American Equity Investment Life Holding Company (AEL)
Company Info
| ISIN | US0256762065 |
|---|---|
| CUSIP | 025676206 |
| Sector | Financial Services |
| Industry | Insurance—Life |
Highlights
| Market Cap | $26.31B |
|---|---|
| EPS | $5.18 |
| PE Ratio | 10.24 |
| PEG Ratio | 1.91 |
| Revenue (TTM) | $6.25B |
| Gross Profit (TTM) | $3.10B |
| EBITDA (TTM) | $3.03B |
| Year Range | $42.90 - $59.72 |
| Target Price | $65.68 |
| Short % | 1.63% |
| Short Ratio | 2.80 |
Share Price Chart
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Performance
The chart shows the growth of an initial investment of $10,000 in American Equity Investment Life Holding Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Popular comparisons: AEL vs. MNST, AEL vs. PGR
Return
American Equity Investment Life Holding Company had a return of 21.09% year-to-date (YTD) and 35.99% in the last 12 months. Over the past 10 years, American Equity Investment Life Holding Company had an annualized return of 9.35%, which was very close to the S&P 500 benchmark's annualized return of 9.70%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 21.09% | 18.49% |
| 1 month | 3.00% | 4.20% |
| 6 months | 29.19% | 6.60% |
| 1 year | 35.99% | 15.43% |
| 5 years (annualized) | 13.40% | 11.59% |
| 10 years (annualized) | 9.35% | 9.70% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 2.36% | 32.09% | 2.99% | 0.02% | -0.07% | -1.27% | 4.15% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for American Equity Investment Life Holding Company (AEL) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
AEL American Equity Investment Life Holding Company | 1.08 | ||||
^GSPC S&P 500 | 1.00 |
Dividend History
American Equity Investment Life Holding Company granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.36 | $0.34 | $0.32 | $0.30 | $0.28 | $0.26 | $0.24 | $0.22 | $0.20 | $0.18 | $0.15 |
Dividend yield | 0.00% | 0.79% | 0.87% | 1.16% | 1.00% | 1.00% | 0.85% | 1.06% | 0.92% | 0.69% | 0.68% | 1.23% |
Monthly Dividends
The table displays the monthly dividend distributions for American Equity Investment Life Holding Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 |
| 2013 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 |
| 2012 | $0.15 | $0.00 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the American Equity Investment Life Holding Company. 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 Equity Investment Life Holding Company was 78.09%, occurring on Mar 9, 2009. Recovery took 493 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -78.09% | Apr 5, 2006 | 736 | Mar 9, 2009 | 493 | Feb 18, 2011 | 1229 |
| -68.63% | Aug 22, 2018 | 395 | Mar 18, 2020 | 418 | Nov 11, 2021 | 813 |
| -56.47% | Apr 23, 2015 | 204 | Feb 11, 2016 | 411 | Sep 28, 2017 | 615 |
| -41.01% | Feb 22, 2011 | 156 | Oct 3, 2011 | 327 | Jan 23, 2013 | 483 |
| -30.88% | Feb 6, 2023 | 25 | Mar 13, 2023 | 73 | Jun 27, 2023 | 98 |
Volatility Chart
The current American Equity Investment Life Holding Company volatility is 1.75%, 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.