Performance analysis of Whitestone REIT (WSR)
Annual Return
Over the past 3 years, WSR has had an average annual return of +28.67%, outperforming the benchmark SPY, which returned +19.95% annual.
Over the past 5 years, WSR has had an average annual return of +23.55%, outperforming the benchmark SPY, which returned +13.12% annual.
Over the past 10 years, WSR has had an average annual return of +8.20%, underperforming the benchmark SPY, which returned +15.08% annual.
Since Aug 26, 2010, WSR has had an average annual return of +10.57%, underperforming the benchmark SPY, which returned +15.21% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +38.94% | +2.20% | +19.76% | +33.98% | -0.56% | +33.30% | -37.17% | +20.44% | -6.84% | +9.17% | +31.43% | -13.56% |
| 2014 | 2013 | 2012 | 2011 | 2010 | |||||||
| +22.30% | +1.96% | +27.66% | -12.04% | +33.47% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.52% | +6.67% | +7.24% | +17.28% | +0.74% | +0.12% | +0.16% | +38.94% | |||||
| 2025 | -5.13% | +1.99% | +7.33% | -10.23% | -5.18% | +1.67% | -1.97% | +8.37% | -6.36% | +2.49% | +6.36% | +4.87% | +2.20% |
| 2024 | +5.48% | -4.35% | +2.20% | -8.06% | +13.79% | +2.39% | +4.01% | -2.45% | +1.14% | +2.16% | +7.14% | -3.46% | +19.76% |
| 2023 | +8.43% | -8.87% | -2.23% | -2.28% | -1.45% | +10.98% | +6.83% | -2.72% | -3.31% | +3.76% | +10.59% | +12.54% | +33.98% |
| 2022 | +1.14% | +15.79% | +12.81% | -8.02% | +1.49% | -12.24% | +4.85% | -12.06% | -13.68% | +11.74% | +3.84% | -0.51% | -0.56% |
| 2021 | -1.68% | +20.40% | +4.13% | +1.10% | -14.95% | +0.07% | +7.74% | +11.31% | +0.05% | -5.80% | +1.26% | +9.83% | +33.30% |
| 2020 | -3.13% | -5.50% | -49.17% | +10.11% | -8.81% | +18.87% | -8.78% | -1.51% | -6.69% | -0.12% | +26.90% | +6.46% | -37.17% |
| 2019 | +15.66% | -7.63% | -6.89% | +7.59% | -0.50% | +0.91% | +1.24% | -1.12% | +10.79% | +4.22% | -0.75% | -2.32% | +20.44% |
| 2018 | -8.81% | -5.38% | -15.16% | +5.41% | +13.78% | +2.76% | +4.96% | +6.43% | +1.76% | -2.36% | +5.31% | -11.66% | -6.84% |
| 2017 | -3.27% | +2.50% | -1.60% | -8.77% | -7.35% | +7.94% | +6.53% | -2.47% | +4.07% | +3.12% | +11.30% | -1.16% | +9.17% |
Drawdown analysis of Whitestone REIT (WSR)
The maximum drawdown for the WSR was -63.61%, occurring on Apr 6, 2020. Recovery took 481 trading sessions.
The current WSR drawdown is -0.05%.
Since Aug 26, 2010 WSR has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 4 times
- 20% or more: 8 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.61% | Oct 30, 2019 | 108 | Apr 6, 2020 | 481 | Mar 3, 2022 | 589 |
| -37.73% | Apr 20, 2022 | 119 | Oct 10, 2022 | 306 | Dec 28, 2023 | 425 |
| -34.70% | Mar 20, 2015 | 210 | Jan 20, 2016 | 99 | Jun 10, 2016 | 309 |
| -30.40% | Dec 18, 2017 | 65 | Mar 23, 2018 | 131 | Sep 28, 2018 | 196 |
| -26.55% | Jul 29, 2016 | 201 | May 17, 2017 | 126 | Nov 14, 2017 | 327 |
| -24.86% | Mar 3, 2011 | 148 | Oct 3, 2011 | 122 | Mar 28, 2012 | 270 |
| -24.22% | May 20, 2013 | 145 | Dec 13, 2013 | 274 | Jan 16, 2015 | 419 |
| -22.04% | Dec 17, 2024 | 203 | Oct 10, 2025 | 79 | Feb 4, 2026 | 282 |
| -19.60% | Feb 19, 2019 | 13 | Mar 8, 2019 | 130 | Sep 12, 2019 | 143 |
| -17.18% | Dec 6, 2018 | 12 | Dec 24, 2018 | 32 | Feb 11, 2019 | 44 |
| -16.80% | Feb 1, 2024 | 52 | Apr 17, 2024 | 28 | May 28, 2024 | 80 |
| -11.63% | Jul 27, 2012 | 75 | Nov 14, 2012 | 6 | Nov 23, 2012 | 81 |
| -10.00% | Jul 23, 2024 | 9 | Aug 5, 2024 | 46 | Oct 9, 2024 | 55 |
| -9.17% | Apr 27, 2012 | 25 | Jun 4, 2012 | 19 | Jun 29, 2012 | 44 |
| -7.43% | Sep 28, 2018 | 10 | Oct 12, 2018 | 12 | Oct 30, 2018 | 22 |
| -6.83% | Dec 28, 2023 | 8 | Jan 10, 2024 | 5 | Jan 18, 2024 | 13 |
| -6.60% | Feb 9, 2011 | 7 | Feb 18, 2011 | 8 | Mar 3, 2011 | 15 |
| -5.86% | Oct 18, 2024 | 10 | Nov 1, 2024 | 6 | Nov 11, 2024 | 16 |
| -5.40% | Mar 28, 2012 | 17 | Apr 23, 2012 | 1 | Apr 24, 2012 | 18 |
| -5.00% | Jan 26, 2015 | 28 | Mar 6, 2015 | 10 | Mar 20, 2015 | 38 |
| -4.81% | Mar 29, 2022 | 5 | Apr 5, 2022 | 10 | Apr 20, 2022 | 15 |
| -4.60% | Jun 17, 2024 | 6 | Jun 26, 2024 | 10 | Jul 11, 2024 | 16 |
| -4.03% | Dec 30, 2010 | 8 | Jan 11, 2011 | 17 | Feb 4, 2011 | 25 |
| -3.98% | Mar 4, 2022 | 9 | Mar 17, 2022 | 8 | Mar 29, 2022 | 17 |
| -3.80% | Jul 13, 2016 | 2 | Jul 15, 2016 | 10 | Jul 29, 2016 | 12 |