Federal Realty Investment Trust (FRT) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$12,508
Total Return
25.08%
CAGR
4.58%
Dividends
$2,264.80
Yield on Cost
22.65%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.39% |
| Median | +0.41% |
| Best | +19.72% |
| Worst | -20.77% |
| % of Windows Positive | 53.4% |
1-Year (252 Trading Days)
| Average | -0.79% |
| Median | -2.41% |
| Best | +37.82% |
| Worst | -25.52% |
| % of Windows Positive | 41.4% |
3-Year (756 Trading Days)
| Average | +2.05% |
| Median | +1.71% |
| Best | +27.70% |
| Worst | -25.33% |
| % of Windows Positive | 57.0% |
Risk Metrics
| Maximum Drawdown | -35.65% |
| Average Drawdown | -17.89% |
| Drawdown Duration | 1071 Trading Days (Unrecovered) |
| Sortino Ratio | 0.45 |
| Calmar Ratio | 0.13 |
| CVaR (5%) | -3.20% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +11.27% (+45.51% ann.) | +$1126.99 | $225.23 | $45.05 | $0.36 |
| 2025 | -6.72% | $672.13 | $400.89 | $80.18 | $0.64 |
| 2024 | +11.38% | +$1137.85 | $321.06 | $64.21 | $0.51 |
| 2023 | +5.71% | +$570.75 | $435.46 | $87.09 | $0.70 |
| 2022 | -23.32% | $2331.91 | $319.35 | $63.87 | $0.51 |
| 2021 | +64.74% | +$6474.29 | $506.10 | $101.22 | $0.81 |
| 2020 | -31.24% | $3123.92 | $332.38 | $66.48 | $0.53 |
| 2019 | +11.80% | +$1179.73 | $353.98 | $70.80 | $0.57 |
| 2018 | -8.74% | $874.24 | $307.24 | $61.45 | $0.49 |
| 2017 | -4.19% | $419.17 | $281.30 | $56.26 | $0.45 |
| 2016 | -0.74% | $74.16 | $264.79 | $52.96 | $0.42 |
| 2015 | +11.73% | +$1173.31 | $273.34 | $54.67 | $0.44 |
| 2014 | +34.49% | +$3449.45 | $328.22 | $65.64 | $0.53 |
| 2013 | -0.20% | $20.33 | $292.88 | $58.58 | $0.47 |
| 2012 | +17.20% | +$1719.57 | $315.63 | $63.13 | $0.50 |
| 2011 | +19.43% | +$1943.28 | $352.46 | $70.49 | $0.56 |
| 2010 | +18.34% | +$1833.72 | $397.08 | $79.42 | $0.64 |
| 2009 | +13.29% | +$1329.17 | $428.86 | $85.77 | $0.69 |
| 2008 | -22.29% | $2229.02 | $309.85 | $61.97 | $0.50 |
| 2007 | -1.17% | $116.58 | $281.14 | $56.23 | $0.45 |
| 2006 | +43.92% | +$4391.55 | $409.82 | $81.96 | $0.66 |
| 2005 | +21.33% | +$2133.01 | $465.07 | $93.01 | $0.74 |
| 2004 | +39.31% | +$3930.65 | $525.49 | $105.10 | $0.84 |
| 2003 | +42.89% | +$4289.03 | $706.37 | $141.27 | $1.13 |
| 2002 | +29.46% | +$2945.71 | $857.84 | $171.57 | $1.37 |
| 2001 | +29.95% | +$2995.22 | $1028.38 | $205.68 | $1.64 |
| 2000 | +8.81% | +$881.40 | $1005.95 | $201.19 | $1.61 |
| 1999 | -14.72% | $1471.94 | $772.47 | $154.49 | $1.24 |
| 1998 | -2.76% | $276.37 | $690.51 | $138.10 | $1.10 |
| 1997 | -0.05% | $4.80 | $638.84 | $127.77 | $1.02 |
| 1996 | +25.92% | +$2591.84 | $745.58 | $149.12 | $1.19 |
| 1995 | +16.90% | +$1689.73 | $798.43 | $159.69 | $1.28 |
| 1994 | -13.02% | $1301.74 | $639.80 | $127.96 | $1.02 |
| 1993 | +4.61% | +$461.13 | $630.31 | $126.06 | $1.01 |
| 1992 | +39.81% | +$3980.60 | $825.18 | $165.04 | $1.32 |
| 1991 | +39.97% | +$3996.76 | $1069.11 | $213.82 | $1.71 |
| 1990 | -30.43% | $3043.21 | $668.70 | $133.74 | $1.07 |
| 1989 | +9.18% | +$917.77 | $664.85 | $132.97 | $1.06 |
| 1988 | +11.54% | +$1154.35 | $645.65 | $129.13 | $1.03 |
| 1987 | +1.14% | +$114.06 | $150.94 | $30.19 | $0.24 |
| 1986 | +17.78% | +$1777.78 | $0.00 | $0.00 | $0.00 |
| 1985 | +25.00% | +$2500.00 | $0.00 | $0.00 | $0.00 |
| 1984 | +16.55% | +$1654.68 | $0.00 | $0.00 | $0.00 |
| 1983 | +28.70% | +$2870.37 | $0.00 | $0.00 | $0.00 |
| 1982 | +35.00% | +$3500.00 | $0.00 | $0.00 | $0.00 |
| 1981 | -6.43% | $643.27 | $0.00 | $0.00 | $0.00 |
| 1980 | +42.50% | +$4250.00 | $0.00 | $0.00 | $0.00 |
| 1979 | +0.84% | +$84.03 | $0.00 | $0.00 | $0.00 |
| 1978 | -8.46% | $846.15 | $0.00 | $0.00 | $0.00 |
| 1977 | +23.81% | +$2380.95 | $0.00 | $0.00 | $0.00 |
| 1976 | +19.32% | +$1931.81 | $0.00 | $0.00 | $0.00 |
| 1975 | +57.14% | +$5714.29 | $0.00 | $0.00 | $0.00 |
| 1974 | -24.32% | $2432.43 | $0.00 | $0.00 | $0.00 |
| 1973 partial | -8.64% (-12.75% ann.) | $864.20 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +9.42% | +1.98% | +$942.27 | $3910.35 | $782.07 | $6.26 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +58.17% | +19.50% | +$5816.91 | $3036.66 | $607.33 | $4.86 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +340.95% | +34.58% | +$34095.46 | $4845.80 | $969.16 | $7.75 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -55.26% | -43.41% | $5525.89 | $341.12 | $68.22 | $0.55 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +163.23% | +33.20% | +$16323.29 | $2216.26 | $443.25 | $3.55 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +39.90% | +4.54% | +$3990.34 | $2798.84 | $559.77 | $4.48 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -47.36% | -99.93% | $4735.70 | $82.26 | $16.45 | $0.13 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -7.45% | -11.71% | $744.51 | $278.72 | $55.74 | $0.45 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +41.99% | +39.46% | +$4198.92 | $470.04 | $94.01 | $0.75 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -15.05% | -15.91% | $1505.38 | $353.46 | $70.69 | $0.57 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +14.85% | +7.75% | +$1484.69 | $729.06 | $145.81 | $1.17 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +1.36% | +0.87% | +$136.25 | $691.90 | $138.38 | $1.11 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-12-18 | $0.3000 | 1.54% |
| 1988-03-21 | $0.3000 | 1.42% |
| 1988-06-21 | $0.3000 | 1.45% |
| 1988-09-20 | $0.3300 | 1.58% |
| 1988-12-23 | $0.3300 | 1.61% |
| 1989-03-17 | $0.3300 | 1.42% |
| 1989-06-20 | $0.3500 | 1.42% |
| 1989-09-01 | $0.3500 | 1.38% |
| 1989-12-27 | $0.3500 | 1.59% |
| 1990-03-20 | $0.3500 | 1.71% |
| 1990-06-19 | $0.3500 | 1.67% |
| 1990-09-19 | $0.3700 | 2.08% |
| 1990-12-26 | $0.3700 | 2.43% |
| 1991-03-25 | $0.3700 | 2.10% |
| 1991-06-25 | $0.3700 | 1.96% |
| 1991-09-19 | $0.3800 | 1.92% |
| 1991-11-26 | $0.3800 | 2.07% |
| 1992-03-23 | $0.3800 | 1.73% |
| 1992-06-19 | $0.3800 | 1.76% |
| 1992-09-21 | $0.3800 | 1.63% |
| 1992-12-28 | $0.3850 | 1.54% |
| 1993-03-09 | $0.3850 | 1.38% |
| 1993-06-21 | $0.3850 | 1.46% |
| 1993-09-20 | $0.3900 | 1.30% |
| 1993-12-28 | $0.3900 | 1.54% |
| 1994-03-21 | $0.3900 | 1.40% |
| 1994-06-21 | $0.3900 | 1.52% |
| 1994-09-20 | $0.3950 | 1.75% |
| 1994-12-27 | $0.3950 | 1.81% |
| 1995-03-20 | $0.3950 | 1.86% |
| 1995-06-23 | $0.3950 | 1.80% |
| 1995-09-21 | $0.4100 | 1.78% |
| 1995-12-28 | $0.4100 | 1.74% |
| 1996-03-21 | $0.4100 | 1.78% |
| 1996-06-26 | $0.4100 | 1.80% |
| 1996-09-24 | $0.4200 | 1.71% |
| 1996-12-30 | $0.4200 | 1.54% |
| 1997-03-21 | $0.4200 | 1.51% |
| 1997-06-23 | $0.4200 | 1.51% |
| 1997-09-23 | $0.4300 | 1.67% |
| 1997-12-30 | $0.4300 | 1.71% |
| 1998-03-23 | $0.4300 | 1.74% |
| 1998-06-23 | $0.4300 | 1.77% |
| 1998-09-23 | $0.4400 | 1.87% |
| 1998-12-30 | $0.4400 | 1.84% |
| 1999-03-23 | $0.4400 | 2.08% |
| 1999-06-23 | $0.4400 | 1.84% |
| 1999-10-04 | $0.4500 | 2.22% |
| 1999-12-30 | $0.4500 | 2.38% |
| 2000-03-22 | $0.4500 | 2.29% |
| 2000-06-22 | $0.4500 | 2.12% |
| 2000-09-28 | $0.4700 | 2.36% |
| 2000-12-28 | $0.4700 | 2.37% |
| 2001-03-21 | $0.4700 | 2.37% |
| 2001-06-21 | $0.4700 | 2.21% |
| 2001-10-03 | $0.4800 | 2.15% |
| 2001-12-28 | $0.4800 | 2.04% |
| 2002-03-21 | $0.4800 | 1.87% |
| 2002-06-21 | $0.4800 | 1.78% |
| 2002-09-24 | $0.4850 | 1.77% |
| 2002-12-30 | $0.4850 | 1.69% |
| 2003-03-25 | $0.4850 | 1.59% |
| 2003-06-23 | $0.4850 | 1.49% |
| 2003-09-23 | $0.4900 | 1.34% |
| 2003-12-30 | $0.4900 | 1.24% |
| 2004-03-22 | $0.4900 | 1.09% |
| 2004-06-22 | $0.4900 | 1.15% |
| 2004-09-22 | $0.5050 | 1.13% |
| 2004-12-30 | $0.5050 | 0.96% |
| 2005-03-14 | $0.5050 | 1.02% |
| 2005-06-21 | $0.5550 | 0.91% |
| 2005-09-21 | $0.5550 | 0.93% |
| 2005-11-23 | $0.2000 | 0.31% |
| 2005-12-29 | $0.5550 | 0.90% |
| 2006-03-10 | $0.7550 | 1.05% |
| 2006-06-21 | $0.5550 | 0.82% |
| 2006-09-20 | $0.5750 | 0.77% |
| 2006-12-28 | $0.5750 | 0.69% |
| 2007-03-09 | $0.5750 | 0.64% |
| 2007-06-20 | $0.5750 | 0.72% |
| 2007-09-19 | $0.6100 | 0.70% |
| 2007-12-28 | $0.6100 | 0.73% |
| 2008-03-17 | $0.6100 | 0.84% |
| 2008-06-20 | $0.6100 | 0.82% |
| 2008-09-19 | $0.6500 | 0.77% |
| 2008-12-30 | $0.6500 | 1.13% |
| 2009-03-17 | $0.6500 | 1.50% |
| 2009-06-22 | $0.6500 | 1.23% |
| 2009-09-21 | $0.6600 | 1.01% |
| 2009-12-30 | $0.6600 | 0.95% |
| 2010-03-15 | $0.6600 | 0.91% |
| 2010-06-22 | $0.6600 | 0.88% |
| 2010-09-21 | $0.6700 | 0.80% |
| 2010-12-30 | $0.6700 | 0.86% |
| 2011-03-15 | $0.6700 | 0.82% |
| 2011-06-21 | $0.6700 | 0.78% |
| 2011-09-20 | $0.6900 | 0.81% |
| 2011-12-29 | $0.6900 | 0.76% |
| 2012-03-15 | $0.6900 | 0.71% |
| 2012-06-20 | $0.6900 | 0.68% |
| 2012-09-19 | $0.7300 | 0.68% |
| 2012-12-28 | $0.7300 | 0.70% |
| 2013-03-12 | $0.7300 | 0.69% |
| 2013-06-19 | $0.7300 | 0.70% |
| 2013-09-19 | $0.7800 | 0.74% |
| 2013-12-30 | $0.7800 | 0.77% |
| 2014-03-19 | $0.7800 | 0.70% |
| 2014-06-19 | $0.7800 | 0.65% |
| 2014-09-18 | $0.8700 | 0.72% |
| 2014-12-30 | $0.8700 | 0.63% |
| 2015-03-18 | $0.8700 | 0.61% |
| 2015-06-18 | $0.8700 | 0.65% |
| 2015-09-18 | $0.9400 | 0.70% |
| 2015-12-30 | $0.9400 | 0.63% |
| 2016-03-16 | $0.9400 | 0.61% |
| 2016-06-20 | $0.9400 | 0.60% |
| 2016-09-20 | $0.9800 | 0.63% |
| 2016-12-29 | $0.9800 | 0.71% |
| 2017-03-10 | $0.9800 | 0.77% |
| 2017-06-20 | $0.9800 | 0.78% |
| 2017-09-21 | $1.0000 | 0.80% |
| 2017-12-29 | $1.0000 | 0.75% |
| 2018-03-13 | $1.0000 | 0.85% |
| 2018-06-21 | $1.0000 | 0.83% |
| 2018-09-20 | $1.0200 | 0.80% |
| 2018-12-31 | $1.0200 | 0.85% |
| 2019-03-13 | $1.0200 | 0.76% |
| 2019-06-20 | $1.0200 | 0.75% |
| 2019-09-20 | $1.0500 | 0.78% |
| 2019-12-31 | $1.0500 | 0.82% |
| 2020-03-13 | $1.0500 | 1.01% |
| 2020-06-19 | $1.0500 | 1.19% |
| 2020-09-21 | $1.0600 | 1.30% |
| 2020-12-31 | $1.0600 | 1.23% |
| 2021-03-15 | $1.0600 | 0.96% |
| 2021-06-21 | $1.0600 | 0.90% |
| 2021-09-21 | $1.0700 | 0.91% |
| 2021-12-31 | $1.0700 | 0.78% |
| 2022-03-15 | $1.0700 | 0.92% |
| 2022-06-21 | $1.0700 | 1.13% |
| 2022-09-21 | $1.0800 | 1.12% |
| 2022-12-30 | $1.0800 | 1.06% |
| 2023-03-10 | $1.0800 | 1.05% |
| 2023-06-21 | $1.0800 | 1.15% |
| 2023-09-21 | $1.0900 | 1.12% |
| 2023-12-29 | $1.0900 | 1.03% |
| 2024-03-12 | $1.0900 | 1.06% |
| 2024-06-21 | $1.0900 | 1.08% |
| 2024-10-01 | $1.1000 | 0.96% |
| 2025-01-02 | $1.1000 | 0.98% |
| 2025-04-01 | $1.1000 | 1.12% |
| 2025-07-01 | $1.1000 | 1.16% |
| 2025-10-01 | $1.1300 | 1.12% |
| 2026-01-02 | $1.1300 | 1.12% |
| 2026-04-01 | $1.1300 | 1.06% |
| Total | 155 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-21 | $101.68 | $20.34 | $0.16 | 0.6780 |
| 2021-09-21 | $103.36 | $20.67 | $0.17 | 0.7068 |
| 2021-12-31 | $104.12 | $20.82 | $0.17 | 0.6098 |
| 2022-03-15 | $104.77 | $20.95 | $0.17 | 0.7172 |
| 2022-06-21 | $105.54 | $21.11 | $0.17 | 0.8892 |
| 2022-09-21 | $107.49 | $21.50 | $0.17 | 0.9199 |
| 2022-12-30 | $108.48 | $21.70 | $0.17 | 0.8572 |
| 2023-03-10 | $109.41 | $21.88 | $0.18 | 0.9052 |
| 2023-06-21 | $110.38 | $22.08 | $0.18 | 0.9541 |
| 2023-09-21 | $112.45 | $22.49 | $0.18 | 0.9546 |
| 2023-12-29 | $113.49 | $22.70 | $0.18 | 0.8793 |
| 2024-03-12 | $114.44 | $22.89 | $0.18 | 0.9035 |
| 2024-06-21 | $115.43 | $23.09 | $0.18 | 0.9193 |
| 2024-10-01 | $117.50 | $23.50 | $0.19 | 0.8272 |
| 2025-01-02 | $118.41 | $23.68 | $0.19 | 0.8677 |
| 2025-04-01 | $119.36 | $23.87 | $0.19 | 0.9826 |
| 2025-07-01 | $120.44 | $24.09 | $0.19 | 1.0207 |
| 2025-10-01 | $124.88 | $24.98 | $0.20 | 1.0007 |
| 2026-01-02 | $126.01 | $25.20 | $0.20 | 1.0159 |
| 2026-04-01 | $127.16 | $25.43 | $0.20 | 0.9572 |
| Total | $2264.80 | $452.96 | $3.62 | 17.5660 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.