IVT vs. CELH
IVT (Inventrust Properties Corp) and CELH (Celsius Holdings, Inc.) are both stocks. IVT operates in REIT - Retail (Real Estate), while CELH operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 10 years, IVT returned 37.87%/yr vs 43.80%/yr for CELH. Their 0.13 correlation means their historical movements had little consistent relationship.
Performance
IVT vs. CELH - Performance Comparison
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Returns By Period
In the year-to-date period, IVT achieves a 25.52% return, which is significantly higher than CELH's -38.28% return. Over the past 10 years, IVT has underperformed CELH with an annualized return of 37.87%, while CELH has yielded a comparatively higher 43.80% annualized return.
IVT
- 1D
- -1.50%
- 1M
- -1.94%
- 6M
- 20.12%
- YTD
- 25.52%
- 1Y
- 33.20%
- 3Y*
- 16.23%
- 5Y*
- 94.23%
- 10Y*
- 37.87%
- ALL TIME*
- 19.36%
CELH
- 1D
- -3.36%
- 1M
- -14.87%
- 6M
- -44.99%
- YTD
- -38.28%
- 1Y
- -36.87%
- 3Y*
- -15.95%
- 5Y*
- 3.20%
- 10Y*
- 43.80%
- ALL TIME*
- 42.90%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $243.25M | $228.29M | $288.31M | |
| $20.84M | $21.81M | $33.39M |
IVT vs. CELH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVT Inventrust Properties Corp | 25.52% | -3.19% | 23.02% | 11.01% | -10.31% | 2,399.18% | -28.43% | 3.60% | 3.33% | -26.47% |
CELH Celsius Holdings, Inc. | -38.28% | 73.65% | -51.69% | 57.21% | 39.52% | 48.22% | 941.61% | 39.19% | -33.90% | 114.29% |
Correlation
The correlation between IVT and CELH is 0.01, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.01 |
Correlation (3Y) Balances recent behavior with more history. | 0.12 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.21 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.12 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.13 |
The correlation between IVT and CELH shifts across timeframes, from 0.01 (1 year) to 0.21 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
IVT:
$2.72B
CELH:
$7.22B
IVT:
$0.19
CELH:
$0.61
IVT:
179.50
CELH:
46.47
IVT:
1.03
CELH:
0.05
IVT:
8.66
CELH:
2.33
IVT:
1.55
CELH:
18.41
IVT:
$315.85M
CELH:
$2.97B
IVT:
$159.98M
CELH:
$1.47B
IVT:
$229.04M
CELH:
$274.27M
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Return for Risk
IVT vs. CELH — Risk / Return Rank
IVT
CELH
IVT vs. CELH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Inventrust Properties Corp (IVT) and Celsius Holdings, Inc. (CELH). 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.
| IVT | CELH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.64 | ||
| Sortino ratioReturn per unit of downside risk | +3.64 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 0.92 | +0.43 |
| Calmar ratioReturn relative to maximum drawdown | 3.87 | -0.64 | +4.50 |
| Martin ratioReturn relative to average drawdown | 9.65 | -1.02 | +10.67 |
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Drawdowns
IVT vs. CELH - Drawdown Comparison
The maximum IVT drawdown since its inception was -100.00%, which is greater than CELH's maximum drawdown of -77.86%. Use the drawdown chart below to compare losses from any high point for IVT and CELH.
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Drawdown Indicators
| IVT | CELH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -100.00% | -77.86% | -22.14% |
Max Drawdown (1Y)Largest decline over 1 year | -8.63% | -58.19% | +49.56% |
Max Drawdown (3Y)Largest decline over 3 years | -15.71% | -77.86% | +62.15% |
Max Drawdown (5Y)Largest decline over 5 years | -74.53% | -77.86% | +3.33% |
Max Drawdown (10Y)Largest decline over 10 years | -99.99% | -77.86% | -22.13% |
Current DrawdownCurrent decline from peak | -5.04% | -70.63% | +65.59% |
Average DrawdownAverage peak-to-trough decline | -40.63% | -28.45% | -12.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.45% | 36.16% | -32.71% |
Volatility
IVT vs. CELH - Volatility Comparison
The current volatility for Inventrust Properties Corp (IVT) is 5.60%, while Celsius Holdings, Inc. (CELH) has a volatility of 12.40%. This indicates that IVT experiences smaller price fluctuations and is considered to be less risky than CELH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVT | CELH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 12.40% | -6.80% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 39.17% | -27.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.64% | 58.49% | -41.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 423.83% | 65.44% | +358.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 297,920.06% | 69.02% | +297,851.04% |
Dividends
IVT vs. CELH - Dividend Comparison
IVT's dividend yield for the trailing twelve months is around 2.80%, while CELH has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CELH Celsius Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVT Inventrust Properties Corp | 2.80% | 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. CELH - Financials Comparison
This section allows you to compare key financial metrics between Inventrust Properties Corp and Celsius Holdings, 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. CELH - Profitability Comparison
IVT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Inventrust Properties Corp reported a gross profit of 59.31M and revenue of 81.87M. Therefore, the gross margin over that period was 72.4%.
CELH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Celsius Holdings, Inc. reported a gross profit of 378.07M and revenue of 782.62M. Therefore, the gross margin over that period was 48.3%.
IVT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Inventrust Properties Corp reported an operating income of 12.18M and revenue of 81.87M, resulting in an operating margin of 14.9%.
CELH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Celsius Holdings, Inc. reported an operating income of 138.99M and revenue of 782.62M, resulting in an operating margin of 17.8%.
IVT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Inventrust Properties Corp reported a net income of 1.37M and revenue of 81.87M, resulting in a net margin of 1.7%.
CELH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Celsius Holdings, Inc. reported a net income of 85.08M and revenue of 782.62M, resulting in a net margin of 10.9%.
Frequently Asked Questions
IVT and CELH have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CELH has higher volatility (12.40%) compared to IVT (5.60%). In terms of maximum drawdown, IVT dropped -100.00% vs CELH's -77.86%.
IVT currently has the higher Sharpe Ratio (2.01 vs -0.63), 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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