Chicago Atlantic Real Estate Finance, Inc. (REFI)

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The chart shows the growth of an initial investment of $10,000 in Chicago Atlantic Real Estate Finance, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Chicago Atlantic Real Estate Finance, Inc. (REFI) has returned -3.79% so far this year and -10.69% over the past 12 months.

Based on dividend-adjusted daily data since Dec 8, 2021, REFI's average daily return is +0.03%, while the average monthly return is +0.53%. At this rate, your investment would double in approximately 10.9 years.

Historically, 48% of months were positive and 52% were negative. The best month was Jan 2022 with a return of +14.1%, while the worst month was Mar 2022 at -10.4%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 3 months.

On a daily basis, REFI closed higher 50% of trading days. The best single day was May 23, 2022 with a return of +8.5%, while the worst single day was Aug 22, 2022 at -8.9%.

Chicago Atlantic Real Estate Finance, Inc. has an annualized alpha of 4.11%, beta of 0.41, and R² of 0.09 versus S&P 500 Index. Calculated based on daily prices since December 09, 2021.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (21.95%) than losses (12.85%) — typical of diversified or defensive assets.
• Beta of 0.41 may look defensive, but with R² of 0.09 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 0.09 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.

REFI ranks 16 for risk / return — in the bottom 16% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Chicago Atlantic Real Estate Finance, Inc. (REFI) and compare them to a chosen benchmark (S&P 500 Index).

Chicago Atlantic Real Estate Finance, Inc. provided a 16.61% dividend yield over the last twelve months, with an annual payout of $1.88 per share.

The table displays the monthly dividend distributions for Chicago Atlantic Real Estate Finance, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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 Chicago Atlantic Real Estate Finance, Inc.. 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 Chicago Atlantic Real Estate Finance, Inc. was 26.55%, occurring on Mar 15, 2023. Recovery took 192 trading sessions.

The current Chicago Atlantic Real Estate Finance, Inc. drawdown is 16.59%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Chicago Atlantic Real Estate Finance, Inc. 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 Chicago Atlantic Real Estate Finance, Inc. is priced in the market compared to other companies in the REIT - Mortgage industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.