IVT vs SKWD

Comparison between InvenTrust Properties Corp (IVT, Company) and Skyward Specialty Insurance Group Inc (SKWD, Company).

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

IVT vs SKWD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVT(COMPANY)	SKWD(COMPANY)
Market Cap	$2.79B	$2.78B
Max Drawdown	100.00%	36.52%
Sharpe Ratio	1.46	0.61
5Y Beta	0.45	0.50
Industry	Reit - Retail	Insurance - Property & Casualty
P/E Ratio	25.29	14.62
Forward P/E	250.00	12.20
PEG Ratio	0.05	0.39
Dividend Yield	2.69%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	5.57%	15.18%
P/S Ratio	9.05	1.55
P/B Ratio	1.58	2.07

Market Cap

Winner

IVT

$2.79B

SKWD

$2.78B

Max Drawdown

IVT

100.00%

Winner

SKWD

36.52%

Sharpe Ratio

Winner

IVT

1.46

SKWD

0.61

5Y Beta

Winner

IVT

0.45

SKWD

0.50

Industry

IVT

Reit - Retail

SKWD

Insurance - Property & Casualty

P/E Ratio

IVT

25.29

Winner

SKWD

14.62

Forward P/E

IVT

250.00

Winner

SKWD

12.20

PEG Ratio

Winner

IVT

0.05

SKWD

0.39

Dividend Yield

IVT

2.69%

SKWD

N/A

Debt to Equity

IVT

0.00%

SKWD

0.00%

Free Cash Flow Yield

IVT

5.57%

Winner

SKWD

15.18%

P/S Ratio

IVT

9.05

Winner

SKWD

1.55

P/B Ratio

Winner

IVT

1.58

SKWD

2.07

IVT vs SKWD - Historical Returns

Returns include dividend reinvestment.

Period	IVT	SKWD
1 month	+1.32%	+0.74%
3 months	+10.86%	+31.93%
6 months	+22.26%	+34.36%
1 year	+32.52%	+18.53%
5 years(CAGR)	+101.44%	N/A
10 years(CAGR)	+38.08%	N/A
Max(CAGR)	+19.50%	+38.07%

Winner

IVT

+1.32%

SKWD

+0.74%

IVT

+10.86%

Winner

SKWD

+31.93%

IVT

+22.26%

Winner

SKWD

+34.36%

Winner

IVT

+32.52%

SKWD

+18.53%

5Y(CAGR)

IVT

+101.44%

SKWD

N/A

10Y(CAGR)

IVT

+38.08%

SKWD

N/A

Max(CAGR)

IVT

+19.50%

Winner

SKWD

+38.07%

IVT vs SKWD - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	IVT	SKWD
2026	+28.88%	+23.30%
2025	-2.06%	+4.20%
2024	+22.71%	+49.93%
2023	+13.82%	+77.38%
2022	-12.49%	N/A
2021	+2399.18%	N/A
2020	-28.43%	N/A
2019	+3.55%	N/A
2018	+3.33%	N/A
2017	-26.48%	N/A
2016	-1.68%	N/A
2015	-52.20%	N/A
2014	-8.33%	N/A

IVT vs SKWD Drawdown Comparison

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

The maximum drawdown for SKWD was -36.52%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The current IVT drawdown is -3.65%. The current SKWD drawdown is -7.77%.

Rank	IVT	SKWD
#1	-100.00% Jul 22, 2014 - Sep 27, 2021	-36.52% Jun 2, 2025 - Mar 20, 2026
#2	-74.53% Sep 29, 2021 - Oct 12, 2021	-23.36% Dec 4, 2024 - May 2, 2025
#3	-33.32% Jun 3, 2022 - Oct 16, 2024	-15.39% Jul 18, 2024 - Aug 28, 2024
#4	-15.72% Nov 27, 2024 - Feb 4, 2026	-13.80% Feb 13, 2023 - Mar 28, 2023
#5	-15.14% Apr 4, 2022 - Jun 2, 2022	-13.27% Dec 18, 2023 - Feb 20, 2024
#6	-12.82% Jan 4, 2022 - Mar 18, 2022	-12.52% Apr 5, 2024 - Jul 16, 2024
#7	-9.54% Oct 12, 2021 - Dec 6, 2021	-10.24% Jun 22, 2023 - Sep 18, 2023
#8	-6.51% May 19, 2014 - Jul 10, 2014	-9.77% Oct 24, 2024 - Nov 8, 2024
#9	-6.17% Apr 27, 2026 - May 26, 2026	-7.89% Sep 9, 2024 - Oct 4, 2024
#10	-4.51% Dec 8, 2021 - Dec 20, 2021	-7.77% Mar 31, 2023 - May 8, 2023
#11	-4.19% Mar 17, 2026 - Apr 9, 2026	-6.94% May 12, 2023 - Jun 13, 2023
#12	-4.17% Jul 17, 2026 - Jul 30, 2026	-6.85% Oct 9, 2023 - Nov 7, 2023
#13	-3.08% Nov 11, 2024 - Nov 27, 2024	-6.75% Nov 14, 2023 - Nov 28, 2023
#14	-2.96% Jun 29, 2026 - Jul 16, 2026	-5.65% Jan 17, 2023 - Feb 7, 2023
#15	-2.71% May 28, 2026 - Jun 5, 2026	-4.94% May 16, 2025 - Jun 2, 2025