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