(IVT) Inventrust Properties - Performance 15.8% in 12m
Compare IVT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
61.38%
#17 in Group
Rel. Strength
76.10%
#1910 in Universe
Total Return 12m
15.79%
#18 in Group
Total Return 5y
252.52%
#5 in Group
P/E 143
97th Percentile in Group
P/E Forward 93.5
97th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 3.45%
28th Percentile in Group
12m Total Return: IVT (15.8%) vs XLRE (17.1%)
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 | -4.23% | -2.89% | -5.89% |
| 3 Months | -5.15% | -2.68% | -12.45% |
| 12 Months | 15.79% | 17.11% | 6.72% |
| 5 Years | 252.52% | 43.78% | 101.06% |
| Trend Score (consistency of price movement) | IVT | XLRE | S&P 500 |
| 1 Month | -65.7% | -63.6% | -74.5% |
| 3 Months | -65.3% | -27.5% | -88.2% |
| 12 Months | 70.2% | 46.6% | 66.1% |
| 5 Years | 56.1% | 43.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #33 | -1.39% | 1.76% |
| 3 Month | #32 | -2.54% | 8.33% |
| 12 Month | #18 | -1.13% | 8.50% |
| 5 Years | #6 | 144% | 76.2% |
FAQs
Does IVT Inventrust Properties outperforms the market?
No,
over the last 12 months IVT made 15.79%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 17.11%.
Over the last 3 months IVT made -5.15%, while XLRE made -2.68%.
Over the last 3 months IVT made -5.15%, while XLRE made -2.68%.
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 | 4.72% | 1.66% | 2.44% | 9.07% |
| US NASDAQ 100 | QQQ | 5.58% | 2.05% | 2.97% | 10.3% |
| US Dow Jones Industrial 30 | DIA | 5.89% | 1.59% | 1.90% | 10.5% |
| German DAX 40 | DAX | -0.64% | 5.17% | -14.6% | -2.42% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.01% | 3.27% | 0.16% | 9.90% |
| Hongkong Hang Seng | HSI | 0.43% | 5.59% | 0.92% | -0.43% |
| India NIFTY 50 | INDA | 0.35% | -9.0% | -0.01% | 12.7% |
| Brasil Bovespa | EWZ | 1.16% | 0.85% | -0.51% | 25.3% |
IVT vs. Sectors IVT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.47% | 1.43% | -6.37% | 2.25% |
| Consumer Discretionary | XLY | 5.59% | -0.31% | -0.30% | 6.57% |
| Consumer Staples | XLP | 1.42% | -7.43% | -7.78% | 1.85% |
| Energy | XLE | - | 5.85% | 1.38% | 26.1% |
| Financial | XLF | 3.35% | 0.28% | -5.68% | -3.16% |
| Health Care | XLV | 4.32% | 3.14% | 3.84% | 16.3% |
| Industrial | XLI | 3.60% | 0.47% | 2.36% | 10.4% |
| Materials | XLB | 3.0% | 2.42% | 9.52% | 23.3% |
| Real Estate | XLRE | -0.62% | -1.34% | 1.09% | -1.32% |
| Technology | XLK | 6.08% | 4.70% | 9.25% | 17.0% |
| Utilities | XLU | 1.41% | -3.81% | -3.30% | -8.58% |
| Aerospace & Defense | XAR | 3.03% | -4.27% | -7.32% | -8.37% |
| Biotech | XBI | 1.16% | 7.65% | 17.0% | 24.7% |
| Homebuilder | XHB | 3.77% | 2.61% | 20.3% | 24.9% |
| Retail | XRT | 3.02% | -2.12% | 7.11% | 20.2% |