AAT vs PMT-P-C

Comparison between American Assets Trust Inc (AAT, Company) and Pennymac Mortgage Investment Trust (PMT-P-C, Company).

5-Year PerformancePMT-P-C has outperformed AAT, delivering a return of +1.7% compared to -2.3%

AAT vs PMT-P-C - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AAT(COMPANY)	PMT-P-C(COMPANY)
Market Cap	$1.55B	$1.54B
Max Drawdown	66.34%	36.36%
Sharpe Ratio	1.11	-0.10
5Y Beta	N/A	0.14
Industry	Reit - Diversified	N/A
P/E Ratio	-35.06	10.77
Forward P/E	60.61	N/A
PEG Ratio	9.34	0.68
Dividend Yield	5.33%	N/A
5Y Dividends CAGR	11.65%	N/A
5Y EPS CAGR	N/A	-25.74%
Debt to Equity	0.00%	80.22%
Free Cash Flow Yield	10.90%	N/A
P/S Ratio	4.51	N/A
P/B Ratio	1.36	N/A

Market Cap

Winner

AAT

$1.55B

PMT-P-C

$1.54B

Max Drawdown

AAT

66.34%

Winner

PMT-P-C

36.36%

Sharpe Ratio

Winner

AAT

1.11

PMT-P-C

-0.10

5Y Beta

AAT

N/A

PMT-P-C

0.14

Industry

AAT

Reit - Diversified

PMT-P-C

N/A

P/E Ratio

Winner

AAT

-35.06

PMT-P-C

10.77

Forward P/E

AAT

60.61

PMT-P-C

N/A

PEG Ratio

AAT

9.34

Winner

PMT-P-C

0.68

Dividend Yield

AAT

5.33%

PMT-P-C

N/A

5Y Dividends CAGR

AAT

11.65%

PMT-P-C

N/A

5Y EPS CAGR

AAT

N/A

PMT-P-C

-25.74%

Debt to Equity

Winner

AAT

0.00%

PMT-P-C

80.22%

Free Cash Flow Yield

AAT

10.90%

PMT-P-C

N/A

P/S Ratio

AAT

4.51

PMT-P-C

N/A

P/B Ratio

AAT

1.36

PMT-P-C

N/A

AAT vs PMT-P-C - Historical Returns

Returns include dividend reinvestment.

Period	AAT	PMT-P-C
1 month	+3.89%	-1.22%
3 months	+33.69%	+0.58%
6 months	+39.62%	-1.32%
1 year	+33.68%	+2.42%
5 years(CAGR)	-2.33%	+1.67%
10 years(CAGR)	-1.25%	N/A
Max(CAGR)	+4.89%	+1.67%

Winner

AAT

+3.89%

PMT-P-C

-1.22%

Winner

AAT

+33.69%

PMT-P-C

+0.58%

Winner

AAT

+39.62%

PMT-P-C

-1.32%

Winner

AAT

+33.68%

PMT-P-C

+2.42%

5Y(CAGR)

AAT

-2.33%

Winner

PMT-P-C

+1.67%

10Y(CAGR)

AAT

-1.25%

PMT-P-C

N/A

Max(CAGR)

Winner

AAT

+4.89%

PMT-P-C

+1.67%

AAT vs PMT-P-C - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	AAT	PMT-P-C
2026	+37.17%	+0.11%
2025	-22.31%	+4.57%
2024	+21.08%	+6.03%
2023	-9.67%	+20.59%
2022	-26.61%	-25.67%
2021	+41.32%	+3.65%
2020	-33.63%	N/A
2019	+19.71%	N/A
2018	+8.38%	N/A
2017	-8.82%	N/A
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 PMT-P-C 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 PMT-P-C was -31.13%, occurring on Oct 3, 2022. Recovery took 685 trading sessions.

The current AAT drawdown is -29.15%. The current PMT-P-C drawdown is -5.00%.

Rank	AAT	PMT-P-C
#1	-61.78% Oct 31, 2019 - Mar 23, 2023	-31.13% Dec 3, 2021 - Aug 27, 2024
#2	-28.27% Aug 10, 2016 - Feb 4, 2019	-13.45% Oct 18, 2024 - Jan 22, 2026
#3	-25.47% Jul 8, 2011 - Feb 1, 2012	-9.66% Feb 11, 2026 - Mar 31, 2026
#4	-21.30% Jan 29, 2015 - Jul 11, 2016	-2.38% Sep 19, 2024 - Oct 17, 2024
#5	-18.00% May 8, 2013 - May 2, 2014	-1.80% Aug 20, 2021 - Sep 22, 2021
#6	-8.38% Oct 18, 2012 - Jan 2, 2013	-1.37% Nov 9, 2021 - Dec 2, 2021
#7	-8.01% May 2, 2012 - Jun 29, 2012	-1.14% Aug 30, 2024 - Sep 9, 2024
#8	-8.01% Feb 3, 2012 - Mar 23, 2012	-0.90% Nov 3, 2021 - Nov 9, 2021
#9	-7.24% Jul 28, 2014 - Oct 20, 2014	-0.71% Sep 30, 2021 - Oct 29, 2021
#10	-6.59% Apr 5, 2019 - Jun 14, 2019	-0.69% Jan 28, 2026 - Feb 10, 2026
#11	-5.78% Apr 2, 2012 - Apr 27, 2012	-0.63% Sep 10, 2024 - Sep 13, 2024
#12	-5.47% Jul 10, 2019 - Oct 30, 2019	-0.40% Aug 17, 2021 - Aug 19, 2021
#13	-4.89% Jun 20, 2019 - Jul 10, 2019	-0.39% Oct 29, 2021 - Nov 3, 2021
#14	-4.57% Sep 17, 2012 - Oct 16, 2012	-0.20% Sep 23, 2021 - Sep 29, 2021
#15	-4.49% Jul 30, 2012 - Aug 20, 2012	-0.10% Aug 27, 2024 - Aug 30, 2024

Correlation

Correlation between AAT and PMT-P-C is 0.18 which considered as a very weak or no correlation - the stocks move independently of each other.

0.18

-101

Dividend Comparison (2011 - 2026)

AAT vs PMT-P-C dividend yield comparison.

Year	AAT	PMT-P-C
2026	2.72%	4.73%
2025	7.18%	9.14%
2024	5.10%	8.93%
2023	5.86%	8.63%
2022	4.83%	9.84%
2021	3.09%	2.07%
2020	3.46%	0.00%
2019	2.48%	0.00%
2018	2.71%	0.00%
2017	2.75%	0.00%
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%