(IVT) Inventrust Properties - Performance 15.2% in 12m
Compare IVT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
74.91%
#10 in Group
Rel. Strength
69.54%
#2431 in Universe
Total Return 12m
15.22%
#18 in Group
Total Return 5y
216.02%
#6 in Group
P/E 146
97th Percentile in Group
P/E Forward 95.2
97th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 3.40%
43th Percentile in Group
12m Total Return: IVT (15.2%) vs XLRE (18.4%)
5y Drawdown (Underwater) Chart
Top Performers in Retail REITs
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Performance Comparison: IVT vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for IVT
| Total Return (including Dividends) | IVT | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | -4.21% | -1.10% | -0.45% |
| 3 Months | -3.72% | 0.81% | -6.29% |
| 12 Months | 15.22% | 18.36% | 13.04% |
| 5 Years | 216.02% | 49.02% | 111.82% |
| Trend Score (consistency of price movement) | IVT | XLRE | S&P 500 |
| 1 Month | 42.7% | 51.2% | 47.5% |
| 3 Months | -80.4% | -60.6% | -87.3% |
| 12 Months | 61.6% | 36.8% | 54.3% |
| 5 Years | 81.2% | 42.4% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #33 | -3.15% | -3.79% |
| 3 Month | #30 | -4.50% | 2.74% |
| 12 Month | #18 | -2.66% | 1.93% |
| 5 Years | #5 | 112% | 49.2% |
FAQs
Does IVT Inventrust Properties outperforms the market?
No,
over the last 12 months IVT made 15.22%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 18.36%.
Over the last 3 months IVT made -3.72%, while XLRE made 0.81%.
Over the last 3 months IVT made -3.72%, while XLRE made 0.81%.
Performance Comparison IVT vs Indeces and Sectors
IVT vs. Indices IVT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.05% | -3.76% | -1.50% | 2.18% |
| US NASDAQ 100 | QQQ | -0.97% | -6.11% | -2.21% | 0.25% |
| US Dow Jones Industrial 30 | DIA | 0.49% | -1.36% | -0.74% | 5.95% |
| German DAX 40 | DAX | 0.31% | -3.99% | -19.6% | -9.79% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.60% | -1.0% | 2.20% | 10.3% |
| Hongkong Hang Seng | HSI | 0.35% | -2.69% | -2.03% | 2.29% |
| India NIFTY 50 | INDA | 2.47% | -9.09% | -1.38% | 12.3% |
| Brasil Bovespa | EWZ | 1.58% | -7.04% | -7.20% | 22.0% |
IVT vs. Sectors IVT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.20% | -3.61% | -7.48% | -8.24% |
| Consumer Discretionary | XLY | -0.08% | -3.62% | -2.67% | 0.55% |
| Consumer Staples | XLP | 2.01% | -3.39% | -5.60% | 4.28% |
| Energy | XLE | 4.21% | 9.83% | 3.64% | 24.5% |
| Financial | XLF | 1.06% | -2.20% | -8.43% | -7.45% |
| Health Care | XLV | 2.65% | 0.46% | 3.66% | 16.5% |
| Industrial | XLI | -0.37% | -4.51% | -2.54% | 4.53% |
| Materials | XLB | 1.76% | -0.99% | 6.34% | 19.7% |
| Real Estate | XLRE | 0.06% | -3.11% | -1.66% | -3.14% |
| Technology | XLK | -1.61% | -6.64% | 1.45% | 4.78% |
| Utilities | XLU | 1.23% | -4.31% | -5.92% | -5.57% |
| Aerospace & Defense | XAR | -1.08% | -11.2% | -15.4% | -12.3% |
| Biotech | XBI | 0.11% | -9.76% | 13.8% | 20.6% |
| Homebuilder | XHB | 1.22% | -2.13% | 13.5% | 21.4% |
| Retail | XRT | 1.19% | -3.05% | 4.46% | 16.7% |