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New England Realty Associates Limited Partnership ...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US6442061049

CUSIP

644206104

IPO Date

Aug 18, 1995

Highlights

Market Cap

$270.91M

EPS (TTM)

$4.42

PE Ratio

17.41

Total Revenue (TTM)

$60.45M

Gross Profit (TTM)

$42.06M

EBITDA (TTM)

$35.07M

Year Range

$64.28 - $82.00

Short %

0.07%

Short Ratio

1.18

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

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


0.00%5,000.00%10,000.00%15,000.00%NovemberDecember2025FebruaryMarchApril
14,299.33%
888.04%
NEN (New England Realty Associates Limited Partnership)
Benchmark (^GSPC)

Returns By Period

New England Realty Associates Limited Partnership had a return of -3.26% year-to-date (YTD) and 16.69% in the last 12 months. Over the past 10 years, New England Realty Associates Limited Partnership had an annualized return of 9.60%, while the S&P 500 had an annualized return of 10.27%, indicating that New England Realty Associates Limited Partnership did not perform as well as the benchmark.


NEN

YTD

-3.26%

1M

-4.56%

6M

-1.94%

1Y

16.69%

5Y*

18.19%

10Y*

9.60%

^GSPC (Benchmark)

YTD

-6.06%

1M

-1.00%

6M

-4.87%

1Y

8.34%

5Y*

14.11%

10Y*

10.27%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-1.00%-3.44%7.23%-5.62%-3.26%
2024-1.35%1.80%3.29%-3.16%2.69%0.33%-0.13%12.63%2.07%1.22%-0.04%0.78%21.18%
20235.63%0.17%-3.13%0.34%-3.23%5.68%-1.33%-1.79%-4.54%-0.18%1.49%3.09%1.61%
202218.05%2.51%-1.97%0.03%-6.39%3.09%3.90%0.00%-3.36%-0.71%0.65%-7.32%6.48%
2021-0.81%4.93%6.64%3.88%6.17%-1.21%1.85%1.28%-0.98%-0.76%3.77%9.11%38.80%
20200.81%-6.40%-19.21%-7.40%15.24%6.40%2.83%-8.26%-1.35%-2.12%4.36%0.85%-17.02%
20196.36%-0.01%10.11%-7.97%0.00%-1.15%3.39%-3.93%1.56%1.79%2.90%0.52%13.14%
2018-1.16%-2.07%-0.84%-0.86%-4.74%1.66%-0.00%-2.84%3.78%-7.30%-5.34%-4.70%-22.29%
20172.64%3.99%6.65%-2.47%3.90%2.70%-2.10%1.29%-1.55%3.24%1.46%2.49%24.16%
2016-0.71%0.22%7.27%0.61%4.68%0.43%9.66%-1.86%-0.58%-0.49%2.14%0.76%23.72%
2015-1.46%1.96%1.38%-1.42%1.54%1.63%-1.30%-5.35%2.32%7.26%-1.57%1.60%6.24%
20142.84%0.03%0.08%-1.30%8.91%0.98%-3.32%2.61%-2.49%-0.05%1.55%2.07%11.98%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 78, NEN is among the top 22% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of NEN is 7878
Overall Rank
The Sharpe Ratio Rank of NEN is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of NEN is 7070
Sortino Ratio Rank
The Omega Ratio Rank of NEN is 6969
Omega Ratio Rank
The Calmar Ratio Rank of NEN is 8787
Calmar Ratio Rank
The Martin Ratio Rank of NEN is 8989
Martin 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 New England Realty Associates Limited Partnership (NEN) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for NEN, currently valued at 0.58, compared to the broader market-2.00-1.000.001.002.003.00
NEN: 0.58
^GSPC: 0.46
The chart of Sortino ratio for NEN, currently valued at 1.14, compared to the broader market-6.00-4.00-2.000.002.004.00
NEN: 1.14
^GSPC: 0.77
The chart of Omega ratio for NEN, currently valued at 1.15, compared to the broader market0.501.001.502.00
NEN: 1.15
^GSPC: 1.11
The chart of Calmar ratio for NEN, currently valued at 1.20, compared to the broader market0.001.002.003.004.005.00
NEN: 1.20
^GSPC: 0.47
The chart of Martin ratio for NEN, currently valued at 5.78, compared to the broader market-5.000.005.0010.0015.0020.00
NEN: 5.78
^GSPC: 1.94

The current New England Realty Associates Limited Partnership Sharpe ratio is 0.58. 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 New England Realty Associates Limited Partnership 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 Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.58
0.46
NEN (New England Realty Associates Limited Partnership)
Benchmark (^GSPC)

Dividends

Dividend History

New England Realty Associates Limited Partnership provided a 5.72% dividend yield over the last twelve months, with an annual payout of $4.40 per share.


2.00%2.50%3.00%3.50%$0.00$0.50$1.00$1.50$2.00$2.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$4.40$1.60$2.48$1.28$1.60$1.28$1.28$1.20$2.14$1.80$1.00$1.00

Dividend yield

5.72%1.93%3.56%1.80%2.36%2.55%2.06%2.14%2.92%2.96%1.97%2.05%

Monthly Dividends

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$3.20$0.00$3.20
2024$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$1.60
2023$0.00$0.00$1.28$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$2.48
2022$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$1.28
2021$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.32$0.32$1.60
2020$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$1.28
2019$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$1.28
2018$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$1.20
2017$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$1.24$2.14
2016$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$1.05$1.80
2015$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$1.00
2014$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$1.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%
NEN: 5.7%
New England Realty Associates Limited Partnership has a dividend yield of 5.72%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%
NEN: 98.6%
New England Realty Associates Limited Partnership has a payout ratio of 98.62%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-5.62%
-10.07%
NEN (New England Realty Associates Limited Partnership)
Benchmark (^GSPC)

Worst Drawdowns

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 44.16%, occurring on Mar 9, 2009. Recovery took 454 trading sessions.

The current New England Realty Associates Limited Partnership drawdown is 5.62%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-44.16%Feb 20, 2007389Mar 9, 2009454Jan 10, 2012843
-41.89%Nov 9, 2017465Apr 3, 2020411Dec 20, 2021876
-29.1%Jun 10, 200228Jul 23, 2002133Mar 24, 2003161
-27.38%Oct 6, 20007Oct 24, 200039Jan 23, 200146
-27.21%Feb 15, 2005299Jun 29, 2006135Feb 15, 2007434

Volatility

Volatility Chart

The current New England Realty Associates Limited Partnership volatility is 9.27%, 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%12.00%14.00%NovemberDecember2025FebruaryMarchApril
9.27%
14.23%
NEN (New England Realty Associates Limited Partnership)
Benchmark (^GSPC)

Financials

Financial Performance

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.

Annual
Quarterly

0.0

Valuation

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.


PE Ratio
20.040.060.080.0100.0
NEN: 17.4
The chart displays the Price-to-Earnings (P/E) ratio for NEN, comparing it with other companies in the Real Estate - Services industry. Currently, NEN has a P/E ratio of 17.4. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
NEN: 0.0
The chart shows the Price/Earnings to Growth (PEG) ratio for NEN compared to other companies in the Real Estate - Services industry. NEN currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
2.04.06.08.010.0
NEN: 3.3
This chart shows the Price-to-Sales (P/S) ratio for NEN relative to other companies in the Real Estate - Services industry. Currently, NEN has a P/S ratio of 3.3. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
NEN: 0.0
The chart illustrates the Price-to-Book (P/B) ratio for NEN in comparison with other companies in the Real Estate - Services industry. Currently, NEN has a P/B value of 0.0. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items