AIV vs SAT

Comparison between Apartment Investment & Management Co. - Class A (AIV, Company) and Saratoga Investment Corp (SAT, Company).

AIV vs SAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIV(COMPANY)	SAT(COMPANY)
Market Cap	$408M	$407M
Max Drawdown	92.32%	9.08%
Sharpe Ratio	-0.50	0.96
5Y Beta	0.49	0.02
Industry	Reit - Residential	N/A
P/E Ratio	0.73	10.86
Forward P/E	714.29	N/A
PEG Ratio	839.32	0.36
5Y Dividends CAGR	97.92%	N/A
Debt to Equity	126.38%	186.64%
Free Cash Flow Yield	-8.60%	-21.65%
P/S Ratio	3.03	N/A
P/B Ratio	1.72	N/A

Market Cap

Winner

AIV

$408M

SAT

$407M

Max Drawdown

AIV

92.32%

Winner

SAT

9.08%

Sharpe Ratio

AIV

-0.50

Winner

SAT

0.96

5Y Beta

AIV

0.49

Winner

SAT

0.02

Industry

AIV

Reit - Residential

SAT

N/A

P/E Ratio

Winner

AIV

0.73

SAT

10.86

Forward P/E

AIV

714.29

SAT

N/A

PEG Ratio

AIV

839.32

Winner

SAT

0.36

5Y Dividends CAGR

AIV

97.92%

SAT

N/A

Debt to Equity

Winner

AIV

126.38%

SAT

186.64%

Free Cash Flow Yield

Winner

AIV

-8.60%

SAT

-21.65%

P/S Ratio

AIV

3.03

SAT

N/A

P/B Ratio

AIV

1.72

SAT

N/A

AIV vs SAT - Historical Returns

Returns include dividend reinvestment.

Period	AIV	SAT
1 month	-4.46%	+1.10%
3 months	-2.87%	+2.86%
6 months	-6.15%	+3.79%
1 year	-10.07%	+8.27%
5 years(CAGR)	+1.19%	+5.79%
10 years(CAGR)	+5.93%	N/A
Max(CAGR)	+7.35%	+5.79%

AIV

-4.46%

Winner

SAT

+1.10%

AIV

-2.87%

Winner

SAT

+2.86%

AIV

-6.15%

Winner

SAT

+3.79%

AIV

-10.07%

Winner

SAT

+8.27%

5Y(CAGR)

AIV

+1.19%

Winner

SAT

+5.79%

10Y(CAGR)

AIV

+5.93%

SAT

N/A

Max(CAGR)

Winner

AIV

+7.35%

SAT

+5.79%

AIV vs SAT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AIV	SAT
2026	-7.90%	+3.79%
2025	-1.78%	+6.14%
2024	+16.09%	+10.47%
2023	+10.28%	+10.76%
2022	-8.05%	-6.86%
2021	+52.57%	N/A
2020	-16.78%	N/A
2019	+25.70%	N/A
2018	+4.75%	N/A
2017	+0.46%	N/A
2016	+18.41%	N/A
2015	+8.97%	N/A
2014	+49.31%	N/A
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 SAT Drawdown Comparison

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

The maximum drawdown for SAT was -8.80%, occurring on Nov 3, 2022. Recovery took 323 trading sessions.

The current AIV drawdown is -16.48%. The current SAT drawdown is -0.12%.

Rank	AIV	SAT
#1	-87.24% Feb 8, 2007 - Jul 11, 2014	-8.80% Aug 4, 2022 - Nov 15, 2023
#2	-54.42% Feb 21, 2020 - May 24, 2021	-3.37% May 6, 2022 - Aug 4, 2022
#3	-40.70% Aug 12, 2022 - Jan 15, 2025	-3.02% Dec 31, 2024 - May 15, 2025
#4	-35.63% Apr 12, 2002 - Jun 14, 2005	-2.74% Jun 4, 2024 - Aug 2, 2024
#5	-33.29% Nov 15, 2021 - Jul 29, 2022	-1.74% Sep 27, 2024 - Nov 14, 2024
#6	-20.61% Jan 15, 2025 - Apr 8, 2025	-1.61% Dec 28, 2023 - Jan 25, 2024
#7	-18.28% Aug 2, 2005 - Jan 27, 2006	-1.54% Jun 13, 2025 - Jul 1, 2025
#8	-17.08% Sep 8, 2017 - Nov 7, 2018	-1.52% Jan 29, 2024 - Feb 6, 2024
#9	-16.51% Dec 29, 2000 - Jun 26, 2001	-1.40% Apr 4, 2024 - May 14, 2024
#10	-16.25% Jun 14, 2021 - Oct 28, 2021	-1.32% Feb 16, 2024 - Mar 20, 2024
#11	-15.69% Aug 23, 2001 - Mar 14, 2002	-1.22% Nov 15, 2024 - Dec 31, 2024
#12	-15.52% Sep 26, 2016 - Sep 8, 2017	-1.18% Aug 2, 2024 - Aug 15, 2024
#13	-14.07% Mar 20, 2015 - Dec 29, 2015	-1.16% Sep 9, 2025 - Oct 27, 2025
#14	-12.81% Jan 5, 2016 - Mar 17, 2016	-0.84% May 27, 2026 - Jun 1, 2026
#15	-11.78% Mar 29, 2006 - Jul 25, 2006	-0.70% Aug 21, 2024 - Sep 10, 2024

Correlation

Correlation between AIV and SAT is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (1999 - 2026)

AIV vs SAT dividend yield comparison.

Year	AIV	SAT
2026	95.82%	3.00%
2025	47.64%	6.06%
2024	0.00%	6.01%
2023	0.00%	6.29%
2022	0.28%	0.00%
2020	5.18%	0.00%
2019	6.00%	0.00%
2018	3.46%	0.00%
2017	3.30%	0.00%
2016	2.91%	0.00%
2015	2.95%	0.00%
2014	3.55%	0.00%
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%