IVT vs. LLC.AX
IVT (Inventrust Properties Corp) and LLC.AX (Lendlease Group) are both stocks. Both are in the Real Estate sector — IVT in REIT - Retail, LLC.AX in Real Estate - Diversified. Over the past 10 years, IVT returned 38.56%/yr vs -12.03%/yr for LLC.AX. At a 0.07 correlation, their price movements are largely independent.
Performance
IVT vs. LLC.AX - Performance Comparison
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Different Trading Currencies
IVT is traded in USD, while LLC.AX is traded in AUD. To make them comparable, the LLC.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 25.09% return, which is significantly higher than LLC.AX's -40.87% return. Over the past 10 years, IVT has outperformed LLC.AX with an annualized return of 38.56%, while LLC.AX has yielded a comparatively lower -12.03% annualized return.
IVT
- 1D
- -0.03%
- 1M
- 11.64%
- YTD
- 25.09%
- 6M
- 22.53%
- 1Y
- 30.09%
- 3Y*
- 18.37%
- 5Y*
- 97.41%
- 10Y*
- 38.56%
LLC.AX
- 1D
- 4.66%
- 1M
- -7.54%
- YTD
- -40.87%
- 6M
- -40.65%
- 1Y
- -41.66%
- 3Y*
- -22.08%
- 5Y*
- -25.24%
- 10Y*
- -12.03%
IVT vs. LLC.AX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVT Inventrust Properties Corp | 25.09% | -3.19% | 23.02% | 11.01% | -10.31% | 2,399.18% | -28.43% | 3.60% | 3.33% | -26.47% |
LLC.AX Lendlease Group | -40.87% | -6.38% | -22.20% | -2.86% | -30.18% | -21.27% | -16.71% | 54.97% | -33.37% | 26.36% |
Correlation
The correlation between IVT and LLC.AX is 0.01, 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 | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2014 | 0.07 |
The correlation between IVT and LLC.AX shifts across timeframes, from 0.01 (1 year) to 0.12 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
IVT vs. LLC.AX — Risk / Return Rank
IVT
LLC.AX
IVT vs. LLC.AX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Inventrust Properties Corp (IVT) and Lendlease Group (LLC.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.
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 | LLC.AX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.16 | ||
| Sortino ratioReturn per unit of downside risk | +4.66 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 0.74 | +0.56 |
| Calmar ratioReturn relative to maximum drawdown | 3.32 | -0.80 | +4.12 |
| Martin ratioReturn relative to average drawdown | 8.22 | -1.92 | +10.14 |
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Drawdowns
IVT vs. LLC.AX - Drawdown Comparison
The maximum IVT drawdown since its inception was -100.00%, which is greater than LLC.AX's maximum drawdown of -86.80%. Use the drawdown chart below to compare losses from any high point for IVT and LLC.AX.
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Drawdown Indicators
| IVT | LLC.AX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -100.00% | -86.80% | -13.20% |
Max Drawdown (1Y)Largest decline over 1 year | -8.63% | -53.66% | +45.03% |
Max Drawdown (3Y)Largest decline over 3 years | -15.71% | -67.56% | +51.85% |
Max Drawdown (5Y)Largest decline over 5 years | -74.53% | -79.10% | +4.57% |
Max Drawdown (10Y)Largest decline over 10 years | -99.99% | -86.80% | -13.19% |
Current DrawdownCurrent decline from peak | -0.03% | -84.58% | +84.55% |
Average DrawdownAverage peak-to-trough decline | -41.06% | -40.31% | -0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 22.71% | -19.21% |
Volatility
IVT vs. LLC.AX - Volatility Comparison
The current volatility for Inventrust Properties Corp (IVT) is 5.02%, while Lendlease Group (LLC.AX) has a volatility of 15.56%. This indicates that IVT experiences smaller price fluctuations and is considered to be less risky than LLC.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 | LLC.AX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.02% | 15.56% | -10.54% |
Volatility (6M)Calculated over the trailing 6-month period | 11.16% | 25.12% | -13.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.39% | 30.58% | -14.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 423.57% | 30.40% | +393.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 297,800.29% | 32.70% | +297,767.59% |
Dividends
IVT vs. LLC.AX - Dividend Comparison
IVT's dividend yield for the trailing twelve months is around 2.75%, less than LLC.AX's 8.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVT Inventrust Properties Corp | 2.75% | 3.37% | 3.00% | 3.40% | 3.47% | 0.82% | 1.72% | 3.51% | 0.00% | 1.13% | 4.18% | 0.77% |
LLC.AX Lendlease Group | 8.07% | 4.42% | 2.57% | 2.14% | 2.04% | 2.53% | 2.54% | 2.39% | 5.93% | 4.04% | 4.10% | 3.96% |
Financials
IVT vs. LLC.AX - Financials Comparison
This section allows you to compare key financial metrics between Inventrust Properties Corp and Lendlease 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 LLC.AX 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.
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