AAMI vs IVT

Comparison between BrightSphere Investment Group Inc (AAMI, Company) and InvenTrust Properties Corp (IVT, Company).

AAMI is from the Financial Services sector, while IVT is from the Real Estate sector.

5-Year PerformanceIVT has outperformed AAMI, delivering a return of +97.4% compared to +28.4%

AAMI vs IVT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AAMI(COMPANY)	IVT(COMPANY)
Market Cap	$2.72B	$2.71B
Max Drawdown	77.07%	100.00%
Sharpe Ratio	2.39	1.35
5Y Beta	N/A	0.48
Industry	Asset Management	Reit - Retail
P/E Ratio	39.59	24.57
Forward P/E	16.78	250.00
PEG Ratio	1.93	0.05
Dividend Yield	0.29%	2.77%
5Y Dividends CAGR	28.47%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	0.06%	5.74%
P/S Ratio	N/A	8.90
P/B Ratio	N/A	1.52

Market Cap

Winner

AAMI

$2.72B

IVT

$2.71B

Max Drawdown

Winner

AAMI

77.07%

IVT

100.00%

Sharpe Ratio

Winner

AAMI

2.39

IVT

1.35

5Y Beta

AAMI

N/A

IVT

0.48

Industry

AAMI

Asset Management

IVT

Reit - Retail

P/E Ratio

AAMI

39.59

Winner

IVT

24.57

Forward P/E

Winner

AAMI

16.78

IVT

250.00

PEG Ratio

AAMI

1.93

Winner

IVT

0.05

Dividend Yield

AAMI

0.29%

Winner

IVT

2.77%

5Y Dividends CAGR

AAMI

28.47%

IVT

N/A

Debt to Equity

AAMI

0.00%

IVT

0.00%

Free Cash Flow Yield

AAMI

0.06%

Winner

IVT

5.74%

P/S Ratio

AAMI

N/A

IVT

8.90

P/B Ratio

AAMI

N/A

IVT

1.52

AAMI vs IVT - Historical Returns

Returns include dividend reinvestment.

Period	AAMI	IVT
1 month	+11.36%	+12.04%
3 months	+56.48%	+14.27%
6 months	+65.02%	+22.54%
1 year	+148.12%	+28.52%
5 years(CAGR)	+28.37%	+97.35%
10 years(CAGR)	+23.06%	+37.77%
Max(CAGR)	+23.06%	+19.56%

AAMI

+11.36%

Winner

IVT

+12.04%

Winner

AAMI

+56.48%

IVT

+14.27%

Winner

AAMI

+65.02%

IVT

+22.54%

Winner

AAMI

+148.12%

IVT

+28.52%

5Y(CAGR)

AAMI

+28.37%

Winner

IVT

+97.35%

10Y(CAGR)

AAMI

+23.06%

Winner

IVT

+37.77%

Max(CAGR)

Winner

AAMI

+23.06%

IVT

+19.56%

AAMI vs IVT - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	AAMI	IVT
2026	+66.09%	+26.57%
2025	+82.45%	-2.06%
2024	+40.33%	+22.71%
2023	-6.32%	+13.82%
2022	-18.75%	-12.49%
2021	+36.40%	+2399.18%
2020	+101.24%	-28.43%
2019	-5.14%	+3.55%
2018	-30.58%	+3.33%
2017	N/A	-26.48%
2016	N/A	-1.68%
2015	N/A	-52.20%
2014	N/A	-8.33%

AAMI vs IVT Drawdown Comparison

The maximum drawdown for AAMI was -75.21%, occurring on Mar 18, 2020. Recovery took 585 trading sessions.

The maximum drawdown for IVT was -100.00%, occurring on Sep 6, 2016. Recovery took 1776 trading sessions.

The current IVT drawdown is -0.03%.

Rank	AAMI	IVT
#1	-75.21% Jun 15, 2018 - Oct 12, 2020	-100.00% Jul 22, 2014 - Sep 27, 2021
#2	-51.45% Nov 12, 2021 - Nov 22, 2024	-74.53% Sep 29, 2021 - Oct 12, 2021
#3	-26.52% Dec 4, 2024 - Jun 10, 2025	-33.32% Jun 3, 2022 - Oct 16, 2024
#4	-18.20% Aug 28, 2025 - Jan 9, 2026	-15.72% Nov 27, 2024 - Feb 4, 2026
#5	-15.38% Jan 20, 2021 - Apr 8, 2021	-15.14% Apr 4, 2022 - Jun 2, 2022
#6	-14.35% Oct 15, 2020 - Nov 9, 2020	-12.82% Jan 4, 2022 - Mar 18, 2022
#7	-13.12% Feb 2, 2026 - Feb 25, 2026	-9.54% Oct 12, 2021 - Dec 6, 2021
#8	-10.88% Feb 25, 2026 - Apr 8, 2026	-6.51% May 19, 2014 - Jul 10, 2014
#9	-7.72% Apr 15, 2021 - Jun 21, 2021	-6.17% Apr 27, 2026 - May 26, 2026
#10	-7.36% Mar 29, 2018 - Jun 1, 2018	-4.51% Dec 8, 2021 - Dec 20, 2021
#11	-6.01% Aug 27, 2021 - Oct 28, 2021	-4.19% Mar 17, 2026 - Apr 9, 2026
#12	-5.90% May 11, 2026 - May 21, 2026	-3.08% Nov 11, 2024 - Nov 27, 2024
#13	-5.33% Dec 8, 2020 - Jan 6, 2021	-2.71% May 28, 2026 - Jun 5, 2026
#14	-5.29% Jul 31, 2025 - Aug 5, 2025	-2.63% Oct 18, 2024 - Oct 30, 2024
#15	-5.25% Nov 17, 2020 - Dec 3, 2020	-2.54% Dec 30, 2021 - Jan 4, 2022

Correlation

Correlation between AAMI and IVT is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2015 - 2026)

AAMI vs IVT dividend yield comparison.

Year	AAMI	IVT
2026	0.13%	0.71%
2025	0.09%	3.37%
2024	0.15%	3.00%
2023	0.21%	3.40%
2022	0.19%	3.47%
2021	0.16%	0.82%
2020	1.19%	1.73%
2019	3.91%	3.51%
2018	2.81%	0.00%
2017	0.00%	1.13%
2016	0.00%	4.18%
2015	0.00%	0.77%