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American Equity Investment Life Holding Company (AEL)

Equity · Currency in USD · Last updated Dec 7, 2023
SummaryFinancials

Company Info

ISINUS0256762065
CUSIP025676206
SectorFinancial Services
IndustryInsurance—Life

Highlights

Market Cap$26.31B
EPS$5.18
PE Ratio10.24
PEG Ratio1.91
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 Ratio2.80

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.


0.00%10.00%20.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
30.31%
5.95%
AEL (American Equity Investment Life Holding Company)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with AEL

American Equity Investment Life Holding Company

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%.


PeriodReturnBenchmark
Year-To-Date21.09%18.49%
1 month3.00%4.20%
6 months29.19%6.60%
1 year35.99%15.43%
5 years (annualized)13.40%11.59%
10 years (annualized)9.35%9.70%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20232.36%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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AEL
American Equity Investment Life Holding Company
1.08
^GSPC
S&P 500
1.00

Sharpe Ratio

The current American Equity Investment Life Holding Company Sharpe ratio is 1.08. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.000.501.001.50JulyAugustSeptemberOctoberNovemberDecember
1.08
1.00
AEL (American Equity Investment Life Holding Company)
Benchmark (^GSPC)

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.


PeriodTTM20222021202020192018201720162015201420132012
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.


JanFebMarAprMayJunJulAugSepOctNovDec
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.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-0.61%
-5.15%
AEL (American Equity Investment Life Holding Company)
Benchmark (^GSPC)

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, 2006736Mar 9, 2009493Feb 18, 20111229
-68.63%Aug 22, 2018395Mar 18, 2020418Nov 11, 2021813
-56.47%Apr 23, 2015204Feb 11, 2016411Sep 28, 2017615
-41.01%Feb 22, 2011156Oct 3, 2011327Jan 23, 2013483
-30.88%Feb 6, 202325Mar 13, 202373Jun 27, 202398

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.


0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
1.75%
2.92%
AEL (American Equity Investment Life Holding Company)
Benchmark (^GSPC)