Getty Realty (GTY)
Market Price (12/30/2025): $27.32 | Market Cap: $1.5 BilSector: Real Estate | Industry: Retail REITs
Getty Realty (GTY)
Market Price (12/30/2025): $27.32Market Cap: $1.5 BilSector: Real EstateIndustry: Retail REITs
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 12%, Dividend Yield is 6.9%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 7.5%, FCF Yield is 8.4% | Weak multi-year price returns2Y Excs Rtn is -39%, 3Y Excs Rtn is -83% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 61% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 53% | Key risks[GTY] key risks include [1] high tenant concentration, Show more. | |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 61%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 60% | ||
| Low stock price volatilityVol 12M is 19% | ||
| Megatrend and thematic driversMegatrends include Electric Vehicles & Autonomous Driving, and Sustainable & Green Buildings. Themes include EV Charging Infrastructure, and Renewable Integration in Buildings. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 12%, Dividend Yield is 6.9%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 7.5%, FCF Yield is 8.4% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 53% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 61%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 60% |
| Low stock price volatilityVol 12M is 19% |
| Megatrend and thematic driversMegatrends include Electric Vehicles & Autonomous Driving, and Sustainable & Green Buildings. Themes include EV Charging Infrastructure, and Renewable Integration in Buildings. |
| Weak multi-year price returns2Y Excs Rtn is -39%, 3Y Excs Rtn is -83% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 61% |
| Key risks[GTY] key risks include [1] high tenant concentration, Show more. |
Why The Stock Moved
Qualitative Assessment
AI Analysis | Feedback
1. Few to no technical positive signals were observed for Getty Realty (GTY) stock on December 29, 2025.
2. The stock displayed sell signals from both short and long-term Moving Averages, contributing to a negative forecast.
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2. The stock displayed sell signals from both short and long-term Moving Averages, contributing to a negative forecast.
Show more
Stock Movement Drivers
Fundamental Drivers
The 5.1% change in GTY stock from 9/29/2025 to 12/29/2025 was primarily driven by a 9.9% change in the company's Net Income Margin (%).| 9292025 | 12292025 | Change | |
|---|---|---|---|
| Stock Price ($) | 25.99 | 27.33 | 5.14% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 210.07 | 214.19 | 1.96% |
| Net Income Margin (%) | 31.62% | 34.75% | 9.90% |
| P/E Multiple | 21.73 | 20.81 | -4.21% |
| Shares Outstanding (Mil) | 55.53 | 56.69 | -2.09% |
| Cumulative Contribution | 5.09% |
Market Drivers
9/29/2025 to 12/29/2025| Return | Correlation | |
|---|---|---|
| GTY | 5.1% | |
| Market (SPY) | 3.6% | 2.6% |
| Sector (XLRE) | -3.2% | 42.1% |
Fundamental Drivers
The 2.4% change in GTY stock from 6/30/2025 to 12/29/2025 was primarily driven by a 3.9% change in the company's Net Income Margin (%).| 6302025 | 12292025 | Change | |
|---|---|---|---|
| Stock Price ($) | 26.69 | 27.33 | 2.39% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 206.75 | 214.19 | 3.60% |
| Net Income Margin (%) | 33.44% | 34.75% | 3.95% |
| P/E Multiple | 21.26 | 20.81 | -2.10% |
| Shares Outstanding (Mil) | 55.06 | 56.69 | -2.96% |
| Cumulative Contribution | 2.30% |
Market Drivers
6/30/2025 to 12/29/2025| Return | Correlation | |
|---|---|---|
| GTY | 2.4% | |
| Market (SPY) | 11.6% | 5.5% |
| Sector (XLRE) | -1.2% | 58.1% |
Fundamental Drivers
The -2.0% change in GTY stock from 12/29/2024 to 12/29/2025 was primarily driven by a -10.2% change in the company's P/E Multiple.| 12292024 | 12292025 | Change | |
|---|---|---|---|
| Stock Price ($) | 27.88 | 27.33 | -1.96% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 198.02 | 214.19 | 8.17% |
| Net Income Margin (%) | 32.97% | 34.75% | 5.42% |
| P/E Multiple | 23.17 | 20.81 | -10.15% |
| Shares Outstanding (Mil) | 54.25 | 56.69 | -4.51% |
| Cumulative Contribution | -2.16% |
Market Drivers
12/29/2024 to 12/29/2025| Return | Correlation | |
|---|---|---|
| GTY | -2.0% | |
| Market (SPY) | 16.6% | 22.6% |
| Sector (XLRE) | 2.6% | 65.3% |
Fundamental Drivers
The -2.7% change in GTY stock from 12/30/2022 to 12/29/2025 was primarily driven by a -30.4% change in the company's Net Income Margin (%).| 12302022 | 12292025 | Change | |
|---|---|---|---|
| Stock Price ($) | 28.10 | 27.33 | -2.73% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 161.82 | 214.19 | 32.37% |
| Net Income Margin (%) | 49.91% | 34.75% | -30.36% |
| P/E Multiple | 16.26 | 20.81 | 28.01% |
| Shares Outstanding (Mil) | 46.73 | 56.69 | -21.31% |
| Cumulative Contribution | -7.15% |
Market Drivers
12/30/2023 to 12/29/2025| Return | Correlation | |
|---|---|---|
| GTY | 6.6% | |
| Market (SPY) | 47.9% | 20.7% |
| Sector (XLRE) | 7.4% | 65.0% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| GTY Return | -11% | 23% | 12% | -9% | 10% | -2% | 19% |
| Peers Return | 16% | 38% | -12% | 21% | 26% | 16% | 151% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 17% | 114% |
Monthly Win Rates [3] | |||||||
| GTY Win Rate | 33% | 67% | 58% | 42% | 50% | 67% | |
| Peers Win Rate | 52% | 65% | 42% | 68% | 57% | 52% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| GTY Max Drawdown | -47% | -5% | -21% | -19% | -11% | -11% | |
| Peers Max Drawdown | -34% | -5% | -26% | -7% | -9% | -23% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/29/2025 (YTD)
How Low Can It Go
| Event | GTY | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -27.1% | -25.4% |
| % Gain to Breakeven | 37.1% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -47.1% | -33.9% |
| % Gain to Breakeven | 89.1% | 51.3% |
| Time to Breakeven | 446 days | 148 days |
| 2018 Correction | ||
| % Loss | -23.9% | -19.8% |
| % Gain to Breakeven | 31.4% | 24.7% |
| Time to Breakeven | 292 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -57.2% | -56.8% |
| % Gain to Breakeven | 133.8% | 131.3% |
| Time to Breakeven | 908 days | 1,480 days |
Compare to HPQ, HPE, IBM, CSCO, AAPL
In The Past
Getty Realty's stock fell -27.1% during the 2022 Inflation Shock from a high on 3/31/2023. A -27.1% loss requires a 37.1% gain to breakeven.
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Getty Realty Corp. is the leading publicly traded real estate investment trust in the United States specializing in the ownership, leasing and financing of convenience store and gasoline station properties. As of September 30, 2020, the Company owned 896 properties and leased 58 properties from third-party landlords in 35 states across the United States and Washington, D.C.
AI Analysis | Feedback
Here are 1-2 brief analogies to describe Getty Realty (GTY):
- Realty Income for gas stations and convenience stores.
- National Retail Properties (NNN) for automotive service locations.
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- Commercial Property Leasing: Getty Realty provides the service of leasing its diverse portfolio of strategically located real estate properties to operators primarily in the motor fuel and convenience store industries.
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Getty Realty (GTY) primarily sells to other companies, specifically operators of convenience stores, gas stations, and other automotive properties. As a real estate investment trust (REIT), GTY leases its properties to these companies.
Based on their 2023 10-K filing, Getty Realty has a diversified tenant base with no single tenant accounting for more than 10% of its annualized contractual rent. Its major customers, comprising some of its largest tenants, include:
- EG America, LLC: A subsidiary of EG Group, a private company headquartered in the UK.
- 7-Eleven, Inc.: A subsidiary of Seven & i Holdings Co., Ltd. (TYO: 3382). While 7-Eleven, Inc. itself is not publicly traded in the U.S., its Japanese parent company is.
- Alimentation Couche-Tard Inc. (operating brands such as Couche-Tard and Circle K): TSX: ATD (Parent company listed on the Toronto Stock Exchange).
- Sunoco LP: NYSE: SUN.
- Parkland Corporation: TSX: PKI.
- Chevron U.S.A. Inc.: A subsidiary of Chevron Corporation (NYSE: CVX).
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Christopher J. Constant President and Chief Executive Officer Mr. Constant has served as President and Chief Executive Officer of Getty Realty since January 2016. He joined the company in November 2010 as Director of Planning and Corporate Development and subsequently held roles as Treasurer, Vice President, and Chief Financial Officer. Before joining Getty, Mr. Constant was a Vice President in the corporate finance department of Morgan Joseph & Co. Inc., and he began his career in the corporate finance department at ING Barings. Brian R. Dickman Executive Vice President, Chief Financial Officer and Treasurer Mr. Dickman has been Executive Vice President, Chief Financial Officer, and Treasurer of Getty Realty since December 2020. Prior to joining Getty, he served as Executive Vice President and Chief Financial Officer of Seritage Growth Properties (NYSE:SRG) and as Chief Financial Officer and Secretary of Agree Realty (NYSE: ADC). Mr. Dickman also worked as a real estate investment banker, starting at Lehman Brothers in 2005, and began his career in corporate finance at Intel Corporation in 1998. Mark J. Olear Executive Vice President and Chief Operating Officer Mr. Olear has served as Executive Vice President since May 2014 and Chief Operating Officer since May 2015, also holding the title of Chief Investment Officer since May 2014. Before joining Getty, he accumulated over 30 years of experience in real estate acquisitions, development, and construction, including notable roles as Senior Director-Real Estate with Home Depot and Senior Vice President Real Estate with TD Bank. Joshua Dicker Executive Vice President, General Counsel and Secretary Mr. Dicker has been Executive Vice President, General Counsel, and Secretary of Getty since February 2017. He joined Getty in February 2008, holding previous titles including Senior Vice President and Vice President. Prior to his tenure at Getty, Mr. Dicker was a partner in the law firm Arent Fox LLP, specializing in corporate and transactional matters. Eugene Shnayderman Controller and Chief Accounting Officer Mr. Shnayderman serves as Controller and Chief Accounting Officer for Getty Realty. In this role, he is responsible for the company's controllership activities, including financial reporting, accounting, corporate tax, and related internal controls. Before joining Getty, Mr. Shnayderman was a Senior Manager in the audit and assurance practice at Deloitte, focusing on real estate and financial services.AI Analysis | Feedback
The key risks to Getty Realty (GTY) are primarily related to its tenant base, financial structure, and long-term industry trends:
- High Tenant Concentration: Getty Realty faces a significant risk due to its high tenant concentration, which could magnify the impact of any potential tenant issues on its financial performance.
- Debt Maturities and Interest Rate Risk: The company has noticeable debt maturities upcoming in 2025 and 2026, which could necessitate refinancing at a higher cost, especially if a high-interest rate environment persists. Increases in interest rates directly affect the interest expense on its variable-rate borrowings. While recent debt issuances have aimed to bolster liquidity and extend debt maturity profiles, the inherent risk of refinancing at potentially higher costs remains a concern.
- Shift Away from Gasoline-based Transport and EV Adoption: Getty Realty's business model is heavily focused on automotive-related properties, particularly convenience-gas and automotive sectors. The gradual shift away from gasoline-based transportation and the accelerating adoption of electric vehicles pose a long-term risk, as it could affect demand for traditional fuel sites and introduce uncertainty regarding future cash flows.
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The accelerating global transition to electric vehicles (EVs) poses a clear emerging threat to Getty Realty. As EV adoption increases and governments and automakers commit to phasing out internal combustion engine (ICE) vehicles, the long-term demand for gasoline is expected to decline significantly. Getty Realty's portfolio is heavily concentrated in properties leased to gas station and convenience store operators, whose core business relies on gasoline sales. A substantial decrease in gasoline demand directly threatens the profitability and viability of these tenant businesses, potentially leading to declining rental income, lease defaults, and reduced asset values for GTY's properties, which are specifically designed and optimized for gasoline sales. While some sites may be repurposed for EV charging or other uses, this often requires significant capital investment and may not yield equivalent rental income, fundamentally challenging the existing business model reliant on petroleum-based fuel sales.
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Getty Realty (GTY) specializes in the acquisition, financing, and development of convenience, automotive, and other single-tenant retail real estate across the United States. Its primary focus areas include convenience stores, gas stations, and car washes.
Addressable Markets:
- Gas Station Real Estate Market (U.S.): The market size for gas stations in the U.S. is projected to be approximately $121.0 billion in 2025. Another estimate valued the USA gas station market at $135 billion in 2023, driven by fuel demand and diversified services like convenience stores and EV charging infrastructure.
- Convenience Store Real Estate Market (U.S.): The market size for convenience stores in the U.S. is estimated at approximately $45.9 billion in 2025. There are roughly 150,000 convenience stores across the U.S., encompassing about 525 million square feet of real estate.
- Car Wash Real Estate Market (U.S.): The U.S. car wash and auto detailing industry is projected to generate approximately $20.7 billion in revenue in 2025. Other sources indicate the market for car wash services in the United States was valued at $18.18 billion in 2025.
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Getty Realty (GTY) is anticipated to drive future revenue growth over the next 2-3 years through several key strategies:
- Strategic Property Acquisitions and Investments: Getty Realty consistently invests in acquiring new convenience and automotive retail properties, including convenience stores, car washes, auto service centers, and drive-thru quick service restaurants (QSRs). For instance, in the third quarter of 2025, the company invested $56.3 million across 29 properties, with an additional $103.4 million subsequent to the quarter end. It also has a committed investment pipeline of over $75.0 million for the development and/or acquisition of 22 convenience and automotive retail properties. This ongoing investment activity directly increases the company's rental income base. The company deployed $237 million year-to-date at an initial cash yield of 7.9%, acquiring 27 drive-thru quick-service restaurants, among other properties. They invested $209 million across 78 properties in 2024 at an 8.3% initial cash yield, diversifying across convenience stores, express tunnel car washes, auto service centers, and drive-thru QSRs.
- Built-in Rent Escalations: A significant portion of Getty Realty's lease agreements includes contractual annual rent escalations. Approximately 99.2% of their leases are subject to rent escalation, with an average annual rent escalation rate of about 1.8%. This provides a stable and predictable organic growth in rental revenue from its existing portfolio.
- Portfolio Diversification and Expansion: The company is actively diversifying its portfolio across various property types within the convenience and automotive retail sectors, such as car washes, auto service, and drive-thru QSRs, beyond its traditional convenience stores. This strategy allows Getty Realty to tap into new growth markets and reduce concentration risk, with a focus on acquiring strong real estate in the top 50 markets across the United States.
- Expansion with Existing and New Tenants: Getty Realty focuses on expanding its relationships with existing tenants and attracting new tenants to its portfolio. This approach leverages direct tenant relationships and underwriting expertise to identify new opportunities, contributing to a diversified tenant base and sustained occupancy rates. The company added 10 new tenants in 2025.
- Redevelopment and Revenue-Enhancing Capital Expenditures: The company undertakes redevelopment and revenue-enhancing capital expenditure projects. Since 2015, Getty Realty has completed 32 such projects, representing $22.3 million of incremental capital investment, which can lead to increased rental income from upgraded or expanded properties.
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Share Repurchases
- Information regarding significant share repurchase programs or dollar amounts of share repurchases made over the last 3-5 years for Getty Realty (GTY) is not readily available in the provided search results.
Share Issuance
- In Q3 2025, Getty Realty settled approximately 1.2 million shares of common stock, generating net proceeds of $32.5 million. The company also entered into new forward sale agreements for about 1 million shares, anticipating gross proceeds of $29 million.
- As of July 23, 2025, Getty Realty had approximately 3.9 million additional shares remaining from forward equity agreements that could raise about $118.8 million.
- In 2024, the company raised approximately $290 million of permanent capital.
Outbound Investments
- Year-to-date as of October 6, 2025, Getty Realty invested approximately $233 million in convenience and automotive retail assets, achieving a 7.9% initial cash yield.
- During Q3 2025, Getty deployed $56.3 million across 29 properties, including 15 drive-thru quick-service restaurants (QSRs), five car washes, and five convenience stores, at an initial cash yield of 8%.
- As of March 31, 2025, the company had a committed investment pipeline exceeding $110.0 million for the development and/or acquisition of 29 convenience and automotive retail properties, with funding expected over the subsequent 9-12 months.
Capital Expenditures
- Getty Realty's capital expenditures are primarily focused on the acquisition, financing, and development/redevelopment of convenience, automotive, and other single-tenant retail real estate.
- In Q1 2025, $1.1 million was provided for incremental development funding for the construction of two new-to-industry auto service centers.
- The company provided funding for the improvement of a convenience store in the New York City metropolitan area in Q1 2025, leading to increased rent and an extended lease term.
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Select ideas related to GTY. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 10312025 | MPW | Medical Properties Trust | Special | Short Squeeze PotentialShort Squeeze PotentialHas potential for a short squeeze. High short interest, rising short interest and high debt. | -0.1% | -0.1% | -5.8% |
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Peer Comparisons for Getty Realty
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 52.56 |
| Mkt Cap | 159.0 |
| Rev LTM | 56,496 |
| Op Inc LTM | 7,584 |
| FCF LTM | 7,327 |
| FCF 3Y Avg | 7,366 |
| CFO LTM | 8,590 |
| CFO 3Y Avg | 8,697 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 7.1% |
| Rev Chg 3Y Avg | 3.2% |
| Rev Chg Q | 8.6% |
| QoQ Delta Rev Chg LTM | 2.0% |
| Op Mgn LTM | 20.1% |
| Op Mgn 3Y Avg | 20.3% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 22.2% |
| CFO/Rev 3Y Avg | 23.8% |
| FCF/Rev LTM | 20.1% |
| FCF/Rev 3Y Avg | 21.6% |
Price Behavior
Price Behavior
| Market Price | $27.33 | |
| Market Cap ($ Bil) | 1.5 | |
| First Trading Date | 05/03/1973 | |
| Distance from 52W High | -7.7% | |
| 50 Days | 200 Days | |
| DMA Price | $27.51 | $27.23 |
| DMA Trend | indeterminate | up |
| Distance from DMA | -0.6% | 0.4% |
| 3M | 1YR | |
| Volatility | 17.2% | 18.7% |
| Downside Capture | -16.21 | 25.60 |
| Upside Capture | 11.06 | 19.63 |
| Correlation (SPY) | 1.6% | 22.7% |
GTY Betas & Captures as of 11/30/2025
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.03 | 0.05 | 0.16 | 0.15 | 0.25 | 0.36 |
| Up Beta | -0.16 | 0.33 | 0.60 | 0.33 | 0.23 | 0.31 |
| Down Beta | 0.27 | 0.09 | -0.12 | -0.19 | 0.20 | 0.25 |
| Up Capture | 23% | 19% | 15% | 16% | 15% | 14% |
| Bmk +ve Days | 13 | 26 | 39 | 74 | 142 | 427 |
| Stock +ve Days | 10 | 20 | 29 | 60 | 120 | 376 |
| Down Capture | -21% | -23% | 15% | 30% | 47% | 74% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 10 | 21 | 33 | 64 | 127 | 363 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of GTY With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| GTY | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -2.3% | 2.6% | 16.7% | 65.4% | 7.5% | 4.2% | -7.3% |
| Annualized Volatility | 18.7% | 16.8% | 19.4% | 19.8% | 15.3% | 17.0% | 34.9% |
| Sharpe Ratio | -0.26 | -0.02 | 0.67 | 2.43 | 0.27 | 0.08 | -0.06 |
| Correlation With Other Assets | 65.4% | 23.0% | 7.5% | 3.8% | 67.1% | 5.3% | |
ETFs used for asset classes: Sector ETF = XLRE, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data
| Comparison of GTY With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| GTY | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 5.6% | 5.7% | 14.8% | 17.7% | 11.2% | 5.1% | 30.2% |
| Annualized Volatility | 20.5% | 19.1% | 17.1% | 15.6% | 18.7% | 18.9% | 48.6% |
| Sharpe Ratio | 0.21 | 0.21 | 0.70 | 0.91 | 0.48 | 0.18 | 0.57 |
| Correlation With Other Assets | 66.7% | 39.4% | 10.1% | 6.9% | 69.8% | 15.7% | |
ETFs used for asset classes: Sector ETF = XLRE, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 10-Year Data
| Comparison of GTY With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| GTY | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 10.6% | 6.4% | 15.0% | 14.6% | 6.9% | 5.4% | 69.0% |
| Annualized Volatility | 27.2% | 20.6% | 18.0% | 14.8% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.41 | 0.28 | 0.72 | 0.82 | 0.31 | 0.23 | 0.89 |
| Correlation With Other Assets | 70.1% | 53.5% | 9.2% | 16.3% | 75.6% | 14.7% | |
ETFs used for asset classes: Sector ETF = XLRE, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/22/2025 | 2.5% | 0.9% | 2.0% |
| 7/23/2025 | 1.1% | 2.6% | 5.6% |
| 4/23/2025 | -3.3% | -1.8% | -0.5% |
| 2/12/2025 | 2.8% | 0.3% | 1.9% |
| 10/23/2024 | 1.1% | -1.1% | 1.4% |
| 7/24/2024 | 3.4% | -3.6% | 0.4% |
| 4/25/2024 | -0.4% | 2.3% | 1.0% |
| 2/14/2024 | 2.4% | -0.5% | 1.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 16 | 11 | 14 |
| # Negative | 5 | 10 | 7 |
| Median Positive | 2.2% | 2.1% | 2.5% |
| Median Negative | -3.3% | -1.6% | -2.8% |
| Max Positive | 6.1% | 4.5% | 17.5% |
| Max Negative | -8.3% | -6.2% | -23.6% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 10/23/2025 | 10-Q (09/30/2025) |
| 06/30/2025 | 07/24/2025 | 10-Q (06/30/2025) |
| 03/31/2025 | 04/24/2025 | 10-Q (03/31/2025) |
| 12/31/2024 | 02/13/2025 | 10-K (12/31/2024) |
| 09/30/2024 | 10/24/2024 | 10-Q (09/30/2024) |
| 06/30/2024 | 07/25/2024 | 10-Q (06/30/2024) |
| 03/31/2024 | 04/26/2024 | 10-Q (03/31/2024) |
| 12/31/2023 | 02/15/2024 | 10-K (12/31/2023) |
| 09/30/2023 | 10/26/2023 | 10-Q (09/30/2023) |
| 06/30/2023 | 07/27/2023 | 10-Q (06/30/2023) |
| 03/31/2023 | 04/27/2023 | 10-Q (03/31/2023) |
| 12/31/2022 | 02/23/2023 | 10-K (12/31/2022) |
| 09/30/2022 | 10/27/2022 | 10-Q (09/30/2022) |
| 06/30/2022 | 07/28/2022 | 10-Q (06/30/2022) |
| 03/31/2022 | 04/28/2022 | 10-Q (03/31/2022) |
| 12/31/2021 | 02/24/2022 | 10-K (12/31/2021) |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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