STRW vs. WPC
Compare and contrast key facts about Strawberry Fields REIT LLC (STRW) and W. P. Carey Inc. (WPC).
Performance
STRW vs. WPC - Performance Comparison
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STRW vs. WPC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
STRW Strawberry Fields REIT LLC | -8.01% | 30.50% | 43.87% | 1.22% | -16.54% |
WPC W. P. Carey Inc. | 7.06% | 24.99% | -10.59% | -7.93% | -0.29% |
Fundamentals
STRW:
$157.78M
WPC:
$15.03B
STRW:
$0.59
WPC:
$2.11
STRW:
20.27
WPC:
32.21
STRW:
0.18
WPC:
17.22
STRW:
0.99
WPC:
7.73
STRW:
13.03
WPC:
1.85
STRW:
$155.00M
WPC:
$1.94B
STRW:
$104.13M
WPC:
$1.47B
STRW:
$130.31M
WPC:
$1.39B
Returns By Period
In the year-to-date period, STRW achieves a -8.01% return, which is significantly lower than WPC's 7.06% return.
STRW
- 1D
- -0.75%
- 1M
- -5.86%
- YTD
- -8.01%
- 6M
- -0.88%
- 1Y
- 5.05%
- 3Y*
- 27.17%
- 5Y*
- —
- 10Y*
- —
WPC
- 1D
- 1.46%
- 1M
- -7.70%
- YTD
- 7.06%
- 6M
- 3.43%
- 1Y
- 13.87%
- 3Y*
- 3.12%
- 5Y*
- 5.50%
- 10Y*
- 7.68%
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Return for Risk
STRW vs. WPC — Risk / Return Rank
STRW
WPC
STRW vs. WPC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strawberry Fields REIT LLC (STRW) and W. P. Carey Inc. (WPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| STRW | WPC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.13 | 0.75 | -0.63 |
Sortino ratioReturn per unit of downside risk | 0.48 | 1.15 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.14 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.24 | 1.47 | -1.23 |
Martin ratioReturn relative to average drawdown | 0.51 | 4.60 | -4.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| STRW | WPC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | 0.75 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.27 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.30 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.45 | -0.20 |
Correlation
The correlation between STRW and WPC is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
STRW vs. WPC - Dividend Comparison
STRW's dividend yield for the trailing twelve months is around 5.21%, less than WPC's 5.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STRW Strawberry Fields REIT LLC | 5.21% | 4.58% | 4.93% | 7.26% | 1.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WPC W. P. Carey Inc. | 5.39% | 5.62% | 6.41% | 7.93% | 5.43% | 5.12% | 5.91% | 5.17% | 6.26% | 7.26% | 6.65% | 6.48% |
Drawdowns
STRW vs. WPC - Drawdown Comparison
The maximum STRW drawdown since its inception was -55.26%, which is greater than WPC's maximum drawdown of -52.45%. Use the drawdown chart below to compare losses from any high point for STRW and WPC.
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Drawdown Indicators
| STRW | WPC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.26% | -52.45% | -2.81% |
Max Drawdown (1Y)Largest decline over 1 year | -17.97% | -10.96% | -7.01% |
Max Drawdown (5Y)Largest decline over 5 years | — | -36.81% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -52.45% | — |
Current DrawdownCurrent decline from peak | -11.91% | -7.70% | -4.21% |
Average DrawdownAverage peak-to-trough decline | -22.83% | -10.33% | -12.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.48% | 3.53% | +4.95% |
Volatility
STRW vs. WPC - Volatility Comparison
Strawberry Fields REIT LLC (STRW) has a higher volatility of 7.55% compared to W. P. Carey Inc. (WPC) at 4.32%. This indicates that STRW's price experiences larger fluctuations and is considered to be riskier than WPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STRW | WPC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.55% | 4.32% | +3.23% |
Volatility (6M)Calculated over the trailing 6-month period | 22.49% | 11.85% | +10.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.36% | 18.57% | +20.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.67% | 20.71% | +25.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.67% | 25.81% | +20.86% |
Financials
STRW vs. WPC - Financials Comparison
This section allows you to compare key financial metrics between Strawberry Fields REIT LLC and W. P. Carey Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
STRW vs. WPC - Profitability Comparison
STRW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Strawberry Fields REIT LLC reported a gross profit of 12.21M and revenue of 40.10M. Therefore, the gross margin over that period was 30.5%.
WPC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, W. P. Carey Inc. reported a gross profit of 254.12M and revenue of 444.55M. Therefore, the gross margin over that period was 57.2%.
STRW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Strawberry Fields REIT LLC reported an operating income of 20.99M and revenue of 40.10M, resulting in an operating margin of 52.4%.
WPC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, W. P. Carey Inc. reported an operating income of 2.52M and revenue of 444.55M, resulting in an operating margin of 0.6%.
STRW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Strawberry Fields REIT LLC reported a net income of 2.02M and revenue of 40.10M, resulting in a net margin of 5.0%.
WPC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, W. P. Carey Inc. reported a net income of 148.32M and revenue of 444.55M, resulting in a net margin of 33.4%.