PortfoliosLab logoPortfoliosLab logo
PECO vs. REG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

PECO vs. REG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Phillips Edison & Company, Inc. (PECO) and Regency Centers Corporation (REG). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, PECO achieves a 21.80% return, which is significantly higher than REG's 18.56% return.


PECO

1D
0.12%
1M
1.28%
6M
19.21%
YTD
21.80%
1Y
31.23%
3Y*
9.87%
5Y*
12.47%
10Y*
ALL TIME*
12.36%

REG

1D
-0.09%
1M
-0.83%
6M
12.31%
YTD
18.56%
1Y
18.58%
3Y*
11.28%
5Y*
8.45%
10Y*
3.50%
ALL TIME*
10.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$41.05M$36.52M$42.62M
$115.94M$105.24M$116.44M

PECO vs. REG - Yearly Performance Comparison


2026 (YTD)20252024202320222021
PECO
Phillips Edison & Company, Inc.
21.80%-1.59%6.20%18.53%-0.33%19.67%
REG
Regency Centers Corporation
18.56%-2.78%14.90%11.85%-13.59%17.36%

Correlation

The correlation between PECO and REG is 0.64, 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.

0.64

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

0.74

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

0.74

Correlation (All Time)
Calculated using the full available price history since Jul 15, 2021

0.74

The correlation between PECO and REG shifts across timeframes, from 0.64 (1 year) to 0.74 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

PECO:

$5.46B

REG:

$14.66B

EPS

PECO:

$1.48

REG:

$3.60

PE Ratio

PECO:

28.75

REG:

22.32

PEG Ratio

PECO:

0.42

REG:

2.18

PS Ratio

PECO:

5.50

REG:

8.54

Total Revenue (TTM)

PECO:

$750.89M

REG:

$1.72B

Gross Profit (TTM)

PECO:

$533.12M

REG:

$605.17M

EBITDA (TTM)

PECO:

$411.50M

REG:

$1.19B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

PECO vs. REG — Risk / Return Rank

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

PECO
PECO Risk / Return Rank: 9191
Overall Rank
PECO Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
PECO Sortino Ratio Rank: 9393
Sortino Ratio Rank
PECO Omega Ratio Rank: 8787
Omega Ratio Rank
PECO Calmar Ratio Rank: 9292
Calmar Ratio Rank
PECO Martin Ratio Rank: 9191
Martin Ratio Rank

REG
REG Risk / Return Rank: 7676
Overall Rank
REG Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
REG Sortino Ratio Rank: 7373
Sortino Ratio Rank
REG Omega Ratio Rank: 6969
Omega Ratio Rank
REG Calmar Ratio Rank: 8080
Calmar Ratio Rank
REG Martin Ratio Rank: 8080
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.

PECO vs. REG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Phillips Edison & Company, Inc. (PECO) and Regency Centers Corporation (REG). 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.


PECOREGDifference
Sharpe ratioReturn per unit of total volatility

+0.89

Sortino ratioReturn per unit of downside risk

+1.42

Omega ratioGain probability vs. loss probability

1.33

1.19

+0.14

Calmar ratioReturn relative to maximum drawdown

3.92

2.10

+1.83

Martin ratioReturn relative to average drawdown

9.98

5.18

+4.80

PECO vs. REG - Sharpe Ratio Comparison

The current PECO Sharpe Ratio is 1.96, which is higher than the REG Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of PECO and REG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

PECO vs. REG - Drawdown Comparison

The maximum PECO drawdown since its inception was -23.11%, smaller than the maximum REG drawdown of -73.37%. Use the drawdown chart below to compare losses from any high point for PECO and REG.


Loading charts...

Drawdown Indicators


PECOREGDifference

Max Drawdown

Largest peak-to-trough decline

-23.11%

-73.37%

+50.26%

Max Drawdown (1Y)

Largest decline over 1 year

-7.74%

-8.17%

+0.43%

Max Drawdown (3Y)

Largest decline over 3 years

-15.78%

-15.10%

-0.68%

Max Drawdown (5Y)

Largest decline over 5 years

-23.11%

-30.09%

+6.98%

Max Drawdown (10Y)

Largest decline over 10 years

-55.76%

Current Drawdown

Current decline from peak

-3.45%

-2.89%

-0.56%

Average Drawdown

Average peak-to-trough decline

-6.34%

-16.11%

+9.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.04%

3.30%

-0.26%

Volatility

PECO vs. REG - Volatility Comparison

Phillips Edison & Company, Inc. (PECO) and Regency Centers Corporation (REG) have volatilities of 5.31% and 5.17%, 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.


Loading charts...

Volatility by Period


PECOREGDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.31%

5.17%

+0.14%

Volatility (6M)

Calculated over the trailing 6-month period

11.85%

11.67%

+0.18%

Volatility (1Y)

Calculated over the trailing 1-year period

15.63%

16.14%

-0.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.48%

22.18%

+0.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.48%

29.89%

-7.41%

Dividends

PECO vs. REG - Dividend Comparison

PECO's dividend yield for the trailing twelve months is around 3.04%, less than REG's 3.70% yield.


PositionTTM20252024202320222021202020192018201720162015
PECO
Phillips Edison & Company, Inc.
3.04%3.52%3.18%3.12%3.43%1.33%0.00%0.00%0.00%0.00%0.00%0.00%
REG
Regency Centers Corporation
3.70%4.16%3.67%3.91%4.04%3.20%5.22%3.71%3.78%3.04%2.90%2.85%

Financials

PECO vs. REG - Financials Comparison

This section allows you to compare key financial metrics between Phillips Edison & Company, Inc. and Regency Centers 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

Frequently Asked Questions


PECO and REG have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PECO has higher volatility (5.31%) compared to REG (5.17%). In terms of maximum drawdown, PECO dropped -23.11% vs REG's -73.37%.

PECO currently has the higher Sharpe Ratio (1.96 vs 1.06), 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

Find the right allocation for PECO and REG

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer