WHLR vs. VNQ

In the year-to-date period, WHLR achieves a -99.16% return, which is significantly lower than VNQ's 1.30% return. Over the past 10 years, WHLR has underperformed VNQ with an annualized return of -63.03%, while VNQ has yielded a comparatively higher 5.35% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Wheeler Real Estate Investment Trust, Inc. (WHLR) and Vanguard Real Estate ETF (VNQ). 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.

The current WHLR Sharpe Ratio is -0.24, which is lower than the VNQ Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of WHLR and VNQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WHLR has not paid dividends to shareholders, while VNQ's dividend yield for the trailing twelve months is around 4.07%.

The maximum WHLR drawdown since its inception was -100.00%, which is greater than VNQ's maximum drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for WHLR and VNQ.

Wheeler Real Estate Investment Trust, Inc. (WHLR) has a higher volatility of 53.78% compared to Vanguard Real Estate ETF (VNQ) at 4.82%. This indicates that WHLR's price experiences larger fluctuations and is considered to be riskier than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.