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Apartment Investment and Management Company (AIV)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS03748R7474
CUSIP03748R754
SectorReal Estate
IndustryREIT - Residential

Highlights

Market Cap$1.16B
EPS (TTM)-$1.17
PE Ratio17.06
PEG Ratio839.32
Total Revenue (TTM)$192.93M
Gross Profit (TTM)$78.36M
EBITDA (TTM)$79.98M
Year Range$5.63 - $8.93
Target Price$11.50
Short %4.75%
Short Ratio4.18

Share Price Chart


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Compare to other instruments

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Apartment Investment and Management Company

Popular comparisons: AIV vs. VICI, AIV vs. BRT

Performance

Performance Chart

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


500.00%600.00%700.00%800.00%900.00%1,000.00%1,100.00%2024FebruaryMarchAprilMayJune
555.62%
1,086.32%
AIV (Apartment Investment and Management Company)
Benchmark (^GSPC)

S&P 500

Returns By Period

Apartment Investment and Management Company had a return of 2.04% year-to-date (YTD) and -6.00% in the last 12 months. Over the past 10 years, Apartment Investment and Management Company had an annualized return of 9.40%, while the S&P 500 had an annualized return of 10.77%, indicating that Apartment Investment and Management Company did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date2.04%12.69%
1 month-0.75%2.92%
6 months11.90%15.76%
1 year-6.00%23.89%
5 years (annualized)8.86%13.23%
10 years (annualized)9.40%10.77%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-5.11%-0.67%10.98%-2.32%-1.37%2.04%
20235.48%-0.13%2.53%1.82%3.58%5.06%-2.23%-8.64%-10.64%-13.82%17.58%13.64%9.97%
2022-8.94%8.67%2.52%-13.93%-0.32%1.91%30.00%6.25%-17.32%8.77%5.54%-15.04%-1.20%
2021-13.07%3.71%28.99%13.03%8.71%-4.82%3.73%10.42%-4.60%10.66%3.42%4.18%77.20%
20202.05%-9.24%-26.53%7.17%-2.12%2.09%3.14%-7.19%-6.41%-5.40%-4.20%30.59%-22.74%
201912.85%-0.96%2.78%-1.85%1.19%0.34%-1.16%2.95%2.24%5.25%-2.02%-3.94%17.99%
2018-4.28%-7.60%5.40%-0.37%0.57%3.60%0.83%2.70%0.75%-2.47%9.41%-6.82%0.39%
2017-3.04%5.58%-4.69%-1.38%-1.87%0.12%6.00%-0.48%-3.24%0.27%0.25%-0.86%-3.83%
2016-2.20%-6.49%14.23%-4.21%6.46%3.54%4.10%-1.72%1.62%-4.01%-4.47%7.96%13.54%
20157.30%-5.47%4.46%-4.14%0.53%-2.63%5.82%-7.80%2.75%5.86%-2.75%5.04%7.75%
20147.95%6.86%1.11%2.02%2.11%2.51%5.92%0.26%-7.15%12.48%4.08%-0.27%43.38%
20130.81%8.58%3.51%1.47%-2.73%-0.73%-2.19%-6.30%1.49%0.14%-10.25%3.18%-4.25%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AIV is 35, 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 AIV is 3535
AIV (Apartment Investment and Management Company)
The Sharpe Ratio Rank of AIV is 3535Sharpe Ratio Rank
The Sortino Ratio Rank of AIV is 3131Sortino Ratio Rank
The Omega Ratio Rank of AIV is 3131Omega Ratio Rank
The Calmar Ratio Rank of AIV is 3737Calmar Ratio Rank
The Martin Ratio Rank of AIV is 3939Martin 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 Apartment Investment and Management Company (AIV) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AIV
Sharpe ratio
The chart of Sharpe ratio for AIV, currently valued at -0.24, compared to the broader market-2.00-1.000.001.002.003.00-0.24
Sortino ratio
The chart of Sortino ratio for AIV, currently valued at -0.15, compared to the broader market-4.00-2.000.002.004.006.00-0.15
Omega ratio
The chart of Omega ratio for AIV, currently valued at 0.98, compared to the broader market0.501.001.502.000.98
Calmar ratio
The chart of Calmar ratio for AIV, currently valued at -0.16, compared to the broader market0.002.004.006.00-0.16
Martin ratio
The chart of Martin ratio for AIV, currently valued at -0.41, compared to the broader market0.0010.0020.0030.00-0.41
^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 market0.0010.0020.0030.008.30

Sharpe Ratio

The current Apartment Investment and Management Company Sharpe ratio is -0.24. 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 Apartment Investment and Management Company 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-0.500.000.501.001.502.002.503.002024FebruaryMarchAprilMayJune
-0.24
2.21
AIV (Apartment Investment and Management Company)
Benchmark (^GSPC)

Dividends

Dividend History

Apartment Investment and Management Company granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.00$0.00$0.46$1.31$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01

Dividend yield

0.00%0.00%6.47%16.97%0.19%0.16%0.26%0.24%0.21%0.22%0.21%0.27%

Monthly Dividends

The table displays the monthly dividend distributions for Apartment Investment and Management Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$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$0.45$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.00$0.00$0.00$0.46
2021$0.00$0.00$0.00$0.00$0.43$0.00$0.00$0.44$0.00$0.00$0.44$0.00$1.31
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01
2013$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01

Drawdowns

Drawdowns 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%2024FebruaryMarchAprilMayJune
-16.67%
0
AIV (Apartment Investment and Management Company)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Apartment Investment and Management 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 Apartment Investment and Management Company was 88.44%, occurring on Mar 6, 2009. Recovery took 1805 trading sessions.

The current Apartment Investment and Management Company drawdown is 16.67%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-88.44%Feb 12, 2007521Mar 6, 20091805May 6, 20162326
-54.42%Feb 24, 202021Mar 23, 2020295May 24, 2021316
-45.3%Apr 15, 2002527May 14, 2004560Aug 4, 20061087
-40.76%Aug 15, 2022304Oct 30, 2023
-28.62%Nov 16, 2021120May 10, 202251Jul 25, 2022171

Volatility

Volatility Chart

The current Apartment Investment and Management Company volatility is 6.76%, 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%2024FebruaryMarchAprilMayJune
6.76%
2.41%
AIV (Apartment Investment and Management Company)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Apartment Investment and Management Company 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