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Sotherly Hotels Inc. (SOHOO)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US83600C4006
CUSIP
83600C400
IPO Date
Oct 5, 2017

Highlights

Market Cap
$262.28M
Enterprise Value
$300.90M
EPS (TTM)
-$0.02
Total Revenue (TTM)
$179.07M
Gross Profit (TTM)
$37.48M
EBITDA (TTM)
$41.60M
Year Range
$9.71 - $19.12
ROA (TTM)
-0.08%
ROE (TTM)
-0.84%

Share Price Chart


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Sotherly Hotels Inc.

Performance

Performance Chart

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


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S&P 500 Index

Returns By Period

Sotherly Hotels Inc. (SOHOO) has returned -25.79% so far this year and -18.73% over the past 12 months.


Sotherly Hotels Inc.

1D
0.55%
1M
-32.37%
YTD
-25.79%
6M
14.68%
1Y
-18.73%
3Y*
-10.86%
5Y*
-0.81%
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Oct 5, 2017, SOHOO's average daily return is +0.07%, while the average monthly return is +1.21%. At this rate, your investment would double in approximately 4.8 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2020 with a return of +88.2%, while the worst month was Mar 2020 at -72.2%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SOHOO closed higher 40% of trading days. The best single day was Oct 27, 2025 with a return of +60.9%, while the worst single day was Mar 18, 2020 at -57.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20267.50%2.07%-32.37%-25.79%
2025-0.21%2.97%-1.47%-3.32%1.29%0.25%0.00%-30.25%3.49%50.52%4.03%-1.31%10.88%
2024-7.90%2.66%-2.45%1.59%3.57%-4.65%1.63%-0.39%-1.25%-2.51%1.49%-1.06%-9.46%
202324.39%-0.07%-3.76%1.71%-0.85%4.45%-1.44%1.53%-4.09%0.66%-5.38%-1.27%13.72%
202213.37%2.52%-3.15%6.98%-7.32%-1.96%15.56%8.17%-5.82%1.46%4.60%-8.85%24.62%
202121.67%29.33%0.72%-3.90%1.71%10.34%-7.33%-7.14%-6.21%-9.21%0.77%13.45%43.17%

Benchmark Metrics

Sotherly Hotels Inc. has an annualized alpha of 6.03%, beta of 0.96, and R² of 0.09 versus S&P 500 Index. Calculated based on daily prices since October 06, 2017.

  • This stock participated in 114.07% of S&P 500 Index downside but only 63.68% of its upside — more exposed to losses than it benefited from rallies.
  • 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.

Alpha
6.03%
Beta
0.96
0.09
Upside Capture
63.68%
Downside Capture
114.07%

Return for Risk

Risk / Return Rank

SOHOO ranks 26 for risk / return — below 26% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


SOHOO Risk / Return Rank: 2626
Overall Rank
SOHOO Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
SOHOO Sortino Ratio Rank: 2929
Sortino Ratio Rank
SOHOO Omega Ratio Rank: 2929
Omega Ratio Rank
SOHOO Calmar Ratio Rank: 2525
Calmar Ratio Rank
SOHOO Martin Ratio Rank: 1919
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Sotherly Hotels Inc. (SOHOO) and compare them to a chosen benchmark (S&P 500 Index).


SOHOOBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.26

0.90

-1.15

Sortino ratio

Return per unit of downside risk

0.03

1.39

-1.36

Omega ratio

Gain probability vs. loss probability

1.01

1.21

-0.21

Calmar ratio

Return relative to maximum drawdown

-0.48

1.40

-1.88

Martin ratio

Return relative to average drawdown

-1.17

6.61

-7.77

Explore SOHOO risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Sotherly Hotels Inc. provided a 7.65% dividend yield over the last twelve months, with an annual payout of $0.98 per share.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%$0.00$0.50$1.00$1.50$2.00$2.50201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
Dividend$0.98$1.48$1.97$2.46$0.00$0.00$0.49$1.97$1.97$0.43

Dividend yield

7.65%8.52%11.52%11.72%0.00%0.00%4.28%7.66%8.99%1.70%

Monthly Dividends

The table displays the monthly dividend distributions for Sotherly Hotels Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00
2025$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.00$0.00$0.49$0.00$0.00$1.48
2024$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.49$0.00$1.97
2023$0.00$0.49$0.00$0.00$0.49$0.49$0.00$0.49$0.00$0.00$0.49$0.00$2.46
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

Drawdowns

Drawdowns Chart

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Sotherly Hotels 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 Sotherly Hotels Inc. was 88.87%, occurring on Mar 18, 2020. Recovery took 719 trading sessions.

The current Sotherly Hotels Inc. drawdown is 34.53%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-88.87%Feb 6, 202029Mar 18, 2020719Jan 25, 2023748
-48.84%Aug 31, 2023508Sep 10, 2025
-16.73%Oct 30, 201837Dec 21, 201842Feb 25, 201979
-5.44%Mar 2, 202356May 19, 202312Jun 7, 202368
-4.4%Jan 23, 201813Feb 8, 201863May 10, 201876

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

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


Annual
Quarterly

0.0

Valuation

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


PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for SOHOO relative to other companies in the REIT - Hotel & Motel industry. Currently, SOHOO has a P/S ratio of 1.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for SOHOO in comparison with other companies in the REIT - Hotel & Motel industry. Currently, SOHOO has a P/B value of 7.1. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items