XZO vs AAT

Comparison between Exzeo Group Inc (XZO, Company) and American Assets Trust Inc (AAT, Company).

XZO is from the Financial Services sector, while AAT is from the Real Estate sector.

XZO vs AAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XZO(COMPANY)	AAT(COMPANY)
Market Cap	$1.38B	$1.38B
Max Drawdown	48.25%	66.34%
Sharpe Ratio	-0.35	1.03
5Y Beta	1.65	0.64
Industry	Insurance - Diversified	Reit - Diversified
P/E Ratio	15.67	-31.34
Forward P/E	N/A	60.61
Dividend Yield	N/A	6.03%
5Y Dividends CAGR	N/A	11.65%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	7.11%	12.20%

Market Cap

Winner

XZO

$1.38B

AAT

$1.38B

Max Drawdown

Winner

XZO

48.25%

AAT

66.34%

Sharpe Ratio

XZO

-0.35

Winner

AAT

1.03

5Y Beta

XZO

1.65

Winner

AAT

0.64

Industry

XZO

Insurance - Diversified

AAT

Reit - Diversified

P/E Ratio

XZO

15.67

Winner

AAT

-31.34

Forward P/E

XZO

N/A

AAT

60.61

Dividend Yield

XZO

N/A

AAT

6.03%

5Y Dividends CAGR

XZO

N/A

AAT

11.65%

Debt to Equity

XZO

0.00%

AAT

0.00%

Free Cash Flow Yield

XZO

7.11%

Winner

AAT

12.20%

XZO vs AAT - Historical Returns

Returns include dividend reinvestment.

Period	XZO	AAT
1 month	-9.68%	-8.67%
3 months	+17.12%	+12.23%
6 months	+1.75%	+27.65%
1 year	N/A	+24.64%
5 years(CAGR)	N/A	-4.61%
10 years(CAGR)	N/A	-2.64%
Max(CAGR)	-31.69%	+4.29%

XZO

-9.68%

Winner

AAT

-8.67%

Winner

XZO

+17.12%

AAT

+12.23%

XZO

+1.75%

Winner

AAT

+27.65%

XZO

N/A

AAT

+24.64%

5Y(CAGR)

XZO

N/A

AAT

-4.61%

10Y(CAGR)

XZO

N/A

AAT

-2.64%

Max(CAGR)

XZO

-31.69%

Winner

AAT

+4.29%

XZO vs AAT - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	XZO	AAT
2026	-31.15%	+26.15%
2025	+15.42%	-22.31%
2024	N/A	+21.08%
2023	N/A	-9.67%
2022	N/A	-26.61%
2021	N/A	+41.32%
2020	N/A	-33.63%
2019	N/A	+19.71%
2018	N/A	+8.38%
2017	N/A	-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%

XZO vs AAT Drawdown Comparison

The maximum drawdown for XZO was -48.25%, occurring on Jun 4, 2026. 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 XZO drawdown is -35.38%. The current AAT drawdown is -34.84%.

Rank	XZO	AAT
#1	-48.25% Dec 31, 2025 - Jun 4, 2026	-61.78% Oct 31, 2019 - Mar 23, 2023
#2	-34.36% Nov 5, 2025 - Dec 22, 2025	-28.27% Aug 10, 2016 - Feb 4, 2019
#3	-2.84% Dec 24, 2025 - Dec 29, 2025	-25.47% Jul 8, 2011 - Feb 1, 2012
#4	N/A	-21.30% Jan 29, 2015 - Jul 11, 2016
#5	N/A	-18.00% May 8, 2013 - May 2, 2014
#6	N/A	-8.38% Oct 18, 2012 - Jan 2, 2013
#7	N/A	-8.01% May 2, 2012 - Jun 29, 2012
#8	N/A	-8.01% Feb 3, 2012 - Mar 23, 2012
#9	N/A	-7.24% Jul 28, 2014 - Oct 20, 2014
#10	N/A	-6.59% Apr 5, 2019 - Jun 14, 2019
#11	N/A	-5.78% Apr 2, 2012 - Apr 27, 2012
#12	N/A	-5.47% Jul 10, 2019 - Oct 30, 2019
#13	N/A	-4.89% Jun 20, 2019 - Jul 10, 2019
#14	N/A	-4.57% Sep 17, 2012 - Oct 16, 2012
#15	N/A	-4.49% Jul 30, 2012 - Aug 20, 2012

Correlation

Correlation between XZO and AAT is -0.53 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.53

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