InvenTrust Properties Corp. (IVT) Stock Total Returns
Growth of $10,000 chart
2021-09-24 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$18,557
Total Return
85.57%
CAGR
14.48%
Dividends
$2,159.53
Yield on Cost
21.60%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.55% |
| Median | +0.61% |
| Best | +388.07% |
| Worst | -20.02% |
| % of Windows Positive | 53.9% |
1-Year (252 Trading Days)
| Average | +6.40% |
| Median | +7.29% |
| Best | +343.28% |
| Worst | -28.90% |
| % of Windows Positive | 69.0% |
3-Year (756 Trading Days)
| Average | +26.10% |
| Median | +24.51% |
| Best | +523.18% |
| Worst | -9.02% |
| % of Windows Positive | 92.3% |
Risk Metrics
| Maximum Drawdown | -74.53% |
| Average Drawdown | -13.30% |
| Drawdown Duration | 8 Trading Days |
| Sortino Ratio | 1.44 |
| Calmar Ratio | 0.19 |
| CVaR (5%) | -5.22% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +15.75% (+61.81% ann.) | +$1574.82 | $88.62 | $17.73 | $0.14 |
| 2025 | -3.84% | $383.93 | $319.13 | $63.82 | $0.50 |
| 2024 | +22.13% | +$2212.68 | $360.53 | $72.10 | $0.58 |
| 2023 | +10.19% | +$1019.13 | $369.13 | $73.82 | $0.58 |
| 2022 | -10.84% | $1084.29 | $303.56 | $60.72 | $0.49 |
| 2021 partial | +38.96% (+240.85% ann.) | +$3896.07 | $114.01 | $22.81 | $0.19 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Reopening reflation / fiscal boom / supply bottlenecks partial | September 24, 2021 – November 29, 2021 | +20.86% | +185.30% | +$2085.72 | $10.13 | $2.03 | $0.02 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +5.58% | +5.94% | +$558.46 | $343.38 | $68.68 | $0.56 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +20.26% | +10.47% | +$2026.28 | $595.62 | $119.12 | $0.94 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +13.94% | +8.57% | +$1394.19 | $566.09 | $113.21 | $0.90 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2021-09-29 | $0.0200 | 0.10% |
| 2021-12-29 | $0.2050 | 0.74% |
| 2022-03-30 | $0.2050 | 0.66% |
| 2022-06-29 | $0.2050 | 0.77% |
| 2022-09-29 | $0.2050 | 0.90% |
| 2022-12-28 | $0.2050 | 0.88% |
| 2023-03-30 | $0.2160 | 0.94% |
| 2023-06-29 | $0.2160 | 0.94% |
| 2023-09-28 | $0.2160 | 0.91% |
| 2023-12-27 | $0.2160 | 0.83% |
| 2024-03-27 | $0.2260 | 0.91% |
| 2024-06-28 | $0.2260 | 0.91% |
| 2024-09-30 | $0.2260 | 0.80% |
| 2024-12-30 | $0.2260 | 0.76% |
| 2025-03-31 | $0.2380 | 0.81% |
| 2025-06-30 | $0.2380 | 0.86% |
| 2025-09-30 | $0.2380 | 0.83% |
| 2025-12-30 | $0.2380 | 0.83% |
| 2026-03-31 | $0.2500 | 0.81% |
| Total | 19 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-09-24 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-09-29 | $10.13 | $2.03 | $0.02 | 0.4098 |
| 2021-12-29 | $103.88 | $20.78 | $0.17 | 3.0215 |
| 2022-03-30 | $104.50 | $20.90 | $0.17 | 2.7275 |
| 2022-06-29 | $105.06 | $21.01 | $0.17 | 3.2753 |
| 2022-09-29 | $105.73 | $21.15 | $0.17 | 3.9576 |
| 2022-12-28 | $106.54 | $21.31 | $0.17 | 3.6984 |
| 2023-03-30 | $113.06 | $22.61 | $0.18 | 3.9730 |
| 2023-06-29 | $113.92 | $22.78 | $0.18 | 3.9119 |
| 2023-09-28 | $114.76 | $22.95 | $0.18 | 3.8466 |
| 2023-12-27 | $115.59 | $23.12 | $0.18 | 3.6008 |
| 2024-03-27 | $121.76 | $24.35 | $0.19 | 3.8302 |
| 2024-06-28 | $122.62 | $24.52 | $0.20 | 3.9541 |
| 2024-09-30 | $123.52 | $24.70 | $0.20 | 3.4761 |
| 2024-12-30 | $124.30 | $24.86 | $0.20 | 3.3472 |
| 2025-03-31 | $131.70 | $26.34 | $0.21 | 3.5801 |
| 2025-06-30 | $132.55 | $26.51 | $0.21 | 3.8624 |
| 2025-09-30 | $133.47 | $26.69 | $0.21 | 3.7234 |
| 2025-12-30 | $134.36 | $26.87 | $0.21 | 3.8053 |
| 2026-03-31 | $142.08 | $28.42 | $0.23 | 3.7242 |
| Total | $2159.53 | $431.90 | $3.45 | 65.7252 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.