AIV vs SAZ
Comparison between Apartment Investment & Management Co. - Class A (AIV, Company) and Saratoga Investment Corp (SAZ, Company).
AIV vs SAZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
AIV
$409M
SAZ
$409M
Max Drawdown
AIV
92.32%
Winner
SAZ
2.98%
Sharpe Ratio
AIV
-0.50
Winner
SAZ
2.02
5Y Beta
AIV
0.48
Winner
SAZ
0.04
Industry
AIV
Reit - Residential
SAZ
N/A
P/E Ratio
Winner
AIV
0.74
SAZ
10.93
Forward P/E
AIV
714.29
SAZ
N/A
PEG Ratio
AIV
839.32
Winner
SAZ
0.37
Dividend Yield
AIV
N/A
SAZ
5.24%
5Y Dividends CAGR
AIV
97.92%
SAZ
N/A
Debt to Equity
Winner
AIV
126.38%
SAZ
186.64%
Free Cash Flow Yield
Winner
AIV
-8.57%
SAZ
-21.51%
P/S Ratio
AIV
3.01
SAZ
N/A
P/B Ratio
AIV
1.72
SAZ
N/A
AIV vs SAZ - Historical Returns
Returns include dividend reinvestment.
1M
AIV
-1.87%
Winner
SAZ
+2.00%
3M
AIV
+1.72%
Winner
SAZ
+4.10%
6M
AIV
-4.52%
Winner
SAZ
+5.43%
1Y
AIV
-10.30%
Winner
SAZ
+10.35%
5Y(CAGR)
AIV
+2.30%
SAZ
N/A
10Y(CAGR)
AIV
+5.82%
SAZ
N/A
Max(CAGR)
AIV
+7.41%
Winner
SAZ
+9.63%
AIV vs SAZ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AIV | SAZ |
|---|---|---|
| 2026 | -6.30% | +5.89% |
| 2025 | -1.78% | +8.46% |
| 2024 | +16.09% | +8.65% |
| 2023 | +10.28% | +7.57% |
| 2022 | -8.05% | N/A |
| 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 SAZ Drawdown Comparison
The maximum drawdown for AIV was -87.24%, occurring on Mar 6, 2009. Recovery took 1868 trading sessions.
The maximum drawdown for SAZ was -1.70%, occurring on Oct 27, 2023. Recovery took 37 trading sessions.
The current AIV drawdown is -15.02%.
| Rank | AIV | SAZ |
|---|---|---|
| #1 | -87.24% Feb 8, 2007 - Jul 11, 2014 | -1.70% Sep 19, 2023 - Nov 9, 2023 |
| #2 | -54.42% Feb 21, 2020 - May 24, 2021 | -1.57% Mar 21, 2025 - Apr 24, 2025 |
| #3 | -40.70% Aug 12, 2022 - Jan 15, 2025 | -1.28% May 15, 2023 - Jun 9, 2023 |
| #4 | -35.63% Apr 12, 2002 - Jun 14, 2005 | -1.21% Sep 11, 2025 - Nov 3, 2025 |
| #5 | -33.29% Nov 15, 2021 - Jul 29, 2022 | -1.20% Oct 1, 2024 - Nov 15, 2024 |
| #6 | -20.61% Jan 15, 2025 - Apr 8, 2025 | -1.11% Jun 26, 2023 - Jul 31, 2023 |
| #7 | -18.28% Aug 2, 2005 - Jan 27, 2006 | -0.89% Aug 1, 2024 - Aug 15, 2024 |
| #8 | -17.08% Sep 8, 2017 - Nov 7, 2018 | -0.86% May 7, 2024 - May 14, 2024 |
| #9 | -16.51% Dec 29, 2000 - Jun 26, 2001 | -0.84% Dec 3, 2024 - Jan 29, 2025 |
| #10 | -16.25% Jun 14, 2021 - Oct 28, 2021 | -0.83% Feb 18, 2026 - Mar 24, 2026 |
| #11 | -15.69% Aug 23, 2001 - Mar 14, 2002 | -0.79% Mar 3, 2025 - Mar 20, 2025 |
| #12 | -15.52% Sep 26, 2016 - Sep 8, 2017 | -0.71% Aug 4, 2023 - Aug 14, 2023 |
| #13 | -14.07% Mar 20, 2015 - Dec 29, 2015 | -0.66% May 16, 2025 - Jun 5, 2025 |
| #14 | -12.81% Jan 5, 2016 - Mar 17, 2016 | -0.66% May 5, 2026 - May 19, 2026 |
| #15 | -11.78% Mar 29, 2006 - Jul 25, 2006 | -0.65% Apr 8, 2024 - May 3, 2024 |
Correlation
Correlation between AIV and SAZ is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.47
-101
Dividend Comparison (1999 - 2026)
AIV vs SAZ dividend yield comparison.
| Year | AIV | SAZ |
|---|---|---|
| 2026 | 94.18% | 4.13% |
| 2025 | 47.64% | 8.38% |
| 2024 | 0.00% | 8.32% |
| 2023 | 0.00% | 5.25% |
| 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% |
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