MNR vs. IVZ
MNR (Monmouth Real Estate Investment Corporation) and IVZ (Invesco Ltd.) are both stocks. MNR operates in REIT - Industrial (Real Estate), while IVZ operates in Asset Management (Financial Services). Over the past year, MNR returned 15.60% vs 98.51% for IVZ. At a 0.17 correlation, their price movements are largely independent.
Performance
MNR vs. IVZ - Performance Comparison
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Returns By Period
In the year-to-date period, MNR achieves a 31.97% return, which is significantly higher than IVZ's 6.66% return.
MNR
- 1D
- 0.22%
- 1M
- 1.58%
- YTD
- 31.97%
- 6M
- 20.61%
- 1Y
- 15.60%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IVZ
- 1D
- -0.14%
- 1M
- 7.36%
- YTD
- 6.66%
- 6M
- 15.59%
- 1Y
- 98.51%
- 3Y*
- 28.24%
- 5Y*
- 3.41%
- 10Y*
- 3.79%
MNR vs. IVZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
MNR Monmouth Real Estate Investment Corporation | 31.97% | -26.21% | 23.43% | -10.09% |
IVZ Invesco Ltd. | 6.66% | 56.94% | 3.02% | 46.45% |
Correlation
The correlation between MNR and IVZ is 0.04, 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 | 0.04 |
Correlation (All Time) Calculated using the full available price history since Oct 26, 2023 | 0.17 |
The correlation between MNR and IVZ shifts across timeframes, from 0.04 (1 year) to 0.17 (all time), reflecting how their relationship changes across market environments.
Fundamentals
MNR:
$0.68
IVZ:
-$0.62
MNR:
1.53
IVZ:
1.96
MNR:
$1.19B
IVZ:
$6.38B
MNR:
$632.55M
IVZ:
$2.75B
MNR:
$541.72M
IVZ:
$1.38B
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Return for Risk
MNR vs. IVZ — Risk / Return Rank
MNR
IVZ
MNR vs. IVZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Monmouth Real Estate Investment Corporation (MNR) and Invesco Ltd. (IVZ). 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.
| MNR | IVZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 2.87 | -2.31 |
Sortino ratioReturn per unit of downside risk | 0.90 | 3.54 | -2.65 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.47 | -0.36 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 4.42 | -3.87 |
Martin ratioReturn relative to average drawdown | 1.07 | 12.00 | -10.93 |
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
| MNR | IVZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 2.87 | -2.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.09 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.10 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.18 | -0.08 |
Drawdowns
MNR vs. IVZ - Drawdown Comparison
The maximum MNR drawdown since its inception was -34.70%, smaller than the maximum IVZ drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for MNR and IVZ.
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Drawdown Indicators
| MNR | IVZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.70% | -83.91% | +49.21% |
Max Drawdown (1Y)Largest decline over 1 year | -27.08% | -22.03% | -5.05% |
Max Drawdown (3Y)Largest decline over 3 years | — | -36.52% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -53.40% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -79.72% | — |
Current DrawdownCurrent decline from peak | -11.90% | -4.82% | -7.08% |
Average DrawdownAverage peak-to-trough decline | -14.73% | -36.01% | +21.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.03% | 8.12% | +5.91% |
Volatility
MNR vs. IVZ - Volatility Comparison
The current volatility for Monmouth Real Estate Investment Corporation (MNR) is 7.83%, while Invesco Ltd. (IVZ) has a volatility of 8.35%. This indicates that MNR experiences smaller price fluctuations and is considered to be less risky than IVZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MNR | IVZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.83% | 8.35% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 21.77% | 25.08% | -3.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.18% | 34.56% | -6.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.82% | 36.51% | -7.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.82% | 39.38% | -10.56% |
Dividends
MNR vs. IVZ - Dividend Comparison
MNR's dividend yield for the trailing twelve months is around 13.59%, more than IVZ's 3.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVZ Invesco Ltd. | 3.06% | 3.18% | 4.66% | 6.15% | 4.07% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% |
MNR Monmouth Real Estate Investment Corporation | 13.59% | 17.57% | 18.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
MNR vs. IVZ - Financials Comparison
This section allows you to compare key financial metrics between Monmouth Real Estate Investment Corporation and Invesco 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
MNR vs. IVZ - Profitability Comparison
MNR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Monmouth Real Estate Investment Corporation reported a gross profit of 279.14M and revenue of 285.93M. Therefore, the gross margin over that period was 97.6%.
IVZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Invesco Ltd. reported a gross profit of 1.13B and revenue of 1.69B. Therefore, the gross margin over that period was 67.0%.
MNR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Monmouth Real Estate Investment Corporation reported an operating income of -9.71M and revenue of 285.93M, resulting in an operating margin of -3.4%.
IVZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Invesco Ltd. reported an operating income of -1.46B and revenue of 1.69B, resulting in an operating margin of -86.2%.
MNR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Monmouth Real Estate Investment Corporation reported a net income of -35.04M and revenue of 285.93M, resulting in a net margin of -12.3%.
IVZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Invesco Ltd. reported a net income of -1.06B and revenue of 1.69B, resulting in a net margin of -62.7%.
Frequently Asked Questions
MNR and IVZ have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IVZ has higher volatility (8.35%) compared to MNR (7.83%). In terms of maximum drawdown, MNR dropped -34.70% vs IVZ's -83.91%.
IVZ currently has the higher Sharpe Ratio (2.87 vs 0.56), 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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