IVT vs. CHC.AX
IVT (Inventrust Properties Corp) and CHC.AX (Charter Hall Group) are both stocks. Both are in the Real Estate sector — IVT in REIT - Retail, CHC.AX in Real Estate - Diversified. Over the past 10 years, IVT returned 37.48%/yr vs 18.43%/yr for CHC.AX. At a 0.09 correlation, their price movements are largely independent.
Performance
IVT vs. CHC.AX - Performance Comparison
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Different Trading Currencies
IVT is traded in USD, while CHC.AX is traded in AUD. To make them comparable, the CHC.AX values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, IVT achieves a 22.51% return, which is significantly higher than CHC.AX's -11.82% return. Over the past 10 years, IVT has outperformed CHC.AX with an annualized return of 37.48%, while CHC.AX has yielded a comparatively lower 18.43% annualized 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%
CHC.AX
- 1D
- 0.28%
- 1M
- 0.48%
- YTD
- -11.82%
- 6M
- -10.69%
- 1Y
- 17.20%
- 3Y*
- 26.75%
- 5Y*
- 8.10%
- 10Y*
- 18.43%
IVT vs. CHC.AX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVT Inventrust Properties Corp | 22.51% | -3.19% | 23.02% | 11.01% | -10.31% | 2,399.18% | -28.43% | 3.60% | 3.33% | -26.47% |
CHC.AX Charter Hall Group | -11.82% | 87.90% | 12.15% | 4.37% | -43.50% | 35.05% | 50.28% | 53.41% | 16.60% | 45.18% |
Correlation
The correlation between IVT and CHC.AX is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Feb 25, 2014 | 0.09 |
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Return for Risk
IVT vs. CHC.AX — Risk / Return Rank
IVT
CHC.AX
IVT vs. CHC.AX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Inventrust Properties Corp (IVT) and Charter Hall Group (CHC.AX). 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 | CHC.AX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.86 | ||
| Sortino ratioReturn per unit of downside risk | +1.11 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.15 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 3.03 | 0.79 | +2.24 |
| Martin ratioReturn relative to average drawdown | 7.33 | 2.13 | +5.20 |
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 | CHC.AX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 0.74 | +0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.24 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | 0.55 | -0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.20 | -0.20 |
Drawdowns
IVT vs. CHC.AX - Drawdown Comparison
The maximum IVT drawdown since its inception was -100.00%, roughly equal to the maximum CHC.AX drawdown of -95.37%. Use the drawdown chart below to compare losses from any high point for IVT and CHC.AX.
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Drawdown Indicators
| IVT | CHC.AX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -100.00% | -95.37% | -4.63% |
Max Drawdown (1Y)Largest decline over 1 year | -8.63% | -25.19% | +16.56% |
Max Drawdown (3Y)Largest decline over 3 years | -15.71% | -30.72% | +15.01% |
Max Drawdown (5Y)Largest decline over 5 years | -74.53% | -62.43% | -12.10% |
Max Drawdown (10Y)Largest decline over 10 years | -99.99% | -67.10% | -32.89% |
Current DrawdownCurrent decline from peak | 0.00% | -14.96% | +14.96% |
Average DrawdownAverage peak-to-trough decline | -41.13% | -37.07% | -4.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 9.43% | -5.87% |
Volatility
IVT vs. CHC.AX - Volatility Comparison
The current volatility for Inventrust Properties Corp (IVT) is 5.52%, while Charter Hall Group (CHC.AX) has a volatility of 11.14%. This indicates that IVT experiences smaller price fluctuations and is considered to be less risky than CHC.AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVT | CHC.AX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.52% | 11.14% | -5.62% |
Volatility (6M)Calculated over the trailing 6-month period | 11.32% | 22.42% | -11.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.45% | 27.24% | -10.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 423.74% | 34.22% | +389.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 297,920.06% | 33.62% | +297,886.44% |
Dividends
IVT vs. CHC.AX - Dividend Comparison
IVT's dividend yield for the trailing twelve months is around 2.81%, more than CHC.AX's 2.44% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHC.AX Charter Hall Group | 2.44% | 2.01% | 3.23% | 3.64% | 3.45% | 1.89% | 2.50% | 3.13% | 4.41% | 5.18% | 5.91% | 5.59% |
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. CHC.AX - Financials Comparison
This section allows you to compare key financial metrics between Inventrust Properties Corp and Charter Hall Group. 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
IVT and CHC.AX have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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