INVH monthly performance report
Check INVH's monthly returns, drawdown, and seasonality trends — updated every month.
INVH monthly report
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Key takeaways
- Invitation Homes (INVH) closed September 2026 at $26.91, down 7.65% for the month and −8.84% over the trailing 12 months.
- Year-to-date, INVH is −3.17%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading −3.35% versus its 200-day moving average ($27.84), a cautious technical signal.
- Over the past three years, INVH has underperformed the S&P 500 by −94.10%, with a relative strength index reading of 45.2.
- Win rate over the trailing 39 months stands at 41% — 16 positive months versus 23 negative months.
Invitation Homes ended September 2026 at $26.91, posting a monthly return of −7.65%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −6.95%.
The current quarter stands at −10.92% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −3.35% versus the 200-day moving average ($27.84).
Year-to-date, INVH is −3.17% against SPY +11.70%, a gap of −14.86%. The stock is currently −12.88% below its 52-week high, with maximum 3-year drawdown at −34.58%.
| Period | INVH | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.88% | −0.12% | −0.76% |
| 1 Week | −2.29% | −0.34% | −1.95% |
| 1 Month | −7.65% | −0.70% | −6.95% |
| 3 Months | −7.21% | +2.80% | −10.00% |
| 6 Months | +7.68% | +13.85% | −6.17% |
| YTD | −3.17% | +11.70% | −14.86% |
| 12 Months | −8.84% | +15.01% | −23.86% |
| 3 Years | −22.40% | +71.69% | −94.10% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2026 | +15.77% |
| #2 | Nov 2023 | +12.36% |
| #3 | Feb 2025 | +9.18% |
| #4 | Nov 2024 | +9.04% |
| #5 | Mar 2024 | +4.52% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2024 | −10.92% |
| #2 | Sep 2026 | −7.65% |
| #3 | Sep 2023 | −7.04% |
| #4 | Dec 2024 | −6.66% |
| #5 | Jul 2025 | −6.55% |
| Quarter | Return |
|---|---|
| Q2 2025 | −5.88% |
| Q3 2025 | −10.58% |
| Q4 2025 | −5.25% |
| Q1 2026 | −10.58% |
| Q2 2026 | +21.57% |
| Q3 2026 (QTD) | −10.92% |
| Year | Return |
|---|---|
| 2023 | +15.08% |
| 2024 | −6.27% |
| 2025 | −13.07% |
| 2026 | −3.17% |
| Metric | Value |
|---|---|
| 52-Week High | $30.89 (2026-08-06) |
| 52-Week Low | $24.25 (2026-03-20) |
| Current Price | $26.91 |
| 200-Day Moving Average | $27.84 |
| Price vs 200DMA | −3.35% |
| 3-Year Maximum Drawdown | −34.58% (2026-03-20) |
| Current Drawdown from 52W High | −12.88% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 45.2 |
| 3-Year Excess Return vs S&P 500 | −94.10% |
| RS Peak | 100 (Sep 2023) |
| RS Trough | 45.2 (Sep 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was INVH's return for this report period?
INVH returned −7.65% in the latest monthly window ending 2026-09-18.
Has INVH outperformed SPY year to date?
YTD INVH: −3.17% vs SPY: +11.70%.
What is INVH's 12-month return?
−8.84% over the trailing 12 months.
Is INVH above or below its 200-day moving average?
Price is −3.35% versus 200DMA ($27.84).
What is the maximum drawdown in the 3-year window?
−34.58% on 2026-03-20.