec 29, 2023 | 55 |
| -13.82% | Apr 29, 2022 | 51 | Jul 14, 2022 | 84 | Nov 10, 2022 | 135 |
| -12.07% | Oct 3, 2024 | 77 | Jan 28, 2025 | 27 | Mar 7, 2025 | 104 |
| -10.25% | Feb 9, 2023 | 33 | Mar 29, 2023 | 12 | Apr 17, 2023 | 45 |
| -10.05% | Apr 24, 2023 | 1 | Apr 25, 2023 | 67 | Aug 1, 2023 | 68 |
| -9.09% | Aug 1, 2023 | 1 | Aug 2, 2023 | 49 | Oct 11, 2023 | 50 |
| -8.33% | Dec 29, 2023 | 11 | Jan 17, 2024 | 91 | May 29, 2024 | 102 |
| -6.53% | Sep 10, 2021 | 28 | Oct 20, 2021 | 37 | Dec 13, 2021 | 65 |
| -5.68% | Apr 19, 2023 | 1 | Apr 20, 2023 | 2 | Apr 24, 2023 | 3 |
| -4.05% | Dec 14, 2021 | 4 | Dec 20, 2021 | 54 | Mar 9, 2022 | 58 |
| -3.79% | Mar 21, 2022 | 10 | Apr 4, 2022 | 18 | Apr 29, 2022 | 28 |
| -1.23% | Sep 3, 2021 | 1 | Sep 7, 2021 | 1 | Sep 8, 2021 | 2 |