VPV vs. BDN
Compare and contrast key facts about Invesco Pennsylvania Value Municipal Income Trust (VPV) and Brandywine Realty Trust (BDN).
Performance
VPV vs. BDN - Performance Comparison
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VPV vs. BDN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VPV Invesco Pennsylvania Value Municipal Income Trust | 2.93% | 9.96% | 9.04% | 6.10% | -26.32% | 14.57% | 1.46% | 19.47% | 1.31% | 5.14% |
BDN Brandywine Realty Trust | -4.66% | -41.31% | 17.13% | 1.73% | -50.65% | 19.50% | -19.06% | 28.95% | -26.04% | 14.42% |
Fundamentals
VPV:
$188.91M
BDN:
$470.72M
VPV:
$0.83
BDN:
-$1.03
VPV:
5.45
BDN:
0.97
VPV:
1.01
BDN:
0.59
VPV:
$34.69M
BDN:
$484.45M
VPV:
$19.95M
BDN:
$122.83M
VPV:
$2.90M
BDN:
$257.23M
Returns By Period
In the year-to-date period, VPV achieves a 2.93% return, which is significantly higher than BDN's -4.66% return. Over the past 10 years, VPV has outperformed BDN with an annualized return of 2.88%, while BDN has yielded a comparatively lower -8.42% annualized return.
VPV
- 1D
- 2.82%
- 1M
- -1.34%
- YTD
- 2.93%
- 6M
- 6.23%
- 1Y
- 12.10%
- 3Y*
- 8.15%
- 5Y*
- 1.31%
- 10Y*
- 2.88%
BDN
- 1D
- 3.44%
- 1M
- -15.05%
- YTD
- -4.66%
- 6M
- -31.84%
- 1Y
- -31.70%
- 3Y*
- -5.62%
- 5Y*
- -19.00%
- 10Y*
- -8.42%
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Return for Risk
VPV vs. BDN — Risk / Return Rank
VPV
BDN
VPV vs. BDN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Pennsylvania Value Municipal Income Trust (VPV) and Brandywine Realty Trust (BDN). 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.
| VPV | BDN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | -0.89 | +2.09 |
Sortino ratioReturn per unit of downside risk | 1.64 | -1.26 | +2.90 |
Omega ratioGain probability vs. loss probability | 1.24 | 0.86 | +0.38 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | -0.72 | +2.42 |
Martin ratioReturn relative to average drawdown | 5.07 | -1.51 | +6.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VPV | BDN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | -0.89 | +2.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | -0.50 | +0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | -0.24 | +0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.01 | +0.35 |
Correlation
The correlation between VPV and BDN is 0.09, 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.
Dividends
VPV vs. BDN - Dividend Comparison
VPV's dividend yield for the trailing twelve months is around 7.57%, less than BDN's 16.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPV Invesco Pennsylvania Value Municipal Income Trust | 7.57% | 7.65% | 6.07% | 3.81% | 5.48% | 4.29% | 4.61% | 4.85% | 5.94% | 5.15% | 6.00% | 6.09% |
BDN Brandywine Realty Trust | 16.97% | 18.15% | 10.71% | 13.33% | 12.36% | 5.66% | 6.38% | 4.83% | 5.59% | 3.52% | 3.76% | 4.39% |
Drawdowns
VPV vs. BDN - Drawdown Comparison
The maximum VPV drawdown since its inception was -45.21%, smaller than the maximum BDN drawdown of -96.84%. Use the drawdown chart below to compare losses from any high point for VPV and BDN.
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Drawdown Indicators
| VPV | BDN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.21% | -96.84% | +51.63% |
Max Drawdown (1Y)Largest decline over 1 year | -7.19% | -43.44% | +36.25% |
Max Drawdown (5Y)Largest decline over 5 years | -33.08% | -73.17% | +40.09% |
Max Drawdown (10Y)Largest decline over 10 years | -33.08% | -73.17% | +40.09% |
Current DrawdownCurrent decline from peak | -4.29% | -71.58% | +67.29% |
Average DrawdownAverage peak-to-trough decline | -8.50% | -39.11% | +30.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 20.84% | -18.43% |
Volatility
VPV vs. BDN - Volatility Comparison
The current volatility for Invesco Pennsylvania Value Municipal Income Trust (VPV) is 4.80%, while Brandywine Realty Trust (BDN) has a volatility of 11.40%. This indicates that VPV experiences smaller price fluctuations and is considered to be less risky than BDN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VPV | BDN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 11.40% | -6.60% |
Volatility (6M)Calculated over the trailing 6-month period | 7.10% | 26.26% | -19.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.13% | 35.60% | -25.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.09% | 37.89% | -27.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.93% | 35.08% | -23.15% |
Financials
VPV vs. BDN - Financials Comparison
This section allows you to compare key financial metrics between Invesco Pennsylvania Value Municipal Income Trust and Brandywine Realty Trust. 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