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AHH vs. WSR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AHH and WSR is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.6

Performance

AHH vs. WSR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Armada Hoffler Properties, Inc. (AHH) and Whitestone REIT (WSR). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%20.00%SeptemberOctoberNovemberDecember2025February
-12.36%
2.34%
AHH
WSR

Key characteristics

Sharpe Ratio

AHH:

-0.54

WSR:

0.29

Sortino Ratio

AHH:

-0.57

WSR:

0.57

Omega Ratio

AHH:

0.92

WSR:

1.07

Calmar Ratio

AHH:

-0.39

WSR:

0.38

Martin Ratio

AHH:

-1.41

WSR:

0.99

Ulcer Index

AHH:

9.39%

WSR:

6.49%

Daily Std Dev

AHH:

24.64%

WSR:

22.27%

Max Drawdown

AHH:

-62.05%

WSR:

-63.62%

Current Drawdown

AHH:

-31.93%

WSR:

-11.38%

Fundamentals

Market Cap

AHH:

$981.16M

WSR:

$687.36M

EPS

AHH:

-$0.22

WSR:

$0.41

PEG Ratio

AHH:

6.94

WSR:

0.00

Total Revenue (TTM)

AHH:

$566.11M

WSR:

$114.48M

Gross Profit (TTM)

AHH:

$113.13M

WSR:

$72.24M

EBITDA (TTM)

AHH:

$141.07M

WSR:

$69.74M

Returns By Period

In the year-to-date period, AHH achieves a -5.38% return, which is significantly lower than WSR's -4.81% return. Over the past 10 years, AHH has underperformed WSR with an annualized return of 5.10%, while WSR has yielded a comparatively higher 5.40% annualized return.


AHH

YTD

-5.38%

1M

-5.10%

6M

-12.36%

1Y

-10.22%

5Y*

-6.98%

10Y*

5.10%

WSR

YTD

-4.81%

1M

-5.32%

6M

2.34%

1Y

7.33%

5Y*

4.93%

10Y*

5.40%

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

AHH vs. WSR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AHH
The Risk-Adjusted Performance Rank of AHH is 1717
Overall Rank
The Sharpe Ratio Rank of AHH is 1919
Sharpe Ratio Rank
The Sortino Ratio Rank of AHH is 1818
Sortino Ratio Rank
The Omega Ratio Rank of AHH is 1818
Omega Ratio Rank
The Calmar Ratio Rank of AHH is 2323
Calmar Ratio Rank
The Martin Ratio Rank of AHH is 88
Martin Ratio Rank

WSR
The Risk-Adjusted Performance Rank of WSR is 5555
Overall Rank
The Sharpe Ratio Rank of WSR is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of WSR is 4848
Sortino Ratio Rank
The Omega Ratio Rank of WSR is 4646
Omega Ratio Rank
The Calmar Ratio Rank of WSR is 6464
Calmar Ratio Rank
The Martin Ratio Rank of WSR is 5858
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.

AHH vs. WSR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Armada Hoffler Properties, Inc. (AHH) and Whitestone REIT (WSR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for AHH, currently valued at -0.54, compared to the broader market-2.000.002.004.00-0.540.29
The chart of Sortino ratio for AHH, currently valued at -0.57, compared to the broader market-4.00-2.000.002.004.00-0.570.57
The chart of Omega ratio for AHH, currently valued at 0.92, compared to the broader market0.501.001.502.000.921.07
The chart of Calmar ratio for AHH, currently valued at -0.39, compared to the broader market0.002.004.006.00-0.390.38
The chart of Martin ratio for AHH, currently valued at -1.41, compared to the broader market-10.000.0010.0020.00-1.410.99
AHH
WSR

The current AHH Sharpe Ratio is -0.54, which is lower than the WSR Sharpe Ratio of 0.29. The chart below compares the historical Sharpe Ratios of AHH and WSR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50SeptemberOctoberNovemberDecember2025February
-0.54
0.29
AHH
WSR

Dividends

AHH vs. WSR - Dividend Comparison

AHH's dividend yield for the trailing twelve months is around 8.47%, more than WSR's 3.74% yield.


TTM20242023202220212020201920182017201620152014
AHH
Armada Hoffler Properties, Inc.
8.47%8.02%6.27%6.26%4.20%3.92%4.58%5.69%4.89%6.18%6.49%6.74%
WSR
Whitestone REIT
3.74%3.47%3.91%4.85%4.22%7.53%7.67%9.30%7.91%8.59%9.49%7.54%

Drawdowns

AHH vs. WSR - Drawdown Comparison

The maximum AHH drawdown since its inception was -62.05%, roughly equal to the maximum WSR drawdown of -63.62%. Use the drawdown chart below to compare losses from any high point for AHH and WSR. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-31.93%
-11.38%
AHH
WSR

Volatility

AHH vs. WSR - Volatility Comparison

Armada Hoffler Properties, Inc. (AHH) has a higher volatility of 8.70% compared to Whitestone REIT (WSR) at 5.62%. This indicates that AHH's price experiences larger fluctuations and is considered to be riskier than WSR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%SeptemberOctoberNovemberDecember2025February
8.70%
5.62%
AHH
WSR

Financials

AHH vs. WSR - Financials Comparison

This section allows you to compare key financial metrics between Armada Hoffler Properties, Inc. and Whitestone REIT. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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