All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

IVR: Total Return Chart (with Dividends Reinvested)

IVR total return snapshot: IVR returned +25.39% over the past year and +2.33% YTD, with dividends reinvested. Since Jun. 26, 2009, IVR is down −57.62% in nominal total return, or −4.92%/yr, and is currently −88.33% below its total-return high on Feb. 20, 2020.

Data ending Mon Jun. 29, 2026

Fri 2009-06-26💬 to Mon 2026-06-29 YTD
Return
1 Year
Return
IVR
×
+2.33%
2026-06-29
+25.39%
2026-06-29
Invesco Mortgage Capital Inc NYSE Common Stock

Returns

Fri 2009-06-26💬 to Mon 2026-06-29 Overall
Return
Exponential
Trendline
IVR
×
−57.62%
−4.92%/yr
−9.60%/yr
(R2=0.422)
Invesco Mortgage Capital Inc NYSE Common Stock

Growth of $10,000

Fri 2009-06-26💬 to Mon 2026-06-29 Start
Value
End
Value
IVR
×
$10,000.00
2009-06-26
$4,238.02
2026-06-29
Invesco Mortgage Capital Inc NYSE Common Stock

Annual Returns

Year IVR
2026 (YTD) +2.33%
2025 +24.87%
2024 +9.03%
2023 −14.30%
2022 −44.56%
2021 −9.34%
2020 −78.67%
2019 +28.97%
2018 −9.32%
2017 +34.61%
2016 +31.90%
2015 −9.88%
2014 +18.45%
2013 −14.95%
2012 +60.48%
2011 −22.81%
2010 +12.33%
2009 +26.23%

Drawdowns

Fri 2009-06-26💬 to Mon 2026-06-29 Current
Drawdown
Worst
Drawdown
IVR
×
−88.33%
from 2020-02-20 peak
−94.21%
2023-10-25
from 2020-02-20 peak
Invesco Mortgage Capital Inc NYSE Common Stock

Rolling Returns

Period ending Mon 2026-06-29 1
Year
2
Years
3
Years
5
Years
10
Years
IVR
×
+25.39% +26.12%
+12.30%/yr
+16.87%
+5.34%/yr
−50.58%
−13.15%/yr
−77.13%
−13.72%/yr
Invesco Mortgage Capital Inc NYSE Common Stock