Wheeler Real Estate Investment Trust, Inc. (WHLRD)
Company Info
| ISIN | US9630256066 |
|---|---|
| CUSIP | 963025606 |
| Sector | Real Estate |
| Industry | REIT—Retail |
Highlights
| Market Cap | $14.57M |
|---|---|
| EPS | -$1.87 |
| Revenue (TTM) | $102.00M |
| Gross Profit (TTM) | $50.78M |
| EBITDA (TTM) | $50.86M |
| Year Range | $9.50 - $16.20 |
| Target Price | $16.33 |
| Short % | 0.70% |
| Short Ratio | 7.29 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Wheeler Real Estate Investment Trust, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Wheeler Real Estate Investment Trust, Inc. had a return of 22.79% year-to-date (YTD) and 37.81% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 22.79% | 5.21% |
| 1 month | 5.88% | -4.30% |
| 6 months | 13.48% | 18.42% |
| 1 year | 37.81% | 21.82% |
| 5 years (annualized) | 2.09% | 11.27% |
| 10 years (annualized) | N/A | 10.33% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 5.99% | -0.80% | 10.30% | 2.57% | ||||||||
| 2023 | 35.71% | 4.07% | -12.14% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WHLRD is 74, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Wheeler Real Estate Investment Trust, Inc.(WHLRD)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Wheeler Real Estate Investment Trust, Inc. (WHLRD) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Wheeler Real Estate Investment Trust, Inc. granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.64 | $2.19 | $0.61 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 17.04% | 10.88% | 2.59% |
Monthly Dividends
The table displays the monthly dividend distributions for Wheeler Real Estate Investment Trust, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 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 |
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 |
| 2016 | $0.06 | $0.00 | $0.00 | $0.55 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Wheeler Real Estate Investment Trust, 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 Wheeler Real Estate Investment Trust, Inc. was 78.52%, occurring on Mar 18, 2020. The portfolio has not yet recovered.
The current Wheeler Real Estate Investment Trust, Inc. drawdown is 27.80%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -78.52% | Apr 4, 2017 | 669 | Mar 18, 2020 | — | — | — |
| -8.98% | Oct 6, 2016 | 21 | Nov 28, 2016 | 40 | Feb 1, 2017 | 61 |
| -1.18% | Feb 27, 2017 | 6 | Mar 6, 2017 | 12 | Mar 24, 2017 | 18 |
| -0.86% | Feb 9, 2017 | 1 | Feb 9, 2017 | 2 | Feb 13, 2017 | 3 |
| -0.32% | Sep 26, 2016 | 1 | Sep 26, 2016 | 1 | Sep 27, 2016 | 2 |
Volatility
Volatility Chart
The current Wheeler Real Estate Investment Trust, Inc. volatility is 7.92%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |