AHR vs. IVT
AHR (American Healthcare REIT, Inc.) and IVT (Inventrust Properties Corp) are both stocks. Both are in the Real Estate sector — AHR in REIT - Healthcare Facilities, IVT in REIT - Retail. Over the past year, AHR returned 34.24% vs 28.52% for IVT. At a 0.31 correlation, their price movements are largely independent.
Performance
AHR vs. IVT - Performance Comparison
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Returns By Period
AHR
- 1D
- 0.56%
- 1M
- -9.30%
- YTD
- 0.00%
- 6M
- 0.12%
- 1Y
- 34.24%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IVT
- 1D
- -0.03%
- 1M
- 13.34%
- YTD
- 25.09%
- 6M
- 22.53%
- 1Y
- 28.52%
- 3Y*
- 18.37%
- 5Y*
- 97.41%
- 10Y*
- 38.56%
AHR vs. IVT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AHR American Healthcare REIT, Inc. | 0.00% | 70.03% | 133.22% |
IVT Inventrust Properties Corp | 25.09% | -3.19% | 24.69% |
Correlation
The correlation between AHR and IVT is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Feb 7, 2024 | 0.31 |
Fundamentals
AHR:
$8.80B
IVT:
$2.74B
AHR:
$140.17
IVT:
$1.40
AHR:
0.33
IVT:
24.97
AHR:
0.00
IVT:
0.14
AHR:
0.01
IVT:
8.93
AHR:
0.00
IVT:
1.54
AHR:
$652.49B
IVT:
$307.06M
AHR:
$637.91B
IVT:
$152.08M
AHR:
$72.76B
IVT:
$312.91M
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Return for Risk
AHR vs. IVT — Risk / Return Rank
AHR
IVT
AHR vs. IVT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Healthcare REIT, Inc. (AHR) and Inventrust Properties Corp (IVT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AHR | IVT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.31 | ||
| Sortino ratioReturn per unit of downside risk | -0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.30 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.53 | 3.32 | -0.80 |
| Martin ratioReturn relative to average drawdown | 7.06 | 8.22 | -1.16 |
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Drawdowns
AHR vs. IVT - Drawdown Comparison
The maximum AHR drawdown since its inception was -13.62%, smaller than the maximum IVT drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for AHR and IVT.
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Drawdown Indicators
| AHR | IVT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.62% | -100.00% | +86.38% |
Max Drawdown (1Y)Largest decline over 1 year | -13.62% | -8.63% | -4.99% |
Max Drawdown (3Y)Largest decline over 3 years | — | -15.71% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -74.53% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -99.99% | — |
Current DrawdownCurrent decline from peak | -11.52% | -0.03% | -11.49% |
Average DrawdownAverage peak-to-trough decline | -3.04% | -41.06% | +38.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 3.50% | +1.36% |
Volatility
AHR vs. IVT - Volatility Comparison
American Healthcare REIT, Inc. (AHR) has a higher volatility of 8.92% compared to Inventrust Properties Corp (IVT) at 5.02%. This indicates that AHR's price experiences larger fluctuations and is considered to be riskier than IVT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AHR | IVT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.92% | 5.02% | +3.90% |
Volatility (6M)Calculated over the trailing 6-month period | 18.98% | 11.16% | +7.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.90% | 16.39% | +7.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.81% | 423.57% | -396.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.81% | 297,800.29% | -297,773.48% |
Dividends
AHR vs. IVT - Dividend Comparison
AHR's dividend yield for the trailing twelve months is around 2.14%, less than IVT's 2.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHR American Healthcare REIT, Inc. | 2.14% | 2.12% | 3.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVT Inventrust Properties Corp | 2.75% | 3.37% | 3.00% | 3.40% | 3.47% | 0.82% | 1.72% | 3.51% | 0.00% | 1.13% | 4.18% | 0.77% |
Financials
AHR vs. IVT - Financials Comparison
This section allows you to compare key financial metrics between American Healthcare REIT, Inc. and Inventrust Properties Corp. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AHR vs. IVT - Profitability Comparison
AHR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American Healthcare REIT, Inc. reported a gross profit of 637.67B and revenue of 650.77B. Therefore, the gross margin over that period was 98.0%.
IVT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Inventrust Properties Corp reported a gross profit of 60.19M and revenue of 82.11M. Therefore, the gross margin over that period was 73.3%.
AHR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American Healthcare REIT, Inc. reported an operating income of 138.60B and revenue of 650.77B, resulting in an operating margin of 21.3%.
IVT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Inventrust Properties Corp reported an operating income of 14.48M and revenue of 82.11M, resulting in an operating margin of 17.6%.
AHR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American Healthcare REIT, Inc. reported a net income of 23.71B and revenue of 650.77B, resulting in a net margin of 3.6%.
IVT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Inventrust Properties Corp reported a net income of 5.18M and revenue of 82.11M, resulting in a net margin of 6.3%.
Frequently Asked Questions
AHR and IVT have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AHR has higher volatility (8.92%) compared to IVT (5.02%). In terms of maximum drawdown, AHR dropped -13.62% vs IVT's -100.00%.
IVT currently has the higher Sharpe Ratio (1.75 vs 1.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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