AOO.F vs. IVT
AOO.F (Aedifica NV/SA) and IVT (Inventrust Properties Corp) are both stocks. Both are in the Real Estate sector — AOO.F in REIT - Healthcare Facilities, IVT in REIT - Retail. Over the past 10 years, AOO.F returned 6.62%/yr vs 37.14%/yr for IVT. At a 0.08 correlation, their price movements are largely independent.
Performance
AOO.F vs. IVT - Performance Comparison
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Different Trading Currencies
AOO.F is traded in EUR, while IVT is traded in USD. To make them comparable, the IVT values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, AOO.F achieves a 6.27% return, which is significantly lower than IVT's 24.77% return. Over the past 10 years, AOO.F has underperformed IVT with an annualized return of 6.62%, while IVT has yielded a comparatively higher 37.14% annualized return.
AOO.F
- 1D
- -0.07%
- 1M
- -1.12%
- YTD
- 6.27%
- 6M
- 9.21%
- 1Y
- 7.56%
- 3Y*
- 7.83%
- 5Y*
- -3.47%
- 10Y*
- 6.62%
IVT
- 1D
- 2.36%
- 1M
- 11.77%
- YTD
- 24.77%
- 6M
- 25.18%
- 1Y
- 24.52%
- 3Y*
- 14.69%
- 5Y*
- 98.74%
- 10Y*
- 37.14%
AOO.F vs. IVT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOO.F Aedifica NV/SA | 6.27% | 27.23% | -10.85% | -8.21% | -31.56% | 20.00% | -7.03% | 61.38% | 7.41% | 16.71% |
IVT Inventrust Properties Corp | 24.77% | -14.68% | 31.14% | 7.68% | -4.76% | 2,586.12% | -34.33% | 5.63% | 8.49% | -35.51% |
Correlation
The correlation between AOO.F and IVT is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Feb 25, 2014 | 0.08 |
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Return for Risk
AOO.F vs. IVT — Risk / Return Rank
AOO.F
IVT
AOO.F vs. IVT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aedifica NV/SA (AOO.F) 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.
| AOO.F | IVT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.12 | ||
| Sortino ratioReturn per unit of downside risk | -1.49 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.25 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.48 | 3.14 | -2.67 |
| Martin ratioReturn relative to average drawdown | 1.12 | 6.75 | -5.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AOO.F | IVT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 1.44 | -1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 0.23 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.00 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.00 | +0.22 |
Drawdowns
AOO.F vs. IVT - Drawdown Comparison
The maximum AOO.F drawdown since its inception was -57.20%, smaller than the maximum IVT drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for AOO.F and IVT.
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Drawdown Indicators
| AOO.F | IVT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.20% | -100.00% | +42.80% |
Max Drawdown (1Y)Largest decline over 1 year | -13.40% | -7.83% | -5.57% |
Max Drawdown (3Y)Largest decline over 3 years | -25.38% | -21.33% | -4.05% |
Max Drawdown (5Y)Largest decline over 5 years | -57.20% | -74.48% | +17.28% |
Max Drawdown (10Y)Largest decline over 10 years | -57.20% | -99.99% | +42.79% |
Current DrawdownCurrent decline from peak | -30.64% | 0.00% | -30.64% |
Average DrawdownAverage peak-to-trough decline | -20.82% | -41.77% | +20.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.74% | 3.64% | +2.10% |
Volatility
AOO.F vs. IVT - Volatility Comparison
Aedifica NV/SA (AOO.F) has a higher volatility of 7.23% compared to Inventrust Properties Corp (IVT) at 5.82%. This indicates that AOO.F'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
| AOO.F | IVT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.23% | 5.82% | +1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 16.14% | 12.03% | +4.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.46% | 17.13% | +3.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.13% | 424.46% | -399.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.59% | 297,752.75% | -297,728.16% |
Dividends
AOO.F vs. IVT - Dividend Comparison
AOO.F's dividend yield for the trailing twelve months is around 5.97%, more than IVT's 2.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOO.F Aedifica NV/SA | 5.97% | 5.83% | 3.38% | 5.76% | 4.82% | 1.82% | 4.01% | 5.07% | 6.70% | 2.81% | 2.95% | 6.91% |
IVT Inventrust Properties Corp | 2.81% | 3.37% | 3.00% | 3.40% | 3.47% | 0.82% | 1.72% | 3.51% | 0.00% | 1.13% | 4.18% | 0.77% |
Financials
AOO.F vs. IVT - Financials Comparison
This section allows you to compare key financial metrics between Aedifica NV/SA 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
Frequently Asked Questions
AOO.F and IVT have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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