Performance analysis of Apartment Investment & Management (AIV)
Annual Return
Over the past 3 years, AIV has had an average annual return of -5.25%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, AIV has had an average annual return of +1.96%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, AIV has had an average annual return of +4.23%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, AIV has had an average annual return of +7.03%, underperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -14.90% | -2.21% | +16.09% | +9.97% | -7.57% | +46.21% | -18.50% | +21.32% | +4.12% | -0.67% | +17.29% | +11.14% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +49.31% | -1.05% | +21.68% | -9.61% | +64.60% | +42.83% | -50.51% | -30.76% | +55.18% | +6.20% | +20.32% | +0.18% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -11.51% | -1.81% | +33.99% | +6.10% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.01% | -0.34% | -7.71% | +4.42% | -1.18% | +0.76% | -10.10% | -14.90% | |||||
| 2025 | +6.16% | +0.11% | -2.76% | -10.11% | +0.88% | +8.40% | -2.77% | -6.90% | +1.28% | -5.96% | +7.33% | +4.03% | -2.21% |
| 2024 | -5.11% | -0.67% | +10.98% | -2.32% | -1.38% | +5.07% | +6.88% | +4.97% | -2.80% | -6.64% | +4.74% | +2.83% | +16.09% |
| 2023 | +5.48% | -0.13% | +2.53% | +1.82% | +3.58% | +5.05% | -2.23% | -8.64% | -10.65% | -13.82% | +17.58% | +13.64% | +9.97% |
| 2022 | -8.94% | +1.56% | +2.52% | -13.93% | -0.32% | +1.91% | +30% | +6.25% | -17.24% | +8.77% | +5.54% | -15.04% | -7.57% |
| 2021 | -13.07% | +3.70% | +28.99% | +13.03% | +1.59% | -4.82% | +3.73% | +3.16% | -4.60% | +10.66% | -2.24% | +4.18% | +46.21% |
| 2020 | +2.05% | -8.55% | -26.53% | +7.17% | -0.93% | +2.09% | +3.13% | -6.14% | -6.41% | -5.40% | -1.96% | +30.49% | -18.50% |
| 2019 | +12.85% | -0.45% | +2.78% | -1.85% | +1.98% | +0.34% | -1.16% | +3.75% | +2.24% | +5.26% | -1.31% | -3.94% | +21.32% |
| 2018 | -4.28% | -6.71% | +5.41% | -0.37% | +1.55% | +3.60% | +0.83% | +3.59% | +0.75% | -2.47% | +10.34% | -6.82% | +4.12% |
| 2017 | -3.04% | +6.43% | -4.68% | -1.38% | -1.05% | +0.12% | +6% | +0.31% | -3.24% | +0.27% | +1.06% | -0.86% | -0.67% |
Drawdown analysis of Apartment Investment & Management (AIV)
The maximum drawdown for the AIV was -87.24%, occurring on Mar 6, 2009. Recovery took 1346 trading sessions.
The current AIV drawdown is -22.30%.
Since Nov 1, 1999 AIV has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 5 times
- 20% or more: 6 times
- 10% or more: 18 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -87.24% | Feb 8, 2007 | 522 | Mar 6, 2009 | 1346 | Jul 11, 2014 | 1868 |
| -54.42% | Feb 21, 2020 | 21 | Mar 23, 2020 | 295 | May 24, 2021 | 316 |
| -40.70% | Aug 12, 2022 | 305 | Oct 30, 2023 | 303 | Jan 15, 2025 | 608 |
| -35.63% | Apr 12, 2002 | 516 | Apr 29, 2004 | 283 | Jun 14, 2005 | 799 |
| -33.29% | Nov 15, 2021 | 121 | May 10, 2022 | 55 | Jul 29, 2022 | 176 |
| -22.30% | Jan 15, 2025 | 377 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -18.29% | Aug 2, 2005 | 50 | Oct 12, 2005 | 73 | Jan 27, 2006 | 123 |
| -17.08% | Sep 8, 2017 | 105 | Feb 8, 2018 | 189 | Nov 7, 2018 | 294 |
| -16.51% | Dec 29, 2000 | 53 | Mar 19, 2001 | 73 | Jul 2, 2001 | 126 |
| -16.25% | Jun 14, 2021 | 47 | Aug 19, 2021 | 49 | Oct 28, 2021 | 96 |
| -15.69% | Aug 23, 2001 | 43 | Oct 30, 2001 | 92 | Mar 14, 2002 | 135 |
| -15.52% | Sep 26, 2016 | 40 | Nov 21, 2016 | 200 | Sep 8, 2017 | 240 |
| -14.07% | Mar 20, 2015 | 117 | Sep 4, 2015 | 79 | Dec 29, 2015 | 196 |
| -12.81% | Jan 5, 2016 | 24 | Feb 9, 2016 | 26 | Mar 17, 2016 | 50 |
| -11.78% | Mar 29, 2006 | 39 | May 24, 2006 | 42 | Jul 25, 2006 | 81 |
| -10.83% | Dec 11, 2018 | 9 | Dec 24, 2018 | 19 | Jan 23, 2019 | 28 |
| -10.77% | Nov 9, 1999 | 26 | Dec 16, 1999 | 8 | Dec 29, 1999 | 34 |
| -10.14% | Jul 27, 2000 | 58 | Oct 18, 2000 | 33 | Dec 5, 2000 | 91 |
| -9.61% | Jan 27, 2015 | 27 | Mar 6, 2015 | 10 | Mar 20, 2015 | 37 |
| -9.00% | Oct 18, 2006 | 12 | Nov 3, 2006 | 44 | Jan 10, 2007 | 56 |
| -8.64% | Sep 5, 2014 | 17 | Sep 30, 2014 | 23 | Oct 31, 2014 | 40 |
| -8.17% | Jul 29, 2022 | 3 | Aug 3, 2022 | 3 | Aug 8, 2022 | 6 |
| -7.99% | Nov 1, 2019 | 32 | Dec 18, 2019 | 39 | Feb 14, 2020 | 71 |
| -7.58% | Sep 7, 2016 | 4 | Sep 13, 2016 | 8 | Sep 23, 2016 | 12 |
| -7.52% | Dec 30, 1999 | 18 | Jan 26, 2000 | 35 | Mar 16, 2000 | 53 |