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AIV: Apartment Investment and Management Co (STOCK)
Basic Info 8.2 0.09(1.11%) May 03
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/22/1994 |
Last Dividend Date: | 09/13/2022 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/22/1994 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.9 | 4.7 | 6.1 | 8.7 | 25.6 | 19.9 | 27.7 | 16.9 | 14.2 | 10.0 | -7.6 | 71.5 | 61.5 | 22.3 | 5.1 | 0.1 | 18.2 | 12.0 | 49.2 | -0.2 | 22.5 | 13.5 | 65.2 | 43.8 | -46.5 | -29.0 | 56.9 | 8.2 | 22.5 | 2.2 | -9.8 | -0.1 | 36.1 | 7.1 | 1.2 | 30.1 | 45.8 | 12.3 | -6.8 |
Sharpe Ratio | NA | 0.4 | 0.08 | 0.2 | 0.51 | 0.52 | NA | NA | 0.34 | 0.19 | -0.25 | 2.15 | 0.71 | 1.36 | 0.2 | -0.04 | 0.8 | 0.55 | 3.19 | -0.01 | 1.17 | 0.31 | 1.79 | 0.49 | -0.47 | -0.96 | 2.81 | 0.31 | 1.13 | 0.07 | -0.59 | -0.15 | 1.69 | 0.2 | -0.09 | 1.29 | 2.42 | 0.48 | -1.03 |
Draw Down(%) | NA | 8.9 | 36.1 | 40.7 | 54.4 | 54.4 | NA | NA | 85.9 | 36.1 | 30.3 | 16.3 | 54.4 | 7.8 | 12.6 | 8.4 | 15.4 | 13.8 | 8.6 | 23.0 | 12.4 | 26.6 | 22.3 | 61.1 | 76.8 | 42.8 | 11.5 | 18.0 | 19.6 | 19.7 | 29.5 | 16.2 | 9.8 | 21.4 | 25.0 | 10.7 | 11.9 | 11.9 | 11.4 |
Standard Deviation(%) | NA | 27.2 | 29.4 | 32.5 | 47.2 | 35.9 | NA | NA | 36.9 | 30.4 | 35.7 | 33.2 | 86.2 | 15.4 | 19.0 | 13.7 | 22.4 | 21.6 | 15.4 | 18.7 | 19.4 | 43.0 | 36.4 | 89.2 | 99.8 | 33.3 | 19.2 | 19.7 | 19.0 | 22.4 | 18.4 | 16.8 | 18.9 | 19.2 | 23.0 | 20.5 | 17.3 | 17.7 | 17.4 |
Treynor Ratio | NA | 0.11 | 0.02 | 0.06 | 0.21 | 0.19 | NA | NA | 0.12 | 0.05 | -0.09 | 0.6 | 0.48 | 0.55 | 0.07 | -0.01 | 0.26 | 0.16 | 0.84 | 0.0 | 0.3 | 0.1 | 0.4 | 0.17 | -0.26 | -0.24 | 0.58 | 0.06 | 0.44 | 0.03 | -0.41 | -0.19 | 2.01 | 0.75 | -0.06 | 1.59 | 0.88 | 0.31 | -0.31 |
Alpha | NA | -0.02 | -0.06 | 0.01 | 0.07 | 0.05 | NA | NA | 0.03 | -0.06 | 0.06 | 0.11 | 0.23 | 0.04 | 0.03 | -0.03 | 0.04 | 0.05 | 0.13 | -0.09 | 0.04 | 0.06 | 0.13 | 0.03 | 0.23 | -0.15 | 0.13 | 0.02 | 0.06 | -0.04 | -0.01 | 0.0 | 0.12 | 0.02 | -0.03 | 0.08 | 0.11 | 0.01 | -0.08 |
Beta | NA | 1.0 | 1.03 | 1.04 | 1.13 | 0.98 | NA | NA | 1.03 | 1.17 | 0.95 | 1.18 | 1.27 | 0.38 | 0.51 | 0.35 | 0.7 | 0.75 | 0.59 | 0.82 | 0.76 | 1.31 | 1.63 | 2.55 | 1.84 | 1.36 | 0.93 | 1.02 | 0.49 | 0.56 | 0.27 | 0.13 | 0.16 | 0.05 | 0.34 | 0.17 | 0.48 | 0.27 | 0.58 |
RSquared | NA | 0.19 | 0.17 | 0.31 | 0.22 | 0.2 | NA | NA | 0.27 | 0.25 | 0.41 | 0.22 | 0.2 | 0.1 | 0.21 | 0.03 | 0.17 | 0.29 | 0.19 | 0.24 | 0.25 | 0.47 | 0.65 | 0.6 | 0.58 | 0.43 | 0.23 | 0.28 | 0.08 | 0.19 | 0.14 | 0.03 | 0.03 | 0.0 | 0.09 | 0.02 | 0.1 | 0.01 | 0.11 |
Yield(%) | N/A | 0.0 | 0.0 | 2.2 | 5.6 | 7.1 | 20.7 | 8.5 | N/A | 0.0 | 0.3 | 17.0 | 23.1 | 4.5 | 4.3 | 4.0 | 4.1 | 3.9 | 4.9 | 4.4 | 4.0 | 2.3 | 2.3 | 4.1 | 27.3 | 9.6 | 7.6 | 9.6 | 8.6 | 10.1 | 9.0 | 7.8 | 9.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | -97.1 | 70.4 | -18.8 | N/A | N/A | N/A | -100.0 | -97.7 | -92.6 | 508.9 | 2.1 | 4.4 | 9.8 | 12.3 | 14.1 | 6.7 | 27.7 | 56.7 | 66.7 | -25.0 | -94.8 | 73.9 | 80.1 | -20.0 | 25.0 | -22.1 | -6.9 | 5.2 | 11.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/22/1994
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