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AIV: Apartment Investment and Management Company (STOCK)
Basic Info 3.03 0.03(0.98%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/22/1994 |
| Last Dividend Date: | 06/04/2026 |
| 12-Mo. Yield | 46.06% |
| Expenses | - |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/22/1994 |
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(%) | 3.6 | -2.3 | -1.2 | 0.1 | 7.9 | 11.3 | 14.2 | 11.4 | 12.0 | -2.2 | 16.1 | 10.0 | -1.1 | 77.2 | -2.3 | 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 | -0.95 | -0.23 | -0.08 | 0.17 | 0.28 | NA | NA | 0.29 | -0.2 | 0.51 | 0.21 | -0.07 | 2.34 | -0.04 | 1.35 | 0.19 | -0.04 | 0.8 | 0.55 | 3.19 | -0.01 | 1.17 | 0.31 | 1.79 | 0.49 | -0.47 | -0.97 | 2.8 | 0.3 | 1.13 | 0.07 | -0.59 | -0.15 | 1.69 | 0.19 | -0.1 | 1.28 | 2.41 | 0.47 | -1.04 |
| Draw Down(%) | NA | 11.6 | 16.5 | 36.1 | 40.7 | 54.4 | NA | NA | 85.9 | 20.6 | 14.4 | 36.1 | 30.3 | 15.0 | 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 | 16.7 | 21.0 | 25.2 | 29.3 | 32.4 | NA | NA | 35.0 | 25.7 | 24.5 | 30.4 | 36.9 | 32.9 | 68.7 | 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 | -0.35 | -0.16 | -0.03 | 0.06 | 0.1 | NA | NA | 0.1 | -0.09 | 0.2 | 0.05 | -0.03 | 0.66 | -0.02 | 0.55 | 0.07 | -0.02 | 0.26 | 0.16 | 0.84 | 0.0 | 0.3 | 0.1 | 0.4 | 0.17 | -0.26 | -0.24 | 0.58 | 0.06 | 0.43 | 0.03 | -0.41 | -0.2 | 1.97 | 0.69 | -0.07 | 1.58 | 0.88 | 0.31 | -0.31 |
| Alpha | NA | -0.11 | -0.04 | -0.04 | 0.0 | 0.0 | NA | NA | 0.02 | -0.04 | 0.01 | -0.05 | 0.09 | 0.13 | -0.02 | 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 | 0.45 | 0.3 | 0.61 | 0.83 | 0.89 | NA | NA | 1.0 | 0.54 | 0.62 | 1.18 | 0.95 | 1.17 | 1.16 | 0.38 | 0.51 | 0.35 | 0.7 | 0.75 | 0.59 | 0.82 | 0.77 | 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 | 0.13 | 0.03 | 0.13 | 0.23 | 0.25 | NA | NA | 0.28 | 0.16 | 0.1 | 0.26 | 0.38 | 0.21 | 0.33 | 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 | 0.04 | 0.0 | 0.09 | 0.02 | 0.1 | 0.01 | 0.11 |
| Yield(%) | N/A | 46.6 | 60.7 | 22.1 | 19.0 | 3.7 | 5.5 | 4.3 | N/A | 31.3 | 0.0 | 0.0 | 6.1 | 25.9 | 2.2 | 4.6 | 4.3 | 4.0 | 4.1 | 3.9 | 5.0 | 4.3 | 4.1 | 2.3 | 2.3 | 4.3 | 27.3 | 9.6 | 7.7 | 9.7 | 8.6 | 10.1 | 9.0 | 7.8 | 9.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -2.8 | 730.0 | 94.2 | -12.7 | -38.0 | -48.6 | N/A | N/A | N/A | N/A | -100.0 | -64.1 | 19.8 | -43.4 | 2.6 | 5.6 | 9.1 | 11.8 | 13.5 | 8.3 | 26.3 | 58.3 | 60.0 | -25.0 | -94.7 | 73.5 | 79.6 | -20.0 | 25.0 | -21.6 | -6.7 | 5.1 | 11.4 | 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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