VTR vs. FRT
Compare and contrast key facts about Ventas, Inc. (VTR) and Federal Realty Investment Trust (FRT).
Performance
VTR vs. FRT - Performance Comparison
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VTR vs. FRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VTR Ventas, Inc. | 6.66% | 35.09% | 22.24% | 15.06% | -8.53% | 7.73% | -9.80% | 3.42% | 3.45% | 0.71% |
FRT Federal Realty Investment Trust | 7.56% | -5.91% | 12.07% | 6.55% | -22.66% | 65.97% | -30.66% | 12.51% | -8.10% | -3.59% |
Fundamentals
VTR:
$39.43B
FRT:
$9.12B
VTR:
$0.54
FRT:
$4.77
VTR:
152.60
FRT:
22.24
VTR:
4.36
FRT:
1.35
VTR:
6.58
FRT:
7.14
VTR:
3.15
FRT:
2.81
VTR:
$5.83B
FRT:
$1.28B
VTR:
-$344.22M
FRT:
$860.70M
VTR:
$2.24B
FRT:
$970.04M
Returns By Period
In the year-to-date period, VTR achieves a 6.66% return, which is significantly lower than FRT's 7.56% return. Over the past 10 years, VTR has outperformed FRT with an annualized return of 7.10%, while FRT has yielded a comparatively lower -0.11% annualized return.
VTR
- 1D
- 0.28%
- 1M
- -4.76%
- YTD
- 6.66%
- 6M
- 18.09%
- 1Y
- 21.65%
- 3Y*
- 27.75%
- 5Y*
- 12.29%
- 10Y*
- 7.10%
FRT
- 1D
- 0.93%
- 1M
- -2.85%
- YTD
- 7.56%
- 6M
- 8.81%
- 1Y
- 14.37%
- 3Y*
- 6.93%
- 5Y*
- 4.70%
- 10Y*
- -0.11%
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Return for Risk
VTR vs. FRT — Risk / Return Rank
VTR
FRT
VTR vs. FRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ventas, Inc. (VTR) and Federal Realty Investment Trust (FRT). 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.
| VTR | FRT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 0.66 | +0.45 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.09 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.14 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.07 | 0.94 | +1.13 |
Martin ratioReturn relative to average drawdown | 4.72 | 3.71 | +1.01 |
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
| VTR | FRT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 0.66 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.20 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | -0.00 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.40 | -0.09 |
Correlation
The correlation between VTR and FRT is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VTR vs. FRT - Dividend Comparison
VTR's dividend yield for the trailing twelve months is around 2.39%, less than FRT's 4.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTR Ventas, Inc. | 2.39% | 2.48% | 3.06% | 3.61% | 4.00% | 3.52% | 4.37% | 5.49% | 5.40% | 5.19% | 4.74% | 20.47% |
FRT Federal Realty Investment Trust | 4.23% | 4.39% | 2.93% | 4.21% | 4.26% | 3.12% | 4.96% | 3.22% | 3.42% | 2.98% | 2.70% | 2.48% |
Drawdowns
VTR vs. FRT - Drawdown Comparison
The maximum VTR drawdown since its inception was -83.38%, which is greater than FRT's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for VTR and FRT.
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Drawdown Indicators
| VTR | FRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.38% | -57.42% | -25.96% |
Max Drawdown (1Y)Largest decline over 1 year | -10.89% | -15.66% | +4.77% |
Max Drawdown (5Y)Largest decline over 5 years | -41.80% | -34.99% | -6.81% |
Max Drawdown (10Y)Largest decline over 10 years | -76.92% | -56.47% | -20.45% |
Current DrawdownCurrent decline from peak | -6.21% | -9.34% | +3.13% |
Average DrawdownAverage peak-to-trough decline | -18.29% | -11.81% | -6.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 3.96% | +0.82% |
Volatility
VTR vs. FRT - Volatility Comparison
Ventas, Inc. (VTR) and Federal Realty Investment Trust (FRT) have volatilities of 5.55% and 5.47%, 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.
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Volatility by Period
| VTR | FRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 5.47% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 13.16% | 11.85% | +1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.62% | 21.90% | -2.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.86% | 23.43% | +1.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.69% | 29.41% | +5.28% |
Financials
VTR vs. FRT - Financials Comparison
This section allows you to compare key financial metrics between Ventas, Inc. and Federal Realty Investment 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