Federal Realty Investment Trust (FRT)

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Federal Realty Investment Trust (FRT) is up 23.4% since the beginning of the year. At $122 per share, FRT is trading 3.7% below its 52-week high of $126. Investors who bought $1,000 worth of FRT shares 5 years ago would now be looking at an investment worth $1,252.

Federal Realty Investment Trust (FRT) has returned 23.44% so far this year and 33.33% over the past 12 months. Over the last ten years, FRT has returned 1.23% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since May 3, 1973, FRT's average daily return is +0.06%, while the average monthly return is +1.07%. At this rate, an investment would double in approximately 5.4 years.

Historically, 57% of months were positive and 43% were negative. The best month was Nov 2020 with a return of +26.8%, while the worst month was Mar 2020 at -35.2%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FRT closed higher 44% of trading days. The best single day was Nov 9, 2020 with a return of +32.9%, while the worst single day was Dec 1, 2008 at -22.4%.

Federal Realty Investment Trust has an annualized alpha of 7.54%, beta of 0.68, and R2 of 0.19 versus S&P 500 Index. Calculated based on daily prices since May 03, 1973.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (75.21%) than losses (60.71%) - typical of diversified or defensive assets.
• Beta of 0.68 may look defensive, but with R2 of 0.19 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.19 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

FRT ranks 88 for risk / return — in the top 88% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Federal Realty Investment Trust provided a 3.69% dividend yield over the last twelve months, with an annual payout of $4.49 per share.

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

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Federal Realty Investment 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 Federal Realty Investment Trust was 57.42%, occurring on Mar 2, 2009. Recovery took 503 trading sessions.

The current Federal Realty Investment Trust drawdown is 3.27%.

The chart below shows the rolling one-month volatility.

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

The Valuation section provides an overview of how Federal Realty Investment Trust is priced in the market compared to other companies in the REIT - Retail industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.