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Inventrust Properties Corp (IVT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US46124J2015

Sector

Real Estate

IPO Date

Feb 24, 2014

Highlights

Market Cap

$2.31B

EPS (TTM)

$0.19

PE Ratio

157.05

Total Revenue (TTM)

$273.62M

Gross Profit (TTM)

$136.80M

EBITDA (TTM)

$166.72M

Year Range

$22.95 - $31.41

Target Price

$33.50

Short %

2.19%

Short Ratio

3.55

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
IVT vs. VOO IVT vs. SCHD IVT vs. QQQ IVT vs. SPY
Popular comparisons:
IVT vs. VOO IVT vs. SCHD IVT vs. QQQ IVT vs. SPY

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Inventrust Properties Corp, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
7.37%
10.30%
IVT (Inventrust Properties Corp)
Benchmark (^GSPC)

Returns By Period

Inventrust Properties Corp had a return of -0.96% year-to-date (YTD) and 23.00% in the last 12 months.


IVT

YTD

-0.96%

1M

3.00%

6M

7.22%

1Y

23.00%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of IVT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-1.29%-0.96%
2024-2.01%1.69%2.76%-1.44%-2.25%0.88%13.77%5.36%-3.64%3.81%5.16%-1.96%23.02%
20235.07%-2.73%-2.35%-3.63%-4.70%8.70%5.19%-1.77%0.49%5.42%-3.90%5.94%11.01%
2022-1.17%-3.67%19.40%-1.59%-2.15%-12.31%11.17%-8.41%-18.03%18.14%2.02%-7.11%-10.31%
2021-7.69%6.66%11.11%7.86%-12.59%-3.85%-89.84%54.33%1,372.44%1.52%14.01%164.96%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 75, IVT is among the top 25% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of IVT is 7575
Overall Rank
The Sharpe Ratio Rank of IVT is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of IVT is 7070
Sortino Ratio Rank
The Omega Ratio Rank of IVT is 6868
Omega Ratio Rank
The Calmar Ratio Rank of IVT is 7777
Calmar Ratio Rank
The Martin Ratio Rank of IVT is 8383
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Inventrust Properties Corp (IVT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for IVT, currently valued at 1.04, compared to the broader market-2.000.002.001.041.74
The chart of Sortino ratio for IVT, currently valued at 1.51, compared to the broader market-4.00-2.000.002.004.006.001.512.35
The chart of Omega ratio for IVT, currently valued at 1.19, compared to the broader market0.501.001.502.001.191.32
The chart of Calmar ratio for IVT, currently valued at 0.92, compared to the broader market0.002.004.006.000.922.61
The chart of Martin ratio for IVT, currently valued at 6.04, compared to the broader market0.0010.0020.0030.006.0410.66
IVT
^GSPC

The current Inventrust Properties Corp Sharpe ratio is 1.04. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Inventrust Properties Corp with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.04
1.74
IVT (Inventrust Properties Corp)
Benchmark (^GSPC)

Dividends

Dividend History

Inventrust Properties Corp provided a 3.03% dividend yield over the last twelve months, with an annual payout of $0.91 per share. The company has been increasing its dividends for 5 consecutive years.


0.00%0.50%1.00%1.50%2.00%2.50%3.00%3.50%$0.00$0.20$0.40$0.60$0.80$1.00$1.202015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018201720162015
Dividend$0.91$0.91$0.86$0.82$0.79$0.19$0.18$0.54$0.70$0.95$1.11

Dividend yield

3.03%3.00%3.40%3.47%2.90%0.00%0.00%0.00%0.00%0.00%0.00%

Monthly Dividends

The table displays the monthly dividend distributions for Inventrust Properties Corp. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.91
2023$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.86
2022$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.82
2021$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.21$0.79
2020$0.19$0.19
2019$0.18$0.18
2018$0.18$0.18$0.18$0.54
2017$0.17$0.17$0.17$0.17$0.70
2016$0.29$0.33$0.17$0.17$0.95
2015$0.21$0.10$0.10$0.10$0.29$0.33$1.11

Dividend Yield & Payout


Dividend Yield
200.0%400.0%600.0%3.0%
Inventrust Properties Corp has a dividend yield of 3.03%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%8.9%
Inventrust Properties Corp has a payout ratio of 8.90%, which is below the market average. This means Inventrust Properties Corp returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-3.93%
0
IVT (Inventrust Properties Corp)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Inventrust Properties Corp. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Inventrust Properties Corp was 92.19%, occurring on Aug 30, 2021. Recovery took 8 trading sessions.

The current Inventrust Properties Corp drawdown is 3.93%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-92.19%May 26, 202114Aug 30, 20218Oct 7, 202122
-33.37%Jun 6, 2022245May 25, 2023350Oct 16, 2024595
-15.14%Apr 5, 202226May 11, 202215Jun 2, 202241
-12.82%Jan 5, 202232Feb 18, 202219Mar 18, 202251
-10%May 4, 20214May 19, 20212May 21, 20216

Volatility

Volatility Chart

The current Inventrust Properties Corp volatility is 5.69%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%SeptemberOctoberNovemberDecember2025February
5.69%
3.07%
IVT (Inventrust Properties Corp)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Inventrust Properties Corp over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Inventrust Properties Corp.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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