AVB vs. BRX
AVB (AvalonBay Communities, Inc.) and BRX (Brixmor Property Group Inc.) are both stocks. Both are in the Real Estate sector — AVB in REIT - Residential, BRX in REIT - Retail. Over the past 10 years, AVB returned 4.44%/yr vs 7.59%/yr for BRX. A 0.60 correlation means they provide meaningful diversification when combined.
Performance
AVB vs. BRX - Performance Comparison
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Returns By Period
In the year-to-date period, AVB achieves a 4.30% return, which is significantly lower than BRX's 27.10% return. Over the past 10 years, AVB has underperformed BRX with an annualized return of 4.44%, while BRX has yielded a comparatively higher 7.59% annualized return.
AVB
- 1D
- 1.45%
- 1M
- 0.31%
- YTD
- 4.30%
- 6M
- 7.93%
- 1Y
- -6.95%
- 3Y*
- 3.25%
- 5Y*
- 0.66%
- 10Y*
- 4.44%
BRX
- 1D
- 1.24%
- 1M
- 11.04%
- YTD
- 27.10%
- 6M
- 29.92%
- 1Y
- 32.15%
- 3Y*
- 20.06%
- 5Y*
- 10.96%
- 10Y*
- 7.59%
AVB vs. BRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AVB AvalonBay Communities, Inc. | 4.30% | -14.60% | 21.44% | 20.34% | -33.92% | 62.17% | -20.27% | 24.10% | 1.00% | 3.89% |
BRX Brixmor Property Group Inc. | 27.10% | -1.67% | 25.19% | 7.71% | -6.79% | 60.29% | -19.44% | 56.89% | -15.93% | -19.54% |
Correlation
The correlation between AVB and BRX is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Oct 30, 2013 | 0.60 |
The correlation between AVB and BRX shifts across timeframes, from 0.54 (1 year) to 0.65 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
AVB:
$26.34B
BRX:
$10.02B
AVB:
$8.02
BRX:
$1.44
AVB:
23.33
BRX:
22.58
AVB:
13.42
BRX:
0.40
AVB:
8.69
BRX:
7.22
AVB:
2.25
BRX:
3.30
AVB:
$3.06B
BRX:
$1.39B
AVB:
$2.08B
BRX:
$1.09B
AVB:
$1.99B
BRX:
$1.04B
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Return for Risk
AVB vs. BRX — Risk / Return Rank
AVB
BRX
AVB vs. BRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AvalonBay Communities, Inc. (AVB) and Brixmor Property Group Inc. (BRX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AVB | BRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.13 | ||
| Sortino ratioReturn per unit of downside risk | -2.86 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.31 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.34 | 2.61 | -2.95 |
| Martin ratioReturn relative to average drawdown | -0.66 | 7.56 | -8.22 |
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Drawdowns
AVB vs. BRX - Drawdown Comparison
The maximum AVB drawdown since its inception was -70.04%, which is greater than BRX's maximum drawdown of -66.54%. Use the drawdown chart below to compare losses from any high point for AVB and BRX.
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Drawdown Indicators
| AVB | BRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.04% | -66.54% | -3.50% |
Max Drawdown (1Y)Largest decline over 1 year | -20.43% | -12.36% | -8.07% |
Max Drawdown (3Y)Largest decline over 3 years | -29.40% | -22.43% | -6.97% |
Max Drawdown (5Y)Largest decline over 5 years | -38.36% | -31.59% | -6.77% |
Max Drawdown (10Y)Largest decline over 10 years | -46.91% | -66.54% | +19.63% |
Current DrawdownCurrent decline from peak | -16.97% | 0.00% | -16.97% |
Average DrawdownAverage peak-to-trough decline | -11.75% | -15.79% | +4.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.98% | 4.26% | +6.72% |
Volatility
AVB vs. BRX - Volatility Comparison
AvalonBay Communities, Inc. (AVB) has a higher volatility of 5.80% compared to Brixmor Property Group Inc. (BRX) at 5.49%. This indicates that AVB's price experiences larger fluctuations and is considered to be riskier than BRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVB | BRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 5.49% | +0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 15.20% | 12.09% | +3.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.17% | 18.08% | +2.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.20% | 24.93% | -2.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.69% | 34.12% | -9.43% |
Dividends
AVB vs. BRX - Dividend Comparison
AVB's dividend yield for the trailing twelve months is around 3.76%, more than BRX's 3.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVB AvalonBay Communities, Inc. | 3.76% | 3.86% | 3.09% | 3.53% | 3.94% | 2.52% | 3.96% | 2.90% | 3.38% | 3.18% | 3.05% | 2.72% |
BRX Brixmor Property Group Inc. | 3.65% | 4.39% | 3.92% | 4.47% | 4.23% | 3.38% | 3.44% | 5.18% | 7.49% | 5.57% | 4.01% | 3.49% |
Financials
AVB vs. BRX - Financials Comparison
This section allows you to compare key financial metrics between AvalonBay Communities, Inc. and Brixmor Property Group 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.
Total Revenue: Total amount of money received from sales and other business activities
AVB vs. BRX - Profitability Comparison
AVB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AvalonBay Communities, Inc. reported a gross profit of 521.68M and revenue of 770.28M. Therefore, the gross margin over that period was 67.7%.
BRX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brixmor Property Group Inc. reported a gross profit of 309.42M and revenue of 354.82M. Therefore, the gross margin over that period was 87.2%.
AVB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AvalonBay Communities, Inc. reported an operating income of 218.54M and revenue of 770.28M, resulting in an operating margin of 28.4%.
BRX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brixmor Property Group Inc. reported an operating income of 134.11M and revenue of 354.82M, resulting in an operating margin of 37.8%.
AVB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AvalonBay Communities, Inc. reported a net income of 325.73M and revenue of 770.28M, resulting in a net margin of 42.3%.
BRX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brixmor Property Group Inc. reported a net income of 127.75M and revenue of 354.82M, resulting in a net margin of 36.0%.
Frequently Asked Questions
AVB and BRX have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVB has higher volatility (5.80%) compared to BRX (5.49%). In terms of maximum drawdown, AVB dropped -70.04% vs BRX's -66.54%.
BRX currently has the higher Sharpe Ratio (1.79 vs -0.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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