IVR vs CSV
Comparison between Invesco Mortgage Capital Inc (IVR, Company) and Carriage Services Inc (CSV, Company).
IVR is from the Real Estate sector, while CSV is from the Consumer Cyclical sector.
5-Year PerformanceCSV has outperformed IVR, delivering a return of +2.9% compared to -11.9%
IVR vs CSV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVR vs CSV - Historical Returns
Returns include dividend reinvestment.
IVR vs CSV - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IVR | CSV |
|---|---|---|
| 2026 | -2.94% | -2.77% |
| 2025 | +23.51% | +9.56% |
| 2024 | +11.81% | +61.21% |
| 2023 | -17.05% | -11.02% |
| 2022 | -46.98% | -54.82% |
| 2021 | -7.07% | +110.24% |
| 2020 | -73.26% | +25.86% |
| 2019 | +27.18% | +66.54% |
| 2018 | -5.81% | -39.49% |
| 2017 | +32.84% | -9.09% |
| 2016 | +30.45% | +23.02% |
| 2015 | -10.92% | +20.06% |
| 2014 | +17.09% | +3.77% |
| 2013 | -19.77% | +46.28% |
| 2012 | +61.09% | +118.16% |
| 2011 | -22.83% | +17.49% |
| 2010 | +11.69% | +22.47% |
| 2009 | +25.69% | +83.64% |
| 2008 | N/A | -77.59% |
| 2007 | N/A | +73.23% |
| 2006 | N/A | +2.21% |
| 2005 | N/A | +0.40% |
| 2004 | N/A | +29.66% |
| 2003 | N/A | -9.09% |
| 2002 | N/A | -24.05% |
| 2001 | N/A | +266.48% |
| 2000 | N/A | -72.21% |
| 1999 | N/A | -12.03% |
IVR vs CSV 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 CSV was -87.05%, occurring on Mar 19, 2009. Recovery took 1238 trading sessions.
The current IVR drawdown is -85.70%. The current CSV drawdown is -35.32%.
| Rank | IVR | CSV |
|---|---|---|
| #1 | -92.63% Feb 20, 2020 - Oct 25, 2023 | -87.05% Nov 27, 2007 - Oct 24, 2012 |
| #2 | -36.84% Jul 7, 2011 - Jul 16, 2012 | -83.61% Nov 9, 1999 - Aug 1, 2001 |
| #3 | -36.19% Mar 26, 2013 - Aug 1, 2016 | -68.54% Dec 29, 2021 - Nov 13, 2023 |
| #4 | -18.39% Apr 14, 2010 - Sep 21, 2010 | -65.53% Aug 15, 2001 - Apr 16, 2007 |
| #5 | -15.81% Dec 15, 2017 - Jan 24, 2019 | -51.01% Dec 13, 2019 - Nov 13, 2020 |
| #6 | -15.31% Nov 1, 2012 - Jan 2, 2013 | -48.75% Dec 27, 2016 - Dec 13, 2019 |
| #7 | -10.17% Aug 8, 2019 - Nov 8, 2019 | -28.66% Jan 22, 2014 - Jan 23, 2015 |
| #8 | -9.59% Mar 7, 2011 - May 12, 2011 | -23.14% Apr 10, 2013 - Jan 14, 2014 |
| #9 | -9.41% Sep 7, 2016 - Feb 13, 2017 | -21.51% Dec 4, 2015 - Nov 11, 2016 |
| #10 | -8.79% Sep 18, 2009 - Nov 12, 2009 | -18.66% May 21, 2015 - Dec 2, 2015 |
| #11 | -7.05% Jan 30, 2013 - Mar 22, 2013 | -15.39% Jul 23, 2007 - Oct 22, 2007 |
| #12 | -6.91% Oct 19, 2017 - Nov 20, 2017 | -14.43% May 10, 2007 - Jul 16, 2007 |
| #13 | -6.82% Dec 23, 2009 - Feb 2, 2010 | -13.88% Nov 1, 1999 - Nov 9, 1999 |
| #14 | -6.16% Apr 24, 2019 - Jun 19, 2019 | -11.57% Sep 3, 2021 - Oct 28, 2021 |
| #15 | -6.12% Apr 27, 2017 - Jun 9, 2017 | -10.75% Jun 1, 2021 - Aug 11, 2021 |
Correlation
Correlation between IVR and CSV 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)
IVR vs CSV dividend yield comparison.
| Year | IVR | CSV |
|---|---|---|
| 2026 | 11.32% | 0.56% |
| 2025 | 16.41% | 1.06% |
| 2024 | 19.88% | 1.13% |
| 2023 | 25.40% | 1.80% |
| 2022 | 26.32% | 1.63% |
| 2021 | 12.59% | 0.64% |
| 2020 | 31.66% | 1.08% |
| 2019 | 11.11% | 1.17% |
| 2018 | 14.95% | 1.94% |
| 2017 | 9.14% | 0.88% |
| 2016 | 10.96% | 0.52% |
| 2015 | 13.72% | 0.41% |
| 2014 | 12.61% | 0.48% |
| 2013 | 15.67% | 0.67% |
| 2012 | 15.62% | 0.84% |
| 2011 | 24.34% | 1.34% |
| 2010 | 15.98% | 0.00% |
| 2009 | 7.29% | 0.00% |
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