The total return over the past 12 months is +202.85% vs. +16.94% for the S&P 500. So far it's up +137.59% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +188.41% | +102.17% | +2.43% | (5.89%) | N/A | N/A |
| Total Return CAGR | +202.85% | +105.51% | +3.45% | (3.26%) | N/A | N/A |
| Revenue CAGR | (6.66%) | (0.15%) | +9.73% | +10.10% | +30.40% | N/A |
| Net Income CAGR | +221.27% | N/A | N/A | N/A | N/A | N/A |
| EPS CAGR | (100.00%) | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | (7.14%) | +21.39% | (13.97%) | (2.14%) | +17.19% | N/A |
| Operating Cash Flow CAGR | (22.62%) | +4.77% | +2.61% | +7.15% | +29.86% | N/A |
| Dividends CAGR | (25.01%) | (9.17%) | N/A | N/A | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Wheeler Real Estate Investment Trust, Inc. (WHLRP)
| Year | Start price | End price | WHLRP Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $5.19 | $11.74 | +137.59% | +14.51% | +123.08% |
| 2025 | $3.05 | $5.19 | +70.16% | +17.72% | +52.44% |
| 2024 | $1.30 | $3.05 | +134.62% | +24.89% | +109.73% |
| 2023 | $1.52 | $1.30 | (14.47%) | +26.19% | (40.66%) |
| 2022 | $6.73 | $1.52 | (77.41%) | (18.17%) | (59.24%) |
| 2021 | $13.00 | $6.73 | (48.23%) | +28.74% | (76.97%) |
| 2020 | $10.99 | $13.00 | +18.29% | +18.37% | (0.08%) |
| 2019 | $7.78 | $10.99 | +41.26% | +31.22% | +10.04% |
| 2018 | $21.89 | $7.78 | (60.61%) | (4.56%) | (56.05%) |
| 2017 | $22.15 | $21.89 | +9.11% | +21.70% | (12.59%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
