Performance analysis of W. P. Carey (WPC)
Annual Return
Over the past 3 years, WPC has had an average annual return of +9.09%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, WPC has had an average annual return of +5.84%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, WPC has had an average annual return of +7.13%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, WPC has had an average annual return of +12.95%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +20.05% | +24.93% | -10.65% | -8.07% | +0.54% | +22.88% | -6.02% | +28.80% | +1% | +25.59% | +6.54% | -10.40% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +20.90% | +24.05% | +33.95% | +38.33% | +21.09% | +28.95% | -24.11% | +17.94% | +26.68% | -23.06% | +21.82% | +30.83% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +14.44% | +39.01% | +18.08% | +2.59% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.37% | +7.03% | -7.72% | +7.31% | +2.04% | -2.66% | +5.22% | +20.05% | |||||
| 2025 | +2.62% | +14.85% | -0.33% | -1.06% | +0.51% | +0.83% | +2.85% | +4.58% | +2.06% | -2.32% | +2.08% | -3.10% | +24.93% |
| 2024 | -4.40% | -9.09% | +1.74% | -2.83% | +2.84% | -0.85% | +5.01% | +3.82% | +5.26% | -10.56% | +2.40% | -2.98% | -10.65% |
| 2023 | +9.44% | -5.11% | -3.25% | -4.20% | -6.52% | -1.05% | -0.04% | -3.67% | -15.24% | -0.79% | +20.89% | +5.49% | -8.07% |
| 2022 | -5.42% | -0.26% | +5.79% | -0.09% | +4.17% | -0.28% | +7.77% | -5.90% | -15.65% | +9.31% | +3.28% | +0.52% | +0.54% |
| 2021 | -5.92% | +3.22% | +4.77% | +5.84% | +0.75% | +0.28% | +8.13% | -3.19% | -5.17% | +5.57% | -0.99% | +8.85% | +22.88% |
| 2020 | +5.10% | -7.98% | -23.66% | +13.26% | -8.92% | +14.68% | +5.50% | -2.80% | -4.56% | -3.91% | +10.54% | +3.51% | -6.02% |
| 2019 | +14.62% | -1.36% | +7.44% | +1.26% | +4.65% | -0.96% | +6.60% | +3.77% | +0.81% | +2.86% | -9.39% | -2.79% | +28.80% |
| 2018 | -5.94% | -7.55% | +5.14% | +3% | +5.26% | +0.24% | -1.46% | +1.84% | -1.87% | +2.64% | +2.64% | -2.03% | +1% |
| 2017 | +4.82% | +1.86% | +0.21% | +0.61% | +4.20% | +2.71% | +3.79% | +0.50% | -0.66% | +1.13% | +4.45% | -0.40% | +25.59% |
Drawdown analysis of W. P. Carey (WPC)
The maximum drawdown for the WPC was -52.45%, occurring on Mar 23, 2020. Recovery took 447 trading sessions.
The current WPC drawdown is -0.83%.
Since Nov 1, 1999 WPC has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 9 times
- 10% or more: 20 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.45% | Oct 18, 2019 | 106 | Mar 23, 2020 | 447 | Dec 29, 2021 | 553 |
| -48.69% | Dec 10, 2007 | 308 | Mar 3, 2009 | 271 | Mar 30, 2010 | 579 |
| -36.81% | Jul 29, 2022 | 297 | Oct 4, 2023 | 573 | Jan 16, 2026 | 870 |
| -29.35% | Feb 17, 2005 | 202 | Dec 6, 2005 | 275 | Jan 11, 2007 | 477 |
| -24.95% | Jan 26, 2015 | 264 | Feb 11, 2016 | 90 | Jun 21, 2016 | 354 |
| -23.27% | May 20, 2013 | 178 | Feb 3, 2014 | 224 | Dec 22, 2014 | 402 |
| -21.73% | Aug 1, 2016 | 86 | Dec 1, 2016 | 163 | Jul 27, 2017 | 249 |
| -21.29% | Jul 21, 2011 | 12 | Aug 8, 2011 | 85 | Dec 7, 2011 | 97 |
| -20.87% | Oct 14, 2003 | 129 | Apr 20, 2004 | 125 | Oct 18, 2004 | 254 |
| -15.71% | Nov 21, 2017 | 53 | Feb 8, 2018 | 180 | Oct 25, 2018 | 233 |
| -15.05% | May 9, 2007 | 65 | Aug 10, 2007 | 56 | Oct 30, 2007 | 121 |
| -14.04% | Oct 31, 2012 | 11 | Nov 15, 2012 | 44 | Jan 22, 2013 | 55 |
| -13.39% | Jun 15, 2001 | 10 | Jun 29, 2001 | 22 | Aug 1, 2001 | 32 |
| -13.19% | Jul 29, 2003 | 7 | Aug 7, 2003 | 42 | Oct 7, 2003 | 49 |
| -12.50% | Mar 23, 2012 | 39 | May 18, 2012 | 82 | Sep 14, 2012 | 121 |
| -12.02% | Aug 31, 2001 | 10 | Sep 21, 2001 | 6 | Oct 1, 2001 | 16 |
| -11.84% | Apr 15, 2010 | 35 | Jun 4, 2010 | 39 | Jul 30, 2010 | 74 |
| -11.46% | Apr 28, 2022 | 8 | May 10, 2022 | 32 | Jun 27, 2022 | 40 |
| -11.39% | Sep 26, 2002 | 9 | Oct 9, 2002 | 120 | Apr 2, 2003 | 129 |
| -10.24% | Jun 24, 2002 | 20 | Jul 23, 2002 | 26 | Aug 28, 2002 | 46 |
| -9.71% | Feb 27, 2026 | 17 | Mar 24, 2026 | 17 | Apr 17, 2026 | 34 |
| -9.62% | Dec 3, 1999 | 9 | Dec 16, 1999 | 48 | Feb 25, 2000 | 57 |
| -9.47% | Feb 16, 2001 | 20 | Mar 19, 2001 | 49 | May 29, 2001 | 69 |
| -9.36% | Dec 31, 2021 | 28 | Feb 10, 2022 | 32 | Mar 29, 2022 | 60 |
| -9.04% | Dec 31, 2004 | 3 | Jan 5, 2005 | 28 | Feb 15, 2005 | 31 |