SURYY vs. IVT
SURYY (Sumitomo Realty & Development Co. Ltd) and IVT (Inventrust Properties Corp) are both stocks. Both are in the Real Estate sector — SURYY in Real Estate - Services, IVT in REIT - Retail. Over the past 3 years, SURYY returned -2.22%/yr vs 17.40%/yr for IVT. At a correlation of -0.02, they often move in opposite directions.
Performance
SURYY vs. IVT - Performance Comparison
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Returns By Period
In the year-to-date period, SURYY achieves a -14.80% return, which is significantly lower than IVT's 22.51% return.
SURYY
- 1D
- -2.63%
- 1M
- -32.17%
- YTD
- -14.80%
- 6M
- -52.11%
- 1Y
- -35.76%
- 3Y*
- -2.22%
- 5Y*
- —
- 10Y*
- —
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 vs. IVT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SURYY Sumitomo Realty & Development Co. Ltd | -14.80% | -24.29% | 44.95% | -0.60% | 1.21% |
IVT Inventrust Properties Corp | 22.51% | -3.19% | 23.02% | 11.01% | 4.06% |
Correlation
The correlation between SURYY and IVT 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
SURYY:
$20.19B
IVT:
$2.69B
SURYY:
$115.63
IVT:
$1.40
SURYY:
0.09
IVT:
24.46
SURYY:
0.01
IVT:
0.14
SURYY:
0.02
IVT:
8.75
SURYY:
0.01
IVT:
1.51
SURYY:
$1.07T
IVT:
$307.06M
SURYY:
$349.64B
IVT:
$152.08M
SURYY:
$379.18B
IVT:
$312.91M
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Return for Risk
SURYY vs. IVT — Risk / Return Rank
SURYY
IVT
SURYY vs. IVT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sumitomo Realty & Development Co. Ltd (SURYY) and Inventrust Properties Corp (IVT). 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.
| SURYY | IVT | 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 | 0.96 | 1.28 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.61 | 3.03 | -3.65 |
| Martin ratioReturn relative to average drawdown | -1.15 | 7.33 | -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
| SURYY | IVT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.45 | 1.59 | -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 | -0.03 | 0.00 | -0.03 |
Drawdowns
SURYY vs. IVT - Drawdown Comparison
The maximum SURYY drawdown since its inception was -58.54%, smaller than the maximum IVT drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for SURYY and IVT.
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Drawdown Indicators
| SURYY | IVT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.54% | -100.00% | +41.46% |
Max Drawdown (1Y)Largest decline over 1 year | -58.54% | -8.63% | -49.91% |
Max Drawdown (3Y)Largest decline over 3 years | -58.54% | -15.71% | -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 | -58.54% | 0.00% | -58.54% |
Average DrawdownAverage peak-to-trough decline | -19.75% | -41.13% | +21.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 31.16% | 3.56% | +27.60% |
Volatility
SURYY vs. IVT - Volatility Comparison
Sumitomo Realty & Development Co. Ltd (SURYY) has a higher volatility of 27.78% compared to Inventrust Properties Corp (IVT) at 5.52%. This indicates that SURYY's price experiences larger fluctuations and is considered to be riskier than IVT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SURYY | IVT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 27.78% | 5.52% | +22.26% |
Volatility (6M)Calculated over the trailing 6-month period | 87.36% | 11.32% | +76.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 79.45% | 16.45% | +63.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 62.11% | 423.74% | -361.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 62.11% | 297,920.06% | -297,857.95% |
Dividends
SURYY vs. IVT - Dividend Comparison
SURYY has not paid dividends to shareholders, while IVT's dividend yield for the trailing twelve months is around 2.81%.
| 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
SURYY vs. IVT - Financials Comparison
This section allows you to compare key financial metrics between Sumitomo Realty & Development Co. Ltd and Inventrust Properties Corp. 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
SURYY vs. IVT - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.
Frequently Asked Questions
SURYY and IVT 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, SURYY dropped -58.54% vs IVT's -100.00%.
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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