The total return over the past 12 months is +1.57% vs. +16.94% for the S&P 500. So far it's up -4.70% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +1.57% | +51.62% | +16.56% | +3.58% | N/A | N/A |
| Total Return CAGR | +1.57% | +51.62% | +16.56% | +5.77% | N/A | N/A |
| Revenue CAGR | (6.66%) | (0.15%) | +9.77% | +14.19% | +30.40% | N/A |
| Net Income CAGR | +221.27% | N/A | N/A | N/A | N/A | N/A |
| EPS CAGR | N/A | N/A | (59.23%) | N/A | N/A | N/A |
| Free Cash Flow CAGR | (38.73%) | +21.39% | (13.97%) | N/A | +17.19% | N/A |
| Operating Cash Flow CAGR | (22.62%) | +4.77% | +2.61% | N/A | +29.86% | N/A |
| Dividends CAGR | N/A | N/A | 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. (WHLRD)
| Year | Start price | End price | WHLRD Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $38.05 | $36.26 | (4.70%) | +14.51% | (19.21%) |
| 2025 | $27.14 | $38.05 | +40.20% | +17.72% | +22.48% |
| 2024 | $13.03 | $27.14 | +108.29% | +24.89% | +83.40% |
| 2023 | $12.84 | $13.03 | +1.48% | +26.19% | (24.71%) |
| 2022 | $15.21 | $12.84 | (15.55%) | (18.17%) | +2.62% |
| 2021 | $18.00 | $15.21 | (15.53%) | +28.74% | (44.27%) |
| 2020 | $14.98 | $18.00 | +20.12% | +18.37% | +1.75% |
| 2019 | $9.63 | $14.98 | +55.59% | +31.22% | +24.37% |
| 2018 | $20.10 | $9.63 | (47.50%) | (4.56%) | (42.94%) |
| 2017 | $23.50 | $20.10 | (5.96%) | +21.70% | (27.66%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
