SWIM vs IVR

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

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

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

SWIM vs IVR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SWIM(COMPANY)	IVR(COMPANY)
Market Cap	$686M	$687M
Max Drawdown	93.55%	97.36%
Sharpe Ratio	-0.33	0.88
5Y Beta	1.71	0.71
Industry	Building Products & Equipment	Reit - Mortgage
P/E Ratio	78.94	8.81
Forward P/E	N/A	3.50
PEG Ratio	N/A	0.51
Dividend Yield	N/A	17.70%
5Y Dividends CAGR	N/A	-6.01%
Debt to Equity	70.64%	0.00%
Free Cash Flow Yield	4.40%	23.93%
P/S Ratio	1.24	9.98
P/B Ratio	1.73	1.14

Market Cap

SWIM

$686M

Winner

IVR

$687M

Max Drawdown

Winner

SWIM

93.55%

IVR

97.36%

Sharpe Ratio

SWIM

-0.33

Winner

IVR

0.88

5Y Beta

SWIM

1.71

Winner

IVR

0.71

Industry

SWIM

Building Products & Equipment

IVR

Reit - Mortgage

P/E Ratio

SWIM

78.94

Winner

IVR

8.81

Forward P/E

SWIM

N/A

IVR

3.50

PEG Ratio

SWIM

N/A

IVR

0.51

Dividend Yield

SWIM

N/A

IVR

17.70%

5Y Dividends CAGR

SWIM

N/A

IVR

-6.01%

Debt to Equity

SWIM

70.64%

Winner

IVR

0.00%

Free Cash Flow Yield

SWIM

4.40%

Winner

IVR

23.93%

P/S Ratio

Winner

SWIM

1.24

IVR

9.98

P/B Ratio

SWIM

1.73

Winner

IVR

1.14

SWIM vs IVR - Historical Returns

Returns include dividend reinvestment.

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

SWIM

-6.46%

Winner

IVR

-2.05%

SWIM

-8.64%

Winner

IVR

-2.92%

SWIM

-19.00%

Winner

IVR

-7.11%

SWIM

-21.76%

Winner

IVR

+19.66%

5Y(CAGR)

SWIM

-27.94%

Winner

IVR

-11.50%

10Y(CAGR)

SWIM

N/A

IVR

-12.09%

Max(CAGR)

SWIM

-26.28%

Winner

IVR

-3.41%

SWIM vs IVR - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

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

SWIM vs IVR Drawdown Comparison

The maximum drawdown for SWIM was -93.55%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The maximum drawdown for IVR was -92.63%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

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

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