Power REIT (PW)

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Power REIT (PW) is up 9.9% since the beginning of the year. At $10 per share, PW is trading 50.9% below its 52-week high of $20. Investors who bought $1,000 worth of PW shares 5 years ago would now be looking at an investment worth $24.

Power REIT (PW) has returned 9.91% so far this year and -12.55% over the past 12 months. Over the last ten years, PW has returned -16.88% per year, falling short of the S&P 500 Index benchmark, which averaged 13.71% annually.

Based on dividend-adjusted daily data since Mar 17, 1980, PW's average daily return is +0.05%, while the average monthly return is +0.62%. At this rate, an investment would double in approximately 9.3 years.

Historically, 50% of months were positive and 50% were negative. The best month was May 2020 with a return of +69.7%, while the worst month was Jun 2022 at -44.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 11 months.

On a daily basis, PW closed higher 36% of trading days. The best single day was Oct 3, 2024 with a return of +99.7%, while the worst single day was Oct 3, 2023 at -35.2%.

Power REIT has an annualized alpha of 10.98%, beta of 0.23, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since March 17, 1980.

• This stock participated in 44.59% of S&P 500 Index downside but only 22.48% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.23 may look defensive, but with R2 of 0.01 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.01 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

PW ranks 40 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Power REIT. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Power REIT was 99.48%, occurring on Apr 29, 2024. The portfolio has not yet recovered.

The current Power REIT drawdown is 98.80%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Power REIT over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Power REIT is priced in the market compared to other companies in the REIT - Specialty industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.