TRMK vs IVT

Comparison between Trustmark Corp (TRMK, Company) and InvenTrust Properties Corp (IVT, Company).

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

5-Year PerformanceIVT has outperformed TRMK, delivering a return of +97.0% compared to +9.9%

TRMK vs IVT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TRMK(COMPANY)	IVT(COMPANY)
Market Cap	$2.65B	$2.71B
Max Drawdown	56.05%	100.00%
Sharpe Ratio	1.24	1.43
5Y Beta	0.91	0.48
Industry	Banks - Regional	Reit - Retail
P/E Ratio	11.88	24.57
Forward P/E	11.89	250.00
PEG Ratio	2.29	0.05
Dividend Yield	2.14%	2.75%
5Y Dividends CAGR	1.27%	N/A
5Y EPS CAGR	4.93%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	6.48%	5.74%
P/S Ratio	3.30	8.90
P/B Ratio	1.24	1.52

Market Cap

TRMK

$2.65B

Winner

IVT

$2.71B

Max Drawdown

Winner

TRMK

56.05%

IVT

100.00%

Sharpe Ratio

TRMK

1.24

Winner

IVT

1.43

5Y Beta

TRMK

0.91

Winner

IVT

0.48

Industry

TRMK

Banks - Regional

IVT

Reit - Retail

P/E Ratio

Winner

TRMK

11.88

IVT

24.57

Forward P/E

Winner

TRMK

11.89

IVT

250.00

PEG Ratio

TRMK

2.29

Winner

IVT

0.05

Dividend Yield

TRMK

2.14%

Winner

IVT

2.75%

5Y Dividends CAGR

TRMK

1.27%

IVT

N/A

5Y EPS CAGR

TRMK

4.93%

IVT

N/A

Debt to Equity

TRMK

0.00%

IVT

0.00%

Free Cash Flow Yield

Winner

TRMK

6.48%

IVT

5.74%

P/S Ratio

Winner

TRMK

3.30

IVT

8.90

P/B Ratio

Winner

TRMK

1.24

IVT

1.52

TRMK vs IVT - Historical Returns

Returns include dividend reinvestment.

Period	TRMK	IVT
1 month	+5.41%	+10.43%
3 months	+9.74%	+10.21%
6 months	+12.06%	+21.25%
1 year	+36.48%	+28.68%
5 years(CAGR)	+9.86%	+97.00%
10 years(CAGR)	+9.75%	+38.40%
Max(CAGR)	+6.02%	+19.43%

TRMK

+5.41%

Winner

IVT

+10.43%

TRMK

+9.74%

Winner

IVT

+10.21%

TRMK

+12.06%

Winner

IVT

+21.25%

Winner

TRMK

+36.48%

IVT

+28.68%

5Y(CAGR)

TRMK

+9.86%

Winner

IVT

+97.00%

10Y(CAGR)

TRMK

+9.75%

Winner

IVT

+38.40%

Max(CAGR)

TRMK

+6.02%

Winner

IVT

+19.43%

TRMK vs IVT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TRMK	IVT
2026	+16.90%	+25.19%
2025	+15.46%	-2.06%
2024	+31.04%	+22.71%
2023	-16.65%	+13.82%
2022	+8.60%	-12.49%
2021	+23.60%	+2399.18%
2020	-17.26%	-28.43%
2019	+23.25%	+3.55%
2018	-8.07%	+3.33%
2017	-8.15%	-26.48%
2016	+63.03%	-1.68%
2015	-1.38%	-52.20%
2014	-3.86%	-8.33%
2013	+17.20%	N/A
2012	-6.07%	N/A
2011	-1.24%	N/A
2010	+13.16%	N/A
2009	+10.86%	N/A
2008	-9.10%	N/A
2007	-21.01%	N/A
2006	+19.88%	N/A
2005	-6.29%	N/A
2004	+7.84%	N/A
2003	+24.21%	N/A
2002	+2.76%	N/A
2001	+26.97%	N/A
2000	+1.31%	N/A
1999	-4.73%	N/A

TRMK vs IVT Drawdown Comparison

The maximum drawdown for TRMK was -53.57%, occurring on Jul 15, 2008. Recovery took 1608 trading sessions.

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

The current TRMK drawdown is -1.61%. The current IVT drawdown is -1.11%.

Rank	TRMK	IVT
#1	-53.57% Dec 27, 2006 - May 20, 2013	-100.00% Jul 22, 2014 - Sep 27, 2021
#2	-47.76% Nov 10, 2022 - Nov 6, 2024	-74.53% Sep 29, 2021 - Oct 12, 2021
#3	-41.76% May 6, 2019 - Mar 11, 2021	-33.32% Jun 3, 2022 - Oct 16, 2024
#4	-33.67% Dec 1, 1999 - Jun 1, 2001	-15.72% Nov 27, 2024 - Feb 4, 2026
#5	-24.54% Aug 21, 2018 - Feb 22, 2019	-15.14% Apr 4, 2022 - Jun 2, 2022
#6	-23.82% Nov 22, 2013 - Jul 12, 2016	-12.82% Jan 4, 2022 - Mar 18, 2022
#7	-22.92% May 14, 2002 - May 30, 2003	-9.54% Oct 12, 2021 - Dec 6, 2021
#8	-22.59% Jan 14, 2022 - Oct 27, 2022	-6.51% May 19, 2014 - Jul 10, 2014
#9	-22.58% Oct 6, 2004 - Mar 17, 2006	-6.17% Apr 27, 2026 - May 26, 2026
#10	-22.01% Nov 25, 2024 - Aug 13, 2025	-4.51% Dec 8, 2021 - Dec 20, 2021
#11	-20.94% Dec 9, 2016 - Jul 23, 2018	-4.19% Mar 17, 2026 - Apr 9, 2026
#12	-17.72% Mar 12, 2021 - Jan 6, 2022	-3.08% Nov 11, 2024 - Nov 27, 2024
#13	-16.23% Aug 2, 2001 - Nov 12, 2001	-2.71% May 28, 2026 - Jun 5, 2026
#14	-14.51% Jun 21, 2001 - Jul 18, 2001	-2.63% Oct 18, 2024 - Oct 30, 2024
#15	-14.48% Mar 5, 2004 - Aug 25, 2004	-2.54% Dec 30, 2021 - Jan 4, 2022

Correlation

Correlation between TRMK and IVT 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)

TRMK vs IVT dividend yield comparison.

Year	TRMK	IVT
2026	1.11%	0.72%
2025	2.46%	3.37%
2024	2.60%	3.00%
2023	3.30%	3.40%
2022	2.64%	3.47%
2021	2.83%	0.82%
2020	3.37%	1.73%
2019	2.67%	3.51%
2018	3.24%	0.00%
2017	2.89%	1.13%
2016	2.58%	4.18%
2015	3.99%	0.77%
2014	3.75%	0.00%
2013	3.43%	0.00%
2012	4.10%	0.00%
2011	3.79%	0.00%
2010	3.70%	0.00%
2009	4.08%	0.00%
2008	4.26%	0.00%
2007	3.51%	0.00%
2006	2.60%	0.00%
2005	2.95%	0.00%
2004	2.48%	0.00%
2003	2.34%	0.00%
2002	2.58%	0.00%
2001	2.29%	0.00%
2000	2.43%	0.00%
1999	0.58%	0.00%