Apartment Investment and Management Co

10-Year Study

AIV.US · Real Estate · US · Common Stock

Executive Summary: Apartment Investment and Management Co has compounded at 3.8% annually over the last 10 years, with a maximum drawdown of 43.5% and an annualized volatility of 55.6%.

1Y CAGR
-29.2%
3Y CAGR
-8.7%
5Y CAGR
+1.7%
10Y CAGR
+3.8%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
43.5%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.14
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.21
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
29.9%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2021 · +84.1%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · -30.3%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
70%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-2.0-25.0-7.72.7————————-30.3%
202516.4-2.4-1.6-10.72.38.9-2.5-7.5-1.3-3.76.75.16.8%
2024-4.3-4.811.7-0.7-3.74.111.04.2-2.4-6.13.7-5.65.1%
20232.22.0-2.04.65.94.9-1.2-7.3-12.9-16.621.315.811.0%
2022-11.514.42.1-11.0-3.2-3.331.29.6-19.18.63.5-10.90.1%
2021-7.13.827.19.010.1-4.43.110.5-1.09.94.11.384.1%
20204.0-6.8-29.89.3-2.20.03.0-5.0-8.3-7.624.00.7-24.7%
201912.9-1.22.8-1.81.20.3-1.22.92.24.7-1.6-4.816.5%
2018-4.3-7.65.4-0.40.63.60.82.70.8-2.59.4-6.80.4%
2017-3.05.6-4.7-1.4-1.90.16.0-0.5-3.20.30.2-0.9-3.8%
2016———-4.26.53.54.1-1.71.6-4.0-4.58.08.7%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 55.6%. The dominant macroeconomic risk driver is SHV.US, accounting for 48.8% of variance. Idiosyncratic stock-specific factors contribute 12.6%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-019579.058699101004
2016-05-0110198.484047241318
2016-06-0110559.492332099418
2016-07-0110992.420236206593
2016-08-0110803.45496210118
2016-09-0110977.96580292614
2016-10-0110537.986955755332
2016-11-0110066.98395910453
2016-12-0110868.323638286622
2017-01-0110538.339502908513
2017-02-0111126.740701568833
2017-03-0110605.323462013042
2017-04-0110459.368940595805
2017-05-0110263.352723426757
2017-06-0110275.339326634938
2017-07-0110892.296844702978
2017-08-0110839.7673188789
2017-09-0110488.277807156708
2017-10-0110517.18667371761
2017-11-0110543.275163053058
2017-12-0110452.670544685352
2018-01-0110005.288207297726
2018-02-019245.196545037898
2018-03-019744.75586109642
2018-04-019709.148598625066
2018-05-019764.145954521417
2018-06-0110115.635466243608
2018-07-0110199.189141547682
2018-08-0110474.528468182618
2018-09-0110553.499030495328
2018-10-0110292.614137140843
2018-11-0111261.413714084258
2018-12-0110493.918561607614
2019-01-0111842.763969680946
2019-02-0111701.74510840825
2019-03-0112026.793583641813
2019-04-0111804.336329984135
2019-05-0111945.707738410012
2019-06-0111986.250661025912
2019-07-0111847.699629825487
2019-08-0112197.073858628593
2019-09-0112469.592808038075
2019-10-0113057.994006698395
2019-11-0112852.106469240262
2019-12-0112230.565838180855
2020-01-0112716.023268112109
2020-02-0111845.584346906398
2020-03-018317.997532169928
2020-04-019090.428344791117
2020-05-018891.944297549797
2020-06-018891.944297549797
2020-07-019159.880133967918
2020-08-018700.863740525296
2020-09-017978.494623655914
2020-10-017375.991538868324
2020-11-019142.605323462012
2020-12-019210.646924026089
2021-01-018557.72959633351
2021-02-018884.188260179799
2021-03-0111295.610787942887
2021-04-0112310.946589106294
2021-05-0113554.0278512251
2021-06-0112953.640049356603
2021-07-0113360.479464128328
2021-08-0114769.610435395734
2021-09-0114624.361008284859
2021-10-0116076.150185087254
2021-11-0116737.528644456197
2021-12-0116957.16552088842
2022-01-0115002.291556495682
2022-02-0117155.297020976555
2022-03-0117508.54926846466
2022-04-0115576.238321875551
2022-05-0115081.614665961572
2022-06-0114586.638462894412
2022-07-0119134.849286092016
2022-08-0120972.677595628415
2022-09-0116956.81297373524
2022-10-0118420.941300898998
2022-11-0119058.69910100476
2022-12-0116980.433632998414
2023-01-0117358.36418120924
2023-02-0117712.3215230037
2023-03-0117358.36418120924
2023-04-0118161.114049004053
2023-05-0119224.043715846994
2023-06-0120168.51753922087
2023-07-0119932.310946589107
2023-08-0118468.182619425348
2023-09-0116082.848580997706
2023-10-0113414.066631411952
2023-11-0116271.813855103119
2023-12-0118846.113167636173
2024-01-0118043.01075268817
2024-02-0117169.398907103827
2024-03-0119176.80239732064
2024-04-0119035.078441741585
2024-05-0118326.458663846286
2024-06-0119082.319760267936
2024-07-0121184.205887537457
2024-08-0122081.43839238498
2024-09-0121562.13643574828
2024-10-0120239.3795170104
2024-11-0120995.240613432048
2024-12-0119814.207650273227
2025-01-0123062.57711968976
2025-02-0122505.552617662615
2025-03-0122151.242728714962
2025-04-0119771.549444738233
2025-05-0120227.040366649042
2025-06-0122024.67830072272
2025-07-0121467.653798695574
2025-08-0119847.347082672306
2025-09-0119594.21822668782
2025-10-0118861.272695222982
2025-11-0120130.44244667724
2025-12-0121152.829190904282
2026-01-0120729.772607086197
2026-02-0115547.32945531465
2026-03-0114348.669134496738
2026-04-0114736.47100299665
Annual Return Matrix
YearAnnual Return
2017-0.03824445309458935
20180.00394617019123733
20190.16549082846200358
2020-0.24691571543871782
20210.8410395774324426
20220.0013721698995821097
20230.10987231392089702
20240.0513683895467385
20250.06755867124530712
2026-0.30333333333333334
Total Factor Risk
0.5558232681549067
VTI.US Exposure
0.43390581112528415
VEA.US Exposure
0.007030171086210626
VWO.US Exposure
-0.004247503775851239
QQQ.US Exposure
-0.04299868681562585
VTV.US Exposure
-0.03323681821403063
IJR.US Exposure
0.00260757599193616
QUAL.US Exposure
-0.041549501518258106
SHV.US Exposure
0.48794439338461537
TLT.US Exposure
0.014030077078834902
LQD.US Exposure
-0.005802833976507145
HYG.US Exposure
-0.008099147069699116
GLD.US Exposure
-0.0032593452520308253
USO.US Exposure
0.0026453765061106313
VNQ.US Exposure
0.04677456783890622
BTC-USD.CC Exposure
0.0030582463394139454
CPER.US Exposure
0.015465779034329693
VIX.INDX Exposure
-0.011570663276614044
UUP.US Exposure
-0.0012511851967557325
TIP.US Exposure
0.01299424384978966
Idiosyncratic Exposure
0.12555944285994158
Value Score
41.5
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
0
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
55.6%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →21.3x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.00%
Market Cap$583.5M
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$5,112
Avg Yield on Cost
51.12%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$5,111.9351.12%Solid

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-2.4%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-22.5%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
46.8% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.28
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Apartment Investment and Management Co a high-risk investment?

Apartment Investment and Management Co (AIV.US) has an annualized volatility of 55.6% and experienced a maximum drawdown of 43.5% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of AIV.US?

Over the past 10 years, AIV.US has generated a Compound Annual Growth Rate (CAGR) of 3.8%. It has had a positive return in 70% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

Run a Full Backtest on Apartment Investment and Management Co

stresstest.pro lets you simulate DCA vs Lump Sum, Monte Carlo projections, portfolio optimisation, and more — all in seconds.

Start a Free Backtest