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AVB vs. ARE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AVB and ARE is 0.46, 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.


-0.50.00.51.0
Correlation: 0.5

Performance

AVB vs. ARE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AvalonBay Communities, Inc. (AVB) and Alexandria Real Estate Equities, Inc. (ARE). The values are adjusted to include any dividend payments, if applicable.

1,000.00%1,200.00%1,400.00%1,600.00%1,800.00%2,000.00%NovemberDecember2025FebruaryMarchApril
1,762.33%
942.84%
AVB
ARE

Key characteristics

Sharpe Ratio

AVB:

0.66

ARE:

-1.12

Sortino Ratio

AVB:

1.05

ARE:

-1.57

Omega Ratio

AVB:

1.14

ARE:

0.82

Calmar Ratio

AVB:

0.67

ARE:

-0.51

Martin Ratio

AVB:

2.39

ARE:

-1.87

Ulcer Index

AVB:

5.94%

ARE:

16.88%

Daily Std Dev

AVB:

21.51%

ARE:

28.17%

Max Drawdown

AVB:

-70.04%

ARE:

-71.87%

Current Drawdown

AVB:

-11.67%

ARE:

-60.41%

Fundamentals

Market Cap

AVB:

$29.39B

ARE:

$13.31B

EPS

AVB:

$7.60

ARE:

$1.82

PE Ratio

AVB:

27.16

ARE:

42.29

PEG Ratio

AVB:

6.98

ARE:

844.20

PS Ratio

AVB:

9.91

ARE:

4.26

PB Ratio

AVB:

2.46

ARE:

0.74

Total Revenue (TTM)

AVB:

$2.19B

ARE:

$1.66B

Gross Profit (TTM)

AVB:

$1.44B

ARE:

$584.16M

EBITDA (TTM)

AVB:

$1.64B

ARE:

$1.65B

Returns By Period

In the year-to-date period, AVB achieves a -5.24% return, which is significantly higher than ARE's -19.69% return. Over the past 10 years, AVB has outperformed ARE with an annualized return of 5.31%, while ARE has yielded a comparatively lower 1.38% annualized return.


AVB

YTD

-5.24%

1M

-2.79%

6M

-8.58%

1Y

11.54%

5Y*

9.20%

10Y*

5.31%

ARE

YTD

-19.69%

1M

-18.38%

6M

-31.75%

1Y

-32.15%

5Y*

-9.24%

10Y*

1.38%

*Annualized

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Risk-Adjusted Performance

AVB vs. ARE — Risk-Adjusted Performance Rank

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

AVB
The Risk-Adjusted Performance Rank of AVB is 7373
Overall Rank
The Sharpe Ratio Rank of AVB is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of AVB is 6868
Sortino Ratio Rank
The Omega Ratio Rank of AVB is 6767
Omega Ratio Rank
The Calmar Ratio Rank of AVB is 7878
Calmar Ratio Rank
The Martin Ratio Rank of AVB is 7676
Martin Ratio Rank

ARE
The Risk-Adjusted Performance Rank of ARE is 88
Overall Rank
The Sharpe Ratio Rank of ARE is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of ARE is 55
Sortino Ratio Rank
The Omega Ratio Rank of ARE is 88
Omega Ratio Rank
The Calmar Ratio Rank of ARE is 2020
Calmar Ratio Rank
The Martin Ratio Rank of ARE is 22
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.

AVB vs. ARE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for AvalonBay Communities, Inc. (AVB) and Alexandria Real Estate Equities, Inc. (ARE). 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.


The chart of Sharpe ratio for AVB, currently valued at 0.66, compared to the broader market-2.00-1.000.001.002.003.00
AVB: 0.66
ARE: -1.12
The chart of Sortino ratio for AVB, currently valued at 1.05, compared to the broader market-6.00-4.00-2.000.002.004.00
AVB: 1.05
ARE: -1.57
The chart of Omega ratio for AVB, currently valued at 1.14, compared to the broader market0.501.001.502.00
AVB: 1.14
ARE: 0.82
The chart of Calmar ratio for AVB, currently valued at 0.67, compared to the broader market0.001.002.003.004.005.00
AVB: 0.67
ARE: -0.51
The chart of Martin ratio for AVB, currently valued at 2.39, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
AVB: 2.39
ARE: -1.87

The current AVB Sharpe Ratio is 0.66, which is higher than the ARE Sharpe Ratio of -1.12. The chart below compares the historical Sharpe Ratios of AVB and ARE, 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-1.000.001.002.00NovemberDecember2025FebruaryMarchApril
0.66
-1.12
AVB
ARE

Dividends

AVB vs. ARE - Dividend Comparison

AVB's dividend yield for the trailing twelve months is around 3.31%, less than ARE's 6.78% yield.


TTM20242023202220212020201920182017201620152014
AVB
AvalonBay Communities, Inc.
3.31%3.09%3.53%3.94%2.52%3.96%2.90%3.38%3.18%3.05%2.72%2.84%
ARE
Alexandria Real Estate Equities, Inc.
6.78%5.32%3.91%3.24%2.01%2.38%2.48%3.24%2.64%2.91%3.38%3.25%

Drawdowns

AVB vs. ARE - Drawdown Comparison

The maximum AVB drawdown since its inception was -70.04%, roughly equal to the maximum ARE drawdown of -71.87%. Use the drawdown chart below to compare losses from any high point for AVB and ARE. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-11.67%
-60.41%
AVB
ARE

Volatility

AVB vs. ARE - Volatility Comparison

The current volatility for AvalonBay Communities, Inc. (AVB) is 12.92%, while Alexandria Real Estate Equities, Inc. (ARE) has a volatility of 15.14%. This indicates that AVB experiences smaller price fluctuations and is considered to be less risky than ARE 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%14.00%16.00%NovemberDecember2025FebruaryMarchApril
12.92%
15.14%
AVB
ARE

Financials

AVB vs. ARE - Financials Comparison

This section allows you to compare key financial metrics between AvalonBay Communities, Inc. and Alexandria Real Estate Equities, Inc.. 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