IVT vs TR

Comparison between InvenTrust Properties Corp (IVT, Company) and Tootsie Roll Industries Inc (TR, Company).

IVT is from the Real Estate sector, while TR is from the Consumer Defensive sector.

5-Year PerformanceIVT has outperformed TR, delivering a return of +98.4% compared to +5.5%

IVT vs TR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVT(COMPANY)	TR(COMPANY)
Market Cap	$2.76B	$2.76B
Max Drawdown	100.00%	52.29%
Sharpe Ratio	1.58	0.40
5Y Beta	0.47	0.08
Industry	Reit - Retail	Confectioners
P/E Ratio	25.06	31.29
Forward P/E	105.26	26.67
PEG Ratio	0.05	3.43
Dividend Yield	2.72%	0.94%
5Y Dividends CAGR	N/A	7.64%
5Y EPS CAGR	N/A	11.48%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	5.63%	3.58%
P/S Ratio	8.95	3.88
P/B Ratio	1.55	3.00

Market Cap

IVT

$2.76B

Winner

$2.76B

Max Drawdown

IVT

100.00%

Winner

52.29%

Sharpe Ratio

Winner

IVT

1.58

0.40

5Y Beta

IVT

0.47

Winner

0.08

Industry

IVT

Reit - Retail

Confectioners

P/E Ratio

Winner

IVT

25.06

31.29

Forward P/E

IVT

105.26

Winner

26.67

PEG Ratio

Winner

IVT

0.05

3.43

Dividend Yield

Winner

IVT

2.72%

0.94%

5Y Dividends CAGR

IVT

N/A

7.64%

5Y EPS CAGR

IVT

N/A

11.48%

Debt to Equity

IVT

0.00%

Free Cash Flow Yield

Winner

IVT

5.63%

3.58%

P/S Ratio

IVT

8.95

Winner

3.88

P/B Ratio

Winner

IVT

1.55

3.00

IVT vs TR - Historical Returns

Returns include dividend reinvestment.

Period	IVT	TR
1 month	+8.71%	-1.20%
3 months	+18.51%	-11.43%
6 months	+26.96%	+1.93%
1 year	+36.28%	+14.54%
5 years(CAGR)	+98.40%	+5.53%
10 years(CAGR)	+38.48%	+3.25%
Max(CAGR)	+19.73%	+4.53%

Winner

IVT

+8.71%

-1.20%

Winner

IVT

+18.51%

-11.43%

Winner

IVT

+26.96%

+1.93%

Winner

IVT

+36.28%

+14.54%

5Y(CAGR)

Winner

IVT

+98.40%

+5.53%

10Y(CAGR)

Winner

IVT

+38.48%

+3.25%

Max(CAGR)

Winner

IVT

+19.73%

+4.53%

IVT vs TR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IVT	TR
2026	+29.73%	+7.72%
2025	-2.06%	+16.86%
2024	+22.71%	-2.47%
2023	+13.82%	-19.68%
2022	-12.49%	+21.55%
2021	+2399.18%	+26.33%
2020	-28.43%	-10.90%
2019	+3.55%	+6.75%
2018	+3.33%	-6.65%
2017	-26.48%	-4.41%
2016	-1.68%	+33.73%
2015	-52.20%	+8.65%
2014	-8.33%	-0.01%
2013	N/A	+26.61%
2012	N/A	+16.12%
2011	N/A	-16.19%
2010	N/A	+8.91%
2009	N/A	+11.00%
2008	N/A	+1.74%
2007	N/A	-14.82%
2006	N/A	+19.67%
2005	N/A	-8.09%
2004	N/A	-0.84%
2003	N/A	+22.04%
2002	N/A	-17.53%
2001	N/A	-9.94%
2000	N/A	+44.18%
1999	N/A	+4.91%

IVT vs TR Drawdown Comparison

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

The maximum drawdown for TR was -44.81%, occurring on Mar 5, 2009. Recovery took 2718 trading sessions.

The current TR drawdown is -17.54%.

Rank	IVT	TR
#1	-100.00% Jul 22, 2014 - Sep 27, 2021	-44.81% May 29, 2002 - Mar 15, 2013
#2	-74.53% Sep 29, 2021 - Oct 12, 2021	-36.40% Feb 6, 2023 - Oct 1, 2025
#3	-33.32% Jun 3, 2022 - Oct 16, 2024	-30.35% Dec 20, 2016 - Apr 24, 2019
#4	-15.72% Nov 27, 2024 - Feb 4, 2026	-30.34% Jan 27, 2021 - Oct 25, 2022
#5	-15.14% Apr 4, 2022 - Jun 2, 2022	-29.07% Feb 7, 2001 - May 13, 2002
#6	-12.82% Jan 4, 2022 - Mar 18, 2022	-27.17% May 22, 2019 - Jan 27, 2021
#7	-9.54% Oct 12, 2021 - Dec 6, 2021	-22.49% Aug 1, 2013 - Jan 22, 2015
#8	-6.51% May 19, 2014 - Jul 10, 2014	-20.03% Oct 16, 2025 - Mar 9, 2026
#9	-6.17% Apr 27, 2026 - May 26, 2026	-19.01% Apr 9, 2026 - Jun 22, 2026
#10	-4.51% Dec 8, 2021 - Dec 20, 2021	-17.05% Oct 6, 2000 - Dec 20, 2000
#11	-4.19% Mar 17, 2026 - Apr 9, 2026	-14.29% Nov 3, 1999 - May 15, 2000
#12	-3.08% Nov 11, 2024 - Nov 27, 2024	-12.69% Jun 9, 2016 - Dec 8, 2016
#13	-2.71% May 28, 2026 - Jun 5, 2026	-12.16% Mar 23, 2015 - Mar 4, 2016
#14	-2.63% Oct 18, 2024 - Oct 30, 2024	-10.93% Aug 17, 2000 - Oct 6, 2000
#15	-2.54% Dec 30, 2021 - Jan 4, 2022	-10.35% Jan 26, 2015 - Mar 20, 2015

Correlation

Correlation between IVT and TR is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67

-101

Dividend Comparison (1999 - 2026)

IVT vs TR dividend yield comparison.

Year	IVT	TR
2026	0.70%	0.49%
2025	3.37%	0.98%
2024	3.00%	1.11%
2023	3.40%	1.08%
2022	3.47%	0.85%
2021	0.82%	0.99%
2020	1.73%	1.21%
2019	3.51%	1.05%
2018	0.00%	1.08%
2017	1.13%	0.99%
2016	4.18%	0.91%
2015	0.77%	1.11%
2014	0.00%	1.04%
2013	0.00%	0.98%
2012	0.00%	3.16%
2011	0.00%	1.35%
2010	0.00%	1.11%
2009	0.00%	1.17%
2008	0.00%	1.51%
2007	0.00%	1.57%
2006	0.00%	3.90%
2005	0.00%	4.39%
2004	0.00%	0.81%
2003	0.00%	0.78%
2002	0.00%	0.91%
2001	0.00%	0.72%
2000	0.00%	0.41%
1999	0.00%	0.12%