Armada Hoffler Properties, Inc.

10-Year Study

AHRT.US · Real Estate · US · Common Stock

Executive Summary: Armada Hoffler Properties, Inc. has compounded at -1.2% annually over the last 10 years, with a maximum drawdown of 56.8% and an annualized volatility of 26.3%.

1Y CAGR
-9.9%
3Y CAGR
-13.2%
5Y CAGR
-9.4%
10Y CAGR
-1.2%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
56.8%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
-0.05
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
-0.06
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
26.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2021 · +42.2%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2020 · -35.9%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
40%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20265.3-10.3-12.08.2————————-10.1%
2025-4.4-6.1-16.7-9.92.80.7-0.66.6-1.8-6.70.52.9-30.0%
2024-3.3-14.94.21.27.8-0.37.13.6-10.50.02.0-5.6-10.8%
202310.31.1-6.3-0.8-5.87.66.3-8.3-8.4-2.710.214.415.0%
2022-7.84.60.6-7.21.7-5.610.4-7.4-19.612.63.9-3.8-19.9%
2021-4.220.1-1.78.7-2.61.3-2.23.30.72.51.810.342.2%
2020-0.1-8.6-34.5-10.2-10.315.4-3.14.8-7.2-2.717.86.8-35.9%
20196.81.93.33.62.21.62.32.45.53.6-3.62.837.1%
2018-7.3-9.16.3-0.96.14.91.33.2-1.7-0.91.5-6.3-4.2%
2017-5.41.21.02.7-7.4-0.62.40.84.73.38.31.812.5%
2016———4.03.415.19.0-7.9-1.50.24.66.436.5%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 26.3%. The dominant macroeconomic risk driver is IJR.US, accounting for 32.2% of variance. Idiosyncratic stock-specific factors contribute 22.3%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110400.140624500624
2016-05-0110755.69689028093
2016-06-0112380.549074754705
2016-07-0113488.925820575923
2016-08-0112416.664003323855
2016-09-0112234.810955927005
2016-10-0112262.296653776088
2016-11-0112828.310268784557
2016-12-0113646.169580363707
2017-01-0112906.29294640289
2017-02-0113065.454313017355
2017-03-0113192.176164147144
2017-04-0113543.577615136313
2017-05-0112546.262264693663
2017-06-0112475.950014382051
2017-07-0112774.45747706862
2017-08-0112880.565054811595
2017-09-0113488.606219438141
2017-10-0113937.965419156892
2017-11-0115090.447121991758
2017-12-0115356.994470900316
2018-01-0114229.60145738119
2018-02-0112934.258045958644
2018-03-0113743.008725111062
2018-04-0113622.519096167982
2018-05-0114455.879062929467
2018-06-0115158.042762632236
2018-07-0115361.468886829238
2018-08-0115859.886861197225
2018-09-0115586.947489533062
2018-10-0115452.874812234331
2018-11-0115690.01885646713
2018-12-0114707.405158362366
2019-01-0115711.751733836174
2019-02-0116004.5063760427
2019-03-0116534.724663619803
2019-04-0117128.703378184025
2019-05-0117499.920099715557
2019-06-0117772.06046853527
2019-07-0118180.191121480395
2019-08-0118620.441688772415
2019-09-0119651.954360957527
2019-10-0120357.95327431366
2019-11-0119619.35504490396
2019-12-0120161.71817571671
2020-01-0120150.691936463296
2020-02-0118414.77835661095
2020-03-0112060.788136405767
2020-04-0110832.081562210362
2020-05-019716.194189651314
2020-06-0111215.283326408642
2020-07-0110865.959282815047
2020-08-0111384.35232829429
2020-09-0110561.05979737288
2020-10-0110275.975582473076
2020-11-0112100.738278628274
2020-12-0112921.953402154111
2021-01-0112380.549074754705
2021-02-0114868.16453066573
2021-03-0114615.5198312506
2021-04-0115885.9343539263
2021-05-0115466.457860589984
2021-06-0115674.997602991469
2021-07-0115332.864584997926
2021-08-0115840.071590654863
2021-09-0115958.004410495703
2021-10-0116363.738054907477
2021-11-0116650.26047492729
2021-12-0118369.874396752853
2022-01-0116933.586883569307
2022-02-0117718.04787625044
2022-03-0117829.109271629008
2022-04-0116546.869506855444
2022-05-0116827.79890696411
2022-06-0115885.774553357413
2022-07-0117543.705455591422
2022-08-0116244.686631084407
2022-09-0113068.810124964046
2022-10-0114718.111796477997
2022-11-0115297.38885870434
2022-12-0114718.111796477997
2023-01-0116228.386973057624
2023-02-0116407.523410783346
2023-03-0115371.37652210042
2023-04-0115254.24270510403
2023-05-0114369.107354022179
2023-06-0115459.107034421042
2023-07-0116438.524721148005
2023-08-0115075.266067947201
2023-09-0113804.052542427049
2023-10-0113426.603598708813
2023-11-0114801.687494007481
2023-12-0116932.947681293746
2024-01-0116371.72808335198
2024-02-0113935.089008916872
2024-03-0114523.155102432165
2024-04-0114690.785899197801
2024-05-0115835.756975294835
2024-06-0115781.264981303335
2024-07-0116905.461983444664
2024-08-0117517.498162293457
2024-09-0115674.518201284798
2024-10-0115674.518201284798
2024-11-0115993.000735082618
2024-12-0115104.669372622968
2025-01-0114440.218607178243
2025-02-0113554.444053820833
2025-03-0111292.626801751416
2025-04-0110179.935440570169
2025-05-0110465.499057176643
2025-06-0110540.765125123846
2025-07-0110479.401706670078
2025-08-0111169.899964843875
2025-09-0110967.912045766883
2025-10-0110232.509827734988
2025-11-0110279.491194988655
2025-12-0110578.797660519673
2026-01-0111138.09965163476
2026-02-019987.535555626579
2026-03-018789.031288951388
2026-04-019508.133848956504
Annual Return Matrix
YearAnnual Return
20170.12537033784179386
2018-0.04229924766651749
20190.3708548828719196
2020-0.3590847124468962
20210.4216019687619801
2022-0.19879083119481533
20230.1504836975994266
2024-0.10797165048177193
2025-0.29963394765239837
2026-0.1012084592145015
Total Factor Risk
0.2627523018810472
VTI.US Exposure
-0.11982111287308253
VEA.US Exposure
-0.13182096980734354
VWO.US Exposure
0.015609358359651087
QQQ.US Exposure
0.1161850760436704
VTV.US Exposure
0.15536308113400013
IJR.US Exposure
0.32193199917411486
QUAL.US Exposure
-0.09954529598073679
SHV.US Exposure
0.15962190123136738
TLT.US Exposure
-0.022330967221568
LQD.US Exposure
-0.007701859404736682
HYG.US Exposure
0.045576232147740516
GLD.US Exposure
-0.00609464779471534
USO.US Exposure
0.003485569646306312
VNQ.US Exposure
0.19435224539117102
BTC-USD.CC Exposure
-0.01039668097471829
CPER.US Exposure
-0.010707972238156338
VIX.INDX Exposure
0.0273730592550155
UUP.US Exposure
0.08773056531461575
TIP.US Exposure
0.05858658488583662
Idiosyncratic Exposure
0.22260383371156797
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
100
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
26.3%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →N/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →10.18%
Market Cap$560.0M
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$224
Avg Yield on Cost
2.24%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$223.722.24%Solid

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-1.1%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-8.6%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
18.0% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.06
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Armada Hoffler Properties, Inc. a high-risk investment?

Armada Hoffler Properties, Inc. (AHRT.US) has an annualized volatility of 26.3% and experienced a maximum drawdown of 56.8% over the last 10 years. Its primary macro risk driver is IJR.US.

What is the 10-year return of AHRT.US?

Over the past 10 years, AHRT.US has generated a Compound Annual Growth Rate (CAGR) of -1.2%. It has had a positive return in 40% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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