Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVB (AvalonBay Communities, Inc.) | 5.51% | -3.93% | 5.07% | 1.17% | 4.54% | 5.12% | 5.92% | … | … |
Data as of 06/04/2026, Common starting date is 03/11/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVB (AvalonBay Communities, Inc.) | 03/11/1994 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.36 | -3.93 | 5.07 | 1.17 | 4.54 | 5.12 | 5.92 | … | … | 5.51 | -14.60 | 21.44 | 20.34 | -33.92 | 62.17 | -20.27 | 24.10 | 1.00 | 3.89 | -0.85 | 16.02 | 42.74 | -19.84 | 6.82 | 19.43 | 42.04 | 43.60 | -30.71 | -25.40 | 49.73 | 22.84 | 65.02 | 30.22 | -11.86 | 1.00 | 52.41 | 1.09 | -12.18 | 8.33 | 48.45 | 20.50 | -3.59 |
| Sharpe Ratio | NA | -0.53 | 0.12 | -0.07 | 0.08 | NA | NA | … | … | 0.09 | -0.79 | 0.98 | 0.75 | -1.32 | 3.26 | -0.40 | 1.59 | -0.02 | 0.25 | -0.05 | 0.82 | 3.13 | -0.90 | 0.40 | 0.67 | 1.33 | 0.64 | -0.42 | -0.80 | 2.43 | 1.10 | 3.58 | 1.91 | -0.77 | -0.09 | 3.02 | -0.12 | -0.93 | 0.33 | 2.47 | 0.83 | -0.34 |
| Standard Deviation(%) | NA | 20.05 | 20.74 | 22.16 | 24.78 | NA | NA | … | … | 22.36 | 22.20 | 18.20 | 22.56 | 26.86 | 19.04 | 50.94 | 14.21 | 18.56 | 12.91 | 19.43 | 19.57 | 13.66 | 22.05 | 17.20 | 28.84 | 31.49 | 68.13 | 75.28 | 35.72 | 19.12 | 18.67 | 17.90 | 15.44 | 16.94 | 16.77 | 15.95 | 19.02 | 16.83 | 14.00 | 17.99 | 19.80 | 22.89 |
| Draw Down(%) | NA | 20.87 | 29.40 | 38.36 | 46.91 | NA | NA | … | … | 12.64 | 21.74 | 9.66 | 17.05 | 37.02 | 6.79 | 46.91 | 6.94 | 13.74 | 10.46 | 15.08 | 10.73 | 10.02 | 22.16 | 15.03 | 20.00 | 16.54 | 34.50 | 59.89 | 37.03 | 8.11 | 12.28 | 9.46 | 12.03 | 28.02 | 14.16 | 8.09 | 15.88 | 21.34 | 10.77 | 8.82 | 17.58 | 21.55 |
| Yield(%) | 0.00 | 3.44 | 3.77 | 3.15 | 3.70 | 4.35 | 4.77 | … | … | 0.99 | 3.22 | 3.61 | 4.09 | 2.52 | 4.09 | 3.07 | 3.59 | 3.32 | 3.22 | 2.99 | 3.02 | 3.92 | 3.15 | 2.98 | 3.14 | 4.40 | 5.99 | 5.89 | 2.64 | 3.41 | 3.82 | 5.92 | 7.10 | 5.95 | 6.46 | 6.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/11/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVB (AvalonBay Communities, Inc.) |
-22.27%
Feb 2006 – Feb 2009 |
-1.29%
Oct 2015 – Oct 2020 |
1.88%
Mar 2016 – Mar 2026 |
4.64%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVB (AvalonBay Communities, Inc.) |
51.16%
Feb 2009 – Feb 2012 |
33.14%
Jan 2002 – Jan 2007 |
20.58%
Jul 1996 – Jul 2006 |
16.44%
Apr 1995 – Apr 2010 |
Annualized Rolling Returns Comparison Chart