New England Realty Associates Limited Partnership (NEN)

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New England Realty Associates Limited Partnership (NEN) is down 8.9% since the beginning of the year. At $58 per share, NEN is trading 22.1% below its 52-week high of $74. Investors who bought $1,000 worth of NEN shares 5 years ago would now be looking at an investment worth $1,157.

New England Realty Associates Limited Partnership (NEN) has returned -8.85% so far this year and -20.14% over the past 12 months. Over the last ten years, NEN has returned 3.34% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Aug 18, 1995, NEN's average daily return is +0.08%, while the average monthly return is +1.47%. At this rate, an investment would double in approximately 4.0 years.

Historically, 58% of months were positive and 42% were negative. The best month was Mar 2010 with a return of +29.1%, while the worst month was Mar 2020 at -19.2%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 9 months.

On a daily basis, NEN closed higher 31% of trading days. The best single day was Sep 14, 1998 with a return of +30.0%, while the worst single day was Jan 24, 2001 at -20.8%.

New England Realty Associates Limited Partnership has an annualized alpha of 21.46%, beta of 0.13, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since August 18, 1995.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (57.47%) than losses (1.22%) - typical of diversified or defensive assets.
• Beta of 0.13 may look defensive, but with R2 of 0.01 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 0.01 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.

NEN ranks 6 for risk / return — in the bottom 6% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

New England Realty Associates Limited Partnership provided a 2.76% dividend yield over the last twelve months, with an annual payout of $1.60 per share. The company has been increasing its dividends for 7 consecutive years.

The table displays the monthly dividend distributions for New England Realty Associates Limited Partnership. 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 New England Realty Associates Limited Partnership. 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 New England Realty Associates Limited Partnership was 44.17%, occurring on Mar 9, 2009. Recovery took 717 trading sessions.

The current New England Realty Associates Limited Partnership drawdown is 26.66%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of New England Realty Associates Limited Partnership 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 New England Realty Associates Limited Partnership is priced in the market compared to other companies in the Real Estate - Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.