Wheeler Real Estate Investment Trust, Inc. (WHLRP)

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Wheeler Real Estate Investment Trust, Inc. (WHLRP) is up 75.3% since the beginning of the year. At $9 per share, WHLRP is trading 4.2% below its 52-week high of $10. Investors who bought $1,000 worth of WHLRP shares 5 years ago would now be looking at an investment worth $782.

Wheeler Real Estate Investment Trust, Inc. (WHLRP) has returned 75.34% so far this year and 134.04% over the past 12 months. Over the last ten years, WHLRP has returned -3.21% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Sep 24, 2014, WHLRP's average daily return is +0.08%, while the average monthly return is +1.17%. At this rate, an investment would double in approximately 5.0 years.

Historically, 55% of months were positive and 45% were negative. The best month was Oct 2024 with a return of +50.4%, while the worst month was Dec 2018 at -53.1%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, WHLRP closed higher 43% of trading days. The best single day was Mar 19, 2020 with a return of +32.5%, while the worst single day was Dec 21, 2018 at -51.8%.

Wheeler Real Estate Investment Trust, Inc. has an annualized alpha of 13.12%, beta of 0.61, and R2 of 0.03 versus S&P 500 Index. Calculated based on daily prices since September 24, 2014.

• This stock participated in 138.34% of S&P 500 Index downside but only 74.94% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.61 may look defensive, but with R2 of 0.03 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 0.03 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.

WHLRP ranks 92 for risk / return — in the top 92% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Wheeler Real Estate Investment Trust, Inc. provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

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.

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 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 94.24%, occurring on Mar 6, 2024. The portfolio has not yet recovered.

The current Wheeler Real Estate Investment Trust, Inc. drawdown is 44.57%.

The chart below shows the rolling one-month volatility.

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