INNV vs. CAPR
INNV (InnovAge Holding Corp.) and CAPR (Capricor Therapeutics, Inc.) are both stocks. Both are in the Healthcare sector — INNV in Medical Care Facilities, CAPR in Biotechnology. Over the past 5 years, INNV returned -10.89%/yr vs 35.55%/yr for CAPR. At a 0.12 correlation, their price movements are largely independent.
Performance
INNV vs. CAPR - Performance Comparison
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Returns By Period
In the year-to-date period, INNV achieves a 121.97% return, which is significantly higher than CAPR's -25.47% return.
INNV
- 1D
- -3.11%
- 1M
- 26.45%
- 6M
- 117.36%
- YTD
- 121.97%
- 1Y
- 178.26%
- 3Y*
- 18.98%
- 5Y*
- -10.89%
- 10Y*
- —
CAPR
- 1D
- -4.40%
- 1M
- -16.63%
- 6M
- -9.77%
- YTD
- -25.47%
- 1Y
- 181.54%
- 3Y*
- 68.83%
- 5Y*
- 35.55%
- 10Y*
- -6.11%
INNV vs. CAPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
INNV InnovAge Holding Corp. | 121.97% | 32.06% | -34.50% | -16.43% | 43.60% | -79.17% |
CAPR Capricor Therapeutics, Inc. | -25.47% | 109.13% | 182.21% | 26.68% | 31.74% | -48.78% |
Correlation
The correlation between INNV and CAPR is 0.05, 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 | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Mar 4, 2021 | 0.12 |
Fundamentals
INNV:
$1.56B
CAPR:
$983.37M
INNV:
-$0.16
CAPR:
-$2.26
INNV:
6.72
CAPR:
0.00
INNV:
$945.90M
CAPR:
$0.00
INNV:
$140.05M
CAPR:
-$42.41M
INNV:
$5.26M
CAPR:
-$117.24M
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Return for Risk
INNV vs. CAPR — Risk / Return Rank
INNV
CAPR
INNV vs. CAPR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for InnovAge Holding Corp. (INNV) and Capricor Therapeutics, Inc. (CAPR). 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.
| INNV | CAPR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.88 | ||
| Sortino ratioReturn per unit of downside risk | -2.04 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.63 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 5.28 | 1.81 | +3.47 |
| Martin ratioReturn relative to average drawdown | 10.53 | 4.19 | +6.33 |
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Drawdowns
INNV vs. CAPR - Drawdown Comparison
The maximum INNV drawdown since its inception was -89.92%, smaller than the maximum CAPR drawdown of -99.97%. Use the drawdown chart below to compare losses from any high point for INNV and CAPR.
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Drawdown Indicators
| INNV | CAPR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.92% | -99.97% | +10.05% |
Max Drawdown (1Y)Largest decline over 1 year | -33.21% | -49.28% | +16.07% |
Max Drawdown (3Y)Largest decline over 3 years | -65.42% | -79.08% | +13.66% |
Max Drawdown (5Y)Largest decline over 5 years | -86.65% | -79.08% | -7.57% |
Max Drawdown (10Y)Largest decline over 10 years | — | -97.80% | — |
Current DrawdownCurrent decline from peak | -55.76% | -99.34% | +43.58% |
Average DrawdownAverage peak-to-trough decline | -72.16% | -90.27% | +18.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.63% | 29.58% | -12.95% |
Volatility
INNV vs. CAPR - Volatility Comparison
The current volatility for InnovAge Holding Corp. (INNV) is 16.85%, while Capricor Therapeutics, Inc. (CAPR) has a volatility of 21.76%. This indicates that INNV experiences smaller price fluctuations and is considered to be less risky than CAPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INNV | CAPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.85% | 21.76% | -4.91% |
Volatility (6M)Calculated over the trailing 6-month period | 51.26% | 50.00% | +1.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 83.16% | 382.18% | -299.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 74.78% | 190.03% | -115.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 73.10% | 179.66% | -106.56% |
Dividends
INNV vs. CAPR - Dividend Comparison
Neither INNV nor CAPR has paid dividends to shareholders.
Financials
INNV vs. CAPR - Financials Comparison
This section allows you to compare key financial metrics between InnovAge Holding Corp. and Capricor Therapeutics, Inc.. 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
INNV and CAPR have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAPR has higher volatility (21.76%) compared to INNV (16.85%). In terms of maximum drawdown, INNV dropped -89.92% vs CAPR's -99.97%.
INNV currently has the higher Sharpe Ratio (2.11 vs 0.23), 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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