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AIV vs. BRT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AIV and BRT is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.2

Performance

AIV vs. BRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Apartment Investment and Management Company (AIV) and BRT Apartments Corp. (BRT). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
2.50%
2.31%
AIV
BRT

Key characteristics

Sharpe Ratio

AIV:

0.25

BRT:

-0.00

Sortino Ratio

AIV:

0.52

BRT:

0.21

Omega Ratio

AIV:

1.06

BRT:

1.02

Calmar Ratio

AIV:

0.23

BRT:

-0.00

Martin Ratio

AIV:

1.10

BRT:

-0.02

Ulcer Index

AIV:

5.27%

BRT:

9.23%

Daily Std Dev

AIV:

23.30%

BRT:

29.69%

Max Drawdown

AIV:

-88.67%

BRT:

-90.17%

Current Drawdown

AIV:

-14.40%

BRT:

-20.98%

Fundamentals

Market Cap

AIV:

$1.25B

BRT:

$357.31M

EPS

AIV:

-$1.71

BRT:

-$0.55

PEG Ratio

AIV:

839.32

BRT:

0.00

Total Revenue (TTM)

AIV:

$203.86M

BRT:

$94.95M

Gross Profit (TTM)

AIV:

$80.95M

BRT:

$32.79M

EBITDA (TTM)

AIV:

-$122.72M

BRT:

$37.34M

Returns By Period

In the year-to-date period, AIV achieves a 4.73% return, which is significantly higher than BRT's -0.41% return. Over the past 10 years, AIV has underperformed BRT with an annualized return of 7.82%, while BRT has yielded a comparatively higher 14.87% annualized return.


AIV

YTD

4.73%

1M

-7.24%

6M

2.50%

1Y

4.59%

5Y*

9.71%

10Y*

7.82%

BRT

YTD

-0.41%

1M

-8.46%

6M

2.30%

1Y

-1.05%

5Y*

6.33%

10Y*

14.87%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

AIV vs. BRT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Apartment Investment and Management Company (AIV) and BRT Apartments Corp. (BRT). 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
The chart of Sharpe ratio for AIV, currently valued at 0.25, compared to the broader market-4.00-2.000.002.000.25-0.00
The chart of Sortino ratio for AIV, currently valued at 0.52, compared to the broader market-4.00-2.000.002.004.000.520.21
The chart of Omega ratio for AIV, currently valued at 1.06, compared to the broader market0.501.001.502.001.061.02
The chart of Calmar ratio for AIV, currently valued at 0.23, compared to the broader market0.002.004.006.000.23-0.00
The chart of Martin ratio for AIV, currently valued at 1.10, compared to the broader market-5.000.005.0010.0015.0020.0025.001.10-0.02
AIV
BRT

The current AIV Sharpe Ratio is 0.25, which is higher than the BRT Sharpe Ratio of -0.00. The chart below compares the historical Sharpe Ratios of AIV and BRT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.25
-0.00
AIV
BRT

Dividends

AIV vs. BRT - Dividend Comparison

AIV has not paid dividends to shareholders, while BRT's dividend yield for the trailing twelve months is around 5.72%.


TTM2023202220212020201920182017
AIV
Apartment Investment and Management Company
0.00%0.00%6.60%16.97%0.00%0.00%0.00%0.00%
BRT
BRT Apartments Corp.
5.72%5.38%4.99%3.75%5.79%4.95%6.99%3.05%

Drawdowns

AIV vs. BRT - Drawdown Comparison

The maximum AIV drawdown since its inception was -88.67%, roughly equal to the maximum BRT drawdown of -90.17%. Use the drawdown chart below to compare losses from any high point for AIV and BRT. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%JulyAugustSeptemberOctoberNovemberDecember
-14.40%
-20.98%
AIV
BRT

Volatility

AIV vs. BRT - Volatility Comparison

The current volatility for Apartment Investment and Management Company (AIV) is 6.93%, while BRT Apartments Corp. (BRT) has a volatility of 8.00%. This indicates that AIV experiences smaller price fluctuations and is considered to be less risky than BRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
6.93%
8.00%
AIV
BRT

Financials

AIV vs. BRT - Financials Comparison

This section allows you to compare key financial metrics between Apartment Investment and Management Company and BRT Apartments Corp.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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