CODI-P-A vs AAT

Comparison between Compass Diversified Holdings 7250 Series A Preferred Shares representing beneficial interest in (CODI-P-A, Company) and American Assets Trust Inc (AAT, Company).

5-Year PerformanceCODI-P-A has outperformed AAT, delivering a return of +2.6% compared to -2.7%

CODI-P-A vs AAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CODI-P-A(COMPANY)	AAT(COMPANY)
Market Cap	$1.53B	$1.54B
Max Drawdown	58.18%	66.34%
Sharpe Ratio	0.82	1.18
5Y Beta	0.15	0.67
Industry	Other	Reit - Diversified
P/E Ratio	-21.31	-34.75
Forward P/E	N/A	60.61
Dividend Yield	N/A	5.41%
5Y Dividends CAGR	4.56%	11.65%
Debt to Equity	464.24%	0.00%
Free Cash Flow Yield	0.66%	11.00%

Market Cap

CODI-P-A

$1.53B

Winner

AAT

$1.54B

Max Drawdown

Winner

CODI-P-A

58.18%

AAT

66.34%

Sharpe Ratio

CODI-P-A

0.82

Winner

AAT

1.18

5Y Beta

Winner

CODI-P-A

0.15

AAT

0.67

Industry

CODI-P-A

Other

AAT

Reit - Diversified

P/E Ratio

CODI-P-A

-21.31

Winner

AAT

-34.75

Forward P/E

CODI-P-A

N/A

AAT

60.61

Dividend Yield

CODI-P-A

N/A

AAT

5.41%

5Y Dividends CAGR

CODI-P-A

4.56%

Winner

AAT

11.65%

Debt to Equity

CODI-P-A

464.24%

Winner

AAT

0.00%

Free Cash Flow Yield

CODI-P-A

0.66%

Winner

AAT

11.00%

CODI-P-A vs AAT - Historical Returns

Returns include dividend reinvestment.

Period	CODI-P-A	AAT
1 month	-0.44%	+2.62%
3 months	+7.96%	+32.04%
6 months	+22.99%	+37.25%
1 year	+27.15%	+30.46%
5 years(CAGR)	+2.62%	-2.70%
10 years(CAGR)	+5.74%	-1.33%
Max(CAGR)	+5.74%	+4.91%

CODI-P-A

-0.44%

Winner

AAT

+2.62%

CODI-P-A

+7.96%

Winner

AAT

+32.04%

CODI-P-A

+22.99%

Winner

AAT

+37.25%

CODI-P-A

+27.15%

Winner

AAT

+30.46%

5Y(CAGR)

Winner

CODI-P-A

+2.62%

AAT

-2.70%

10Y(CAGR)

Winner

CODI-P-A

+5.74%

AAT

-1.33%

Max(CAGR)

Winner

CODI-P-A

+5.74%

AAT

+4.91%

CODI-P-A vs AAT - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	CODI-P-A	AAT
2026	+32.55%	+37.69%
2025	-26.14%	-22.31%
2024	+5.73%	+21.08%
2023	-0.04%	-9.67%
2022	+4.84%	-26.61%
2021	+11.52%	+41.32%
2020	+6.25%	-33.63%
2019	+49.61%	+19.71%
2018	-21.03%	+8.38%
2017	+2.39%	-8.82%
2016	N/A	+17.47%
2015	N/A	-2.69%
2014	N/A	+30.62%
2013	N/A	+13.20%
2012	N/A	+38.13%
2011	N/A	+0.41%

CODI-P-A vs AAT Drawdown Comparison

The maximum drawdown for CODI-P-A was -53.81%, occurring on May 21, 2025. This drawdown has not yet recovered.

The maximum drawdown for AAT was -61.78%, occurring on Mar 23, 2023. This drawdown has not yet recovered.

The current CODI-P-A drawdown is -7.86%. The current AAT drawdown is -28.88%.

Rank	CODI-P-A	AAT
#1	-53.81% Jan 15, 2025 - May 21, 2025	-61.78% Oct 31, 2019 - Mar 23, 2023
#2	-47.55% Jan 31, 2020 - Dec 22, 2020	-28.27% Aug 10, 2016 - Feb 4, 2019
#3	-33.82% Oct 19, 2017 - Jun 7, 2019	-25.47% Jul 8, 2011 - Feb 1, 2012
#4	-17.49% Aug 3, 2022 - Dec 30, 2022	-21.30% Jan 29, 2015 - Jul 11, 2016
#5	-14.90% Jul 31, 2023 - Jan 26, 2024	-18.00% May 8, 2013 - May 2, 2014
#6	-14.36% Jan 17, 2023 - Jun 30, 2023	-8.38% Oct 18, 2012 - Jan 2, 2013
#7	-9.10% Aug 2, 2024 - Jan 15, 2025	-8.01% May 2, 2012 - Jun 29, 2012
#8	-8.36% Apr 29, 2022 - Aug 1, 2022	-8.01% Feb 3, 2012 - Mar 23, 2012
#9	-8.20% Feb 7, 2022 - Apr 14, 2022	-7.24% Jul 28, 2014 - Oct 20, 2014
#10	-6.20% Apr 14, 2022 - Apr 29, 2022	-6.59% Apr 5, 2019 - Jun 14, 2019
#11	-5.34% Jan 31, 2024 - Jul 30, 2024	-5.78% Apr 2, 2012 - Apr 27, 2012
#12	-4.19% Jul 3, 2019 - Sep 24, 2019	-5.47% Jul 10, 2019 - Oct 30, 2019
#13	-3.98% Jun 30, 2023 - Jul 25, 2023	-4.89% Jun 20, 2019 - Jul 10, 2019
#14	-3.93% Jan 22, 2021 - Mar 11, 2021	-4.57% Sep 17, 2012 - Oct 16, 2012
#15	-3.86% Jul 7, 2021 - Jan 13, 2022	-4.49% Jul 30, 2012 - Aug 20, 2012

Correlation

Correlation between CODI-P-A and AAT is -0.39 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.39

-101

Dividend Comparison (2011 - 2026)

CODI-P-A vs AAT dividend yield comparison.

Year	CODI-P-A	AAT
2026	4.46%	2.71%
2025	11.32%	7.18%
2024	7.71%	5.10%
2023	7.83%	5.86%
2022	7.17%	4.83%
2021	6.98%	3.09%
2020	7.20%	3.46%
2019	7.14%	2.48%
2018	10.16%	2.71%
2017	2.49%	2.75%
2016	0.00%	2.34%
2015	0.00%	2.47%
2014	0.00%	2.24%
2013	0.00%	2.70%
2012	0.00%	3.01%
2011	0.00%	3.90%