CCAP vs AIV

Comparison between Crescent Capital BDC Inc (CCAP, Company) and Apartment Investment & Management Co. - Class A (AIV, Company).

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

5-Year PerformanceAIV has outperformed CCAP, delivering a return of +2.2% compared to +0.8%

CCAP vs AIV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CCAP(COMPANY)	AIV(COMPANY)
Market Cap	$412M	$412M
Max Drawdown	63.68%	92.32%
Sharpe Ratio	-0.48	-0.60
5Y Beta	0.69	0.48
Industry	Asset Management	Reit - Residential
P/E Ratio	27.51	0.74
Forward P/E	16.10	714.29
Dividend Yield	15.00%	N/A
5Y Dividends CAGR	1.99%	97.91%
Debt to Equity	134.58%	126.38%
Free Cash Flow Yield	16.03%	-8.52%

Market Cap

Winner

CCAP

$412M

AIV

$412M

Max Drawdown

Winner

CCAP

63.68%

AIV

92.32%

Sharpe Ratio

Winner

CCAP

-0.48

AIV

-0.60

5Y Beta

CCAP

0.69

Winner

AIV

0.48

Industry

CCAP

Asset Management

AIV

Reit - Residential

P/E Ratio

CCAP

27.51

Winner

AIV

0.74

Forward P/E

Winner

CCAP

16.10

AIV

714.29

Dividend Yield

CCAP

15.00%

AIV

N/A

5Y Dividends CAGR

CCAP

1.99%

Winner

AIV

97.91%

Debt to Equity

CCAP

134.58%

Winner

AIV

126.38%

Free Cash Flow Yield

Winner

CCAP

16.03%

AIV

-8.52%

CCAP vs AIV - Historical Returns

Returns include dividend reinvestment.

Period	CCAP	AIV
1 month	-1.50%	-2.04%
3 months	-8.91%	+3.06%
6 months	-18.10%	-7.40%
1 year	-11.13%	-9.83%
5 years(CAGR)	+0.78%	+2.18%
10 years(CAGR)	N/A	+5.89%
Max(CAGR)	+5.57%	+7.41%

Winner

CCAP

-1.50%

AIV

-2.04%

CCAP

-8.91%

Winner

AIV

+3.06%

CCAP

-18.10%

Winner

AIV

-7.40%

CCAP

-11.13%

Winner

AIV

-9.83%

5Y(CAGR)

CCAP

+0.78%

Winner

AIV

+2.18%

10Y(CAGR)

CCAP

N/A

AIV

+5.89%

Max(CAGR)

CCAP

+5.57%

Winner

AIV

+7.41%

CCAP vs AIV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CCAP	AIV
2026	-18.86%	-6.46%
2025	-17.44%	-1.78%
2024	+24.73%	+16.09%
2023	+46.77%	+10.28%
2022	-19.32%	-8.05%
2021	+31.20%	+52.57%
2020	+1.40%	-16.78%
2019	N/A	+25.70%
2018	N/A	+4.75%
2017	N/A	+0.46%
2016	N/A	+18.41%
2015	N/A	+8.97%
2014	N/A	+49.31%
2013	N/A	-2.17%
2012	N/A	+20.11%
2011	N/A	-11.13%
2010	N/A	+64.18%
2009	N/A	+41.72%
2008	N/A	-49.43%
2007	N/A	-30.49%
2006	N/A	+51.77%
2005	N/A	+6.62%
2004	N/A	+20.45%
2003	N/A	-0.09%
2002	N/A	-10.79%
2001	N/A	-1.05%
2000	N/A	+40.36%
1999	N/A	+6.10%

CCAP vs AIV Drawdown Comparison

The maximum drawdown for CCAP was -63.68%, occurring on Mar 23, 2020. Recovery took 229 trading sessions.

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

The current CCAP drawdown is -34.60%. The current AIV drawdown is -15.17%.

Rank	CCAP	AIV
#1	-63.68% Feb 7, 2020 - Jan 5, 2021	-87.24% Feb 8, 2007 - Jul 11, 2014
#2	-35.30% Feb 18, 2025 - May 18, 2026	-54.42% Feb 21, 2020 - May 24, 2021
#3	-31.08% Oct 15, 2021 - Aug 11, 2023	-40.70% Aug 12, 2022 - Jan 15, 2025
#4	-12.78% Apr 13, 2021 - Sep 30, 2021	-35.63% Apr 12, 2002 - Jun 14, 2005
#5	-10.13% Jul 8, 2024 - Nov 14, 2024	-33.29% Nov 15, 2021 - Jul 29, 2022
#6	-9.68% Sep 29, 2023 - Dec 14, 2023	-20.61% Jan 15, 2025 - Apr 8, 2025
#7	-8.60% Dec 27, 2023 - Mar 20, 2024	-18.28% Aug 2, 2005 - Jan 27, 2006
#8	-5.41% Mar 3, 2021 - Mar 15, 2021	-17.08% Sep 8, 2017 - Nov 7, 2018
#9	-5.28% Dec 13, 2024 - Jan 21, 2025	-16.51% Dec 29, 2000 - Jun 26, 2001
#10	-4.94% Aug 11, 2023 - Sep 19, 2023	-16.25% Jun 14, 2021 - Oct 28, 2021
#11	-4.62% Mar 15, 2021 - Apr 6, 2021	-15.69% Aug 23, 2001 - Mar 14, 2002
#12	-4.39% Jan 25, 2021 - Feb 1, 2021	-15.52% Sep 26, 2016 - Sep 8, 2017
#13	-4.04% Feb 1, 2021 - Feb 17, 2021	-14.07% Mar 20, 2015 - Dec 29, 2015
#14	-2.79% Jun 10, 2024 - Jun 24, 2024	-12.81% Jan 5, 2016 - Mar 17, 2016
#15	-2.09% May 10, 2024 - May 31, 2024	-11.78% Mar 29, 2006 - Jul 25, 2006

Correlation

Correlation between CCAP and AIV is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (1999 - 2026)

CCAP vs AIV dividend yield comparison.

Year	CCAP	AIV
2026	4.03%	94.34%
2025	13.02%	47.64%
2024	10.61%	0.00%
2023	10.41%	0.00%
2022	14.83%	0.28%
2021	9.63%	0.00%
2020	11.26%	5.18%
2019	0.00%	6.00%
2018	0.00%	3.46%
2017	0.00%	3.30%
2016	0.00%	2.91%
2015	0.00%	2.95%
2014	0.00%	3.55%
2013	0.00%	3.71%
2012	0.00%	2.81%
2011	0.00%	2.10%
2010	0.00%	1.16%
2009	0.00%	2.50%
2008	0.00%	64.76%
2007	0.00%	12.41%
2006	0.00%	4.29%
2005	0.00%	7.92%
2004	0.00%	6.23%
2003	0.00%	8.87%
2002	0.00%	8.75%
2001	0.00%	6.82%
2000	0.00%	5.60%
1999	0.00%	1.57%