CSV vs IVR
Comparison between Carriage Services Inc (CSV, Company) and Invesco Mortgage Capital Inc (IVR, Company).
CSV is from the Consumer Cyclical sector, while IVR is from the Real Estate sector.
5-Year PerformanceCSV has outperformed IVR, delivering a return of +2.9% compared to -11.9%
CSV vs IVR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CSV vs IVR - Historical Returns
Returns include dividend reinvestment.
CSV vs IVR - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CSV | IVR |
|---|---|---|
| 2026 | -2.77% | -2.94% |
| 2025 | +9.56% | +23.51% |
| 2024 | +61.21% | +11.81% |
| 2023 | -11.02% | -17.05% |
| 2022 | -54.82% | -46.98% |
| 2021 | +110.24% | -7.07% |
| 2020 | +25.86% | -73.26% |
| 2019 | +66.54% | +27.18% |
| 2018 | -39.49% | -5.81% |
| 2017 | -9.09% | +32.84% |
| 2016 | +23.02% | +30.45% |
| 2015 | +20.06% | -10.92% |
| 2014 | +3.77% | +17.09% |
| 2013 | +46.28% | -19.77% |
| 2012 | +118.16% | +61.09% |
| 2011 | +17.49% | -22.83% |
| 2010 | +22.47% | +11.69% |
| 2009 | +83.64% | +25.69% |
| 2008 | -77.59% | N/A |
| 2007 | +73.23% | N/A |
| 2006 | +2.21% | N/A |
| 2005 | +0.40% | N/A |
| 2004 | +29.66% | N/A |
| 2003 | -9.09% | N/A |
| 2002 | -24.05% | N/A |
| 2001 | +266.48% | N/A |
| 2000 | -72.21% | N/A |
| 1999 | -12.03% | N/A |
CSV vs IVR Drawdown Comparison
The maximum drawdown for CSV was -87.05%, occurring on Mar 19, 2009. Recovery took 1238 trading sessions.
The maximum drawdown for IVR was -92.63%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The current CSV drawdown is -35.32%. The current IVR drawdown is -85.70%.
| Rank | CSV | IVR |
|---|---|---|
| #1 | -87.05% Nov 27, 2007 - Oct 24, 2012 | -92.63% Feb 20, 2020 - Oct 25, 2023 |
| #2 | -83.61% Nov 9, 1999 - Aug 1, 2001 | -36.84% Jul 7, 2011 - Jul 16, 2012 |
| #3 | -68.54% Dec 29, 2021 - Nov 13, 2023 | -36.19% Mar 26, 2013 - Aug 1, 2016 |
| #4 | -65.53% Aug 15, 2001 - Apr 16, 2007 | -18.39% Apr 14, 2010 - Sep 21, 2010 |
| #5 | -51.01% Dec 13, 2019 - Nov 13, 2020 | -15.81% Dec 15, 2017 - Jan 24, 2019 |
| #6 | -48.75% Dec 27, 2016 - Dec 13, 2019 | -15.31% Nov 1, 2012 - Jan 2, 2013 |
| #7 | -28.66% Jan 22, 2014 - Jan 23, 2015 | -10.17% Aug 8, 2019 - Nov 8, 2019 |
| #8 | -23.14% Apr 10, 2013 - Jan 14, 2014 | -9.59% Mar 7, 2011 - May 12, 2011 |
| #9 | -21.51% Dec 4, 2015 - Nov 11, 2016 | -9.41% Sep 7, 2016 - Feb 13, 2017 |
| #10 | -18.66% May 21, 2015 - Dec 2, 2015 | -8.79% Sep 18, 2009 - Nov 12, 2009 |
| #11 | -15.39% Jul 23, 2007 - Oct 22, 2007 | -7.05% Jan 30, 2013 - Mar 22, 2013 |
| #12 | -14.43% May 10, 2007 - Jul 16, 2007 | -6.91% Oct 19, 2017 - Nov 20, 2017 |
| #13 | -13.88% Nov 1, 1999 - Nov 9, 1999 | -6.82% Dec 23, 2009 - Feb 2, 2010 |
| #14 | -11.57% Sep 3, 2021 - Oct 28, 2021 | -6.16% Apr 24, 2019 - Jun 19, 2019 |
| #15 | -10.75% Jun 1, 2021 - Aug 11, 2021 | -6.12% Apr 27, 2017 - Jun 9, 2017 |
Correlation
Correlation between CSV and IVR is -0.37 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
Dividend Comparison (2009 - 2026)
CSV vs IVR dividend yield comparison.
| Year | CSV | IVR |
|---|---|---|
| 2026 | 0.56% | 11.32% |
| 2025 | 1.06% | 16.41% |
| 2024 | 1.13% | 19.88% |
| 2023 | 1.80% | 25.40% |
| 2022 | 1.63% | 26.32% |
| 2021 | 0.64% | 12.59% |
| 2020 | 1.08% | 31.66% |
| 2019 | 1.17% | 11.11% |
| 2018 | 1.94% | 14.95% |
| 2017 | 0.88% | 9.14% |
| 2016 | 0.52% | 10.96% |
| 2015 | 0.41% | 13.72% |
| 2014 | 0.48% | 12.61% |
| 2013 | 0.67% | 15.67% |
| 2012 | 0.84% | 15.62% |
| 2011 | 1.34% | 24.34% |
| 2010 | 0.00% | 15.98% |
| 2009 | 0.00% | 7.29% |
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