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American Assets Trust, Inc. (AAT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0240131047
CUSIP024013104
SectorReal Estate
IndustryREIT - Diversified

Highlights

Market Cap$1.61B
EPS (TTM)$0.89
PE Ratio23.47
PEG Ratio21.85
Total Revenue (TTM)$444.11M
Gross Profit (TTM)$247.98M
EBITDA (TTM)$244.41M
Year Range$16.37 - $23.19
Target Price$20.67
Short %3.54%
Short Ratio4.21

Share Price Chart


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Compare to other instruments

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American Assets Trust, Inc.

Popular comparisons: AAT vs. PLD, AAT vs. VYM, AAT vs. O, AAT vs. STAG, AAT vs. HST, AAT vs. EQIX, AAT vs. SCHX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in American Assets Trust, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%2024FebruaryMarchAprilMayJune
0.60%
15.75%
AAT (American Assets Trust, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

American Assets Trust, Inc. had a return of -4.27% year-to-date (YTD) and 12.95% in the last 12 months. Over the past 10 years, American Assets Trust, Inc. had an annualized return of -1.43%, while the S&P 500 had an annualized return of 10.77%, indicating that American Assets Trust, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-4.27%12.69%
1 month-3.35%2.92%
6 months0.60%15.76%
1 year12.95%23.89%
5 years (annualized)-11.02%13.23%
10 years (annualized)-1.43%10.77%

Monthly Returns

The table below presents the monthly returns of AAT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.36%-3.83%3.17%-2.56%1.87%-4.27%
20237.40%-11.35%-25.27%-2.10%4.67%2.50%17.19%-4.84%-7.69%-8.74%13.46%13.52%-9.58%
2022-4.16%1.64%4.54%-3.40%-6.83%-12.05%1.78%-8.17%-6.26%6.84%6.59%-8.45%-26.36%
2021-4.33%12.49%5.20%8.05%4.28%2.77%-0.97%7.83%-5.32%1.10%-9.07%10.01%34.03%
2020-0.74%-9.02%-39.22%13.28%-7.59%7.02%-3.02%-5.37%-4.80%-13.12%37.08%1.52%-35.04%
20196.90%1.16%6.22%0.72%-1.73%4.46%-1.53%0.99%0.34%4.75%-2.92%-2.81%17.11%
2018-7.79%-10.04%6.19%0.48%8.28%6.10%0.37%2.78%-4.94%2.87%8.50%-2.83%8.14%
2017-0.35%2.49%-4.31%2.37%-8.83%1.51%3.10%0.02%-1.46%-2.46%1.47%-2.16%-8.89%
2016-2.50%-0.80%8.35%-0.63%0.86%6.72%8.11%-3.44%-1.51%-8.46%0.88%8.24%15.18%
201511.48%-7.57%6.11%-8.04%-1.13%0.24%6.15%-7.45%6.72%3.18%-5.57%-3.05%-1.31%
20146.49%-1.20%2.72%0.62%1.03%1.38%-0.75%2.22%-5.34%16.29%2.50%1.89%29.90%
20133.47%4.60%6.59%5.47%-4.62%-3.53%4.99%-8.61%3.77%9.11%-6.31%1.48%15.64%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AAT is 58, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of AAT is 5858
AAT (American Assets Trust, Inc.)
The Sharpe Ratio Rank of AAT is 6262Sharpe Ratio Rank
The Sortino Ratio Rank of AAT is 5656Sortino Ratio Rank
The Omega Ratio Rank of AAT is 5555Omega Ratio Rank
The Calmar Ratio Rank of AAT is 5858Calmar Ratio Rank
The Martin Ratio Rank of AAT is 6262Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for American Assets Trust, Inc. (AAT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AAT
Sharpe ratio
The chart of Sharpe ratio for AAT, currently valued at 0.40, compared to the broader market-2.00-1.000.001.002.003.000.40
Sortino ratio
The chart of Sortino ratio for AAT, currently valued at 0.79, compared to the broader market-4.00-2.000.002.004.006.000.79
Omega ratio
The chart of Omega ratio for AAT, currently valued at 1.09, compared to the broader market0.501.001.502.001.09
Calmar ratio
The chart of Calmar ratio for AAT, currently valued at 0.21, compared to the broader market0.002.004.006.000.21
Martin ratio
The chart of Martin ratio for AAT, currently valued at 1.22, compared to the broader market0.0010.0020.001.22
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.21, compared to the broader market-2.00-1.000.001.002.003.002.21
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.13, compared to the broader market-4.00-2.000.002.004.006.003.13
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.39, compared to the broader market0.501.001.502.001.39
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.77, compared to the broader market0.002.004.006.001.77
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.30, compared to the broader market0.0010.0020.008.30

Sharpe Ratio

The current American Assets Trust, Inc. Sharpe ratio is 0.40. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of American Assets Trust, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.002024FebruaryMarchAprilMayJune
0.40
2.21
AAT (American Assets Trust, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

American Assets Trust, Inc. granted a 6.37% dividend yield in the last twelve months. The annual payout for that period amounted to $1.33 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.33$1.32$1.28$1.16$1.00$1.14$1.09$1.05$1.01$0.95$0.89$0.85

Dividend yield

6.37%5.86%4.83%3.09%3.46%2.48%2.71%2.75%2.34%2.47%2.24%2.70%

Monthly Dividends

The table displays the monthly dividend distributions for American Assets Trust, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.34$0.00$0.00$0.34$0.67
2023$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$1.32
2022$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$1.28
2021$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.30$0.00$0.00$0.30$1.16
2020$0.00$0.00$0.30$0.00$0.00$0.20$0.00$0.00$0.25$0.00$0.00$0.25$1.00
2019$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.30$1.14
2018$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.28$1.09
2017$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.27$1.05
2016$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.26$1.01
2015$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.25$0.95
2014$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.23$0.89
2013$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.22$0.85

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%6.4%
American Assets Trust, Inc. has a dividend yield of 6.37%, which means its dividend payment is significantly above the market average.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%149.4%
American Assets Trust, Inc. has a payout ratio of 149.44%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%2024FebruaryMarchAprilMayJune
-47.64%
0
AAT (American Assets Trust, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the American Assets Trust, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the American Assets Trust, Inc. was 61.85%, occurring on Mar 23, 2023. The portfolio has not yet recovered.

The current American Assets Trust, Inc. drawdown is 47.64%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.85%Nov 1, 2019853Mar 23, 2023
-28.27%Aug 11, 2016390Feb 28, 2018234Feb 4, 2019624
-25.45%Jul 11, 201160Oct 3, 201183Feb 1, 2012143
-21.3%Jan 30, 2015259Feb 9, 2016105Jul 11, 2016364
-18.01%May 9, 201383Sep 5, 2013165May 2, 2014248

Volatility

Volatility Chart

The current American Assets Trust, Inc. volatility is 7.51%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%2024FebruaryMarchAprilMayJune
7.51%
2.41%
AAT (American Assets Trust, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of American Assets Trust, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items