Alexanders Inc

10-Year Study

ALX.US · Real Estate · US · Common Stock

Executive Summary: Alexanders Inc has compounded at 2.4% annually over the last 10 years, with a maximum drawdown of 45.3% and an annualized volatility of 25.7%.

1Y CAGR
+16.3%
3Y CAGR
+23.8%
5Y CAGR
+5.7%
10Y CAGR
+2.4%

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 →
45.3%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
-0.00
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
-0.00
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
21.9%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +18.4%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2018 · -19.1%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
60%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
202612.4-2.30.73.2————————14.0%
2025-5.115.4-2.4-1.311.50.111.5-6.41.8-5.8-2.22.818.4%
20242.92.6-1.8-2.62.36.07.8-3.45.8-6.30.4-10.51.4%
20239.9-7.7-11.5-4.0-9.512.05.21.5-5.03.20.216.16.4%
20222.9-3.71.1-3.1-0.6-8.39.6-1.0-11.812.46.0-9.9-9.1%
2021-2.11.52.3-0.0-0.6-1.24.1-2.9-2.17.0-6.81.80.2%
2020-1.0-3.6-11.314.2-16.1-7.34.53.1-3.9-0.814.51.5-10.2%
201910.914.6-1.50.9-1.90.61.12.1-7.7-0.9-4.31.214.1%
2018-7.10.54.43.2-0.3-1.3-3.2-1.4-4.9-8.20.0-1.9-19.1%
20170.03.4-1.20.7-4.32.33.2-2.81.3-3.14.0-6.4-3.5%
2016———0.6-3.311.74.91.1-2.4-8.412.5-0.215.6%

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 25.7%. The dominant macroeconomic risk driver is VTV.US, accounting for 43.1% of variance. Idiosyncratic stock-specific factors contribute 35.2%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110055.708329726476
2016-05-019726.56163498336
2016-06-0110865.021671340482
2016-07-0111397.081767286241
2016-08-0111519.973265638495
2016-09-0111241.089384968765
2016-10-0110294.596357443244
2016-11-0111580.286629396925
2016-12-0111557.815069885793
2017-01-0111559.299752988994
2017-02-0111951.34668306696
2017-03-0111806.71841751906
2017-04-0111887.36942337928
2017-05-0111380.679793613948
2017-06-0111638.038285699331
2017-07-0112011.655014001317
2017-08-0111677.636545550078
2017-09-0111828.248838927484
2017-10-0111463.157714614716
2017-11-0111920.651489011332
2017-12-0111156.059822160127
2018-01-0110363.641670978119
2018-02-0110419.828118992065
2018-03-0110873.32583107024
2018-04-0111219.005352911689
2018-05-0111181.802717322376
2018-06-0111041.271170574488
2018-07-0110690.669546784125
2018-08-0110542.634059334981
2018-09-0110027.670466784366
2018-10-019201.331081312319
2018-11-019202.689943813552
2018-12-019029.938257314201
2019-01-0110011.394313714041
2019-02-0111473.751809300255
2019-03-0111307.225726186185
2019-04-0111411.2290357713
2019-05-0111191.490903673759
2019-06-0111261.437092718712
2019-07-0111389.165135010537
2019-08-0111625.053599576437
2019-09-0110727.243079363609
2019-10-0110634.568656779515
2019-11-0110180.985386692006
2019-12-0110305.452158980872
2020-01-0110197.749723697958
2020-02-019828.62227447412
2020-03-018720.92789170973
2020-04-019963.255351401842
2020-05-018357.935455037756
2020-06-017748.717133142354
2020-07-018099.00168901576
2020-08-018348.69519002937
2020-09-018026.292479551636
2020-10-017959.849136065419
2020-11-019116.658849013264
2020-12-019249.72671765253
2021-01-019058.761240812579
2021-02-019191.320794219902
2021-03-019401.17949265107
2021-04-019399.146231723298
2021-05-019343.176195144733
2021-06-019232.569820368442
2021-07-019607.802085199673
2021-08-019327.458685547139
2021-09-019128.511149718463
2021-10-019764.584620897493
2021-11-019100.433024183725
2021-12-019268.136788132197
2022-01-019536.361147403364
2022-02-019179.569149996276
2022-03-019281.35298416271
2022-04-018989.39885936075
2022-05-018937.03735764657
2022-06-018195.883552529598
2022-07-018983.525553660977
2022-08-018895.738003257244
2022-09-017846.575364527447
2022-10-018820.265773373943
2022-11-019348.833089409127
2022-12-018423.291708522986
2023-01-019255.98251798228
2023-02-018539.388894369074
2023-03-017557.932837969234
2023-04-017258.343919039978
2023-05-016571.136955221957
2023-06-017359.704995983807
2023-07-017740.377743644046
2023-08-017858.920881992354
2023-09-017468.74112964756
2023-10-017704.8158087043685
2023-11-017716.486927742739
2023-12-018958.522483638288
2024-01-019219.429116699112
2024-02-019455.257187376066
2024-03-019288.01141041875
2024-04-019049.329728489207
2024-05-019254.457572286452
2024-06-019806.58353783375
2024-07-0110567.174109542435
2024-08-0110203.300928656698
2024-09-0110791.029091736304
2024-10-0110108.46239171879
2024-11-0110152.937458101738
2024-12-019083.653588705536
2025-01-018624.614737316779
2025-02-019950.668258381162
2025-03-019710.184825431463
2025-04-019582.054157213344
2025-05-0110679.36079107942
2025-06-0110685.526000575754
2025-07-0111912.377526226046
2025-08-0111148.782358542412
2025-09-0111349.64740034505
2025-10-0110693.32184507357
2025-11-0110460.835569584831
2025-12-0110757.485319252162
2026-01-0112088.229432357837
2026-02-0111808.01185330727
2026-03-0111887.530473749794
2026-04-0112267.00540927932
Annual Return Matrix
YearAnnual Return
2017-0.034760484165597294
2018-0.1905799716690878
20190.14125388959703145
2020-0.10244338870743408
20210.0019903366922757737
2022-0.09115587079929932
20230.0635417594019374
20240.013967828433292029
20250.18426855606072867
20260.1403227655189676
Total Factor Risk
0.257400663655338
VTI.US Exposure
-0.15285787243258686
VEA.US Exposure
-0.046325577450001924
VWO.US Exposure
0.028171192557205092
QQQ.US Exposure
0.22535070062560825
VTV.US Exposure
0.4314908358079805
IJR.US Exposure
-0.021108423640597368
QUAL.US Exposure
-0.11430245116100535
SHV.US Exposure
0.07509688746518656
TLT.US Exposure
0.002021513298244855
LQD.US Exposure
0.04108080674143593
HYG.US Exposure
0.08534605426184559
GLD.US Exposure
-0.002382492163581175
USO.US Exposure
0.0002818646168120797
VNQ.US Exposure
0.09657595337762995
BTC-USD.CC Exposure
0.0019153550837835056
CPER.US Exposure
-0.005191289865485395
VIX.INDX Exposure
-0.014682006687606202
UUP.US Exposure
0.019838407629942195
TIP.US Exposure
-0.0026146693050056666
Idiosyncratic Exposure
0.3522952112401956
Value Score
33.4
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
93.6
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
25.7%

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 →41.6x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →7.80%
Market Cap$1.2B
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
$226
Avg Yield on Cost
2.26%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$226.482.26%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 →
+2.2%
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 →
+7.8%
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 →
2.8% 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 →
0.76
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Alexanders Inc a high-risk investment?

Alexanders Inc (ALX.US) has an annualized volatility of 25.7% and experienced a maximum drawdown of 45.3% over the last 10 years. Its primary macro risk driver is VTV.US.

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

Over the past 10 years, ALX.US has generated a Compound Annual Growth Rate (CAGR) of 2.4%. It has had a positive return in 60% 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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