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IVR vs ASC

Comparison between Invesco Mortgage Capital Inc (IVR, Company) and Ardmore Shipping Corp (ASC, Company).

IVR is from the Real Estate sector, while ASC is from the Industrials sector.

5-Year PerformanceASC has outperformed IVR, delivering a return of +40.8% compared to -13.4%

IVR vs ASC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
IVR
$700M
ASC
$695M
Max Drawdown
IVR
97.36%
Winner
ASC
82.58%
Sharpe Ratio
IVR
1.11
Winner
ASC
1.55
5Y Beta
IVR
0.72
Winner
ASC
0.46
Industry
IVR
Reit - Mortgage
ASC
Marine Shipping
P/E Ratio
Winner
IVR
8.97
ASC
16.95
Forward P/E
IVR
3.62
Winner
ASC
3.38
PEG Ratio
IVR
0.51
ASC
N/A
Dividend Yield
Winner
IVR
17.10%
ASC
3.86%
5Y Dividends CAGR
IVR
-7.33%
ASC
N/A
Debt to Equity
Winner
IVR
0.00%
ASC
20.02%
Free Cash Flow Yield
Winner
IVR
23.49%
ASC
11.74%

IVR vs ASC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IVR
+1.01%
ASC
-9.27%
3M
IVR
+3.28%
Winner
ASC
+21.00%
6M
IVR
+6.68%
Winner
ASC
+62.03%
1Y
IVR
+28.60%
Winner
ASC
+69.17%
5Y(CAGR)
IVR
-13.39%
Winner
ASC
+40.79%
10Y(CAGR)
IVR
-11.62%
Winner
ASC
+10.39%
Max(CAGR)
IVR
-3.26%
Winner
ASC
+4.88%

IVR vs ASC - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearIVRASC
2026+1.42%+68.23%
2025+23.51%-12.37%
2024+11.81%-9.54%
2023-17.05%+9.22%
2022-46.98%+298.07%
2021-7.07%+2.42%
2020-73.26%-63.24%
2019+27.18%+95.04%
2018-5.81%-42.35%
2017+32.84%+6.67%
2016+30.45%-37.00%
2015-10.92%+11.17%
2014+17.09%-15.39%
2013-19.77%+15.84%
2012+61.09%N/A
2011-22.83%N/A
2010+11.69%N/A
2009+25.69%N/A

IVR vs ASC Drawdown Comparison

The maximum drawdown for IVR was -92.63%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The maximum drawdown for ASC was -80.14%, occurring on Nov 4, 2020. Recovery took 1762 trading sessions.

The current IVR drawdown is -85.06%. The current ASC drawdown is -18.72%.

RankIVRASC
#1-92.63%
Feb 20, 2020 - Oct 25, 2023
-80.14%
Nov 2, 2015 - Nov 1, 2022
#2-36.84%
Jul 7, 2011 - Jul 16, 2012
-61.41%
May 21, 2024 - Apr 8, 2025
#3-36.19%
Mar 26, 2013 - Aug 1, 2016
-40.18%
Jun 12, 2014 - Jul 20, 2015
#4-18.39%
Apr 14, 2010 - Sep 21, 2010
-35.16%
Mar 2, 2023 - May 3, 2024
#5-15.81%
Dec 15, 2017 - Jan 24, 2019
-31.02%
Jul 20, 2015 - Nov 2, 2015
#6-15.31%
Nov 1, 2012 - Jan 2, 2013
-19.69%
Dec 31, 2013 - Jun 12, 2014
#7-10.17%
Aug 8, 2019 - Nov 8, 2019
-18.87%
Dec 2, 2022 - Feb 7, 2023
#8-9.59%
Mar 7, 2011 - May 12, 2011
-16.50%
Aug 22, 2013 - Dec 19, 2013
#9-9.41%
Sep 7, 2016 - Feb 13, 2017
-6.34%
Feb 15, 2023 - Mar 1, 2023
#10-8.79%
Sep 18, 2009 - Nov 12, 2009
-5.22%
Nov 8, 2022 - Nov 18, 2022
#11-7.05%
Jan 30, 2013 - Mar 22, 2013
-4.49%
Nov 22, 2022 - Nov 25, 2022
#12-6.91%
Oct 19, 2017 - Nov 20, 2017
-3.82%
Nov 25, 2022 - Dec 2, 2022
#13-6.82%
Dec 23, 2009 - Feb 2, 2010
-3.58%
Feb 9, 2023 - Feb 14, 2023
#14-6.16%
Apr 24, 2019 - Jun 19, 2019
-3.37%
Feb 7, 2023 - Feb 9, 2023
#15-6.12%
Apr 27, 2017 - Jun 9, 2017
-2.21%
Nov 4, 2022 - Nov 8, 2022

Correlation

Correlation between IVR and ASC is -0.46 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.46
-101

Dividend Comparison (2009 - 2026)

IVR vs ASC dividend yield comparison.

YearIVRASC
20267.50%2.81%
202516.41%2.83%
202419.88%8.89%
202325.40%8.16%
202226.32%0.00%
202112.59%0.00%
202031.66%1.53%
201911.11%0.00%
201814.95%0.00%
20179.14%0.00%
201610.96%5.41%
201513.72%4.80%
201412.61%7.52%
201315.67%0.42%
201215.62%0.00%
201124.34%0.00%
201015.98%0.00%
20097.29%0.00%

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