HY vs IVR
Comparison between Hyster-Yale Materials Handling Inc - Class A (HY, Company) and Invesco Mortgage Capital Inc (IVR, Company).
HY is from the Industrials sector, while IVR is from the Real Estate sector.
5-Year PerformanceHY has outperformed IVR, delivering a return of -7.5% compared to -13.4%
HY vs IVR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HY vs IVR - Historical Returns
Returns include dividend reinvestment.
HY vs IVR - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | HY | IVR |
|---|---|---|
| 2026 | +33.36% | +1.42% |
| 2025 | -38.58% | +23.51% |
| 2024 | -17.21% | +11.81% |
| 2023 | +148.06% | -17.05% |
| 2022 | -37.75% | -46.98% |
| 2021 | -27.63% | -7.07% |
| 2020 | +3.74% | -73.26% |
| 2019 | -4.06% | +27.18% |
| 2018 | -26.35% | -5.81% |
| 2017 | +32.77% | +32.84% |
| 2016 | +24.26% | +30.45% |
| 2015 | -25.98% | -10.92% |
| 2014 | -20.24% | +17.09% |
| 2013 | +88.04% | -19.77% |
| 2012 | +26.69% | +61.09% |
| 2011 | N/A | -22.83% |
| 2010 | N/A | +11.69% |
| 2009 | N/A | +25.69% |
HY vs IVR Drawdown Comparison
The maximum drawdown for HY was -77.60%, occurring on Oct 7, 2022. This drawdown has not yet recovered.
The maximum drawdown for IVR was -92.63%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The current HY drawdown is -53.56%. The current IVR drawdown is -85.06%.
| Rank | HY | IVR |
|---|---|---|
| #1 | -77.60% Feb 16, 2021 - Oct 7, 2022 | -92.63% Feb 20, 2020 - Oct 25, 2023 |
| #2 | -66.43% Mar 6, 2014 - Jan 25, 2021 | -36.84% Jul 7, 2011 - Jul 16, 2012 |
| #3 | -18.10% Sep 24, 2013 - Feb 20, 2014 | -36.19% Mar 26, 2013 - Aug 1, 2016 |
| #4 | -16.06% Jun 18, 2013 - Aug 1, 2013 | -18.39% Apr 14, 2010 - Sep 21, 2010 |
| #5 | -12.30% Mar 27, 2013 - May 7, 2013 | -15.81% Dec 15, 2017 - Jan 24, 2019 |
| #6 | -11.93% Oct 2, 2012 - Nov 5, 2012 | -15.31% Nov 1, 2012 - Jan 2, 2013 |
| #7 | -11.48% Aug 13, 2013 - Sep 5, 2013 | -10.17% Aug 8, 2019 - Nov 8, 2019 |
| #8 | -7.72% Nov 6, 2012 - Dec 5, 2012 | -9.59% Mar 7, 2011 - May 12, 2011 |
| #9 | -7.47% Jun 4, 2013 - Jun 10, 2013 | -9.41% Sep 7, 2016 - Feb 13, 2017 |
| #10 | -5.21% Jan 4, 2013 - Feb 12, 2013 | -8.79% Sep 18, 2009 - Nov 12, 2009 |
| #11 | -4.15% Feb 12, 2013 - Feb 28, 2013 | -7.05% Jan 30, 2013 - Mar 22, 2013 |
| #12 | -3.78% May 21, 2013 - May 28, 2013 | -6.91% Oct 19, 2017 - Nov 20, 2017 |
| #13 | -3.75% May 7, 2013 - May 16, 2013 | -6.82% Dec 23, 2009 - Feb 2, 2010 |
| #14 | -3.50% Jan 25, 2021 - Feb 2, 2021 | -6.16% Apr 24, 2019 - Jun 19, 2019 |
| #15 | -3.25% Mar 5, 2013 - Mar 7, 2013 | -6.12% Apr 27, 2017 - Jun 9, 2017 |
Correlation
Correlation between HY and IVR is 0.30 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2009 - 2026)
HY vs IVR dividend yield comparison.
| Year | HY | IVR |
|---|---|---|
| 2026 | 1.84% | 7.50% |
| 2025 | 4.81% | 16.41% |
| 2024 | 2.70% | 19.88% |
| 2023 | 2.09% | 25.40% |
| 2022 | 5.10% | 26.32% |
| 2021 | 3.13% | 12.59% |
| 2020 | 2.13% | 31.66% |
| 2019 | 2.14% | 11.11% |
| 2018 | 1.99% | 14.95% |
| 2017 | 1.41% | 9.14% |
| 2016 | 1.83% | 10.96% |
| 2015 | 2.15% | 13.72% |
| 2014 | 1.47% | 12.61% |
| 2013 | 1.07% | 15.67% |
| 2012 | 4.61% | 15.62% |
| 2011 | 0.00% | 24.34% |
| 2010 | 0.00% | 15.98% |
| 2009 | 0.00% | 7.29% |
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