AAT vs CODI-P-A

Comparison between American Assets Trust Inc (AAT, Company) and Compass Diversified Holdings 7250 Series A Preferred Shares representing beneficial interest in (CODI-P-A, Company).

5-Year PerformanceCODI-P-A has outperformed AAT, delivering a return of +2.5% compared to -2.1%

AAT vs CODI-P-A - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AAT(COMPANY)	CODI-P-A(COMPANY)
Market Cap	$1.54B	$1.53B
Max Drawdown	66.34%	58.18%
Sharpe Ratio	1.18	0.82
5Y Beta	0.67	0.15
Industry	Reit - Diversified	Other
P/E Ratio	-34.75	-21.31
Forward P/E	60.61	N/A
Dividend Yield	5.41%	N/A
5Y Dividends CAGR	11.65%	4.56%
Debt to Equity	0.00%	464.24%
Free Cash Flow Yield	11.00%	0.66%

Market Cap

Winner

AAT

$1.54B

CODI-P-A

$1.53B

Max Drawdown

AAT

66.34%

Winner

CODI-P-A

58.18%

Sharpe Ratio

Winner

AAT

1.18

CODI-P-A

0.82

5Y Beta

AAT

0.67

Winner

CODI-P-A

0.15

Industry

AAT

Reit - Diversified

CODI-P-A

Other

P/E Ratio

Winner

AAT

-34.75

CODI-P-A

-21.31

Forward P/E

AAT

60.61

CODI-P-A

N/A

Dividend Yield

AAT

5.41%

CODI-P-A

N/A

5Y Dividends CAGR

Winner

AAT

11.65%

CODI-P-A

4.56%

Debt to Equity

Winner

AAT

0.00%

CODI-P-A

464.24%

Free Cash Flow Yield

Winner

AAT

11.00%

CODI-P-A

0.66%

AAT vs CODI-P-A - Historical Returns

Returns include dividend reinvestment.

Period	AAT	CODI-P-A
1 month	+4.06%	+1.44%
3 months	+32.09%	+7.54%
6 months	+37.17%	+25.74%
1 year	+31.39%	+27.92%
5 years(CAGR)	-2.11%	+2.47%
10 years(CAGR)	-1.35%	+5.80%
Max(CAGR)	+4.90%	+5.80%

Winner

AAT

+4.06%

CODI-P-A

+1.44%

Winner

AAT

+32.09%

CODI-P-A

+7.54%

Winner

AAT

+37.17%

CODI-P-A

+25.74%

Winner

AAT

+31.39%

CODI-P-A

+27.92%

5Y(CAGR)

AAT

-2.11%

Winner

CODI-P-A

+2.47%

10Y(CAGR)

AAT

-1.35%

Winner

CODI-P-A

+5.80%

Max(CAGR)

AAT

+4.90%

Winner

CODI-P-A

+5.80%

AAT vs CODI-P-A - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	AAT	CODI-P-A
2026	+37.39%	+33.20%
2025	-22.31%	-26.14%
2024	+21.08%	+5.73%
2023	-9.67%	-0.04%
2022	-26.61%	+4.84%
2021	+41.32%	+11.52%
2020	-33.63%	+6.25%
2019	+19.71%	+49.61%
2018	+8.38%	-21.03%
2017	-8.82%	+2.39%
2016	+17.47%	N/A
2015	-2.69%	N/A
2014	+30.62%	N/A
2013	+13.20%	N/A
2012	+38.13%	N/A
2011	+0.41%	N/A

AAT vs CODI-P-A Drawdown Comparison

The maximum drawdown for AAT was -61.78%, occurring on Mar 23, 2023. This drawdown has not yet recovered.

The maximum drawdown for CODI-P-A was -53.81%, occurring on May 21, 2025. This drawdown has not yet recovered.

The current AAT drawdown is -29.03%. The current CODI-P-A drawdown is -7.41%.

Rank	AAT	CODI-P-A
#1	-61.78% Oct 31, 2019 - Mar 23, 2023	-53.81% Jan 15, 2025 - May 21, 2025
#2	-28.27% Aug 10, 2016 - Feb 4, 2019	-47.55% Jan 31, 2020 - Dec 22, 2020
#3	-25.47% Jul 8, 2011 - Feb 1, 2012	-33.82% Oct 19, 2017 - Jun 7, 2019
#4	-21.30% Jan 29, 2015 - Jul 11, 2016	-17.49% Aug 3, 2022 - Dec 30, 2022
#5	-18.00% May 8, 2013 - May 2, 2014	-14.90% Jul 31, 2023 - Jan 26, 2024
#6	-8.38% Oct 18, 2012 - Jan 2, 2013	-14.36% Jan 17, 2023 - Jun 30, 2023
#7	-8.01% May 2, 2012 - Jun 29, 2012	-9.10% Aug 2, 2024 - Jan 15, 2025
#8	-8.01% Feb 3, 2012 - Mar 23, 2012	-8.36% Apr 29, 2022 - Aug 1, 2022
#9	-7.24% Jul 28, 2014 - Oct 20, 2014	-8.20% Feb 7, 2022 - Apr 14, 2022
#10	-6.59% Apr 5, 2019 - Jun 14, 2019	-6.20% Apr 14, 2022 - Apr 29, 2022
#11	-5.78% Apr 2, 2012 - Apr 27, 2012	-5.34% Jan 31, 2024 - Jul 30, 2024
#12	-5.47% Jul 10, 2019 - Oct 30, 2019	-4.19% Jul 3, 2019 - Sep 24, 2019
#13	-4.89% Jun 20, 2019 - Jul 10, 2019	-3.98% Jun 30, 2023 - Jul 25, 2023
#14	-4.57% Sep 17, 2012 - Oct 16, 2012	-3.93% Jan 22, 2021 - Mar 11, 2021
#15	-4.49% Jul 30, 2012 - Aug 20, 2012	-3.86% Jul 7, 2021 - Jan 13, 2022

Correlation

Correlation between AAT and CODI-P-A is -0.39 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.39

-101

Dividend Comparison (2011 - 2026)

AAT vs CODI-P-A dividend yield comparison.

Year	AAT	CODI-P-A
2026	2.72%	4.44%
2025	7.18%	11.32%
2024	5.10%	7.71%
2023	5.86%	7.83%
2022	4.83%	7.17%
2021	3.09%	6.98%
2020	3.46%	7.20%
2019	2.48%	7.14%
2018	2.71%	10.16%
2017	2.75%	2.49%
2016	2.34%	0.00%
2015	2.47%	0.00%
2014	2.24%	0.00%
2013	2.70%	0.00%
2012	3.01%	0.00%
2011	3.90%	0.00%