AIV vs ISTR

Comparison between Apartment Investment & Management Co. - Class A (AIV, Company) and Investar Holding Corp (ISTR, Company).

AIV is from the Real Estate sector, while ISTR is from the Financial Services sector.

5-Year PerformanceISTR has outperformed AIV, delivering a return of +8.4% compared to +2.2%

AIV vs ISTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIV(COMPANY)	ISTR(COMPANY)
Market Cap	$412M	$412M
Max Drawdown	92.32%	68.64%
Sharpe Ratio	-0.60	1.87
5Y Beta	0.48	0.77
Industry	Reit - Residential	Banks - Regional
P/E Ratio	0.74	11.68
Forward P/E	714.29	9.84
PEG Ratio	N/A	0.75
Dividend Yield	N/A	1.47%
5Y Dividends CAGR	97.91%	1.74%
5Y EPS CAGR	N/A	7.89%
Debt to Equity	126.38%	0.00%
Free Cash Flow Yield	-8.52%	5.75%

Market Cap

AIV

$412M

Winner

ISTR

$412M

Max Drawdown

AIV

92.32%

Winner

ISTR

68.64%

Sharpe Ratio

AIV

-0.60

Winner

ISTR

1.87

5Y Beta

Winner

AIV

0.48

ISTR

0.77

Industry

AIV

Reit - Residential

ISTR

Banks - Regional

P/E Ratio

Winner

AIV

0.74

ISTR

11.68

Forward P/E

AIV

714.29

Winner

ISTR

9.84

PEG Ratio

AIV

N/A

ISTR

0.75

Dividend Yield

AIV

N/A

ISTR

1.47%

5Y Dividends CAGR

Winner

AIV

97.91%

ISTR

1.74%

5Y EPS CAGR

AIV

N/A

ISTR

7.89%

Debt to Equity

AIV

126.38%

Winner

ISTR

0.00%

Free Cash Flow Yield

AIV

-8.52%

Winner

ISTR

5.75%

AIV vs ISTR - Historical Returns

Returns include dividend reinvestment.

Period	AIV	ISTR
1 month	-2.04%	+4.94%
3 months	+3.06%	+10.91%
6 months	-7.40%	+10.68%
1 year	-9.83%	+58.85%
5 years(CAGR)	+2.18%	+8.43%
10 years(CAGR)	+5.89%	+7.97%
Max(CAGR)	+7.41%	+7.90%

AIV

-2.04%

Winner

ISTR

+4.94%

AIV

+3.06%

Winner

ISTR

+10.91%

AIV

-7.40%

Winner

ISTR

+10.68%

AIV

-9.83%

Winner

ISTR

+58.85%

5Y(CAGR)

AIV

+2.18%

Winner

ISTR

+8.43%

10Y(CAGR)

AIV

+5.89%

Winner

ISTR

+7.97%

Max(CAGR)

AIV

+7.41%

Winner

ISTR

+7.90%

AIV vs ISTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AIV	ISTR
2026	-6.46%	+14.81%
2025	-1.78%	+28.40%
2024	+16.09%	+50.78%
2023	+10.28%	-28.77%
2022	-8.05%	+20.41%
2021	+52.57%	+14.24%
2020	-16.78%	-30.20%
2019	+25.70%	-0.31%
2018	+4.75%	+5.99%
2017	+0.46%	+27.57%
2016	+18.41%	+7.22%
2015	+8.97%	+25.96%
2014	+49.31%	-2.37%
2013	-2.17%	N/A
2012	+20.11%	N/A
2011	-11.13%	N/A
2010	+64.18%	N/A
2009	+41.72%	N/A
2008	-49.43%	N/A
2007	-30.49%	N/A
2006	+51.77%	N/A
2005	+6.62%	N/A
2004	+20.45%	N/A
2003	-0.09%	N/A
2002	-10.79%	N/A
2001	-1.05%	N/A
2000	+40.36%	N/A
1999	+6.10%	N/A

AIV vs ISTR Drawdown Comparison

The maximum drawdown for AIV was -87.24%, occurring on Mar 6, 2009. Recovery took 1868 trading sessions.

The maximum drawdown for ISTR was -68.22%, occurring on Mar 23, 2020. Recovery took 1864 trading sessions.

The current AIV drawdown is -15.17%. The current ISTR drawdown is -0.60%.

Rank	AIV	ISTR
#1	-87.24% Feb 8, 2007 - Jul 11, 2014	-68.22% Jul 6, 2018 - Dec 4, 2025
#2	-54.42% Feb 21, 2020 - May 24, 2021	-22.12% Dec 14, 2015 - Nov 18, 2016
#3	-40.70% Aug 12, 2022 - Jan 15, 2025	-13.33% Mar 30, 2015 - Nov 25, 2015
#4	-35.63% Apr 12, 2002 - Jun 14, 2005	-11.92% Feb 6, 2026 - Jun 12, 2026
#5	-33.29% Nov 15, 2021 - Jul 29, 2022	-10.31% Feb 17, 2015 - Mar 9, 2015
#6	-20.61% Jan 15, 2025 - Apr 8, 2025	-9.92% Jul 16, 2014 - Dec 16, 2014
#7	-18.28% Aug 2, 2005 - Jan 27, 2006	-9.22% Dec 18, 2014 - Feb 17, 2015
#8	-17.08% Sep 8, 2017 - Nov 7, 2018	-8.56% Feb 1, 2018 - Mar 16, 2018
#9	-16.51% Dec 29, 2000 - Jun 26, 2001	-7.91% Jul 5, 2017 - Sep 26, 2017
#10	-16.25% Jun 14, 2021 - Oct 28, 2021	-6.45% Apr 24, 2018 - May 21, 2018
#11	-15.69% Aug 23, 2001 - Mar 14, 2002	-6.35% Oct 20, 2017 - Dec 18, 2017
#12	-15.52% Sep 26, 2016 - Sep 8, 2017	-6.15% Dec 16, 2016 - Dec 29, 2016
#13	-14.07% Mar 20, 2015 - Dec 29, 2015	-5.54% Jan 26, 2017 - Feb 9, 2017
#14	-12.81% Jan 5, 2016 - Mar 17, 2016	-5.29% Jan 17, 2018 - Feb 1, 2018
#15	-11.78% Mar 29, 2006 - Jul 25, 2006	-4.95% Mar 19, 2018 - Apr 18, 2018

Correlation

Correlation between AIV and ISTR is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46

-101

Dividend Comparison (1999 - 2026)

AIV vs ISTR dividend yield comparison.

Year	AIV	ISTR
2026	94.34%	0.37%
2025	47.64%	1.63%
2024	0.00%	1.87%
2023	0.00%	2.65%
2022	0.28%	1.70%
2021	0.00%	2.66%
2020	5.18%	1.51%
2019	6.00%	0.95%
2018	3.46%	0.81%
2017	3.30%	0.30%
2016	2.91%	0.23%
2015	2.95%	0.18%
2014	3.55%	0.10%
2013	3.71%	0.00%
2012	2.81%	0.00%
2011	2.10%	0.00%
2010	1.16%	0.00%
2009	2.50%	0.00%
2008	64.76%	0.00%
2007	12.41%	0.00%
2006	4.29%	0.00%
2005	7.92%	0.00%
2004	6.23%	0.00%
2003	8.87%	0.00%
2002	8.75%	0.00%
2001	6.82%	0.00%
2000	5.60%	0.00%
1999	1.57%	0.00%