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KRG vs. ADC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

KRG vs. ADC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kite Realty Group Trust (KRG) and Agree Realty Corporation (ADC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, KRG achieves a 24.25% return, which is significantly higher than ADC's 10.68% return. Over the past 10 years, KRG has underperformed ADC with an annualized return of 5.26%, while ADC has yielded a comparatively higher 8.86% annualized return.


KRG

1D
-1.11%
1M
0.81%
6M
24.52%
YTD
24.25%
1Y
39.31%
3Y*
12.06%
5Y*
12.30%
10Y*
5.26%
ALL TIME*
2.75%

ADC

1D
-0.44%
1M
0.33%
6M
9.97%
YTD
10.68%
1Y
10.08%
3Y*
11.21%
5Y*
5.12%
10Y*
8.86%
ALL TIME*
11.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$97.66M$90.08M$88.85M
$69.75M$73.43M$66.17M

KRG vs. ADC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KRG
Kite Realty Group Trust
24.25%-0.20%15.46%13.60%0.80%50.80%-20.03%53.21%-22.48%-11.52%
ADC
Agree Realty Corporation
10.68%6.62%17.20%-7.07%3.50%11.28%-1.40%22.71%19.75%16.42%

Correlation

The correlation between KRG and ADC is 0.52, 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.

0.52

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

0.51

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

0.54

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

0.55

Correlation (All Time)
Calculated using the full available price history since Aug 11, 2004

0.49

The correlation between KRG and ADC has been stable across timeframes, ranging from 0.49 to 0.55 - a consistent structural relationship.

Fundamentals

Market Cap

KRG:

$5.81B

ADC:

$9.34B

EPS

KRG:

$1.60

ADC:

$1.91

PE Ratio

KRG:

17.92

ADC:

40.73

PS Ratio

KRG:

7.47

ADC:

11.66

PB Ratio

KRG:

2.04

ADC:

1.48

Total Revenue (TTM)

KRG:

$809.43M

ADC:

$779.62M

Gross Profit (TTM)

KRG:

$417.40M

ADC:

$693.49M

EBITDA (TTM)

KRG:

$684.43M

ADC:

$628.17M

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Return for Risk

KRG vs. ADC — Risk / Return Rank

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

KRG
KRG Risk / Return Rank: 9292
Overall Rank
KRG Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
KRG Sortino Ratio Rank: 9191
Sortino Ratio Rank
KRG Omega Ratio Rank: 8888
Omega Ratio Rank
KRG Calmar Ratio Rank: 9494
Calmar Ratio Rank
KRG Martin Ratio Rank: 9494
Martin Ratio Rank

ADC
ADC Risk / Return Rank: 6868
Overall Rank
ADC Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
ADC Sortino Ratio Rank: 6565
Sortino Ratio Rank
ADC Omega Ratio Rank: 6363
Omega Ratio Rank
ADC Calmar Ratio Rank: 7070
Calmar Ratio Rank
ADC Martin Ratio Rank: 7070
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.

KRG vs. ADC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kite Realty Group Trust (KRG) and Agree Realty Corporation (ADC). 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.


KRGADCDifference
Sharpe ratioReturn per unit of total volatility

+1.19

Sortino ratioReturn per unit of downside risk

+1.59

Omega ratioGain probability vs. loss probability

1.33

1.15

+0.18

Calmar ratioReturn relative to maximum drawdown

4.69

1.19

+3.50

Martin ratioReturn relative to average drawdown

12.95

2.82

+10.13

KRG vs. ADC - Sharpe Ratio Comparison

The current KRG Sharpe Ratio is 2.00, which is higher than the ADC Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of KRG and ADC, 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

KRG vs. ADC - Drawdown Comparison

The maximum KRG drawdown since its inception was -88.63%, which is greater than ADC's maximum drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for KRG and ADC.


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Drawdown Indicators


KRGADCDifference

Max Drawdown

Largest peak-to-trough decline

-88.63%

-70.25%

-18.38%

Max Drawdown (1Y)

Largest decline over 1 year

-7.96%

-11.14%

+3.18%

Max Drawdown (3Y)

Largest decline over 3 years

-29.07%

-16.28%

-12.79%

Max Drawdown (5Y)

Largest decline over 5 years

-29.07%

-29.52%

+0.45%

Max Drawdown (10Y)

Largest decline over 10 years

-67.76%

-39.00%

-28.76%

Current Drawdown

Current decline from peak

-4.06%

-3.77%

-0.29%

Average Drawdown

Average peak-to-trough decline

-45.68%

-9.61%

-36.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.89%

4.69%

-1.80%

Volatility

KRG vs. ADC - Volatility Comparison

The current volatility for Kite Realty Group Trust (KRG) is 5.41%, while Agree Realty Corporation (ADC) has a volatility of 6.01%. This indicates that KRG experiences smaller price fluctuations and is considered to be less risky than ADC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KRGADCDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.41%

6.01%

-0.60%

Volatility (6M)

Calculated over the trailing 6-month period

12.88%

13.05%

-0.17%

Volatility (1Y)

Calculated over the trailing 1-year period

19.15%

16.46%

+2.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.45%

18.88%

+7.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.85%

23.69%

+13.16%

Dividends

KRG vs. ADC - Dividend Comparison

KRG's dividend yield for the trailing twelve months is around 4.49%, more than ADC's 4.05% yield.


PositionTTM20252024202320222021202020192018201720162015
ADC
Agree Realty Corporation
4.05%4.28%4.26%4.64%3.95%3.65%3.61%3.25%3.65%3.94%4.17%5.43%
KRG
Kite Realty Group Trust
4.49%4.51%4.00%4.20%3.90%3.12%3.00%8.13%9.01%6.17%4.83%4.16%

Financials

KRG vs. ADC - Financials Comparison

This section allows you to compare key financial metrics between Kite Realty Group Trust and Agree 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

KRG vs. ADC - Profitability Comparison

The chart below illustrates the profitability comparison between Kite Realty Group Trust and Agree Realty Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

KRG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Kite Realty Group Trust reported a gross profit of 143.29M and revenue of 196.26M. Therefore, the gross margin over that period was 73.0%.

ADC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Agree Realty Corporation reported a gross profit of 189.84M and revenue of 205.10M. Therefore, the gross margin over that period was 92.6%.

KRG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Kite Realty Group Trust reported an operating income of 128.74M and revenue of 196.26M, resulting in an operating margin of 65.6%.

ADC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Agree Realty Corporation reported an operating income of 95.31M and revenue of 205.10M, resulting in an operating margin of 46.5%.

KRG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Kite Realty Group Trust reported a net income of 161.30M and revenue of 196.26M, resulting in a net margin of 82.2%.

ADC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Agree Realty Corporation reported a net income of 52.79M and revenue of 205.10M, resulting in a net margin of 25.7%.


Frequently Asked Questions


KRG and ADC have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ADC has higher volatility (6.01%) compared to KRG (5.41%). In terms of maximum drawdown, KRG dropped -88.63% vs ADC's -70.25%.

KRG currently has the higher Sharpe Ratio (2.00 vs 0.81), 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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