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AVB vs. MAA
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AVB vs. MAA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AvalonBay Communities, Inc. (AVB) and Mid-America Apartment Communities, Inc. (MAA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AVB achieves a 4.48% return, which is significantly higher than MAA's -1.34% return. Over the past 10 years, AVB has underperformed MAA with an annualized return of 3.51%, while MAA has yielded a comparatively higher 6.23% annualized return.


AVB

1D
-1.16%
1M
-4.31%
6M
6.62%
YTD
4.48%
1Y
4.63%
3Y*
3.22%
5Y*
-0.65%
10Y*
3.51%
ALL TIME*
11.75%

MAA

1D
-0.74%
1M
-5.85%
6M
0.90%
YTD
-1.34%
1Y
-0.98%
3Y*
0.57%
5Y*
-3.59%
10Y*
6.23%
ALL TIME*
12.07%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$134.99M$151.41M$196.85M
$173.28M$156.81M$140.16M

AVB vs. MAA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AVB
AvalonBay Communities, Inc.
4.48%-14.60%21.44%20.34%-33.92%62.17%-20.27%24.10%1.00%3.89%
MAA
Mid-America Apartment Communities, Inc.
-1.34%-6.36%19.94%-10.44%-29.75%85.87%-0.64%42.52%-1.06%6.28%

Correlation

The correlation between AVB and MAA is 0.78, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.78

Correlation (3Y)
Balances recent behavior with more history.

0.80

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.83

Correlation (10Y)
Provides a long-term view across more market conditions.

0.81

Correlation (All Time)
Calculated using the full available price history since Mar 11, 1994

0.63

The correlation between AVB and MAA shifts across timeframes, from 0.63 (all time) to 0.83 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

AVB:

$26.37B

MAA:

$15.40B

EPS

AVB:

$7.24

MAA:

$4.79

PE Ratio

AVB:

25.63

MAA:

27.63

PS Ratio

AVB:

8.56

MAA:

10.45

Total Revenue (TTM)

AVB:

$3.08B

MAA:

$1.11B

Gross Profit (TTM)

AVB:

$1.62B

MAA:

$203.69M

EBITDA (TTM)

AVB:

$1.89B

MAA:

$1.26B

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Return for Risk

AVB vs. MAA — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AVB
AVB Risk / Return Rank: 4848
Overall Rank
AVB Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
AVB Sortino Ratio Rank: 4343
Sortino Ratio Rank
AVB Omega Ratio Rank: 4242
Omega Ratio Rank
AVB Calmar Ratio Rank: 5151
Calmar Ratio Rank
AVB Martin Ratio Rank: 5151
Martin Ratio Rank

MAA
MAA Risk / Return Rank: 3535
Overall Rank
MAA Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
MAA Sortino Ratio Rank: 3131
Sortino Ratio Rank
MAA Omega Ratio Rank: 3131
Omega Ratio Rank
MAA Calmar Ratio Rank: 3939
Calmar Ratio Rank
MAA Martin Ratio Rank: 3737
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AVB vs. MAA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AvalonBay Communities, Inc. (AVB) and Mid-America Apartment Communities, Inc. (MAA). 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.


AVBMAADifference
Sharpe ratioReturn per unit of total volatility

+0.32

Sortino ratioReturn per unit of downside risk

+0.46

Omega ratioGain probability vs. loss probability

1.05

0.99

+0.05

Calmar ratioReturn relative to maximum drawdown

0.22

-0.17

+0.39

Martin ratioReturn relative to average drawdown

0.51

-0.37

+0.88

AVB vs. MAA - Sharpe Ratio Comparison

The current AVB Sharpe Ratio is 0.18, which is higher than the MAA Sharpe Ratio of -0.14. The chart below compares the historical Sharpe Ratios of AVB and MAA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

AVB vs. MAA - Drawdown Comparison

The maximum AVB drawdown since its inception was -70.04%, which is greater than MAA's maximum drawdown of -60.29%. Use the drawdown chart below to compare losses from any high point for AVB and MAA.


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Drawdown Indicators


AVBMAADifference

Max Drawdown

Largest peak-to-trough decline

-70.04%

-60.29%

-9.75%

Max Drawdown (1Y)

Largest decline over 1 year

-16.77%

-15.42%

-1.35%

Max Drawdown (3Y)

Largest decline over 3 years

-29.40%

-26.41%

-2.99%

Max Drawdown (5Y)

Largest decline over 5 years

-38.36%

-45.01%

+6.65%

Max Drawdown (10Y)

Largest decline over 10 years

-46.91%

-45.01%

-1.90%

Current Drawdown

Current decline from peak

-16.83%

-30.28%

+13.45%

Average Drawdown

Average peak-to-trough decline

-11.76%

-10.48%

-1.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.04%

7.26%

-0.22%

Volatility

AVB vs. MAA - Volatility Comparison

AvalonBay Communities, Inc. (AVB) and Mid-America Apartment Communities, Inc. (MAA) have volatilities of 6.71% and 6.51%, 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.


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Volatility by Period


AVBMAADifference

Volatility (1M)

Calculated over the trailing 1-month period

6.71%

6.51%

+0.20%

Volatility (6M)

Calculated over the trailing 6-month period

15.66%

14.65%

+1.01%

Volatility (1Y)

Calculated over the trailing 1-year period

20.86%

19.50%

+1.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.32%

22.29%

+0.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.76%

24.20%

+0.56%

Dividends

AVB vs. MAA - Dividend Comparison

AVB's dividend yield for the trailing twelve months is around 3.80%, less than MAA's 4.61% yield.


PositionTTM20252024202320222021202020192018201720162015
AVB
AvalonBay Communities, Inc.
3.80%3.86%3.09%3.53%3.94%2.52%3.96%2.90%3.38%3.18%3.05%2.72%
MAA
Mid-America Apartment Communities, Inc.
4.61%4.36%3.80%4.96%2.98%1.79%3.16%2.91%3.86%3.46%3.35%3.39%

Financials

AVB vs. MAA - Financials Comparison

This section allows you to compare key financial metrics between AvalonBay Communities, Inc. and Mid-America Apartment Communities, 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

AVB vs. MAA - Profitability Comparison

The chart below illustrates the profitability comparison between AvalonBay Communities, Inc. and Mid-America Apartment Communities, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

AVB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, AvalonBay Communities, Inc. reported a gross profit of 25.94M and revenue of 777.77M. Therefore, the gross margin over that period was 3.3%.

MAA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Mid-America Apartment Communities, Inc. reported a gross profit of -508.31M and revenue of -553.73M. Therefore, the gross margin over that period was 91.8%.

AVB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, AvalonBay Communities, Inc. reported an operating income of 211.80M and revenue of 777.77M, resulting in an operating margin of 27.2%.

MAA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Mid-America Apartment Communities, Inc. reported an operating income of -165.21M and revenue of -553.73M, resulting in an operating margin of 29.8%.

AVB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, AvalonBay Communities, Inc. reported a net income of 155.72M and revenue of 777.77M, resulting in a net margin of 20.0%.

MAA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Mid-America Apartment Communities, Inc. reported a net income of 138.47M and revenue of -553.73M, resulting in a net margin of -25.0%.


Frequently Asked Questions


AVB and MAA have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AVB has higher volatility (6.71%) compared to MAA (6.51%). In terms of maximum drawdown, AVB dropped -70.04% vs MAA's -60.29%.

AVB currently has the higher Sharpe Ratio (0.18 vs -0.14), 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.

Portfolio Optimizer

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