AMERICAN ASSETS TRUST, INC. logo

AMERICAN ASSETS TRUST, INC. (AAT)

Common Stock · Currency in USD · XNYS

American Assets Trust Inc is a self-administered real estate investment trust based in the United States. The company invests in, operates, and develops retail, office, residential, and mixed-use properties. Properties are predominantly located in South California, Northern California, Oregon, Washington, and Hawaii. American Assets operates through four segments based on property type: retail; office; mixed-use, which consists of retail and hotel components; and multifamily, which includes the company's apartment properties. The retail and office segments collectively contribute the majority of the total revenue.

Company Info

SIC6798
Composite FIGIBBG00161BCR0
CIK0001500217
IPOJan 13, 2011
Sectorreal estate investment trusts

Highlights

Market Cap$1.15B
EPS$0.28
P/E Ratio48.39
Revenue$435.02M
Gross Profit$438.31M
Net Income$23.68M
Employees232
WSO61,390,936
Phone(858) 350-2600

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Analysis

Share Price Chart

Performance Chart

The chart shows the growth of an initial investment of $10,000 in AMERICAN ASSETS TRUST, INC., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.

Returns By Period

AMERICAN ASSETS TRUST, INC. (AAT) has returned -1.16% so far this year and 2.47% over the past 12 months. Looking at the last ten years, AAT has achieved an annualized return of -7.23%, underperforming the Benchmark (SPY), which averaged 12.23% per year.

AAT

1M-3.76%
6M-8.48%
YTD-1.16%
1Y2.47%
5Y-10.88%
10Y-7.23%

Benchmark (SPY)

1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%

Monthly Returns

The table below presents the monthly returns of AMERICAN ASSETS TRUST, INC. (AAT) with color gradation from worst to best to easily spot seasonal factors.

JanFebMarAprMayJunJulAugSepOctNovDec
2026-4.39%8.38%-5.05%1.47%
2025-8.03%-6.57%-10.65%-7.05%6.63%-0.50%-3.25%10.00%-2.21%-5.63%2.58%-2.22%
2024-0.36%-3.83%1.76%-2.24%2.93%2.19%19.24%2.37%-1.26%0.90%4.87%-7.86%
20235.92%-10.88%-25.79%-2.62%5.13%0.37%17.80%-4.93%-10.00%-8.55%13.59%12.55%
2022-4.31%1.98%4.01%-3.76%-7.14%-12.98%2.30%-7.80%-6.95%5.37%5.28%-9.96%
2021-4.06%12.20%1.98%7.42%3.57%1.36%-1.41%7.24%-6.38%0.80%-9.45%6.23%
2020-1.28%-9.34%-38.89%19.24%-3.68%6.46%-3.30%-5.55%-4.78%-13.01%34.63%-0.14%
20198.19%1.02%5.16%0.28%-1.97%3.36%-2.03%1.06%-0.17%4.93%-2.82%-3.41%
2018-7.94%-10.01%8.76%0.12%8.57%5.31%0.63%2.78%-5.21%2.76%8.24%-3.88%
2017-0.85%2.92%-4.84%2.49%-9.23%1.03%3.10%-0.15%-2.04%-2.59%5.66%-2.94%
20160.10%0.02%6.02%7.52%-3.49%-1.79%-8.08%1.52%8.30%

Performance Indicators

The charts below present risk-adjusted performance metrics for AMERICAN ASSETS TRUST, INC. (AAT) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.

Sharpe ratio

-2.00-1.000.001.002.003.00AAT: -0.14SPY: 0.92

Sortino ratio

-6.00-4.00-2.000.002.004.00AAT: -0.19SPY: 1.40

Omega ratio

0.501.001.502.00AAT: 0.98SPY: 1.22

Calmar ratio

0.002.004.006.00AAT: -0.35SPY: 1.20

Martin ratio

0.001.003.00AAT: -0.03SPY: 0.42

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.

The chart below shows the rolling Sharpe ratio of AAT compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Volatility Chart

The current AMERICAN ASSETS TRUST, INC. volatility is 1.38%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.

Income Statement

The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.

202520242023202220212020201920182017201620152014201320122011
Liabilities And Equity (USD)2.92B3.27B2.98B2.99B3.02B2.82B2.79B2.20B2.26B1.99B1.98B1.94B1.83B1.83B1.71B
Equity Attributable To Parent (USD)1.15B1.18B1.20B1.22B1.24B1.27B1.31B802.98M833.71M809.56M799.56M735.30M648.51M638.36M626.03M
Equity Attributable To Noncontrolling Interest (USD)-59.61M-51.58M-44.18M-35.74M-28.84M-18.04M-20.25M-506.00K10.43M29.00M29.37M31.27M38.07M47.37M53.70M
Equity (USD)1.09B1.12B1.15B1.19B1.21B1.25B1.29B802.47M844.14M838.55M828.93M766.58M686.58M685.73M679.73M
Long-term Debt (USD)1.70B2.03B1.70B1.63B1.66B1.31B1.36B1.23B1.33B1.05B1.03B1.07B-1.04B-
Noncurrent Liabilities (USD)---------------
Current Liabilities (USD)1.83B2.15B1.83B1.80B1.81B1.56B1.50B1.40B1.42B1.15B1.15B1.18B1.15B1.14B1.03B
Liabilities (USD)1.83B2.15B1.83B1.80B1.81B1.56B1.50B1.40B1.42B1.15B1.15B1.18B1.15B1.14B1.03B
Noncurrent Assets (USD)---------------
Current Assets (USD)2.92B3.27B2.98B2.99B3.02B2.82B2.79B2.20B2.26B1.99B1.98B1.94B1.83B1.83B1.71B
Assets (USD)2.92B3.27B2.98B2.99B3.02B2.82B2.79B2.20B2.26B1.99B1.98B1.94B1.83B1.83B1.71B

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