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Performance analysis of InvenTrust Properties (IVT)

Annual Return

Over the past 3 years, IVT has had an average annual return of +18.43%, underperforming the benchmark SPY, which returned +19.62% annual.

Over the past 5 years, IVT has had an average annual return of +101.55%, outperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, IVT has had an average annual return of +39.16%, outperforming the benchmark SPY, which returned +15.04% annual.

Since Feb 24, 2014, IVT has had an average annual return of +19.83%, outperforming the benchmark SPY, which returned +13.84% annual.

202620252024202320222021202020192018201720162015
+31.35%-3.20%+22.95%+10.99%-10.25%+2,399.59%-28.44%+3.54%+3.35%-26.49%-1.67%-52.21%
2014
-8.33%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+4.18%+6.16%-1.57%+5.45%+3.14%+7.61%+3.09%+31.35%
2025-1.29%+0.14%-0.58%-5.14%+0.83%-1.61%+0.62%+7.98%-3.06%-4.26%+4.16%-0.32%-3.20%
2024-2.01%+1.69%+2.73%-1.44%-2.25%+0.87%+13.77%+5.36%-3.65%+3.81%+5.16%-1.97%+22.95%
2023+5.07%-2.73%-2.35%-3.63%-4.70%+8.68%+5.19%-1.77%+0.48%+5.42%-3.90%+5.94%+10.99%
2022-1.17%-3.67%+19.41%-1.59%-2.15%-12.29%+11.17%-8.41%-17.99%+18.14%+2.02%-7.11%-10.25%
2021+0%+9.11%+4.99%+11.12%+7.84%-13.91%-3.84%+1.60%+1,456.79%+20.15%+1.52%+14.01%+2,399.59%
2020-19.36%+0%+81.52%-51.12%+0%+0%+0%+0%+0%+0%+0%+0%-28.44%
2019+0%+0%+1.19%+0%+0%+1.15%-0%+0%+1.16%+0%+0%+0%+3.54%
2018+0%+0%+0%+0%+0%+0%+0%+40.01%-14.28%+0%-13.89%+0%+3.35%
2017+0%+0%-14.23%-7.14%-23.08%+20.01%+0%+0%+0%+0%+0%+0%-26.49%

Drawdown analysis of InvenTrust Properties (IVT)

The maximum drawdown for the IVT was -99.99%, occurring on Dec 10, 2015. Recovery took 1428 trading sessions.

The current IVT drawdown is -0.64%.

Since Feb 24, 2014 IVT has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 2 times
  • 30% or more: 3 times
  • 20% or more: 3 times
  • 10% or more: 6 times
DepthStartTo BottomBottomTo RecoverEndTotal
-99.99%Jul 22, 2014344Dec 10, 20151428Sep 27, 20211772
-74.53%Sep 29, 20215Oct 6, 20214Oct 12, 20219
-33.32%Jun 3, 2022245May 25, 2023350Oct 16, 2024595
-15.72%Nov 27, 202488Apr 8, 2025207Feb 4, 2026295
-15.14%Apr 4, 202226May 11, 202215Jun 2, 202241
-12.82%Jan 4, 202232Feb 18, 202219Mar 18, 202251
-9.54%Oct 12, 20211Oct 13, 202137Dec 6, 202138
-6.51%May 19, 201416Jun 11, 201420Jul 10, 201436
-6.17%Apr 27, 202612May 13, 20268May 26, 202620
-4.51%Dec 8, 20216Dec 16, 20212Dec 20, 20218
-4.19%Mar 17, 20268Mar 27, 20268Apr 9, 202616
-3.09%Nov 11, 20243Nov 14, 20249Nov 27, 202412
-2.96%Jun 29, 20262Jul 1, 202610Jul 16, 202612
-2.71%May 28, 20262Jun 1, 20264Jun 5, 20266
-2.63%Oct 18, 20245Oct 25, 20243Oct 30, 20248
-2.54%Dec 30, 20211Dec 31, 20212Jan 4, 20223
-2.53%Dec 6, 20211Dec 7, 20211Dec 8, 20212
-2.31%Jun 11, 20264Jun 17, 20264Jun 24, 20268
-2.07%Feb 25, 20269Mar 10, 20264Mar 16, 202613
-2.03%Oct 30, 20241Oct 31, 20244Nov 6, 20245
-1.90%Feb 17, 20262Feb 19, 20264Feb 25, 20266
-1.70%Mar 22, 20221Mar 23, 20222Mar 25, 20223
-1.47%Apr 20, 20262Apr 22, 20263Apr 27, 20265
-1.37%Feb 5, 20262Feb 9, 20264Feb 13, 20266
-1.26%Dec 23, 20211Dec 27, 20213Dec 30, 20214