RLTY vs. ADC
Compare and contrast key facts about Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) and Agree Realty Corporation (ADC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RLTY or ADC.
Correlation
The correlation between RLTY and ADC is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
RLTY vs. ADC - Performance Comparison
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Key characteristics
RLTY:
0.94
ADC:
1.51
RLTY:
1.35
ADC:
2.20
RLTY:
1.19
ADC:
1.27
RLTY:
0.97
ADC:
1.35
RLTY:
2.67
ADC:
7.33
RLTY:
7.59%
ADC:
3.80%
RLTY:
21.50%
ADC:
17.82%
RLTY:
-35.45%
ADC:
-70.25%
RLTY:
-8.82%
ADC:
-7.53%
Fundamentals
RLTY:
$257.69M
ADC:
$8.12B
RLTY:
$1.21
ADC:
$1.77
RLTY:
12.74
ADC:
41.58
RLTY:
12.17
ADC:
12.76
RLTY:
0.95
ADC:
1.48
Returns By Period
In the year-to-date period, RLTY achieves a 5.88% return, which is significantly higher than ADC's 4.92% return.
RLTY
5.88%
9.58%
-0.77%
19.99%
N/A
N/A
ADC
4.92%
-2.33%
-2.36%
26.65%
9.03%
13.65%
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Risk-Adjusted Performance
RLTY vs. ADC — Risk-Adjusted Performance Rank
RLTY
ADC
RLTY vs. ADC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) 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.
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Dividends
RLTY vs. ADC - Dividend Comparison
RLTY's dividend yield for the trailing twelve months is around 9.48%, more than ADC's 4.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLTY Cohen & Steers Real Estate Opportunities & Income Fund | 9.48% | 8.93% | 9.18% | 6.94% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ADC Agree Realty Corporation | 4.15% | 4.26% | 4.64% | 3.95% | 3.65% | 3.61% | 3.25% | 3.65% | 3.94% | 4.17% | 5.43% | 5.60% |
Drawdowns
RLTY vs. ADC - Drawdown Comparison
The maximum RLTY drawdown since its inception was -35.45%, smaller than the maximum ADC drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for RLTY and ADC. For additional features, visit the drawdowns tool.
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Volatility
RLTY vs. ADC - Volatility Comparison
The current volatility for Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) is 4.93%, while Agree Realty Corporation (ADC) has a volatility of 5.54%. This indicates that RLTY 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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Financials
RLTY vs. ADC - Financials Comparison
This section allows you to compare key financial metrics between Cohen & Steers Real Estate Opportunities & Income Fund 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.
Total Revenue: Total amount of money received from sales and other business activities