W. P. Carey Inc. (WPC)

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W. P. Carey Inc. (WPC) is up 12.5% since the beginning of the year. At $71 per share, WPC is trading 7.2% below its 52-week high of $77. Investors who bought $1,000 worth of WPC shares 5 years ago would now be looking at an investment worth $1,293.

W. P. Carey Inc. (WPC) has returned 12.53% so far this year and 19.14% over the past 12 months. Over the last ten years, WPC has returned 7.06% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Jan 21, 1998, WPC's average daily return is +0.06%, while the average monthly return is +1.10%. At this rate, an investment would double in approximately 5.3 years.

Historically, 58% of months were positive and 42% were negative. The best month was May 2009 with a return of +22.5%, while the worst month was Mar 2020 at -23.7%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 9 months.

On a daily basis, WPC closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +20.6%, while the worst single day was Mar 16, 2020 at -17.8%.

W. P. Carey Inc. has an annualized alpha of 9.48%, beta of 0.57, and R2 of 0.19 versus S&P 500 Index. Calculated based on daily prices since January 21, 1998.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (75.41%) than losses (54.13%) - typical of diversified or defensive assets.
• Beta of 0.57 may look defensive, but with R2 of 0.19 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 0.19 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.

WPC ranks 73 for risk / return — better than 73% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

W. P. Carey Inc. provided a 5.12% dividend yield over the last twelve months, with an annual payout of $3.66 per share.

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.

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 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 6.88%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of W. P. Carey 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 W. P. Carey Inc. is priced in the market compared to other companies in the REIT - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.