Strawberry Fields REIT, Inc. (STRW) Stock Total Returns

Growth of $10,000 chart

2023-02-22 to 2026-04-14
to
$
%
%
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Investment Performance

Final Value
$17,496
Total Return
74.96%
CAGR
19.50%
Dividends
$2,131.79
Yield on Cost
21.32%

Rolling Returns

1-Month (21 Trading Days)
Average+2.16%
Median+1.83%
Best+24.87%
Worst-26.10%
% of Windows Positive61.5%
1-Year (252 Trading Days)
Average+35.21%
Median+32.28%
Best+120.22%
Worst-17.87%
% of Windows Positive90.5%
3-Year (756 Trading Days)

Risk Metrics

Maximum Drawdown -33.00%
Average Drawdown -10.49%
Drawdown Duration 285 Trading Days
Sortino Ratio 0.88
Calmar Ratio 0.59
CVaR (5%) -6.32%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +2.47% (+8.96% ann.) +$247.24 $122.13 $24.43 $0.19
2025 +29.28% +$2927.89 $577.98 $115.59 $0.92
2024 +42.38% +$4237.59 $685.31 $137.06 $1.10
2023 partial -7.24% (-8.47% ann.) $723.91 $524.22 $104.84 $0.84

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Disinflation rebound / AI-led narrow bull / higher-for-longer partial February 22, 2023 – September 17, 2024 +41.91% +24.99% +$4190.59 $986.41 $197.28 $1.58
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +30.35% +18.41% +$3035.06 $853.35 $170.67 $1.36

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2023-03-17 $0.1100 1.57%
2023-06-15 $0.1100 1.47%
2023-09-14 $0.1100 1.81%
2023-12-14 $0.1200 1.54%
2024-03-20 $0.1200 1.52%
2024-06-17 $0.1300 1.19%
2024-09-16 $0.1300 1.08%
2024-12-16 $0.1400 1.35%
2025-03-17 $0.1400 1.11%
2025-06-16 $0.1400 1.32%
2025-09-16 $0.1600 1.25%
2025-12-16 $0.1600 1.16%
2026-03-17 $0.1600 1.25%
Total 13 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2023-02-22 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2023-03-17 $125.71 $25.14 $0.20 14.3386
2023-06-15 $127.29 $25.46 $0.20 13.4076
2023-09-14 $128.77 $25.75 $0.21 16.4755
2023-12-14 $142.45 $28.49 $0.23 15.2660
2024-03-20 $144.28 $28.86 $0.23 14.6000
2024-06-17 $158.20 $31.64 $0.25 11.5562
2024-09-16 $159.71 $31.94 $0.26 10.8518
2024-12-16 $173.51 $34.70 $0.28 13.6752
2025-03-17 $175.42 $35.08 $0.28 11.2136
2025-06-16 $176.99 $35.40 $0.28 13.3313
2025-09-16 $204.41 $40.88 $0.33 13.1615
2025-12-16 $206.52 $41.30 $0.33 12.6058
2026-03-17 $208.53 $41.71 $0.33 13.1304
Total $2131.79 $426.35 $3.41 173.6136

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

SI

CAGR -0.38% Total -0.27% Final $9,973
2025-07-31 — 2026-04-14
BRKR

CAGR 2.29% Total 78.92% Final $17,892
2000-08-04 — 2026-04-14
IRT

CAGR 9.95% Total 232.39% Final $33,239
2013-08-13 — 2026-04-14