IVR vs SWIM

Comparison between Invesco Mortgage Capital Inc (IVR, Company) and Latham Group Inc (SWIM, Company).

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

5-Year PerformanceIVR has outperformed SWIM, delivering a return of -11.5% compared to -27.9%

IVR vs SWIM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVR(COMPANY)	SWIM(COMPANY)
Market Cap	$687M	$686M
Max Drawdown	97.36%	93.55%
Sharpe Ratio	0.88	-0.10
5Y Beta	0.71	1.69
Industry	Reit - Mortgage	Building Products & Equipment
P/E Ratio	8.81	78.94
Forward P/E	3.50	N/A
PEG Ratio	0.51	N/A
Dividend Yield	17.70%	N/A
5Y Dividends CAGR	-6.01%	N/A
Debt to Equity	0.00%	70.64%
Free Cash Flow Yield	23.93%	4.40%
P/S Ratio	9.98	N/A
P/B Ratio	1.14	N/A

Market Cap

Winner

IVR

$687M

SWIM

$686M

Max Drawdown

IVR

97.36%

Winner

SWIM

93.55%

Sharpe Ratio

Winner

IVR

0.88

SWIM

-0.10

5Y Beta

Winner

IVR

0.71

SWIM

1.69

Industry

IVR

Reit - Mortgage

SWIM

Building Products & Equipment

P/E Ratio

Winner

IVR

8.81

SWIM

78.94

Forward P/E

IVR

3.50

SWIM

N/A

PEG Ratio

IVR

0.51

SWIM

N/A

Dividend Yield

IVR

17.70%

SWIM

N/A

5Y Dividends CAGR

IVR

-6.01%

SWIM

N/A

Debt to Equity

Winner

IVR

0.00%

SWIM

70.64%

Free Cash Flow Yield

Winner

IVR

23.93%

SWIM

4.40%

P/S Ratio

IVR

9.98

SWIM

N/A

P/B Ratio

IVR

1.14

SWIM

N/A

IVR vs SWIM - Historical Returns

Returns include dividend reinvestment.

Period	IVR	SWIM
1 month	-2.05%	-6.46%
3 months	-2.92%	-8.64%
6 months	-7.11%	-19.00%
1 year	+19.66%	-21.76%
5 years(CAGR)	-11.50%	-27.94%
10 years(CAGR)	-12.09%	N/A
Max(CAGR)	-3.41%	-26.28%

Winner

IVR

-2.05%

SWIM

-6.46%

Winner

IVR

-2.92%

SWIM

-8.64%

Winner

IVR

-7.11%

SWIM

-19.00%

Winner

IVR

+19.66%

SWIM

-21.76%

5Y(CAGR)

Winner

IVR

-11.50%

SWIM

-27.94%

10Y(CAGR)

IVR

-12.09%

SWIM

N/A

Max(CAGR)

Winner

IVR

-3.41%

SWIM

-26.28%

IVR vs SWIM - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IVR	SWIM
2026	-1.52%	-13.11%
2025	+23.51%	-2.61%
2024	+11.81%	+178.40%
2023	-17.05%	-23.10%
2022	-46.98%	-87.22%
2021	-7.07%	-8.15%
2020	-73.26%	N/A
2019	+27.18%	N/A
2018	-5.81%	N/A
2017	+32.84%	N/A
2016	+30.45%	N/A
2015	-10.92%	N/A
2014	+17.09%	N/A
2013	-19.77%	N/A
2012	+61.09%	N/A
2011	-22.83%	N/A
2010	+11.69%	N/A
2009	+25.69%	N/A

IVR vs SWIM 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 SWIM was -93.55%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The current IVR drawdown is -85.49%. The current SWIM drawdown is -83.18%.

Rank	IVR	SWIM
#1	-92.63% Feb 20, 2020 - Oct 25, 2023	-93.55% May 17, 2021 - Oct 27, 2023
#2	-36.84% Jul 7, 2011 - Jul 16, 2012	-11.20% Apr 28, 2021 - May 7, 2021
#3	-36.19% Mar 26, 2013 - Aug 1, 2016	-4.31% May 11, 2021 - May 14, 2021
#4	-18.39% Apr 14, 2010 - Sep 21, 2010	-0.36% Apr 26, 2021 - Apr 28, 2021
#5	-15.81% Dec 15, 2017 - Jan 24, 2019	N/A
#6	-15.31% Nov 1, 2012 - Jan 2, 2013	N/A
#7	-10.17% Aug 8, 2019 - Nov 8, 2019	N/A
#8	-9.59% Mar 7, 2011 - May 12, 2011	N/A
#9	-9.41% Sep 7, 2016 - Feb 13, 2017	N/A
#10	-8.79% Sep 18, 2009 - Nov 12, 2009	N/A
#11	-7.05% Jan 30, 2013 - Mar 22, 2013	N/A
#12	-6.91% Oct 19, 2017 - Nov 20, 2017	N/A
#13	-6.82% Dec 23, 2009 - Feb 2, 2010	N/A
#14	-6.16% Apr 24, 2019 - Jun 19, 2019	N/A
#15	-6.12% Apr 27, 2017 - Jun 9, 2017	N/A