Federal Realty Investment Trust (FRT) Total Return CAGR:35.25%(TTM)
Over the latest trailing 12-month period, Federal Realty Investment Trust (FRT)'s total return cagr is +35.25%. The comparable SPY value is +22.75%. Year-to-date total return is +26.48%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Federal Realty Investment Trust's Total Return CAGR averages 13.90% over 3 years and 4.48% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of Federal Realty Investment Trust's investment performance.
FRT Total Return CAGR Chart
Federal Realty Investment Trust (FRT)
FRT Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
FRT Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 1807.36 | 2285.86 | +478.50 | +26.48% | +26.48% |
| 2025 | 1920.47 | 1807.36 | -113.11 | -5.89% | -5.89% |
| 2024 | 1713.51 | 1920.47 | +206.96 | +12.08% | +12.08% |
| 2023 | 1606.48 | 1713.51 | +107.03 | +6.66% | +6.66% |
| 2022 | 2077.23 | 1606.48 | -470.74 | -22.66% | -22.66% |
| 2021 | 1251.96 | 2077.23 | +825.27 | +65.92% | +65.92% |
| 2020 | 1802.96 | 1251.96 | -551.00 | -30.56% | -30.56% |
| 2019 | 1602.67 | 1802.96 | +200.29 | +12.50% | +12.50% |
| 2018 | 1744.58 | 1602.67 | -141.91 | -8.13% | -8.13% |
| 2017 | 1809.55 | 1744.58 | -64.98 | -3.59% | -3.59% |
| 2016 | 1813.81 | 1809.55 | -4.25 | -0.23% | -0.23% |
| 2015 | 1615.00 | 1813.81 | +198.80 | +12.31% | +12.31% |
| 2014 | 1194.25 | 1615.00 | +420.75 | +35.23% | +35.23% |
| 2013 | 1189.66 | 1194.25 | +4.58 | +0.39% | +0.39% |
| 2012 | 1009.45 | 1189.66 | +180.21 | +17.85% | +17.85% |
| 2011 | 839.85 | 1009.45 | +169.61 | +20.19% | +20.19% |
| 2010 | 704.74 | 839.85 | +135.11 | +19.17% | +19.17% |
| 2009 | 616.18 | 704.74 | +88.56 | +14.37% | +14.37% |
| 2008 | 787.37 | 616.18 | -171.20 | -21.74% | -21.74% |
| 2007 | 792.19 | 787.37 | -4.81 | -0.61% | -0.61% |
| 2006 | 546.80 | 792.19 | +245.39 | +44.88% | +44.88% |
| 2005 | 446.98 | 546.80 | +99.82 | +22.33% | +22.33% |
| 2004 | 318.07 | 446.98 | +128.91 | +40.53% | +40.53% |
| 2003 | 220.06 | 318.07 | +98.00 | +44.53% | +44.53% |
| 2002 | 167.57 | 220.06 | +52.49 | +31.32% | +31.32% |
| 2001 | 126.69 | 167.57 | +40.89 | +32.27% | +32.27% |
| 2000 | 114.26 | 126.69 | +12.42 | +10.87% | +10.87% |
| 1999 | 131.76 | 114.26 | -17.49 | -13.28% | -13.28% |
| 1998 | 133.52 | 131.76 | -1.76 | -1.32% | -1.32% |
| 1997 | 131.89 | 133.52 | +1.62 | +1.23% | +1.23% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 2,286 | +22.5% | +35.3% |
| Q1 2026 | 1,866 | +2.9% | +10.6% |
| Q4 2025 | 1,813 | +2.2% | -6.3% |
| Q3 2025 | 1,774 | +5.0% | -9.1% |
| Q2 2025 | 1,689 | +0.2% | +0.1% |
| Q1 2025 | 1,686 | -12.8% | +0.8% |
| Q4 2024 | 1,935 | -0.8% | +12.6% |
| Q3 2024 | 1,951 | +15.6% | +30.8% |
| Q2 2024 | 1,687 | +0.9% | +7.7% |
| Q1 2024 | 1,673 | -2.6% | +12.0% |
| Q4 2023 | 1,718 | +15.2% | +7.8% |
| Q3 2023 | 1,491 | -4.8% | +4.8% |
| Q2 2023 | 1,567 | +5.0% | +6.8% |
| Q1 2023 | 1,493 | -6.3% | -20.5% |
| Q4 2022 | 1,593 | +11.9% | -22.6% |
| Q3 2022 | 1,423 | -3.0% | -21.0% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
About Federal Realty Investment Trust
Federal Realty Investment Trust (FRT) stands out as a premier entity specializing in the acquisition, management, and redevelopment of high-quality retail properties. These assets are strategically situated primarily in prominent coastal metropolitan areas, spanning the Eastern Seaboard from Washington D.C. to Boston, and extending to key West Coast cities such as San Francisco and Los Angeles. Established in 1962, Federal Realty's core objective is to generate enduring, consistent growth by concentrating investments in communities where consumer demand for retail offerings significantly surpasses existing supply. The company is particularly skilled at developing vibrant, integrated urban districts, exemplified by projects like Santana Row in San Jose, California; Pike & Rose in North Bethesda, Maryland; and Assembly Row in Somerville, Massachusetts. These dynamic, mixed-use environments seamlessly blend shopping, dining, residential, and commercial spaces, fostering cherished destination experiences for their local populations. FRT's extensive portfolio encompasses 106 properties, accommodating roughly 3,100 businesses across 25 million square feet of commercial space, alongside approximately 3,200 residential units. Demonstrating exceptional financial stability, Federal Realty boasts an unparalleled track record in the REIT sector, having increased its quarterly shareholder dividends for 54 consecutive years. As an S&P 500 index constituent, its shares are publicly traded on the NYSE under the ticker FRT.
- Sector
- Real Estate
- Industry
- REIT - Retail
- CEO
- Donald C. Wood