Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHLRD (Wheeler Real Estate Investment Trust, Inc.) | -3.18% | 13.28% | 39.92% | 14.96% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 09/21/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHLRD (Wheeler Real Estate Investment Trust, Inc.) | 09/21/2016 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.28 | 39.92 | 14.96 | NA | NA | NA | … | … | -3.18 | 36.33 | 103.22 | 1.48 | -15.58 | -15.50 | 20.16 | 55.56 | -47.50 | -10.03 | -6.00 |
| Sharpe Ratio | NA | 0.33 | 0.99 | 0.35 | NA | NA | NA | … | … | -0.32 | 0.99 | 2.72 | -0.07 | -0.44 | -0.70 | 0.23 | 1.41 | -0.75 | -0.45 | -0.96 |
| Standard Deviation(%) | NA | 32.26 | 37.04 | 35.98 | NA | NA | NA | … | … | 29.29 | 34.34 | 35.96 | 42.13 | 38.76 | 22.20 | 86.71 | 38.47 | 65.24 | 23.96 | 21.16 |
| Draw Down(%) | NA | 16.71 | 27.93 | 46.98 | NA | NA | NA | … | … | 12.18 | 12.14 | 10.84 | 30.80 | 34.03 | 31.27 | 69.44 | 17.34 | 59.14 | 25.52 | 8.98 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.09 | 0.73 | 0.55 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.39 | 4.62 | 0.00 |
Data as of 06/12/2026, Common starting date is 09/21/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHLRD (Wheeler Real Estate Investment Trust, Inc.) |
-26.89%
Mar 2017 – Mar 2020 |
-12.91%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHLRD (Wheeler Real Estate Investment Trust, Inc.) |
46.76%
Sep 2022 – Sep 2025 |
31.00%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart