INVH Performance: -15.3% Return (12 Months)

INVH returned -15.2% over 12 months, underperforming the S&P 500 (31.5%). Volatility: 21.2%.

RS IBD -65.82
Top 88% in Peers
Volatility 21.2%
Top 32% in Peers
Total Return 12m -15.25%
Top 88% in Peers
RS Rating 19.28
Top 88% in Peers
P/E
P/E Trailing 26.6
P/E Forward 30.3
High / Low 52w
52 Week High 34.01 USD
52 Week Low 24.10 USD
Sentiment
VRO Trend Strength ±100 84.74
Buy Signal ±3 -0.59
Drawdowns 3y
Max Drawdown 30.87%
Mean Drawdown 9.59%
Compare performance with 20 peers in Residential REITs
12m Total Return: INVH (-15.3%) vs SPY (31.5%) Total Return of Invitation Homes versus its related sector ETF SPY
5y Drawdown (Underwater) Chart 5 Year Drawdown / Underwater Chart for INVH Performance: -15.3% Return (12 Months)

Top Performer in Residential REITs (5/20)

Short Term Performance
SYMBOL 1W 1M 3M
TRC 0.58% 8.66% 21.90%
ELS 2.35% -4.75% 8.85%
SUI 3.33% -4.60% 7.65%
CTO 1.95% -2.24% 5.85%
CRESY 2.69% 15.84% 2.86%
INVH 3.15% -2.11% -5.85%
Long Term Performance
SYMBOL 6M 12M 5Y
JOE 37.04% 52.11% 53.87%
CRESY 46.58% 35.89% 237.17%
TRC 21.37% 26.65% 13.41%
CTO 25.81% 17.74% 59.67%
SUI 3.14% 15.83% 0.34%
INVH -7.34% -15.25% -7.30%
Overall Best Picks of Peer Group (GARP Metrics)
SYMBOL MCAP 1M 12M 5Y P/E P/E fwd PEG EPS stab EPS cagr
CRESY NASDAQ
Cresud SACIF y		 900M 15.8% 35.9% 237% 5.97 26.0 - 31.2% 279%
JOE NYSE
St Joe		 3.76B -6.79% 52.1% 53.9% 32.7 50.3 -2.72 10.7% -46.3%
ESS NYSE
Essex Property Trust		 17.1B -3.19% -1.95% 7.26% 23.8 44.1 7.02 -7.10% 2.97%
EQR NYSE
Equity Residential		 23.6B -3.34% 0.72% 1.38% 20.5 43.1 16.1 -38.0% -51.0%

Performance: INVH vs S&P 500

Total Return vs S&P 500
PERIOD INVH S&P 500 DIFFERENCE
1 Month -2.11% -3.48% 1.41%
3 Months -5.85% -4.38% -1.55%
6 Months -7.34% -1.79% -5.65%
12 Months -15.25% 31.52% -35.56%
5 Years -7.30% 72.80% -46.35%

INVH Performance FAQ

Does INVH outperform the market?

No, INVH underperforms the market. Over the past 12 months, INVH returned -15.25% compared to 31.52% for the S&P 500.

What is the INVH return over the last 12 months?

INVH has returned -15.25% over the past 12 months, including dividends. Over 3 months the return was -5.85%, and over 5 years -7.30%.

How risky is INVH?

INVH has relatively low risk with a maximum drawdown of 30.87% over the past 3 years. The average drawdown is 9.59%.

INVH vs Sectors (12m)

Sorted by outperformance. Positive = INVH beats sector.

Relative Performance vs S&P Sectors
SECTOR ETF DIFFERENCE 12M
Consumer Staples XLP -23.8%
Health Care XLV -26.4%
Real Estate XLRE -28.5%
Financials XLF -29.3%
Consumer Discretionary XLY -35.9%
Communication Services XLC -44.7%
Communication Services XLC -44.7%
Materials XLB -49.4%
Industrials XLI -56.6%
Technology XLK -64.4%
Energy XLE -71.6%

INVH vs Asset Classes (12m)

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY -35.56%
Gold GLD -72.1%
Long-Term Bonds TLT -16%