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Invitation Homes INVH

equity

Price History

$20.08$28.5$36.92$45.34
2017-02 · DCA start$21.79

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-45.2%-30.1%-15.1%0.0%
2017-022026-08 · -34.3%

Worst drawdown: −45%, peaking Dec 2021 and bottoming Mar 2026 — still unrecovered after 56 months.

DCA Backtest

Invested
$11,500
Value today
$11,818
Return
+2.8%
Months invested
115

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $13,656 today, so the real (inflation-adjusted) return is -13.5%.

Lump sum instead — $11,500 all at once in Feb 2017: $15,717 (+36.7%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Dec 2021): $5,185 on $5,700 invested (-9.0%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 2017-02: +2.8%

About Invitation Homes

Invitation Homes Inc. is a real estate investment trust that invests in single-family rental houses in the United States. It is headquartered in the Lincoln Center building in Dallas, Texas. (Wikipedia)

It's a listed company categorised under real estate and single-family residential reits, with a market cap of about $17.6B.

It rates Medium-Low Risk at 2.0/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: earnings quality (3.0/5).

Scoring well: liquidity at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-Low Risk(2.0/5)80% rated

How these ratings work

Market / Volatility2.0/5 · weight 20%
  • Annualised volatility (3yr)2/519.4
  • Max drawdown from ATH2/545.2
  • Beta vs S&P 5002/50.85
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5159.4m
  • Float % of shares outstandingnot yet researched
Leverage / Financial2.0/5 · weight 20%
  • Debt / equity2/50.94
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality3.0/5 · weight 15%
  • 3yr EPS volatility3/530.2
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory2.0/5 · weight 10%
  • Sector regulatory exposure2/5moderate

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.