PortfoliosLab logo

Apollo Investment Corporation (AINV)

Equity · Currency in USD · Last updated Oct 1, 2022

Company Info

ISINUS03761U5020
CUSIP03761U502
SectorFinancial Services
IndustryAsset Management

Trading Data

Previous Close$11.97
Year Range$10.07 - $13.65
EMA (50)$12.47
EMA (200)$12.21
Average Volume$265.79K
Market Capitalization$893.41M

AINVShare Price Chart


Chart placeholderClick Calculate to get results

AINVPerformance

The chart shows the growth of $10,000 invested in Apollo Investment Corporation in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $14,121 for a total return of roughly 41.21%. All prices are adjusted for splits and dividends.


-20.00%-15.00%-10.00%-5.00%0.00%5.00%MayJuneJulyAugustSeptember
-20.46%
-21.76%
AINV (Apollo Investment Corporation)
Benchmark (^GSPC)

AINVReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-21.51%-10.05%
6M-20.10%-20.85%
YTD-15.75%-24.77%
1Y-14.77%-17.53%
5Y-0.19%7.38%
10Y2.93%9.57%

AINVMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20221.79%2.52%1.05%-4.01%-2.29%-10.23%6.78%14.52%-22.40%
202113.93%14.25%1.66%5.90%-2.00%-1.75%0.73%0.00%-3.07%3.55%-2.23%0.93%
2020-1.09%-11.75%-53.40%30.52%14.64%-1.35%-1.05%-4.33%-4.97%-8.46%43.33%0.89%
201923.39%0.13%1.71%3.24%-0.64%4.60%3.48%-0.00%1.10%-1.49%6.50%6.07%
20181.59%-8.87%2.42%2.87%5.96%0.52%6.82%-6.89%0.89%-4.96%1.55%-18.61%
2017-0.00%8.02%6.10%3.51%-7.51%4.17%0.00%-7.67%6.19%-3.11%1.52%-3.37%
2016-2.87%0.99%12.38%4.86%-10.14%9.81%3.97%6.42%-2.96%1.90%4.23%-2.49%
2015-4.04%9.41%1.11%4.23%-1.88%-7.39%-3.11%-5.10%-13.10%-2.55%18.91%-14.71%
2014-0.41%1.42%-0.58%-3.85%4.88%5.19%-1.39%3.30%-4.66%0.98%-0.12%-7.40%
20137.66%-3.44%-1.52%5.38%-5.90%-4.25%5.04%-2.95%5.81%4.71%5.68%-3.83%
201219.64%-6.28%2.14%1.12%2.62%5.88%0.13%4.43%0.71%0.89%2.01%5.63%
20116.55%4.88%-0.15%-1.78%-3.71%-8.06%-6.17%-5.11%-14.60%10.18%-12.92%-6.88%
20103.83%13.20%11.65%-4.87%-13.87%-8.11%8.25%-5.45%10.05%7.63%-3.91%7.23%

AINVSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Apollo Investment Corporation Sharpe ratio is -0.60. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.00MayJuneJulyAugustSeptember
-0.60
-0.80
AINV (Apollo Investment Corporation)
Benchmark (^GSPC)

AINVDividend History

Apollo Investment Corporation granted a 4.60% dividend yield in the last twelve months. The annual payout for that period amounted to $0.47 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$0.47$0.20$1.00$1.80$1.80$1.80$2.10$2.40$2.40$2.40$2.40$3.36$3.36

Dividend yield

4.60%1.65%11.10%14.28%22.42%18.36%22.81%33.07%26.25%25.36%28.30%57.07%37.61%

AINVDrawdowns Chart

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


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2022FebruaryMarchAprilMayJuneJulyAugustSeptember
-25.13%
-25.25%
AINV (Apollo Investment Corporation)
Benchmark (^GSPC)

AINVWorst Drawdowns

The table below shows the maximum drawdowns of the Apollo Investment Corporation. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Apollo Investment Corporation is 67.77%, recorded on Apr 3, 2020. It took 269 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.77%Dec 18, 201974Apr 3, 2020269Apr 29, 2021343
-45.92%Apr 27, 2010418Dec 19, 2011546Feb 24, 2014964
-42.43%Sep 12, 2014357Feb 11, 2016285Mar 30, 2017642
-26.69%May 2, 2017416Dec 24, 2018120Jun 18, 2019536
-25.13%Aug 15, 202234Sep 30, 2022
-23.42%Apr 21, 202240Jun 16, 202233Aug 4, 202273
-13.71%Jun 15, 2021132Dec 20, 202182Apr 20, 2022214
-13.56%Jan 20, 201015Feb 9, 20108Feb 22, 201023
-11.69%Feb 25, 201457May 15, 201437Jul 9, 201494
-9.02%May 10, 202112May 25, 202112Jun 11, 202124

AINVVolatility Chart

Current Apollo Investment Corporation volatility is 41.03%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%MayJuneJulyAugustSeptember
41.03%
19.40%
AINV (Apollo Investment Corporation)
Benchmark (^GSPC)