IVT vs AAMI

Comparison between InvenTrust Properties Corp (IVT, Company) and BrightSphere Investment Group Inc (AAMI, Company).

IVT is from the Real Estate sector, while AAMI is from the Financial Services sector.

5-Year PerformanceIVT has outperformed AAMI, delivering a return of +97.4% compared to +28.4%

IVT vs AAMI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVT(COMPANY)	AAMI(COMPANY)
Market Cap	$2.71B	$2.72B
Max Drawdown	100.00%	77.07%
Sharpe Ratio	1.35	2.39
5Y Beta	0.48	N/A
Industry	Reit - Retail	Asset Management
P/E Ratio	24.57	39.59
Forward P/E	250.00	16.78
PEG Ratio	0.05	1.93
Dividend Yield	2.77%	0.29%
5Y Dividends CAGR	N/A	28.47%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	5.74%	0.06%
P/S Ratio	8.90	N/A
P/B Ratio	1.52	N/A

Market Cap

IVT

$2.71B

Winner

AAMI

$2.72B

Max Drawdown

IVT

100.00%

Winner

AAMI

77.07%

Sharpe Ratio

IVT

1.35

Winner

AAMI

2.39

5Y Beta

IVT

0.48

AAMI

N/A

Industry

IVT

Reit - Retail

AAMI

Asset Management

P/E Ratio

Winner

IVT

24.57

AAMI

39.59

Forward P/E

IVT

250.00

Winner

AAMI

16.78

PEG Ratio

Winner

IVT

0.05

AAMI

1.93

Dividend Yield

Winner

IVT

2.77%

AAMI

0.29%

5Y Dividends CAGR

IVT

N/A

AAMI

28.47%

Debt to Equity

IVT

0.00%

AAMI

0.00%

Free Cash Flow Yield

Winner

IVT

5.74%

AAMI

0.06%

P/S Ratio

IVT

8.90

AAMI

N/A

P/B Ratio

IVT

1.52

AAMI

N/A

IVT vs AAMI - Historical Returns

Returns include dividend reinvestment.

Period	IVT	AAMI
1 month	+12.04%	+11.36%
3 months	+14.27%	+56.48%
6 months	+22.54%	+65.02%
1 year	+28.52%	+148.12%
5 years(CAGR)	+97.35%	+28.37%
10 years(CAGR)	+37.77%	+23.06%
Max(CAGR)	+19.56%	+23.06%

Winner

IVT

+12.04%

AAMI

+11.36%

IVT

+14.27%

Winner

AAMI

+56.48%

IVT

+22.54%

Winner

AAMI

+65.02%

IVT

+28.52%

Winner

AAMI

+148.12%

5Y(CAGR)

Winner

IVT

+97.35%

AAMI

+28.37%

10Y(CAGR)

Winner

IVT

+37.77%

AAMI

+23.06%

Max(CAGR)

IVT

+19.56%

Winner

AAMI

+23.06%

IVT vs AAMI - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	IVT	AAMI
2026	+26.57%	+66.09%
2025	-2.06%	+82.45%
2024	+22.71%	+40.33%
2023	+13.82%	-6.32%
2022	-12.49%	-18.75%
2021	+2399.18%	+36.40%
2020	-28.43%	+101.24%
2019	+3.55%	-5.14%
2018	+3.33%	-30.58%
2017	-26.48%	N/A
2016	-1.68%	N/A
2015	-52.20%	N/A
2014	-8.33%	N/A

IVT vs AAMI Drawdown Comparison

The maximum drawdown for IVT was -100.00%, occurring on Sep 6, 2016. Recovery took 1776 trading sessions.

The maximum drawdown for AAMI was -75.21%, occurring on Mar 18, 2020. Recovery took 585 trading sessions.

The current IVT drawdown is -0.03%.

Rank	IVT	AAMI
#1	-100.00% Jul 22, 2014 - Sep 27, 2021	-75.21% Jun 15, 2018 - Oct 12, 2020
#2	-74.53% Sep 29, 2021 - Oct 12, 2021	-51.45% Nov 12, 2021 - Nov 22, 2024
#3	-33.32% Jun 3, 2022 - Oct 16, 2024	-26.52% Dec 4, 2024 - Jun 10, 2025
#4	-15.72% Nov 27, 2024 - Feb 4, 2026	-18.20% Aug 28, 2025 - Jan 9, 2026
#5	-15.14% Apr 4, 2022 - Jun 2, 2022	-15.38% Jan 20, 2021 - Apr 8, 2021
#6	-12.82% Jan 4, 2022 - Mar 18, 2022	-14.35% Oct 15, 2020 - Nov 9, 2020
#7	-9.54% Oct 12, 2021 - Dec 6, 2021	-13.12% Feb 2, 2026 - Feb 25, 2026
#8	-6.51% May 19, 2014 - Jul 10, 2014	-10.88% Feb 25, 2026 - Apr 8, 2026
#9	-6.17% Apr 27, 2026 - May 26, 2026	-7.72% Apr 15, 2021 - Jun 21, 2021
#10	-4.51% Dec 8, 2021 - Dec 20, 2021	-7.36% Mar 29, 2018 - Jun 1, 2018
#11	-4.19% Mar 17, 2026 - Apr 9, 2026	-6.01% Aug 27, 2021 - Oct 28, 2021
#12	-3.08% Nov 11, 2024 - Nov 27, 2024	-5.90% May 11, 2026 - May 21, 2026
#13	-2.71% May 28, 2026 - Jun 5, 2026	-5.33% Dec 8, 2020 - Jan 6, 2021
#14	-2.63% Oct 18, 2024 - Oct 30, 2024	-5.29% Jul 31, 2025 - Aug 5, 2025
#15	-2.54% Dec 30, 2021 - Jan 4, 2022	-5.25% Nov 17, 2020 - Dec 3, 2020

Correlation

Correlation between IVT and AAMI is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2015 - 2026)

IVT vs AAMI dividend yield comparison.

Year	IVT	AAMI
2026	0.71%	0.13%
2025	3.37%	0.09%
2024	3.00%	0.15%
2023	3.40%	0.21%
2022	3.47%	0.19%
2021	0.82%	0.16%
2020	1.73%	1.19%
2019	3.51%	3.91%
2018	0.00%	2.81%
2017	1.13%	0.00%
2016	4.18%	0.00%
2015	0.77%	0.00%