InvenTrust Properties Corp is the United States of America based company qualified as a REIT (Real Estate Investment Trust). It is focused on owning, leasing, redeveloping, acquiring and managing a multi-tenant retail platform. The company's wholly-owned and managed retail properties include grocery-anchored community and neighborhood centers and power centers, including those classified as necessity-based. InvenTrust operates through a single segment i.e. multi-tenant retail.
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The chart shows the growth of an initial investment of $10,000 in InvenTrust Properties Corp., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
InvenTrust Properties Corp. (IVT) has returned 9.40% so far this year and 16.58% over the past 12 months. Looking at the last ten years, IVT has achieved an annualized return of 2.67%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of InvenTrust Properties Corp. (IVT) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.63% | 5.87% | -2.12% | 1.39% | ||||||||
| 2025 | -2.11% | 1.33% | -1.14% | -4.98% | 2.89% | -1.90% | 1.29% | 7.24% | -2.85% | -3.52% | 5.08% | -0.35% |
| 2024 | -1.74% | 1.65% | 1.62% | -1.32% | -2.48% | -0.64% | 14.33% | 6.11% | -3.99% | 3.66% | 4.03% | -3.03% |
| 2023 | 4.50% | -2.03% | -2.50% | -3.67% | -4.40% | 7.33% | 6.01% | -0.91% | -1.04% | 6.40% | -3.21% | 5.54% |
| 2022 | -1.21% | -3.71% | 19.16% | -2.01% | -2.21% | -12.64% | 10.95% | -7.54% | -17.80% | 16.24% | 1.46% | -7.97% |
| 2021 | 0.51% | 2.21% | 12.92% |
The charts below present risk-adjusted performance metrics for InvenTrust Properties Corp. (IVT) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of IVT compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current InvenTrust Properties Corp. volatility is 0.94%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 2.79B | 2.64B | 2.49B | 2.47B | 2.21B |
| Equity Attributable To Parent (USD) | 1.79B | 1.76B | 1.55B | 1.60B | 1.57B |
| Equity Attributable To Noncontrolling Interest (USD) | - | - | - | - | - |
| Equity (USD) | 1.79B | 1.76B | 1.55B | 1.60B | 1.57B |
| Long-term Debt (USD) | 822.61M | 740.42M | 814.57M | 754.55M | - |
| Noncurrent Liabilities (USD) | - | - | - | - | - |
| Current Liabilities (USD) | 994.39M | 875.95M | 933.29M | 869.13M | 640.86M |
| Liabilities (USD) | 994.39M | 875.95M | 933.29M | 869.13M | 640.86M |
| Noncurrent Assets (USD) | - | - | - | - | - |
| Current Assets (USD) | 2.79B | 2.64B | 2.49B | 2.47B | 2.21B |
| Assets (USD) | 2.79B | 2.64B | 2.49B | 2.47B | 2.21B |
InvenTrust Properties, a retail-focused REIT, reported Q2 2025 earnings with Core FFO of $0.44 per share, slightly above last year but missing analyst estimates. The company maintains a strong portfolio in the Sun Belt region with 97.3% occupancy and continues its strategic asset recycling program.
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