UOLGY vs. IVT
UOLGY (UOL Group Ltd ADR) and IVT (Inventrust Properties Corp) are both stocks. Both are in the Real Estate sector — UOLGY in Real Estate - Development, IVT in REIT - Retail. Over the past 10 years, UOLGY returned 10.11%/yr vs 38.56%/yr for IVT. At a 0.08 correlation, their price movements are largely independent.
Performance
UOLGY vs. IVT - Performance Comparison
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Returns By Period
In the year-to-date period, UOLGY achieves a 17.01% return, which is significantly lower than IVT's 25.09% return. Over the past 10 years, UOLGY has underperformed IVT with an annualized return of 10.11%, while IVT has yielded a comparatively higher 38.56% annualized return.
UOLGY
- 1D
- -0.13%
- 1M
- -4.60%
- YTD
- 17.01%
- 6M
- 21.15%
- 1Y
- 62.24%
- 3Y*
- 19.35%
- 5Y*
- 9.98%
- 10Y*
- 10.11%
IVT
- 1D
- -0.03%
- 1M
- 13.34%
- YTD
- 25.09%
- 6M
- 22.53%
- 1Y
- 28.52%
- 3Y*
- 18.37%
- 5Y*
- 97.41%
- 10Y*
- 38.56%
UOLGY vs. IVT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UOLGY UOL Group Ltd ADR | 17.01% | 75.21% | -15.82% | -1.76% | -1.65% | -9.12% | 3.94% | 34.82% | -30.00% | 65.77% |
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% |
Correlation
The correlation between UOLGY and IVT is 0.05, 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 | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2014 | 0.08 |
Fundamentals
UOLGY:
$6.57B
IVT:
$2.74B
UOLGY:
SGD 3.97
IVT:
$1.40
UOLGY:
10.06
IVT:
24.97
UOLGY:
0.48
IVT:
0.14
UOLGY:
1.40
IVT:
8.93
UOLGY:
0.72
IVT:
1.54
UOLGY:
SGD 6.02B
IVT:
$307.06M
UOLGY:
SGD 2.39B
IVT:
$152.08M
UOLGY:
SGD 1.75B
IVT:
$312.91M
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Return for Risk
UOLGY vs. IVT — Risk / Return Rank
UOLGY
IVT
UOLGY vs. IVT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UOL Group Ltd ADR (UOLGY) 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.
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.
| UOLGY | IVT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.29 | ||
| Sortino ratioReturn per unit of downside risk | +0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.30 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.61 | 3.32 | +0.29 |
| Martin ratioReturn relative to average drawdown | 10.14 | 8.22 | +1.92 |
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Drawdowns
UOLGY vs. IVT - Drawdown Comparison
The maximum UOLGY drawdown since its inception was -74.06%, smaller than the maximum IVT drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for UOLGY and IVT.
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Drawdown Indicators
| UOLGY | IVT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.06% | -100.00% | +25.94% |
Max Drawdown (1Y)Largest decline over 1 year | -17.34% | -8.63% | -8.71% |
Max Drawdown (3Y)Largest decline over 3 years | -30.30% | -15.71% | -14.59% |
Max Drawdown (5Y)Largest decline over 5 years | -30.33% | -74.53% | +44.20% |
Max Drawdown (10Y)Largest decline over 10 years | -42.09% | -99.99% | +57.90% |
Current DrawdownCurrent decline from peak | -11.76% | -0.03% | -11.73% |
Average DrawdownAverage peak-to-trough decline | -19.28% | -41.06% | +21.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.17% | 3.50% | +2.67% |
Volatility
UOLGY vs. IVT - Volatility Comparison
UOL Group Ltd ADR (UOLGY) and Inventrust Properties Corp (IVT) have volatilities of 5.08% and 5.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UOLGY | IVT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 5.02% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 22.30% | 11.16% | +11.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.70% | 16.39% | +14.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.86% | 423.57% | -394.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.42% | 297,800.29% | -297,770.87% |
Dividends
UOLGY vs. IVT - Dividend Comparison
UOLGY's dividend yield for the trailing twelve months is around 2.50%, less than IVT's 2.75% 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% |
UOLGY UOL Group Ltd ADR | 2.50% | 1.96% | 3.72% | 2.74% | 2.15% | 2.12% | 1.98% | 2.11% | 2.88% | 3.39% | 5.17% | 0.00% |
Financials
UOLGY vs. IVT - Financials Comparison
This section allows you to compare key financial metrics between UOL Group Ltd ADR 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
UOLGY vs. IVT - Profitability Comparison
UOLGY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, UOL Group Ltd ADR reported a gross profit of 667.37M and revenue of 1.68B. Therefore, the gross margin over that period was 39.7%.
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%.
UOLGY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, UOL Group Ltd ADR reported an operating income of 423.47M and revenue of 1.68B, resulting in an operating margin of 25.2%.
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%.
UOLGY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UOL Group Ltd ADR reported a net income of 275.28M and revenue of 1.68B, resulting in a net margin of 16.4%.
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
UOLGY and IVT have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UOLGY has higher volatility (5.08%) compared to IVT (5.02%). In terms of maximum drawdown, UOLGY dropped -74.06% vs IVT's -100.00%.
UOLGY currently has the higher Sharpe Ratio (2.04 vs 1.75), 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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