Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHLR (Wheeler Real Estate Investment Trust, Inc.) | -94.39% | -99.82% | -99.34% | -97.51% | -87.08% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHLR (Wheeler Real Estate Investment Trust, Inc.) | 11/20/2012 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -21.10 | -99.82 | -99.34 | -97.51 | -87.08 | NA | NA | … | … | -94.39 | -99.96 | -98.58 | -96.67 | 0.00 | 0.00 | -39.51 | 84.27 | -88.60 | -10.28 | 1.63 | -45.59 | 1.19 | -24.55 | 1.66 |
| Sharpe Ratio | NA | -0.41 | -0.47 | -0.44 | -0.53 | NA | NA | … | … | -0.33 | -0.55 | -0.39 | -0.29 | 0.00 | 0.00 | -0.66 | 0.87 | -1.05 | -0.26 | 0.04 | -1.14 | 0.04 | -0.93 | 0.64 |
| Standard Deviation(%) | NA | 248.88 | 217.44 | 227.25 | 167.68 | NA | NA | … | … | 308.57 | 187.10 | 260.00 | 341.39 | NA | NA | 59.89 | 94.92 | 85.64 | 42.27 | 40.12 | 40.03 | 28.63 | 26.37 | 25.78 |
| Draw Down(%) | NA | 99.90 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 96.36 | 99.97 | 98.58 | 96.67 | 0.00 | 0.00 | 45.60 | 56.28 | 89.11 | 44.79 | 40.22 | 54.52 | 20.69 | 36.82 | 5.23 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 3.36 | 1.91 | 1.43 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 9.19 | 17.05 | 11.67 | 6.17 | 9.44 | 6.82 | 0.80 |
Data as of 06/04/2026, Common starting date is 11/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHLR (Wheeler Real Estate Investment Trust, Inc.) |
-99.45%
Dec 2022 – Dec 2025 |
-97.42%
May 2021 – May 2026 |
-86.81%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHLR (Wheeler Real Estate Investment Trust, Inc.) |
3.69%
Dec 2018 – Dec 2021 |
-17.65%
Dec 2012 – Dec 2017 |
-26.17%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart