Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHLRP (Wheeler Real Estate Investment Trust Inc Pref) | 63.78% | 117.95% | 94.72% | -6.77% | -3.76% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHLRP (Wheeler Real Estate Investment Trust Inc Pref) | 01/30/2015 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.97 | 117.95 | 94.72 | -6.77 | -3.76 | NA | NA | … | … | 63.78 | 54.43 | 195.47 | -14.47 | -77.41 | -48.23 | 18.29 | 41.26 | -60.56 | 9.12 | 5.99 | 30.15 |
| Sharpe Ratio | NA | 1.85 | 1.14 | -0.10 | -0.07 | NA | NA | … | … | 2.73 | 1.11 | 2.58 | -0.18 | -0.87 | -0.88 | 0.18 | 0.90 | -0.75 | 0.36 | 0.18 | 1.28 |
| Standard Deviation(%) | NA | 60.78 | 72.11 | 80.03 | 72.53 | NA | NA | … | … | 78.32 | 47.53 | 73.30 | 105.37 | 91.07 | 54.59 | 102.51 | 44.39 | 82.16 | 23.47 | 32.54 | 25.86 |
| Draw Down(%) | NA | 17.79 | 41.95 | 92.17 | 94.24 | NA | NA | … | … | 17.79 | 20.18 | 24.32 | 40.58 | 79.97 | 63.75 | 70.18 | 26.68 | 65.51 | 22.06 | 28.51 | 10.33 |
| Yield(%) | 0.00 | 0.00 | 10.42 | 0.60 | 2.92 | 3.02 | 2.26 | … | … | 0.00 | 0.00 | 34.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.17 | 10.00 | 9.75 | 11.45 |
Data as of 06/08/2026, Common starting date is 01/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHLRP (Wheeler Real Estate Investment Trust Inc Pref) |
-54.17%
Feb 2021 – Feb 2024 |
-40.11%
Dec 2017 – Dec 2022 |
-11.92%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHLRP (Wheeler Real Estate Investment Trust Inc Pref) |
94.89%
Apr 2023 – Apr 2026 |
-1.64%
Jun 2016 – Jun 2021 |
-4.20%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart