W. P. Carey Inc. (WPC)
Company Info
Highlights
$12.38B
$2.53
22.37
$1.56B
$834.17M
$1.37B
$51.53 - $64.40
$61.18
2.06%
3.14
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in W. P. Carey 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
W. P. Carey Inc. had a return of -8.20% year-to-date (YTD) and 3.25% in the last 12 months. Over the past 10 years, W. P. Carey Inc. had an annualized return of 4.69%, while the S&P 500 had an annualized return of 11.16%, indicating that W. P. Carey Inc. did not perform as well as the benchmark.
WPC
-8.20%
-3.73%
2.16%
3.25%
-1.27%
4.69%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of WPC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.40% | -9.09% | 1.78% | -2.83% | 2.84% | -0.84% | 5.01% | 3.82% | 5.27% | -10.56% | -8.20% | ||
| 2023 | 9.44% | -5.11% | -3.25% | -4.20% | -6.52% | -1.04% | -0.04% | -3.67% | -15.20% | -0.80% | 18.50% | 5.51% | -9.82% |
| 2022 | -5.42% | -0.26% | 5.78% | -0.09% | 4.17% | -0.30% | 7.77% | -5.90% | -15.71% | 9.31% | 3.28% | 0.54% | 0.47% |
| 2021 | -5.92% | 3.22% | 4.77% | 5.84% | 0.75% | 0.26% | 8.13% | -3.18% | -5.16% | 5.57% | -0.99% | 8.85% | 22.88% |
| 2020 | 5.10% | -7.98% | -23.66% | 13.26% | -8.92% | 14.72% | 5.50% | -2.80% | -4.57% | -3.91% | 10.54% | 3.52% | -5.99% |
| 2019 | 14.62% | -1.36% | 7.45% | 1.26% | 4.65% | -0.94% | 6.60% | 3.77% | 0.81% | 2.86% | -9.39% | -2.78% | 28.84% |
| 2018 | -5.94% | -7.55% | 5.18% | 3.00% | 5.26% | 0.26% | -1.46% | 1.84% | -1.84% | 2.64% | 2.64% | -2.04% | 1.08% |
| 2017 | 4.82% | 1.86% | 0.23% | 0.61% | 4.20% | 2.72% | 3.79% | 0.50% | -0.66% | 1.13% | 4.45% | -1.78% | 23.88% |
| 2016 | -1.27% | -2.68% | 11.55% | -1.85% | 4.94% | 9.87% | 4.65% | -8.26% | -1.73% | -5.87% | -4.31% | 3.40% | 6.57% |
| 2015 | 2.44% | -4.50% | 0.55% | -6.65% | 0.33% | -5.95% | 3.82% | -6.08% | 2.25% | 9.62% | -2.37% | -3.10% | -10.41% |
| 2014 | -3.70% | 7.52% | -4.01% | 2.35% | 3.51% | 2.61% | 2.07% | 3.88% | -5.22% | 6.19% | 0.62% | 4.24% | 20.93% |
| 2013 | 7.63% | 6.16% | 14.49% | 4.63% | -3.94% | -1.06% | 6.72% | -6.92% | -0.27% | 2.95% | -5.76% | -0.72% | 24.13% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WPC is 44, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for W. P. Carey Inc. (WPC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
W. P. Carey Inc. provided a 6.10% dividend yield over the last twelve months, with an annual payout of $3.47 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.47 | $4.00 | $4.15 | $4.12 | $4.09 | $4.05 | $4.01 | $3.93 | $3.85 | $3.75 | $3.61 | $3.43 |
Dividend yield | 6.10% | 6.17% | 5.43% | 5.13% | 5.91% | 5.17% | 6.26% | 5.82% | 6.65% | 6.49% | 5.26% | 5.71% |
Monthly Dividends
The table displays the monthly dividend distributions for W. P. Carey 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.87 | $0.00 | $0.00 | $0.87 | $0.00 | $0.00 | $0.88 | $0.00 | $0.00 | $2.61 | |
| 2023 | $0.00 | $0.00 | $1.05 | $0.00 | $0.00 | $1.05 | $0.00 | $0.00 | $1.05 | $0.00 | $0.00 | $0.86 | $4.00 |
| 2022 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $1.04 | $4.15 |
| 2021 | $0.00 | $0.00 | $1.03 | $0.00 | $0.00 | $1.03 | $0.00 | $0.00 | $1.03 | $0.00 | $0.00 | $1.03 | $4.12 |
| 2020 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $1.02 | $4.09 |
| 2019 | $0.00 | $0.00 | $1.01 | $0.00 | $0.00 | $1.01 | $0.00 | $0.00 | $1.01 | $0.00 | $0.00 | $1.02 | $4.05 |
| 2018 | $0.00 | $0.00 | $0.99 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $1.01 | $4.01 |
| 2017 | $0.00 | $0.00 | $0.97 | $0.00 | $0.00 | $0.98 | $0.00 | $0.00 | $0.98 | $0.00 | $0.00 | $0.99 | $3.93 |
| 2016 | $0.00 | $0.00 | $0.95 | $0.00 | $0.00 | $0.96 | $0.00 | $0.00 | $0.96 | $0.00 | $0.00 | $0.97 | $3.85 |
| 2015 | $0.00 | $0.00 | $0.93 | $0.00 | $0.00 | $0.93 | $0.00 | $0.00 | $0.94 | $0.00 | $0.00 | $0.95 | $3.75 |
| 2014 | $0.00 | $0.00 | $0.88 | $0.00 | $0.00 | $0.88 | $0.00 | $0.00 | $0.92 | $0.00 | $0.00 | $0.93 | $3.61 |
| 2013 | $0.80 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $0.84 | $0.00 | $0.00 | $0.96 | $3.43 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the W. P. Carey 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 W. P. Carey Inc. was 52.45%, occurring on Mar 23, 2020. Recovery took 447 trading sessions.
The current W. P. Carey Inc. drawdown is 25.47%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.45% | Oct 21, 2019 | 106 | Mar 23, 2020 | 447 | Dec 29, 2021 | 553 |
| -48.79% | Dec 11, 2007 | 308 | Mar 3, 2009 | 271 | Mar 30, 2010 | 579 |
| -36.81% | Aug 1, 2022 | 297 | Oct 4, 2023 | — | — | — |
| -29.41% | Feb 22, 2005 | 201 | Dec 6, 2005 | 276 | Jan 12, 2007 | 477 |
| -24.96% | Jan 27, 2015 | 264 | Feb 11, 2016 | 90 | Jun 21, 2016 | 354 |
Volatility
Volatility Chart
The current W. P. Carey Inc. volatility is 4.95%, 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
Valuation
The Valuation section provides an assessment of the market value of W. P. Carey Inc. compared to its peers in the REIT - Diversified industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for WPC in comparison to other companies of the REIT - Diversified industry. Currently, WPC has a PE value of 22.4. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for WPC in comparison to other companies of the REIT - Diversified industry. Currently, WPC has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for W. P. Carey Inc..
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Income Statement
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EBIT | — |
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