Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIV (Apartment Investment and Management Company) | -1.35% | 0.06% | 1.45% | 8.29% | 12.19% | 14.40% | 11.44% | … | … |
Data as of 06/04/2026, Common starting date is 07/22/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIV (Apartment Investment and Management Company) | 07/22/1994 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 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 (%) | 3.90 | 0.06 | 1.45 | 8.29 | 12.19 | 14.40 | 11.44 | … | … | -1.35 | -2.20 | 16.09 | 9.97 | -1.10 | 77.19 | -2.30 | 22.32 | 5.06 | 0.12 | 18.20 | 11.98 | 49.19 | -0.23 | 22.53 | 13.53 | 65.15 | 43.85 | -46.50 | -28.97 | 56.90 | 8.22 | 22.48 | 2.19 | -9.76 | -0.08 | 36.07 | 7.06 | 1.19 | 30.09 | 45.81 | 12.32 | -6.76 |
| Sharpe Ratio | NA | -0.23 | -0.08 | 0.17 | 0.28 | NA | NA | … | … | -0.95 | -0.20 | 0.51 | 0.21 | -0.07 | 2.34 | -0.04 | 1.35 | 0.19 | -0.04 | 0.80 | 0.55 | 3.19 | -0.01 | 1.17 | 0.31 | 1.79 | 0.49 | -0.47 | -0.97 | 2.80 | 0.30 | 1.13 | 0.07 | -0.59 | -0.15 | 1.69 | 0.19 | -0.10 | 1.28 | 2.41 | 0.47 | -1.04 |
| Standard Deviation(%) | NA | 21.01 | 25.20 | 29.33 | 32.44 | NA | NA | … | … | 16.74 | 25.66 | 24.53 | 30.35 | 36.88 | 32.93 | 68.75 | 15.40 | 19.04 | 13.65 | 22.43 | 21.62 | 15.44 | 18.71 | 19.39 | 43.03 | 36.38 | 89.20 | 99.76 | 33.26 | 19.19 | 19.68 | 19.01 | 22.45 | 18.44 | 16.75 | 18.88 | 19.21 | 23.04 | 20.51 | 17.33 | 17.68 | 17.42 |
| Draw Down(%) | NA | 16.50 | 36.11 | 40.70 | 54.42 | NA | NA | … | … | 11.63 | 20.61 | 14.39 | 36.11 | 30.27 | 14.95 | 54.42 | 7.82 | 12.58 | 8.36 | 15.36 | 13.76 | 8.64 | 23.05 | 12.36 | 26.56 | 22.27 | 61.10 | 76.76 | 42.77 | 11.52 | 18.00 | 19.63 | 19.67 | 29.50 | 16.18 | 9.81 | 21.39 | 25.04 | 10.69 | 11.90 | 11.90 | 11.41 |
| Yield(%) | 0.00 | 44.99 | 16.98 | 15.75 | 3.41 | 5.17 | 4.18 | … | … | 46.61 | 31.27 | 0.00 | 0.00 | 6.06 | 25.89 | 2.16 | 4.56 | 4.34 | 3.97 | 4.13 | 3.86 | 4.97 | 4.35 | 4.06 | 2.26 | 2.33 | 4.26 | 27.27 | 9.57 | 7.68 | 9.68 | 8.63 | 10.09 | 8.96 | 7.80 | 9.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/22/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIV (Apartment Investment and Management Company) |
-38.87%
Mar 2006 – Mar 2009 |
-17.96%
Feb 2004 – Feb 2009 |
-7.56%
Feb 1999 – Feb 2009 |
5.78%
Aug 1994 – Aug 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIV (Apartment Investment and Management Company) |
87.70%
Mar 2009 – Mar 2012 |
53.45%
Feb 2009 – Feb 2014 |
32.80%
Feb 2009 – Feb 2019 |
26.69%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart