SGU vs AIV
Comparison between Star Group L.P. (SGU, Company) and Apartment Investment & Management Co. - Class A (AIV, Company).
SGU is from the Energy sector, while AIV is from the Real Estate sector.
5-Year PerformanceSGU has outperformed AIV, delivering a return of +8.4% compared to +2.3%
SGU vs AIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SGU vs AIV - Historical Returns
Returns include dividend reinvestment.
SGU vs AIV - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SGU | AIV |
|---|---|---|
| 2026 | +9.81% | -6.30% |
| 2025 | +10.50% | -1.78% |
| 2024 | +2.92% | +16.09% |
| 2023 | +2.39% | +10.28% |
| 2022 | +19.13% | -8.05% |
| 2021 | +21.14% | +52.57% |
| 2020 | +3.97% | -16.78% |
| 2019 | +7.23% | +25.70% |
| 2018 | -8.57% | +4.75% |
| 2017 | +5.01% | +0.46% |
| 2016 | +54.43% | +18.41% |
| 2015 | +27.27% | +8.97% |
| 2014 | +21.65% | +49.31% |
| 2013 | +35.76% | -2.17% |
| 2012 | -9.87% | +20.11% |
| 2011 | -4.41% | -11.13% |
| 2010 | +36.73% | +64.18% |
| 2009 | +93.33% | +41.72% |
| 2008 | -38.40% | -49.43% |
| 2007 | +19.94% | -30.49% |
| 2006 | +91.30% | +51.77% |
| 2005 | -74.24% | +6.62% |
| 2004 | -67.38% | +20.45% |
| 2003 | +45.19% | -0.09% |
| 2002 | +3.18% | -10.79% |
| 2001 | +35.40% | -1.05% |
| 2000 | +52.08% | +40.36% |
| 1999 | -16.48% | +6.10% |
SGU vs AIV Drawdown Comparison
The maximum drawdown for SGU was -95.67%, occurring on Nov 17, 2005. Recovery took 4367 trading sessions.
The maximum drawdown for AIV was -87.24%, occurring on Mar 6, 2009. Recovery took 1868 trading sessions.
The current SGU drawdown is -6.02%. The current AIV drawdown is -15.02%.
| Rank | SGU | AIV |
|---|---|---|
| #1 | -95.67% Mar 18, 2004 - Jul 23, 2021 | -87.24% Feb 8, 2007 - Jul 11, 2014 |
| #2 | -30.84% Jun 9, 2023 - Feb 3, 2026 | -54.42% Feb 21, 2020 - May 24, 2021 |
| #3 | -28.41% Nov 26, 2001 - Jan 15, 2003 | -40.70% Aug 12, 2022 - Jan 15, 2025 |
| #4 | -27.67% Jul 28, 2021 - Dec 13, 2022 | -35.63% Apr 12, 2002 - Jun 14, 2005 |
| #5 | -21.37% Nov 3, 1999 - Jun 12, 2000 | -33.29% Nov 15, 2021 - Jul 29, 2022 |
| #6 | -16.10% Jul 27, 2001 - Oct 12, 2001 | -20.61% Jan 15, 2025 - Apr 8, 2025 |
| #7 | -14.32% Jan 20, 2023 - Mar 29, 2023 | -18.28% Aug 2, 2005 - Jan 27, 2006 |
| #8 | -10.42% Sep 18, 2000 - Dec 26, 2000 | -17.08% Sep 8, 2017 - Nov 7, 2018 |
| #9 | -8.71% Jan 9, 2004 - Feb 10, 2004 | -16.51% Dec 29, 2000 - Jun 26, 2001 |
| #10 | -8.29% Jun 17, 2003 - Jul 8, 2003 | -16.25% Jun 14, 2021 - Oct 28, 2021 |
| #11 | -8.23% Feb 5, 2026 - May 7, 2026 | -15.69% Aug 23, 2001 - Mar 14, 2002 |
| #12 | -8.18% May 7, 2026 - Jun 17, 2026 | -15.52% Sep 26, 2016 - Sep 8, 2017 |
| #13 | -7.49% Jul 11, 2003 - Oct 13, 2003 | -14.07% Mar 20, 2015 - Dec 29, 2015 |
| #14 | -7.30% May 5, 2023 - Jun 6, 2023 | -12.81% Jan 5, 2016 - Mar 17, 2016 |
| #15 | -6.25% Feb 4, 2003 - Apr 22, 2003 | -11.78% Mar 29, 2006 - Jul 25, 2006 |
Correlation
Correlation between SGU and AIV is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
SGU vs AIV dividend yield comparison.
| Year | SGU | AIV |
|---|---|---|
| 2026 | 3.03% | 94.18% |
| 2025 | 6.14% | 47.64% |
| 2024 | 5.89% | 0.00% |
| 2023 | 5.55% | 0.00% |
| 2022 | 4.98% | 0.28% |
| 2021 | 5.20% | 0.00% |
| 2020 | 5.55% | 5.18% |
| 2019 | 5.21% | 6.00% |
| 2018 | 4.95% | 3.46% |
| 2017 | 4.02% | 3.30% |
| 2016 | 3.74% | 2.91% |
| 2015 | 5.01% | 2.95% |
| 2014 | 5.66% | 3.55% |
| 2013 | 6.19% | 3.71% |
| 2012 | 7.58% | 2.81% |
| 2011 | 6.37% | 2.10% |
| 2010 | 5.40% | 1.16% |
| 2009 | 6.52% | 2.50% |
| 2008 | 0.00% | 64.76% |
| 2007 | 0.00% | 12.41% |
| 2006 | 0.00% | 4.29% |
| 2005 | 0.00% | 7.92% |
| 2004 | 23.15% | 6.23% |
| 2003 | 9.41% | 8.87% |
| 2002 | 12.43% | 8.75% |
| 2001 | 14.06% | 6.82% |
| 2000 | 13.03% | 5.60% |
| 1999 | 8.73% | 1.57% |
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