IVT vs. AHR
IVT (Inventrust Properties Corp) and AHR (American Healthcare REIT, Inc.) are both stocks. Both are in the Real Estate sector — IVT in REIT - Retail, AHR in REIT - Healthcare Facilities. Over the past year, IVT returned 26.05% vs 31.87% for AHR. At a 0.31 correlation, their price movements are largely independent.
Performance
IVT vs. AHR - Performance Comparison
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Returns By Period
In the year-to-date period, IVT achieves a 22.51% return, which is significantly higher than AHR's -2.37% return.
IVT
- 1D
- 2.48%
- 1M
- 9.38%
- YTD
- 22.51%
- 6M
- 24.07%
- 1Y
- 26.05%
- 3Y*
- 17.40%
- 5Y*
- 96.59%
- 10Y*
- 37.48%
AHR
- 1D
- -3.75%
- 1M
- -11.62%
- YTD
- -2.37%
- 6M
- -7.33%
- 1Y
- 31.87%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IVT vs. AHR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IVT Inventrust Properties Corp | 22.51% | -3.19% | 25.44% |
AHR American Healthcare REIT, Inc. | -2.37% | 70.03% | 126.69% |
Correlation
The correlation between IVT and AHR is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Feb 8, 2024 | 0.31 |
The correlation between IVT and AHR shifts across timeframes, from 0.20 (1 year) to 0.31 (all time), reflecting how their relationship changes across market environments.
Fundamentals
IVT:
$2.69B
AHR:
$8.59B
IVT:
$1.40
AHR:
$140.17
IVT:
24.46
AHR:
0.33
IVT:
0.14
AHR:
0.00
IVT:
8.75
AHR:
0.01
IVT:
1.51
AHR:
0.00
IVT:
$307.06M
AHR:
$652.49B
IVT:
$152.08M
AHR:
$637.91B
IVT:
$312.91M
AHR:
$72.76B
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Return for Risk
IVT vs. AHR — Risk / Return Rank
IVT
AHR
IVT vs. AHR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Inventrust Properties Corp (IVT) and American Healthcare REIT, Inc. (AHR). 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.
| IVT | AHR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.25 | ||
| Sortino ratioReturn per unit of downside risk | +0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.24 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.03 | 2.35 | +0.68 |
| Martin ratioReturn relative to average drawdown | 7.33 | 6.89 | +0.44 |
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
| IVT | AHR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.34 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 2.88 | -2.88 |
Drawdowns
IVT vs. AHR - Drawdown Comparison
The maximum IVT drawdown since its inception was -100.00%, which is greater than AHR's maximum drawdown of -13.62%. Use the drawdown chart below to compare losses from any high point for IVT and AHR.
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Drawdown Indicators
| IVT | AHR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -100.00% | -13.62% | -86.38% |
Max Drawdown (1Y)Largest decline over 1 year | -8.63% | -13.62% | +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 | 0.00% | -13.62% | +13.62% |
Average DrawdownAverage peak-to-trough decline | -41.13% | -2.99% | -38.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 4.64% | -1.08% |
Volatility
IVT vs. AHR - Volatility Comparison
The current volatility for Inventrust Properties Corp (IVT) is 5.52%, while American Healthcare REIT, Inc. (AHR) has a volatility of 10.27%. This indicates that IVT experiences smaller price fluctuations and is considered to be less risky than AHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVT | AHR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.52% | 10.27% | -4.75% |
Volatility (6M)Calculated over the trailing 6-month period | 11.32% | 19.04% | -7.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.45% | 23.92% | -7.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 423.74% | 26.83% | +396.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 297,920.06% | 26.83% | +297,893.23% |
Dividends
IVT vs. AHR - Dividend Comparison
IVT's dividend yield for the trailing twelve months is around 2.81%, more than AHR's 2.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHR American Healthcare REIT, Inc. | 2.19% | 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 | 2.81% | 3.37% | 3.00% | 3.40% | 3.47% | 0.82% | 1.72% | 3.51% | 0.00% | 1.13% | 4.18% | 0.77% |
Financials
IVT vs. AHR - Financials Comparison
This section allows you to compare key financial metrics between Inventrust Properties Corp and American Healthcare REIT, 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
IVT vs. AHR - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.
Frequently Asked Questions
IVT and AHR have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AHR has higher volatility (10.27%) compared to IVT (5.52%). In terms of maximum drawdown, IVT dropped -100.00% vs AHR's -13.62%.
IVT currently has the higher Sharpe Ratio (1.59 vs 1.34), 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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