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REG vs. TECB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

REG vs. TECB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Regency Centers Corporation (REG) and iShares U.S. Tech Breakthrough Multisector ETF (TECB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, REG achieves a 11.62% return, which is significantly lower than TECB's 19.78% return.


REG

1D
0.37%
1M
-3.10%
YTD
11.62%
6M
11.42%
1Y
11.07%
3Y*
13.95%
5Y*
7.22%
10Y*
3.62%

TECB

1D
-0.89%
1M
12.64%
YTD
19.78%
6M
18.27%
1Y
34.41%
3Y*
26.35%
5Y*
14.60%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

REG vs. TECB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
REG
Regency Centers Corporation
11.62%-2.78%14.90%11.85%-13.59%71.41%-22.42%
TECB
iShares U.S. Tech Breakthrough Multisector ETF
19.78%14.86%24.38%57.53%-34.39%19.60%39.90%

Correlation

The correlation between REG and TECB is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.08

Correlation (3Y)
Calculated over the trailing 3-year period

0.16

Correlation (5Y)
Calculated over the trailing 5-year period

0.33

Correlation (All Time)
Calculated using the full available price history since Jan 13, 2020

0.31

Over the past year, the correlation between REG and TECB has dropped to 0.08 - well below their long-term average of 0.31, suggesting their price drivers have been diverging.

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Return for Risk

REG vs. TECB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

REG
REG Risk / Return Rank: 6161
Overall Rank
REG Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
REG Sortino Ratio Rank: 5656
Sortino Ratio Rank
REG Omega Ratio Rank: 5353
Omega Ratio Rank
REG Calmar Ratio Rank: 6666
Calmar Ratio Rank
REG Martin Ratio Rank: 6767
Martin Ratio Rank

TECB
TECB Risk / Return Rank: 5151
Overall Rank
TECB Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
TECB Sortino Ratio Rank: 5757
Sortino Ratio Rank
TECB Omega Ratio Rank: 5454
Omega Ratio Rank
TECB Calmar Ratio Rank: 4343
Calmar Ratio Rank
TECB Martin Ratio Rank: 3939
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

REG vs. TECB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Regency Centers Corporation (REG) and iShares U.S. Tech Breakthrough Multisector ETF (TECB). 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.


REGTECBDifference
Sharpe ratioReturn per unit of total volatility

-1.32

Sortino ratioReturn per unit of downside risk

-1.64

Omega ratioGain probability vs. loss probability

1.13

1.34

-0.21

Calmar ratioReturn relative to maximum drawdown

1.36

2.13

-0.77

Martin ratioReturn relative to average drawdown

3.34

6.24

-2.90

REG vs. TECB - Sharpe Ratio Comparison

The current REG Sharpe Ratio is 0.71, which is lower than the TECB Sharpe Ratio of 2.03. The chart below compares the historical Sharpe Ratios of REG and TECB, 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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Sharpe Ratios by Period


REGTECBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.71

2.03

-1.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.32

0.62

-0.30

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.73

-0.41

Drawdowns

REG vs. TECB - Drawdown Comparison

The maximum REG drawdown since its inception was -73.37%, which is greater than TECB's maximum drawdown of -41.62%. Use the drawdown chart below to compare losses from any high point for REG and TECB.


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Drawdown Indicators


REGTECBDifference

Max Drawdown

Largest peak-to-trough decline

-73.37%

-41.62%

-31.75%

Max Drawdown (1Y)

Largest decline over 1 year

-8.17%

-16.24%

+8.07%

Max Drawdown (3Y)

Largest decline over 3 years

-15.10%

-23.91%

+8.81%

Max Drawdown (5Y)

Largest decline over 5 years

-30.09%

-41.62%

+11.53%

Max Drawdown (10Y)

Largest decline over 10 years

-57.02%

Current Drawdown

Current decline from peak

-5.93%

-1.70%

-4.23%

Average Drawdown

Average peak-to-trough decline

-16.18%

-10.18%

-6.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.32%

5.53%

-2.21%

Volatility

REG vs. TECB - Volatility Comparison

The current volatility for Regency Centers Corporation (REG) is 3.87%, while iShares U.S. Tech Breakthrough Multisector ETF (TECB) has a volatility of 5.28%. This indicates that REG experiences smaller price fluctuations and is considered to be less risky than TECB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


REGTECBDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.87%

5.28%

-1.41%

Volatility (6M)

Calculated over the trailing 6-month period

11.03%

13.17%

-2.14%

Volatility (1Y)

Calculated over the trailing 1-year period

15.74%

17.05%

-1.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.39%

23.51%

-1.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.87%

25.37%

+4.50%

Dividends

REG vs. TECB - Dividend Comparison

REG's dividend yield for the trailing twelve months is around 3.83%, more than TECB's 0.28% yield.


PositionTTM20252024202320222021202020192018201720162015
REG
Regency Centers Corporation
3.83%4.16%3.67%3.91%4.04%3.20%5.22%3.71%3.78%3.04%2.90%2.85%
TECB
iShares U.S. Tech Breakthrough Multisector ETF
0.28%0.33%0.35%0.23%0.61%0.35%0.77%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


REG and TECB have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TECB has higher volatility (5.28%) compared to REG (3.87%). In terms of maximum drawdown, REG dropped -73.37% vs TECB's -41.62%.

TECB currently has the higher Sharpe Ratio (2.03 vs 0.71), 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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