AIV vs. NASDX
Compare and contrast key facts about Apartment Investment and Management Company (AIV) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
NASDX is a passively managed fund by BlackRock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Performance
AIV vs. NASDX - Performance Comparison
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AIV vs. NASDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIV Apartment Investment and Management Company | -8.64% | -2.20% | 16.09% | 9.97% | -7.57% | 46.21% | -18.86% | 21.58% | 4.14% | -0.66% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | -9.12% | 21.00% | 36.91% | 54.69% | -32.57% | 27.32% | 48.59% | 38.22% | -1.21% | 31.27% |
Returns By Period
In the year-to-date period, AIV achieves a -8.64% return, which is significantly higher than NASDX's -9.12% return. Over the past 10 years, AIV has underperformed NASDX with an annualized return of 5.70%, while NASDX has yielded a comparatively higher 19.08% annualized return.
AIV
- 1D
- 2.26%
- 1M
- -7.71%
- YTD
- -8.64%
- 6M
- -4.41%
- 1Y
- -13.86%
- 3Y*
- 1.84%
- 5Y*
- 5.32%
- 10Y*
- 5.70%
NASDX
- 1D
- -0.79%
- 1M
- -8.02%
- YTD
- -9.12%
- 6M
- -6.79%
- 1Y
- 19.59%
- 3Y*
- 24.51%
- 5Y*
- 14.42%
- 10Y*
- 19.08%
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Return for Risk
AIV vs. NASDX — Risk / Return Rank
AIV
NASDX
AIV vs. NASDX - Risk-Adjusted Trends Comparison
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.
| AIV | NASDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.56 | 0.88 | -1.44 |
Sortino ratioReturn per unit of downside risk | -0.66 | 1.40 | -2.06 |
Omega ratioGain probability vs. loss probability | 0.92 | 1.20 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | -0.74 | 1.31 | -2.05 |
Martin ratioReturn relative to average drawdown | -1.32 | 5.01 | -6.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AIV | NASDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.56 | 0.88 | -1.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.63 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.18 | 0.85 | -0.66 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.29 | 0.00 |
Correlation
The correlation between AIV and NASDX is 0.38, 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.
Dividends
AIV vs. NASDX - Dividend Comparison
AIV's dividend yield for the trailing twelve months is around 90.42%, more than NASDX's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIV Apartment Investment and Management Company | 90.42% | 47.64% | 0.00% | 0.00% | 0.28% | 0.00% | 5.18% | 6.00% | 3.46% | 3.29% | 2.90% | 2.95% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 3.93% | 3.76% | 16.95% | 7.61% | 3.75% | 2.59% | 1.28% | 7.09% | 2.47% | 1.65% | 0.75% | 0.85% |
Drawdowns
AIV vs. NASDX - Drawdown Comparison
The maximum AIV drawdown since its inception was -87.51%, which is greater than NASDX's maximum drawdown of -83.16%. Use the drawdown chart below to compare losses from any high point for AIV and NASDX.
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Drawdown Indicators
| AIV | NASDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.51% | -83.16% | -4.35% |
Max Drawdown (1Y)Largest decline over 1 year | -18.19% | -12.70% | -5.49% |
Max Drawdown (5Y)Largest decline over 5 years | -40.70% | -35.33% | -5.37% |
Max Drawdown (10Y)Largest decline over 10 years | -54.42% | -35.33% | -19.09% |
Current DrawdownCurrent decline from peak | -16.89% | -11.90% | -4.99% |
Average DrawdownAverage peak-to-trough decline | -15.90% | -34.59% | +18.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.13% | 3.32% | +6.81% |
Volatility
AIV vs. NASDX - Volatility Comparison
Apartment Investment and Management Company (AIV) has a higher volatility of 5.91% compared to Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) at 5.38%. 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.
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Volatility by Period
| AIV | NASDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.91% | 5.38% | +0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 14.54% | 12.45% | +2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.89% | 22.55% | +2.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.19% | 23.03% | +6.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.19% | 22.61% | +8.58% |