IVT vs. SURYY
IVT (Inventrust Properties Corp) and SURYY (Sumitomo Realty & Development Co. Ltd) are both stocks. Both are in the Real Estate sector — IVT in REIT - Retail, SURYY in Real Estate - Services. Over the past 3 years, IVT returned 17.40%/yr vs -2.22%/yr for SURYY. At a correlation of -0.02, they often move in opposite directions.
Performance
IVT vs. SURYY - 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 SURYY's -14.80% 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%
SURYY
- 1D
- -2.63%
- 1M
- -32.17%
- YTD
- -14.80%
- 6M
- -52.11%
- 1Y
- -35.76%
- 3Y*
- -2.22%
- 5Y*
- —
- 10Y*
- —
IVT vs. SURYY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IVT Inventrust Properties Corp | 22.51% | -3.19% | 23.02% | 11.01% | 4.06% |
SURYY Sumitomo Realty & Development Co. Ltd | -14.80% | -24.29% | 44.95% | -0.60% | 1.21% |
Correlation
The correlation between IVT and SURYY is -0.02, 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 | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.01 |
Correlation (All Time) Calculated using the full available price history since Oct 24, 2022 | -0.02 |
Fundamentals
IVT:
$2.69B
SURYY:
$20.19B
IVT:
$1.40
SURYY:
$115.63
IVT:
24.46
SURYY:
0.09
IVT:
0.14
SURYY:
0.01
IVT:
8.75
SURYY:
0.02
IVT:
1.51
SURYY:
0.01
IVT:
$307.06M
SURYY:
$1.07T
IVT:
$152.08M
SURYY:
$349.64B
IVT:
$312.91M
SURYY:
$379.18B
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Return for Risk
IVT vs. SURYY — Risk / Return Rank
IVT
SURYY
IVT vs. SURYY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Inventrust Properties Corp (IVT) and Sumitomo Realty & Development Co. Ltd (SURYY). 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 | SURYY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.05 | ||
| Sortino ratioReturn per unit of downside risk | +2.44 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 0.96 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 3.03 | -0.61 | +3.65 |
| Martin ratioReturn relative to average drawdown | 7.33 | -1.15 | +8.48 |
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 | SURYY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | -0.45 | +2.05 |
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 | -0.03 | +0.03 |
Drawdowns
IVT vs. SURYY - Drawdown Comparison
The maximum IVT drawdown since its inception was -100.00%, which is greater than SURYY's maximum drawdown of -58.54%. Use the drawdown chart below to compare losses from any high point for IVT and SURYY.
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Drawdown Indicators
| IVT | SURYY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -100.00% | -58.54% | -41.46% |
Max Drawdown (1Y)Largest decline over 1 year | -8.63% | -58.54% | +49.91% |
Max Drawdown (3Y)Largest decline over 3 years | -15.71% | -58.54% | +42.83% |
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% | -58.54% | +58.54% |
Average DrawdownAverage peak-to-trough decline | -41.13% | -19.75% | -21.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 31.16% | -27.60% |
Volatility
IVT vs. SURYY - Volatility Comparison
The current volatility for Inventrust Properties Corp (IVT) is 5.52%, while Sumitomo Realty & Development Co. Ltd (SURYY) has a volatility of 27.78%. This indicates that IVT experiences smaller price fluctuations and is considered to be less risky than SURYY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVT | SURYY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.52% | 27.78% | -22.26% |
Volatility (6M)Calculated over the trailing 6-month period | 11.32% | 87.36% | -76.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.45% | 79.45% | -63.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 423.74% | 62.11% | +361.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 297,920.06% | 62.11% | +297,857.95% |
Dividends
IVT vs. SURYY - Dividend Comparison
IVT's dividend yield for the trailing twelve months is around 2.81%, while SURYY has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SURYY Sumitomo Realty & Development Co. Ltd | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
IVT vs. SURYY - Financials Comparison
This section allows you to compare key financial metrics between Inventrust Properties Corp and Sumitomo Realty & Development Co. Ltd. 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. SURYY - 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%.
SURYY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sumitomo Realty & Development Co. Ltd reported a gross profit of 65.77B and revenue of 283.74B. Therefore, the gross margin over that period was 23.2%.
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%.
SURYY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sumitomo Realty & Development Co. Ltd reported an operating income of 62.29B and revenue of 283.74B, resulting in an operating margin of 22.0%.
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%.
SURYY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sumitomo Realty & Development Co. Ltd reported a net income of 38.35B and revenue of 283.74B, resulting in a net margin of 13.5%.
Frequently Asked Questions
IVT and SURYY have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SURYY has higher volatility (27.78%) compared to IVT (5.52%). In terms of maximum drawdown, IVT dropped -100.00% vs SURYY's -58.54%.
IVT currently has the higher Sharpe Ratio (1.59 vs -0.45), 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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