INVH monthly performance report
Monthly INVH research: returns, drawdown, relative strength, seasonality, and key stats.
INVH monthly report
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Key takeaways
- Invitation Homes (INVH) closed August 2026 at $30.50, up 2.62% for the month and +0.13% over the trailing 12 months.
- Year-to-date, INVH is +9.75%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +10.15% versus its 200-day moving average ($27.69), a bullish technical signal.
- Over the past three years, INVH has underperformed the S&P 500 by −84.54%, with a relative strength index reading of 51.1.
- Win rate over the trailing 39 months stands at 46.2% — 18 positive months versus 21 negative months.
Invitation Homes ended August 2026 at $30.50, posting a monthly return of +2.62%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −0.42%.
The current quarter stands at −1.07% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +10.15% versus the 200-day moving average ($27.69).
Year-to-date, INVH is +9.75% against SPY +12.89%, a gap of −3.13%. The stock is currently −2.80% below its 52-week high, with maximum 3-year drawdown at −34.58%.
| Period | INVH | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.10% | −0.20% | +0.30% |
| 1 Week | +1.50% | +3.90% | −2.41% |
| 1 Month | +2.62% | +3.05% | −0.42% |
| 3 Months | +6.01% | +7.11% | −1.10% |
| 6 Months |