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Acadia Realty Trust (AKR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0042391096
CUSIP004239109
SectorReal Estate
IndustryREIT—Retail

Highlights

Market Cap$1.90B
EPS$0.09
PE Ratio192.11
PEG Ratio22.04
Revenue (TTM)$341.18M
Gross Profit (TTM)$192.46M
EBITDA (TTM)$186.58M
Year Range$11.80 - $17.90
Target Price$18.80
Short %7.43%
Short Ratio3.20

Share Price Chart


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Compare to other instruments

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Acadia Realty Trust

Popular comparisons: AKR vs. REG, AKR vs. BTAL

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Acadia Realty Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


200.00%400.00%600.00%800.00%1,000.00%December2024FebruaryMarchAprilMay
341.69%
1,076.24%
AKR (Acadia Realty Trust)
Benchmark (^GSPC)

S&P 500

Returns By Period

Acadia Realty Trust had a return of 0.47% year-to-date (YTD) and 36.30% in the last 12 months. Over the past 10 years, Acadia Realty Trust had an annualized return of -1.04%, while the S&P 500 had an annualized return of 10.87%, indicating that Acadia Realty Trust did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date0.47%11.56%
1 month-1.00%7.13%
6 months16.87%17.26%
1 year36.30%26.92%
5 years (annualized)-6.48%13.56%
10 years (annualized)-1.04%10.87%

Monthly Returns

The table below presents the monthly returns of AKR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.41%-3.93%4.95%1.59%0.47%
20238.22%-6.18%-2.97%-3.15%-4.74%13.25%9.17%-5.22%-2.42%-0.21%5.59%13.55%24.36%
2022-9.34%8.34%1.89%-3.46%-6.02%-19.66%9.67%-7.01%-19.69%10.70%10.09%-5.48%-31.18%
20212.19%30.41%1.12%10.12%3.88%1.89%-2.55%-0.84%-3.11%4.75%-5.57%8.87%58.37%
2020-4.28%-7.98%-44.58%0.00%-5.33%10.66%-7.24%-5.81%-7.41%-11.14%52.20%-0.07%-44.09%
201920.92%-0.84%-3.30%3.56%-3.15%1.12%2.56%-2.57%5.52%-2.10%-3.93%-2.44%13.78%
2018-10.23%-1.95%3.31%-4.06%9.11%7.34%-1.06%5.32%-0.75%-0.68%2.98%-16.16%-9.40%
2017-2.57%0.60%-5.33%-3.26%-6.64%3.35%6.98%-3.53%0.66%-1.64%-0.43%-1.42%-13.13%
20162.87%-3.08%7.07%-4.07%0.59%5.55%6.02%-1.91%-1.23%-7.04%-1.87%0.13%2.02%
201512.99%-5.61%2.82%-11.41%0.39%-5.40%9.86%-7.60%2.56%9.38%1.98%0.33%7.47%
20142.50%3.93%0.61%2.84%1.70%2.62%0.50%2.09%-3.51%13.13%2.44%1.86%34.41%
20134.23%2.98%3.92%2.81%-9.21%-3.93%4.42%-9.50%6.67%8.06%-2.62%-3.53%2.34%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of AKR is 80, placing it in the top 20% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of AKR is 8080
AKR (Acadia Realty Trust)
The Sharpe Ratio Rank of AKR is 8484Sharpe Ratio Rank
The Sortino Ratio Rank of AKR is 8282Sortino Ratio Rank
The Omega Ratio Rank of AKR is 7777Omega Ratio Rank
The Calmar Ratio Rank of AKR is 7272Calmar Ratio Rank
The Martin Ratio Rank of AKR is 8585Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Acadia Realty Trust (AKR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AKR
Sharpe ratio
The chart of Sharpe ratio for AKR, currently valued at 1.48, compared to the broader market-2.00-1.000.001.002.003.004.001.48
Sortino ratio
The chart of Sortino ratio for AKR, currently valued at 2.22, compared to the broader market-4.00-2.000.002.004.006.002.22
Omega ratio
The chart of Omega ratio for AKR, currently valued at 1.26, compared to the broader market0.501.001.502.001.26
Calmar ratio
The chart of Calmar ratio for AKR, currently valued at 0.68, compared to the broader market0.002.004.006.000.68
Martin ratio
The chart of Martin ratio for AKR, currently valued at 6.54, compared to the broader market-10.000.0010.0020.0030.006.54
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.34, compared to the broader market-2.00-1.000.001.002.003.004.002.34
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.31, compared to the broader market-4.00-2.000.002.004.006.003.31
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.41, compared to the broader market0.501.001.502.001.41
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.90, compared to the broader market0.002.004.006.001.90
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.93, compared to the broader market-10.000.0010.0020.0030.008.93

Sharpe Ratio

The current Acadia Realty Trust Sharpe ratio is 1.48. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Acadia Realty Trust with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00December2024FebruaryMarchAprilMay
1.48
2.34
AKR (Acadia Realty Trust)
Benchmark (^GSPC)

Dividends

Dividend History

Acadia Realty Trust granted a 4.27% dividend yield in the last twelve months. The annual payout for that period amounted to $0.72 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.72$0.72$0.72$0.60$0.29$1.13$1.09$1.05$1.16$1.21$1.21$0.84

Dividend yield

4.27%4.24%5.02%2.75%2.04%4.36%4.59%3.84%3.54%3.65%3.77%3.39%

Monthly Dividends

The table displays the monthly dividend distributions for Acadia Realty Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.18$0.00$0.00$0.18
2023$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.72
2022$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.72
2021$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.60
2020$0.00$0.00$0.29$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.29
2019$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.29$1.13
2018$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.28$1.09
2017$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.27$1.05
2016$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.41$1.16
2015$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.50$1.21
2014$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.53$1.21
2013$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.23$0.84

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-39.72%
0
AKR (Acadia Realty Trust)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Acadia Realty Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Acadia Realty Trust was 71.02%, occurring on Oct 28, 2020. The portfolio has not yet recovered.

The current Acadia Realty Trust drawdown is 39.72%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-71.02%Aug 2, 20161069Oct 28, 2020
-66.4%Oct 8, 2007357Mar 9, 2009791Apr 26, 20121148
-62.88%Jun 3, 19931639Dec 9, 1999879Jul 1, 20032518
-21.71%Mar 19, 200441May 17, 200469Aug 25, 2004110
-21.7%Jun 4, 200744Aug 3, 200743Oct 4, 200787

Volatility

Volatility Chart

The current Acadia Realty Trust volatility is 5.45%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%December2024FebruaryMarchAprilMay
5.45%
3.10%
AKR (Acadia Realty Trust)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Acadia Realty Trust over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

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Income Statement


Income Statement
Balance Sheet
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Operating Expenses

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

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Other Non-Operating Income (Expenses)

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Extraordinary Items

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Minority Interest

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Other Items

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Values in undefined except per share items