INNV vs PMT-P-C

Comparison between InnovAge Holding Corp (INNV, Company) and Pennymac Mortgage Investment Trust (PMT-P-C, Company).

5-Year PerformancePMT-P-C has outperformed INNV, delivering a return of +1.9% compared to -7.3%

INNV vs PMT-P-C - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INNV(COMPANY)	PMT-P-C(COMPANY)
Market Cap	$1.57B	$1.57B
Max Drawdown	89.92%	36.36%
Sharpe Ratio	1.68	0.03
5Y Beta	1.12	0.15
Industry	Medical Care Facilities	N/A
P/E Ratio	-135.38	10.97
Forward P/E	13.66	N/A
PEG Ratio	0.00	0.69
5Y EPS CAGR	N/A	-25.74%
Debt to Equity	25.31%	80.22%
Free Cash Flow Yield	2.69%	N/A
P/S Ratio	1.70	N/A
P/B Ratio	6.86	N/A

Market Cap

Winner

INNV

$1.57B

PMT-P-C

$1.57B

Max Drawdown

INNV

89.92%

Winner

PMT-P-C

36.36%

Sharpe Ratio

Winner

INNV

1.68

PMT-P-C

0.03

5Y Beta

INNV

1.12

Winner

PMT-P-C

0.15

Industry

INNV

Medical Care Facilities

PMT-P-C

N/A

P/E Ratio

Winner

INNV

-135.38

PMT-P-C

10.97

Forward P/E

INNV

13.66

PMT-P-C

N/A

PEG Ratio

Winner

INNV

0.00

PMT-P-C

0.69

5Y EPS CAGR

INNV

N/A

PMT-P-C

-25.74%

Debt to Equity

Winner

INNV

25.31%

PMT-P-C

80.22%

Free Cash Flow Yield

INNV

2.69%

PMT-P-C

N/A

P/S Ratio

INNV

1.70

PMT-P-C

N/A

P/B Ratio

INNV

6.86

PMT-P-C

N/A

INNV vs PMT-P-C - Historical Returns

Returns include dividend reinvestment.

Period	INNV	PMT-P-C
1 month	+28.56%	+1.01%
3 months	+55.99%	+2.67%
6 months	+98.99%	-1.75%
1 year	+211.58%	+3.20%
5 years(CAGR)	-7.25%	+1.94%
Max(CAGR)	-12.44%	+1.94%

Winner

INNV

+28.56%

PMT-P-C

+1.01%

Winner

INNV

+55.99%

PMT-P-C

+2.67%

Winner

INNV

+98.99%

PMT-P-C

-1.75%

Winner

INNV

+211.58%

PMT-P-C

+3.20%

5Y(CAGR)

INNV

-7.25%

Winner

PMT-P-C

+1.94%

Max(CAGR)

INNV

-12.44%

Winner

PMT-P-C

+1.94%

INNV vs PMT-P-C - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	INNV	PMT-P-C
2026	+128.13%	+1.46%
2025	+31.73%	+4.57%
2024	-36.92%	+6.03%
2023	-17.01%	+20.59%
2022	+43.31%	-25.67%
2021	-79.34%	+3.65%

INNV vs PMT-P-C Drawdown Comparison

The maximum drawdown for INNV was -89.92%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The maximum drawdown for PMT-P-C was -31.13%, occurring on Oct 3, 2022. Recovery took 685 trading sessions.

The current INNV drawdown is -54.53%. The current PMT-P-C drawdown is -3.72%.

Rank	INNV	PMT-P-C
#1	-89.92% Mar 11, 2021 - Apr 8, 2025	-31.13% Dec 3, 2021 - Aug 27, 2024
#2	-4.34% Mar 4, 2021 - Mar 9, 2021	-13.45% Oct 18, 2024 - Jan 22, 2026
#3	N/A	-9.66% Feb 11, 2026 - Mar 31, 2026
#4	N/A	-2.38% Sep 19, 2024 - Oct 17, 2024
#5	N/A	-1.80% Aug 20, 2021 - Sep 22, 2021
#6	N/A	-1.37% Nov 9, 2021 - Dec 2, 2021
#7	N/A	-1.14% Aug 30, 2024 - Sep 9, 2024
#8	N/A	-0.90% Nov 3, 2021 - Nov 9, 2021
#9	N/A	-0.71% Sep 30, 2021 - Oct 29, 2021
#10	N/A	-0.69% Jan 28, 2026 - Feb 10, 2026
#11	N/A	-0.63% Sep 10, 2024 - Sep 13, 2024
#12	N/A	-0.40% Aug 17, 2021 - Aug 19, 2021
#13	N/A	-0.39% Oct 29, 2021 - Nov 3, 2021
#14	N/A	-0.20% Sep 23, 2021 - Sep 29, 2021
#15	N/A	-0.10% Aug 27, 2024 - Aug 30, 2024