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Performance analysis of Federal Realty Investment Trust. (FRT)

Annual Return

Over the past 3 years, FRT has had an average annual return of +11.43%, underperforming the benchmark SPY, which returned +19.63% annual.

Over the past 5 years, FRT has had an average annual return of +6%, underperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, FRT has had an average annual return of +1.01%, underperforming the benchmark SPY, which returned +15.04% annual.

Since Nov 1, 1999, FRT has had an average annual return of +12.07%, outperforming the benchmark SPY, which returned +8.49% annual.

202620252024202320222021202020192018201720162015
+28.50%-5.89%+12.08%+6.66%-22.66%+65.92%-30.56%+12.50%-8.13%-3.59%-0.23%+12.31%
201420132012201120102009200820072006200520042003
+35.23%+0.39%+18.73%+20.19%+19.17%+14.37%-21.74%-0.61%+44.88%+22.33%+40.53%+44.53%
2002200120001999
+31.32%+32.27%+10.87%+2.73%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.50%+7.52%-2.35%+5.53%+7.87%+3.18%+2.65%+28.50%
2025-1.99%-2.95%-7.21%-2.79%+1.55%-0.51%-1.85%+9.10%+0.76%-3.98%+2.64%+2.10%-5.89%
2024-1.28%-0.86%+2.35%+2.01%-3.09%+1.11%+10.58%+3%-0.03%-2.66%+5.24%-4.03%+12.08%
2023+10.38%-4.26%-6.41%+0.06%-10.81%+11%+4.91%-3.53%-6.39%+0.62%+4.83%+8.94%+6.66%
2022-6.48%-7.77%+4.77%-4.10%-1.79%-15.79%+10.31%-4.11%-9.98%+9.83%+12.24%-8.08%-22.66%
2021+2.87%+15.54%+1.25%+11.23%+1.33%+3.38%+0.31%+3.61%-2.22%+2%+1.93%+12%+65.92%
2020-2.88%-6.94%-35.23%+11.61%-4.04%+7.95%-10.46%+3.85%-5.98%-6.35%+26.81%-1.19%-30.56%
2019+12.31%+0.77%+3.98%-2.90%-2.33%-0.76%+2.52%-2.12%+6.19%-0.10%-2.90%-1.73%+12.50%
2018-9.04%-5.68%+2.77%-0.22%+2.62%+7.30%-0.83%+4.07%-2.40%-1.91%+6.48%-9.86%-8.13%
2017-1.18%+0.21%-4.41%-1.95%-6.23%+3.79%+4.94%-4.30%-1.35%-2.97%+9.70%+1.21%-3.59%

Drawdown analysis of Federal Realty Investment Trust. (FRT)

The maximum drawdown for the FRT was -57.45%, occurring on Mar 2, 2009. Recovery took 503 trading sessions.

The current FRT drawdown is -0.39%.

Since Nov 1, 1999 FRT has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 2 times
  • 30% or more: 2 times
  • 20% or more: 4 times
  • 10% or more: 16 times
DepthStartTo BottomBottomTo RecoverEndTotal
-57.45%Oct 5, 2007352Mar 2, 2009503Feb 28, 2011855
-56.51%Aug 1, 2016925Apr 3, 20201540May 21, 20262465
-25.68%Apr 1, 200426May 10, 200482Sep 7, 2004108
-22.95%Feb 7, 2007118Jul 27, 200749Oct 5, 2007167
-17.85%May 15, 201325Jun 20, 2013195Mar 31, 2014220
-16.59%Jul 22, 201111Aug 8, 201116Aug 30, 201127
-16.31%Mar 23, 2015108Aug 25, 201551Nov 5, 2015159
-15.37%Apr 12, 200270Jul 23, 200293Dec 3, 2002163
-15.28%Nov 4, 199928Dec 15, 199915Jan 6, 200043
-14.30%Aug 22, 200117Sep 21, 200140Nov 16, 200157
-14.14%Mar 29, 200638May 23, 200677Sep 12, 2006115
-13.04%Jul 28, 200553Oct 12, 200529Nov 22, 200582
-11.97%Jan 10, 200026Feb 16, 200035Apr 6, 200061
-11.14%May 18, 2000118Nov 3, 2000135May 21, 2001253
-10.99%Dec 30, 200419Jan 27, 200559Apr 22, 200578
-10.77%Aug 31, 201122Oct 3, 201126Nov 8, 201148
-9.28%Oct 18, 201218Nov 15, 201259Feb 12, 201377
-8.50%Nov 8, 201111Nov 23, 201118Dec 20, 201129
-7.30%Apr 28, 201130Jun 10, 201116Jul 5, 201146
-7.28%Jan 26, 201528Mar 6, 201510Mar 20, 201538
-6.71%Dec 4, 200614Dec 22, 200613Jan 16, 200727
-6.63%Nov 25, 200524Dec 30, 20056Jan 10, 200630
-6.57%May 7, 20129May 18, 201228Jun 28, 201237
-6.22%Aug 20, 201425Sep 25, 201418Oct 21, 201443
-5.91%Nov 23, 20012Nov 27, 200120Dec 26, 200122