FKnol.com

Financial Knowledge & Information Portal

Best Performing Low Beta Stocks of 2021

Updated Apr 1, 2021
Risk averse traders and long term investors love low beta stocks. These are the stocks which don't make large price moves and don't show high volatility. Even when the overall market is making big swings, these low beta stocks at the most move to match the percentage change made by the market index. For instance, there may be a consumer durables company which has a low beta value of 0.1. When the overall market, represented by say S&P 500 index, moves up by 1%, then this particular stock is expected to move by only around 0.1%.
Such stocks are preferred by long term investors who don't want high volatility and fluctuations in prices on a regular basis, but prefer that the stock moves up slowly and steadily in either direction. Low beta stocks suit the needs of such investors. On the trading side, such stocks are good for active option traders who may like to bank on benefitting from time decay and similar other stable price range parameters.
Among several of the low beta stock companies whose stocks are listed and actively trading on the stock exchanges, which have been the top performers in terms of generating the highest returns in their stock prices?
This article provides a list of the low beta stocks that have given the top returns in the year 2021 till date of writing. The list is prepared based on the percentage returns generated by the individual stocks between the end of the previous and Apr 1, 2021, and the top 10 return generating low beta stocks are listed below.

Try our new Best Performing Stock Screener:


This page is updated every week/month. Bookmark this site to track the best performing stocks regularly.

Top Performing Low Beta StocksAll Low Beta StocksTop Dividend-paying Low Beta StocksTop Low Beta Stocks for Q2 2021

Top Low Beta Stocks With Highest Returns

The following list presents stocks of the companies which belong to the broader Low Beta sector or the stock market index, their corresponding prices as of given date, and the percentage gains realized:
 1) H&R Block, Inc. (HRB) 2) Lennar Corp. (LEN) 3) D. R. Horton (DHI) 4) Kimco Realty (KIM) 5) Iron Mountain Incorporated (IRM)
 6) Regency Centers Corporation (REG) 7) Twenty-First Century Fox Class A (FOXA) 8) Altria Group Inc (MO) 9) Pulte Homes Inc. (PHM) 10) Equity Residential (EQR)

Try our new Best Performing Stock Screener:


Top Performing Low Beta StocksAll Low Beta StocksTop Dividend-paying Low Beta StocksTop Low Beta Stocks for Q2 2021

Performance of Top Low Beta Stocks

Here's a look at the basic details and how the above mentioned stocks fared during the period:

H&R Block

H&R Block, Inc. (H&R Block), incorporated on July 27, 1955, through its subsidiaries, provides tax preparation and other services. The Company provides assisted income tax return preparation, digital do-it-yourself (DIY) ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of H&R Block.
The Missouri, MO-headquartered company H&R Block, Inc. (HRB) is ranked number one among the best performing stocks of Low Beta of 2021. The Consumer Services sector business falls under the Other Consumer Services industrial sub-sector. Since the start of the year 2021, the stock price of H&R Block has changed by 40.54 percent, which is calculated based on the previous year's closing price of $15.86 per share and year-to-date closing price of $22.29 per share as of writing. The market value of the company as indicated by its market-cap changed from $2.91 billion to $4.04 billion during the same period. Along with Low Beta, the company is also in the business of Consumer Services, Consumer Services, Consumer Cyclical, Personal Services, S&P 500, Consumer Discretionary, Wilshire 5000, among other usual products and services. H&R Block continues to be a leading constituent of many major stock market indexes like Wilshire 5000 index, and a few other larger indexes which are part of the stock market.

Lennar

Lennar Corporation, incorporated on September 6, 1991, is a provider of real estate related financial services, commercial real estate, investment management and finance company. The Company is a homebuilder that ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of Lennar.
During the given months of the year 2021, Lennar Corp. (LEN) was successful in generating YTD returns of 35.68 percentage which helped it gain the number two spot in the list of the top performing stocks which generated maximum returns during year 2021 till date. As of December of the previous year, the stock of the Miami, Florida-based Lennar closed at a price of $76.23 per share, while it traded at a price of $103.43 per share as of Apr 1, 2021. The company's market cap changed from $23.26 billion to $31.54 billion during the same period YTD. It ranks as a key constituent of major indexes that include Wilshire 5000 index, S&P 500 index, and several other broader level multi-cap market indicators. The company is classified under the Basic Industries industry sector and further specialized as a Homebuilding sector business.

D R Horton

D.R. Horton, Inc. operates as a homebuilding company in East, Midwest, Southeast, South Central, Southwest, and West regions in the United States. It engages in the acquisition and development of land ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of D R Horton.
Rank number three in the coveted list is held by D. R. Horton (DHI) for being among the top performing stocks of 2021. Headquartered in Fort Worth, Texas, the Capital Goods sector company is categorized under the industrial sub-sector of Homebuilding. Since the start of the year 2021, stock of D R Horton has so far gained 32.11 percentage, based on the previous year's closing price of $68.92 per share and year-to-date price of $91.05 per share. During the same period, the market capitalization of the company changed from $25.13 billion to $33.12 billion. The stock of D R Horton continues to be a major constituent of many leading stock indexes which include Wilshire 5000 index, S&P 500 index, and several other broader level multi-cap market indicators.

Kimco Realty

Kimco Realty Corporation, incorporated on March 25, 1994, is a self-administered real estate investment trust. The Company is engaged in the ownership, management, development and operation of open-air shopping centers, ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of Kimco Realty.
At number four in the list of top stocks stands Kimco Realty (KIM), which saw a change in its stock price from the level of $15.01 apiece during previous year December end to the price of $19.2 per share as of Apr 1, 2021. It translates to a change of 27.91 percentage. The New Hyde Park, New York-headquartered Consumer Services sector company also saw its market value change from $6.49 billion to $8.32 billion. The Real Estate Investment Trusts specialist also managed to outperform some of the major stock market indexes of which it is a part of. They include the Wilshire 5000 index, S&P 500 index, and a handful of other multi-capitalization indexes.

Iron Mountain

Iron Mountain Incorporated, incorporated on June 26, 2014, is a holding company, which stores records, primarily physical records and data backup media, and provides information management services in various locations ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of Iron Mountain.
Iron Mountain Incorporated (IRM) has moved by 26.53 percentage over the given period of 2021-YTD, helping it gain a place at number five among the top performing stocks. The Consumer Services sector company managed to achieve the feat as its stock price changed from $29.48 apiece to the price of $37.3 per share between the end of December of the previous year and Apr 1, 2021. The smart run of the Boston, Massachusetts-based Real Estate Investment Trusts sector company lead to a handsome gain in its marketcap which changed from $8.5 billion to $10.76 billion over the same duration. Iron Mountain is a key member of many popular stock market indexes. They include Wilshire 5000 index, S&P 500 index, and several other broader level multi-cap market indicators.

Regency Centers

Regency Centers Corporation, incorporated on July 8, 1993, is a real estate investment trust (REIT). The Company is the general partner of Regency Centers, L.P. (the Operating Partnership). The Company ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of Regency Centers.
The Jacksonville, Florida-based Consumer Services sector company Regency Centers Corporation (REG) holds the number six spot among the best performing stocks of the Low Beta sector. Classified as the Real Estate Investment Trusts business, the stock price of Regency Centers ended the previous year at a price of $45.59 per share while it reached the level of $57.62 apiece as of Apr 1, 2021 translating to a percentage change in stock price of 26.39%. As of writing, the company's market-cap value stands at $9.79 billion. Few leading stock market index includes Regency Centers in their constituent list. They include Wilshire 5000 index, S&P 500 index, and a few other larger indexes which are part of the stock market.

Twenty-First Century Fox

Twenty-First Century Fox, Inc., incorporated on October 23, 2003, is a media and entertainment company. The Companys segments include Cable Network Programming; Television; Filmed Entertainment, and Other, Corporate and Eliminations. ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of Twenty-First Century Fox.
The New York, New York-based Twenty-First Century Fox Class A (FOXA) belongs to the Consumer Services sector and is categorized as a Television Services company. The stock of Twenty-First Century Fox ended the previous year at a price of $29.12 per share. As of Apr 1, 2021, the stock price has reached $36.31 apiece, which indicates a change of 24.69 percent making the company rank among the top performing stocks of the Low Beta for the year 2021 till date. At the end of the last year, company's market capitalization stood at $17.24 billion. It has now changed to $21.11 billion as of writing. Twenty-First Century Fox continues to be a leading constituent of many major stock market indexes like Wilshire 5000 index, NASDAQ 100 index, S&P 500 index, and several other broader level multi-cap market indicators.

Altria

Altria Group, Inc., incorporated on August 27, 2009, is a holding company. The Companys segments include smokeable products, smokeless products and wine. The Companys subsidiaries include Philip Morris USA Inc. ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of Altria.
The number eight spot in the list of top performing stocks of the Low Beta sector is taken by Altria Group Inc (MO). The company's stock price changed from $41 per share at the end of December of the previous year to the price of $51 per share as of writing. Overall, the stock managed to realized price change of 24.39 percent during the given time period. The corresponding change in the market capitalization value of the Richmond, Virginia-based Consumer Non-Durables sector company was from $76.2 billion to $94.79 billion. Being ranked in the top 10 best performing stocks of the Low Beta sector, the company also succeeded in outperforming the returns generated by some of the popular stock market indexes. They include the Wilshire 5000 index, S&P 500 index, and a handful of other multi-capitalization indexes.

Pulte Homes

PulteGroup, Inc., incorporated on September 17, 1987, is a homebuilder in the United States. The Companys segments include Homebuilding and Financial Services. Its Homebuilding operations are engaged in the acquisition ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of Pulte Homes.
Pulte Homes (PHM) generated percentage returns of 24.03 percent during the 2021 year-to-date. Its returns are based on the share price which moved from $43.12 per share from the previous year-end to the price of $53.48 per share as of Apr 1, 2021. The company's value, as indicated by the market-cap figure, changed from $11.56 billion to $14.14 billion during the same period.
The company is categorized as a Capital Goods speciality business with further classification in the Homebuilding sub-category. Based in Atlanta, Georgia, the YTD performance of the Low Beta sector also fared better than that of the returns generated by some of the closley tracked stock market indexes. The company is a part of Wilshire 5000 index, S&P 500 index, and a few other wider multi-cap stock market indexes.

Equity Residential

Equity Residential, incorporated on July 21, 1992, is a real estate investment trust. The Companys primary business is the acquisition, development and management of multifamily residential properties. Its segments include ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of Equity Residential.
Based on the market-cap change from $22.07 billion to $27.02 billion during the given months of the year 2021 and the share price change from $59.28 per share to a price of $72.51 per share as of Apr 1, 2021, Equity Residential (EQR) was successful in generating YTD returns of 22.32 percentage. Standing at the number ten rank in the top performing list of Low Beta stocks, the Chicago, Illinois-based Equity Residential is categorized as the Real Estate Investment Trusts sub-sector business which falls under the larger Consumer Services sector. It is also a part of few famous stock indexes that are used to track the overall performance of the stock market. They include Wilshire 5000 index, S&P 500 index, and a few more broader-level indexes that are actively tracked in the market.
This page is updated every week/month. Bookmark this site to track the best performing stocks regularly.

Popular Investment Lists:

 ◐ Best Performing Accident and Health Insurance Stocks of 2020-YTD

 ◐ Best Performing Insurance Stocks of 2020-YTD

 ◐ Best Performing Insurance Brokers Stocks of 2020-YTD

 ◐ Best Performing Life Insurance Stocks of 2020-YTD

 ◐ Best Performing Specialty Insurers Stocks of 2020-YTD

 ◐ Best Performing Reinsurance Stocks of 2020-YTD

 ◐ Best Performing Property-Casualty Insurers Stocks of 2020-YTD

 ◐ Best Performing Artificial Intelligence Stocks of 2020-YTD

 ◐ Best Performing S&P 500 Stocks of 2020-YTD

 ◐ Best Performing Dow Jones Stocks of 2020-YTD

 ◐ Best Performing NASDAQ Stocks of 2020-YTD

 ◐ Best Performing Russell 2000 Stocks of 2020-YTD

 ◐ Best Performing Wilshire 5000 Stocks of 2020-YTD

 ◐ Top U.S. Companies By Market Value of 2020

 ◐ Best Performing Mega Cap Stocks of 2020-YTD

 ◐ Best Performing Large Cap Stocks of 2020-YTD

 ◐ Best Performing Mid Cap Stocks of 2020-YTD

 ◐ Best Performing Small Cap Stocks of 2020-YTD

 ◐ Best Performing Micro Cap Stocks of 2020-YTD

 ◐ Best Performing Real Estate Stocks of 2020-YTD

 ◐ Best Performing Mortgage REITs of 2020-YTD

 ◐ Best Performing Diversified REITs of 2020-YTD

 ◐ Best Performing Residential REITs of 2020-YTD

 ◐ Best Performing Office REITs of 2020-YTD

 ◐ Best Performing Retail REITs of 2020-YTD

 ◐ Best Performing Hotel REITs of 2020-YTD

 ◐ Best Performing Industrial REITs of 2020-YTD

 ◐ Best Performing Healthcare REITs of 2020-YTD

 ◐ Market Cap of S&P 500 Companies of 2020

 ◐ Market Cap of NASDAQ 100 Companies of 2020

 ◐ Market Cap of Dow Jones (DJIA) Companies of 2020

 ◐ Best Performing Hedge Fund Stocks of 2020-YTD

 ◐ Best Performing Conglomerates Stocks of 2020-YTD

 ◐ Best Performing Diversified Commercial Services Stocks of 2020-YTD

 ◐ Best Performing Diversified Industrials Stocks of 2020-YTD

 ◐ Best Performing Diversified Insurance Stocks of 2020-YTD

 ◐ Best Performing Diversified Utilities Stocks of 2020-YTD

 ◐ Best Performing Multi-sector Companies of 2020-YTD

 ◐ Best Performing Miscellaneous Stocks of 2020-YTD

 ◐ Best Performing Miscellaneous Manufacturing Stocks of 2020-YTD

 ◐ Best Performing Natural Gas Stocks of 2020-YTD

 ◐ Best Performing Silver Stocks of 2020-YTD

 ◐ Best Performing Gold Stocks of 2020-YTD

 ◐ Best Performing Technology Stocks of 2020-YTD

 ◐ Best Performing Cannabis Stocks of 2020-YTD

 ◐ Best Performing Consumer Discretionary Stocks of 2020-YTD

 ◐ Best Performing Cloud Computing Stocks of 2020-YTD

 ◐ Best Performing Oil Stocks of 2020-YTD

 ◐ Best Performing Food & Beverage Stocks of 2020-YTD

 ◐ Best Performing 'SMALL' Dogs of the Dow of 2020-YTD

 ◐ Best Performing Low Beta Stocks of 2020-YTD

 ◐ Best Performing Dividend Aristocrats Stocks of 2020-YTD

 ◐ Best Performing High Beta Stocks of 2020-YTD

 ◐ Best Performing Basic Materials Stocks of 2020-YTD

 ◐ Best Performing Basic Industries Stocks of 2020-YTD

 ◐ Best Performing Healthcare Stocks of 2020-YTD

 ◐ Best Performing Pharma Stocks of 2020-YTD

 ◐ Best Performing Private Equity Stocks of 2020-YTD

 ◐ Best Performing ESG Stocks of 2020-YTD

 ◐ Best Performing Semiconductors Stocks of 2020-YTD

 ◐ Best Performing Brazil Stocks of 2020-YTD

 ◐ Best Performing Robotics Stocks of 2020-YTD

 ◐ Best Performing Tobacco Stocks of 2020-YTD

 ◐ Best Performing Fast Food Stocks of 2020-YTD

 ◐ Best Performing Coffee Stocks of 2020-YTD

 ◐ Best Performing Newspaper Stocks of 2020-YTD

 ◐ Best Performing Transportation Stocks of 2020-YTD

 ◐ Best Performing Precious Metals Stocks of 2020-YTD

 ◐ Best Performing Mexican Stocks of 2020-YTD

 ◐ Best Performing Indian Stocks of 2020-YTD

 ◐ Best Performing Renewable Energy Stocks of 2020-YTD

 ◐ Best Performing Russia Stocks of 2020-YTD

 ◐ Best Performing Water Stocks of 2020-YTD

 ◐ Best Performing Agriculture Stocks of 2020-YTD

 ◐ Best Performing Airlines Stocks of 2020-YTD

 ◐ Best Performing Blockchain Stocks of 2020-YTD

 ◐ Best Performing Natural Resources Stocks of 2020-YTD

 ◐ Best Performing Internet Stocks of 2020-YTD

 ◐ Best Performing Bank Stocks of 2020-YTD

 ◐ Best Performing Meat Stocks of 2020-YTD

 ◐ Best Performing Gaming Stocks of 2020-YTD

 ◐ Best Performing Biofuels Stocks of 2020-YTD

 ◐ Best Performing Software Stocks of 2020-YTD

 ◐ Best Performing China Stocks of 2020-YTD

 ◐ Best Performing Telecom Stocks of 2020-YTD

 ◐ Best Performing Biotech Stocks of 2020-YTD

 ◐ Best Performing Aluminum Stocks of 2020-YTD

 ◐ Best Performing Low Volatility Stocks of 2020-YTD

 ◐ Best Performing REIT Stocks of 2020-YTD

 ◐ Best Performing 5G Stocks of 2020-YTD

 ◐ Best Performing Dogs of the Dow Stocks of 2020-YTD

 ◐ Best Performing Palladium Stocks of 2020-YTD

 ◐ Best Performing Platinum Stocks of 2020-YTD

 ◐ Best Performing Iron Stocks of 2020-YTD

 ◐ Best Performing Steel Stocks of 2020-YTD

 ◐ Market Cap of FTSE 100 Index Companies of 2020

 ◐ Market Cap of FTSE 250 Index Companies of 2020

 ◐ Market Cap of FTSE 350 Index Companies of 2020

 ◐ Market Cap of TSX Composite Index Companies of 2020

 ◐ Market Cap of TSX 60 Index Companies of 2020

 ◐ Market Cap of TSX Venture Composite Index Companies of 2020

 ◐ Market Cap of ASX 50 Index Companies of 2020

 ◐ Market Cap of ASX 200 Index Companies of 2020

 ◐ Market Cap of All Ordinaries Index Companies of 2020

 ◐ Market Cap of BSE SENSEX Index Companies of 2020

 ◐ Market Cap of NSE NIFTY 50 Index Companies of 2020

 ◐ Market Cap of NSE NIFTY NEXT 50 Index Companies of 2020

 ◐ Market Cap of NSE NIFTY 100 Index Companies of 2020

 ◐ Market Cap of NSE NIFTY 500 Index Companies of 2020

 ◐ Market Cap of NSE NIFTY BANK Index Companies of 2020

 ◐ Market Cap of NIKKEI 225 Index Companies of 2020

 ◐ Market Cap of NIKKEI 500 Index Companies of 2020

 ◐ Market Cap of NIKKEI 1000 Index Companies of 2020

 ◐ Market Cap of Hong Kong Hang Seng Index Companies of 2020

 ◐ Market Cap of Hong Kong HSCEI Index Index Companies of 2020

 ◐ Market Cap of Hong Kong Hang Seng TECH Index Companies of 2020

 ◐ Market Cap of Germany DAX Index Companies of 2020

 ◐ Market Cap of Germany MDAX Index Companies of 2020

 ◐ Market Cap of Germany SDAX Index Companies of 2020

 ◐ Market Cap of Singapore STI Index Companies of 2020

 ◐ See All Common Lists

 Search This Site