Performance analysis of Federal Realty Investment Trust. (FRT-P-C)
Annual Return
Over the past 3 years, FRT-P-C has had an average annual return of +2.47%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, FRT-P-C has had an average annual return of -0.00956%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Sep 26, 2017, FRT-P-C has had an average annual return of +2.61%, underperforming the benchmark SPY, which returned +15.04% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.44% | -0.79% | -1.58% | +19.80% | -16.25% | +3.23% | +5.66% | +29.76% | -12.45% | +1.93% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.01% | +1.60% | -5.02% | +3.01% | -0.06% | +0.61% | +0.47% | +1.44% | |||||
| 2025 | +1.45% | +0.65% | -5.68% | +1.95% | -0.34% | -1.91% | +1.87% | +3.34% | +3.03% | -0.82% | -3.20% | -0.74% | -0.79% |
| 2024 | +1.80% | -3.32% | -0.83% | -5.92% | +1.07% | +0.95% | +1.85% | +3.79% | +5.56% | -1.49% | -2.53% | -1.96% | -1.58% |
| 2023 | +12.39% | -3.44% | -1.45% | +3.61% | +2.86% | -3.82% | +3.48% | -3.14% | -5.56% | -0.66% | +13.32% | +2.53% | +19.80% |
| 2022 | -1.06% | -6.15% | +8.22% | -3.17% | +0.33% | +4.29% | +0.71% | -4.52% | -12.62% | -5.06% | +5.08% | -1.86% | -16.25% |
| 2021 | -0.66% | +0.67% | +3.24% | +0.87% | -1.61% | +2.07% | -1.52% | +1.93% | -2.79% | +2.43% | -3.10% | +1.91% | +3.23% |
| 2020 | +1.74% | -4.51% | -8.83% | +8.72% | +3.85% | -1.88% | +4.02% | +3.05% | +3.08% | -3.83% | +3.06% | -1.68% | +5.66% |
| 2019 | +8.77% | +1.90% | +3.82% | +1.68% | +3.62% | -0.42% | +3.30% | +2.17% | -1.28% | +1.75% | -0.32% | +1.69% | +29.76% |
| 2018 | -5.80% | -4.34% | +1.86% | -3.91% | +0.80% | +8.73% | +1.61% | +1.62% | -6.33% | +4.73% | -12.16% | +1.79% | -12.45% |
| 2017 | -1.60% | +0.21% | +1% | +2.34% | +1.93% |
Drawdown analysis of Federal Realty Investment Trust. (FRT-P-C)
The maximum drawdown for the FRT-P-C was -28.33%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current FRT-P-C drawdown is -6.69%.
Since Sep 26, 2017 FRT-P-C has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.33% | Feb 18, 2020 | 24 | Mar 23, 2020 | 97 | Aug 10, 2020 | 121 |
| -24.15% | Aug 3, 2022 | 56 | Oct 21, 2022 | 318 | Jan 30, 2024 | 374 |
| -15.21% | Jun 18, 2018 | 118 | Dec 4, 2018 | 41 | Feb 5, 2019 | 159 |
| -13.81% | Dec 29, 2017 | 87 | May 7, 2018 | 29 | Jun 18, 2018 | 116 |
| -12.96% | Oct 18, 2024 | 115 | Apr 7, 2025 | Ongoing | Ongoing | Ongoing |
| -12.59% | Jan 30, 2024 | 53 | Apr 16, 2024 | 109 | Sep 20, 2024 | 162 |
| -10.87% | Jul 7, 2021 | 219 | May 18, 2022 | 49 | Jul 29, 2022 | 268 |
| -6.00% | Oct 7, 2020 | 66 | Jan 12, 2021 | 55 | Apr 1, 2021 | 121 |
| -5.25% | Feb 6, 2019 | 15 | Feb 28, 2019 | 24 | Apr 3, 2019 | 39 |
| -3.67% | Oct 23, 2019 | 11 | Nov 7, 2019 | 37 | Jan 2, 2020 | 48 |
| -3.54% | Apr 13, 2021 | 26 | May 19, 2021 | 33 | Jul 7, 2021 | 59 |
| -2.80% | Sep 26, 2017 | 22 | Oct 26, 2017 | 35 | Dec 15, 2017 | 57 |
| -2.53% | Aug 18, 2020 | 14 | Sep 8, 2020 | 5 | Sep 15, 2020 | 19 |
| -2.32% | Sep 22, 2020 | 1 | Sep 23, 2020 | 3 | Sep 28, 2020 | 4 |
| -1.96% | Sep 4, 2019 | 23 | Oct 7, 2019 | 4 | Oct 11, 2019 | 27 |
| -1.68% | Apr 17, 2019 | 6 | Apr 26, 2019 | 13 | May 15, 2019 | 19 |
| -1.61% | Jun 20, 2019 | 6 | Jun 28, 2019 | 9 | Jul 12, 2019 | 15 |
| -1.44% | Oct 1, 2024 | 4 | Oct 7, 2024 | 6 | Oct 15, 2024 | 10 |
| -1.18% | Jan 14, 2020 | 3 | Jan 17, 2020 | 14 | Feb 7, 2020 | 17 |
| -0.90% | Aug 1, 2019 | 2 | Aug 5, 2019 | 5 | Aug 12, 2019 | 7 |
| -0.88% | Jun 14, 2019 | 3 | Jun 19, 2019 | 1 | Jun 20, 2019 | 4 |
| -0.83% | Sep 18, 2020 | 1 | Sep 21, 2020 | 1 | Sep 22, 2020 | 2 |
| -0.82% | Aug 15, 2019 | 2 | Aug 19, 2019 | 11 | Sep 4, 2019 | 13 |
| -0.80% | Jan 2, 2020 | 2 | Jan 6, 2020 | 5 | Jan 13, 2020 | 7 |
| -0.80% | Oct 18, 2019 | 2 | Oct 22, 2019 | 1 | Oct 23, 2019 | 3 |