Performance analysis of Wheeler Real Estate Investment Trust (WHLRP)
Annual Return
Over the past 3 years, WHLRP has had an average annual return of +77.83%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, WHLRP has had an average annual return of -8.06%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, WHLRP has had an average annual return of -5.00%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Sep 24, 2014, WHLRP has had an average annual return of -4.17%, underperforming the benchmark SPY, which returned +13.99% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +50.09% | +69.98% | +182.23% | -14.49% | -77.41% | -48.23% | +18.29% | +41.25% | -60.61% | +9.11% | +5.89% | +14.75% |
| 2014 | |||||||||||
| -3.27% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +15.58% | +16.35% | -0.42% | +4.02% | +12.04% | -3.83% | +50.09% | ||||||
| 2025 | +44.08% | -9.99% | +0.52% | +0.48% | +0% | -0.99% | +1% | -2.50% | +8.48% | -3.30% | -9.06% | +39.52% | +69.98% |
| 2024 | +10.78% | -14.55% | +31.66% | -7.60% | +36.93% | +9.77% | +5.54% | +28.02% | -5.42% | +50.40% | -13.60% | -1.81% | +182.23% |
| 2023 | +30.29% | -10.03% | -9.94% | -23.32% | +25.16% | +3.90% | -0% | +25.89% | -25.54% | -5.34% | -3.47% | -5.17% | -14.49% |
| 2022 | -5.19% | +0.14% | +7.79% | -14.33% | -9.66% | -6.36% | +4.57% | -37.53% | -29.48% | +13.06% | +13.51% | -48.49% | -77.41% |
| 2021 | -3.55% | +1.93% | -13.92% | +12.49% | +13.06% | +7.22% | -11.07% | -31.03% | +16.57% | -22.62% | -4.21% | -15.34% | -48.23% |
| 2020 | +7.78% | -5.53% | -44.87% | +49.93% | -19.56% | +0.23% | +17.62% | +18% | -7.74% | +9.76% | +4.97% | +18.17% | +18.29% |
| 2019 | +33.27% | +5.12% | +19.26% | +8.85% | -3.89% | +2.21% | +3.59% | -8.10% | -10.31% | +0.26% | -2.10% | -5.67% | +41.25% |
| 2018 | -21.11% | -11.52% | -3.36% | +9.10% | +1.94% | +5.26% | +16.68% | +0.53% | +2.05% | -7.13% | -4.27% | -53.13% | -60.61% |
| 2017 | +6.01% | +4.17% | -0.15% | +3.73% | -14.94% | +9.50% | -0.36% | -4.32% | +6.07% | -10.05% | +7.61% | +4.65% | +9.11% |
Drawdown analysis of Wheeler Real Estate Investment Trust (WHLRP)
The maximum drawdown for the WHLRP was -94.25%, occurring on Mar 6, 2024. This drawdown has not yet recovered.
The current WHLRP drawdown is -54.79%.
Since Sep 24, 2014 WHLRP 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: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -94.25% | Apr 28, 2017 | 1724 | Mar 6, 2024 | Ongoing | Ongoing | Ongoing |
| -29.27% | Jun 26, 2015 | 157 | Feb 10, 2016 | 161 | Sep 29, 2016 | 318 |
| -19.05% | Sep 29, 2014 | 98 | Feb 19, 2015 | 21 | Mar 20, 2015 | 119 |
| -6.68% | Feb 24, 2017 | 12 | Mar 14, 2017 | 14 | Apr 3, 2017 | 26 |
| -6.21% | Oct 25, 2016 | 7 | Nov 3, 2016 | 36 | Dec 27, 2016 | 43 |
| -3.50% | Jun 17, 2015 | 1 | Jun 18, 2015 | 3 | Jun 23, 2015 | 4 |
| -2.38% | Feb 6, 2017 | 3 | Feb 9, 2017 | 2 | Feb 13, 2017 | 5 |
| -1.96% | Oct 11, 2016 | 1 | Oct 12, 2016 | 9 | Oct 25, 2016 | 10 |
| -1.95% | Mar 20, 2015 | 2 | Mar 24, 2015 | 3 | Mar 27, 2015 | 5 |
| -1.86% | Apr 16, 2015 | 27 | May 26, 2015 | 10 | Jun 9, 2015 | 37 |
| -1.72% | Apr 17, 2017 | 1 | Apr 18, 2017 | 6 | Apr 26, 2017 | 7 |
| -1.61% | Sep 29, 2016 | 5 | Oct 6, 2016 | 3 | Oct 11, 2016 | 8 |
| -1.57% | Jan 31, 2017 | 1 | Feb 1, 2017 | 1 | Feb 2, 2017 | 2 |
| -1.29% | Apr 3, 2017 | 3 | Apr 6, 2017 | 6 | Apr 17, 2017 | 9 |
| -1.26% | Dec 27, 2016 | 2 | Dec 29, 2016 | 2 | Jan 3, 2017 | 4 |
| -1.09% | Jan 11, 2017 | 2 | Jan 13, 2017 | 1 | Jan 17, 2017 | 3 |
| -0.65% | Jan 23, 2017 | 1 | Jan 24, 2017 | 5 | Jan 31, 2017 | 6 |
| -0.64% | Feb 2, 2017 | 1 | Feb 3, 2017 | 1 | Feb 6, 2017 | 2 |
| -0.63% | Jun 23, 2015 | 1 | Jun 24, 2015 | 2 | Jun 26, 2015 | 3 |
| -0.63% | Mar 27, 2015 | 3 | Apr 1, 2015 | 3 | Apr 7, 2015 | 6 |
| -0.50% | Feb 13, 2017 | 2 | Feb 15, 2017 | 1 | Feb 16, 2017 | 3 |
| -0.33% | Feb 16, 2017 | 1 | Feb 17, 2017 | 2 | Feb 22, 2017 | 3 |
| -0.25% | Jan 17, 2017 | 2 | Jan 19, 2017 | 2 | Jan 23, 2017 | 4 |
| -0.25% | Jun 9, 2015 | 1 | Jun 10, 2015 | 2 | Jun 12, 2015 | 3 |
| -0.20% | Apr 10, 2015 | 2 | Apr 14, 2015 | 1 | Apr 15, 2015 | 3 |