AIV vs. NASDX

In the year-to-date period, AIV achieves a -5.82% return, which is significantly lower than NASDX's 1.80% return. Over the past 10 years, AIV has underperformed NASDX with an annualized return of 8.26%, while NASDX has yielded a comparatively higher 17.30% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Apartment Investment and Management Company (AIV) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). 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.

The current AIV Sharpe Ratio is 0.40, which is comparable to the NASDX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of AIV and NASDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AIV's dividend yield for the trailing twelve months is around 7.51%, less than NASDX's 8.48% yield.

The maximum AIV drawdown since its inception was -88.24%, which is greater than NASDX's maximum drawdown of -81.69%. Use the drawdown chart below to compare losses from any high point for AIV and NASDX.

Apartment Investment and Management Company (AIV) has a higher volatility of 7.44% compared to Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) at 5.57%. This indicates that AIV's price experiences larger fluctuations and is considered to be riskier than NASDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.