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

Correlation

The correlation between AVB and KIM 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. KIM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AvalonBay Communities, Inc. (AVB) and Kimco Realty Corporation (KIM). The values are adjusted to include any dividend payments, if applicable.

1,000.00%2,000.00%3,000.00%4,000.00%NovemberDecember2025FebruaryMarchApril
3,718.50%
1,082.04%
AVB
KIM

Key characteristics

Sharpe Ratio

AVB:

0.59

KIM:

0.61

Sortino Ratio

AVB:

0.95

KIM:

0.99

Omega Ratio

AVB:

1.12

KIM:

1.13

Calmar Ratio

AVB:

0.59

KIM:

0.55

Martin Ratio

AVB:

2.10

KIM:

1.54

Ulcer Index

AVB:

5.99%

KIM:

9.19%

Daily Std Dev

AVB:

21.47%

KIM:

23.14%

Max Drawdown

AVB:

-70.04%

KIM:

-85.65%

Current Drawdown

AVB:

-12.08%

KIM:

-19.34%

Fundamentals

Market Cap

AVB:

$29.43B

KIM:

$13.88B

EPS

AVB:

$7.60

KIM:

$0.55

PE Ratio

AVB:

27.20

KIM:

37.15

PEG Ratio

AVB:

6.98

KIM:

3.18

PS Ratio

AVB:

9.93

KIM:

6.82

PB Ratio

AVB:

2.46

KIM:

1.31

Total Revenue (TTM)

AVB:

$2.19B

KIM:

$1.54B

Gross Profit (TTM)

AVB:

$1.44B

KIM:

$761.05M

EBITDA (TTM)

AVB:

$1.64B

KIM:

$963.20M

Returns By Period

In the year-to-date period, AVB achieves a -5.69% return, which is significantly higher than KIM's -12.12% return. Over the past 10 years, AVB has outperformed KIM with an annualized return of 5.28%, while KIM has yielded a comparatively lower 2.63% annualized return.


AVB

YTD

-5.69%

1M

-3.89%

6M

-7.63%

1Y

11.03%

5Y*

9.09%

10Y*

5.28%

KIM

YTD

-12.12%

1M

-4.05%

6M

-11.70%

1Y

15.50%

5Y*

23.64%

10Y*

2.63%

*Annualized

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Risk-Adjusted Performance

AVB vs. KIM — 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 7171
Overall Rank
The Sharpe Ratio Rank of AVB is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of AVB is 6565
Sortino Ratio Rank
The Omega Ratio Rank of AVB is 6464
Omega Ratio Rank
The Calmar Ratio Rank of AVB is 7676
Calmar Ratio Rank
The Martin Ratio Rank of AVB is 7474
Martin Ratio Rank

KIM
The Risk-Adjusted Performance Rank of KIM is 7070
Overall Rank
The Sharpe Ratio Rank of KIM is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of KIM is 6666
Sortino Ratio Rank
The Omega Ratio Rank of KIM is 6464
Omega Ratio Rank
The Calmar Ratio Rank of KIM is 7575
Calmar Ratio Rank
The Martin Ratio Rank of KIM is 7070
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. KIM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for AvalonBay Communities, Inc. (AVB) and Kimco Realty Corporation (KIM). 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 0.59, compared to the broader market-2.00-1.000.001.002.003.00
AVB: 0.59
KIM: 0.61
The chart of Sortino ratio for AVB, currently valued at 0.95, compared to the broader market-6.00-4.00-2.000.002.004.00
AVB: 0.95
KIM: 0.99
The chart of Omega ratio for AVB, currently valued at 1.12, compared to the broader market0.501.001.502.00
AVB: 1.12
KIM: 1.13
The chart of Calmar ratio for AVB, currently valued at 0.59, compared to the broader market0.001.002.003.004.005.00
AVB: 0.59
KIM: 0.55
The chart of Martin ratio for AVB, currently valued at 2.10, compared to the broader market-5.000.005.0010.0015.0020.00
AVB: 2.10
KIM: 1.54

The current AVB Sharpe Ratio is 0.59, which is comparable to the KIM Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of AVB and KIM, 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 Ratio0.501.001.502.00NovemberDecember2025FebruaryMarchApril
0.59
0.61
AVB
KIM

Dividends

AVB vs. KIM - Dividend Comparison

AVB's dividend yield for the trailing twelve months is around 3.33%, less than KIM's 4.82% yield.


TTM20242023202220212020201920182017201620152014
AVB
AvalonBay Communities, Inc.
3.33%3.09%3.53%3.94%2.52%3.96%2.90%3.38%3.18%3.05%2.72%2.84%
KIM
Kimco Realty Corporation
4.82%4.14%4.79%3.97%2.76%3.60%5.41%7.65%6.01%4.11%3.68%3.64%

Drawdowns

AVB vs. KIM - Drawdown Comparison

The maximum AVB drawdown since its inception was -70.04%, smaller than the maximum KIM drawdown of -85.65%. Use the drawdown chart below to compare losses from any high point for AVB and KIM. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-12.08%
-19.34%
AVB
KIM

Volatility

AVB vs. KIM - Volatility Comparison

AvalonBay Communities, Inc. (AVB) and Kimco Realty Corporation (KIM) have volatilities of 12.90% and 12.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
12.90%
12.47%
AVB
KIM

Financials

AVB vs. KIM - Financials Comparison

This section allows you to compare key financial metrics between AvalonBay Communities, Inc. and Kimco Realty Corporation. 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