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AAT vs. VYM
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AAT vs. VYM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Assets Trust, Inc. (AAT) and Vanguard High Dividend Yield ETF (VYM). The values are adjusted to include any dividend payments, if applicable.

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AAT vs. VYM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AAT
American Assets Trust, Inc.
-1.06%-22.96%23.32%-9.58%-26.36%34.03%-35.04%17.11%8.14%-8.89%
VYM
Vanguard High Dividend Yield ETF
3.80%15.42%17.60%6.57%-0.43%26.20%1.15%24.06%-5.92%16.42%

Returns By Period

In the year-to-date period, AAT achieves a -1.06% return, which is significantly lower than VYM's 3.80% return. Over the past 10 years, AAT has underperformed VYM with an annualized return of -3.54%, while VYM has yielded a comparatively higher 11.24% annualized return.


AAT

1D
0.22%
1M
-4.05%
YTD
-1.06%
6M
-6.19%
1Y
-2.14%
3Y*
6.11%
5Y*
-6.15%
10Y*
-3.54%

VYM

1D
1.80%
1M
-3.92%
YTD
3.80%
6M
6.39%
1Y
17.76%
3Y*
15.21%
5Y*
11.04%
10Y*
11.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

AAT vs. VYM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AAT
AAT Risk / Return Rank: 3535
Overall Rank
AAT Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
AAT Sortino Ratio Rank: 3232
Sortino Ratio Rank
AAT Omega Ratio Rank: 3232
Omega Ratio Rank
AAT Calmar Ratio Rank: 3838
Calmar Ratio Rank
AAT Martin Ratio Rank: 3838
Martin Ratio Rank

VYM
VYM Risk / Return Rank: 7272
Overall Rank
VYM Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
VYM Sortino Ratio Rank: 7171
Sortino Ratio Rank
VYM Omega Ratio Rank: 7272
Omega Ratio Rank
VYM Calmar Ratio Rank: 7171
Calmar Ratio Rank
VYM Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AAT vs. VYM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Assets Trust, Inc. (AAT) and Vanguard High Dividend Yield ETF (VYM). 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.


AATVYMDifference

Sharpe ratio

Return per unit of total volatility

-0.08

1.18

-1.26

Sortino ratio

Return per unit of downside risk

0.07

1.69

-1.62

Omega ratio

Gain probability vs. loss probability

1.01

1.26

-0.25

Calmar ratio

Return relative to maximum drawdown

-0.11

1.68

-1.79

Martin ratio

Return relative to average drawdown

-0.23

7.46

-7.69

AAT vs. VYM - Sharpe Ratio Comparison

The current AAT Sharpe Ratio is -0.08, which is lower than the VYM Sharpe Ratio of 1.18. The chart below compares the historical Sharpe Ratios of AAT and VYM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AATVYMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.08

1.18

-1.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.22

0.79

-1.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.11

0.69

-0.80

Sharpe Ratio (All Time)

Calculated using the full available price history

0.10

0.49

-0.39

Correlation

The correlation between AAT and VYM is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

AAT vs. VYM - Dividend Comparison

AAT's dividend yield for the trailing twelve months is around 7.39%, more than VYM's 2.37% yield.


TTM20252024202320222021202020192018201720162015
AAT
American Assets Trust, Inc.
7.39%7.18%5.10%5.86%4.83%3.09%3.46%2.48%2.71%2.75%2.34%2.47%
VYM
Vanguard High Dividend Yield ETF
2.37%2.44%2.74%3.12%3.01%2.76%3.18%3.03%3.40%2.80%2.91%3.22%

Drawdowns

AAT vs. VYM - Drawdown Comparison

The maximum AAT drawdown since its inception was -61.85%, which is greater than VYM's maximum drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for AAT and VYM.


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Drawdown Indicators


AATVYMDifference

Max Drawdown

Largest peak-to-trough decline

-61.85%

-56.98%

-4.87%

Max Drawdown (1Y)

Largest decline over 1 year

-15.25%

-11.32%

-3.93%

Max Drawdown (5Y)

Largest decline over 5 years

-56.18%

-15.84%

-40.34%

Max Drawdown (10Y)

Largest decline over 10 years

-61.85%

-35.21%

-26.64%

Current Drawdown

Current decline from peak

-48.58%

-4.81%

-43.77%

Average Drawdown

Average peak-to-trough decline

-19.91%

-7.25%

-12.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.31%

2.55%

+4.76%

Volatility

AAT vs. VYM - Volatility Comparison

American Assets Trust, Inc. (AAT) has a higher volatility of 6.46% compared to Vanguard High Dividend Yield ETF (VYM) at 3.74%. This indicates that AAT's price experiences larger fluctuations and is considered to be riskier than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AATVYMDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.46%

3.74%

+2.72%

Volatility (6M)

Calculated over the trailing 6-month period

16.19%

7.96%

+8.23%

Volatility (1Y)

Calculated over the trailing 1-year period

26.22%

15.17%

+11.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.03%

13.97%

+14.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.03%

16.33%

+14.70%