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 +30.29% over the past year and +5.18% YTD, with dividends reinvested. Since Jun. 26, 2009, IVR is down −56.44% in nominal total return, or −4.75%/yr, and is currently −88.00% below its total-return high on Feb. 20, 2020.

Data ending Fri Jul. 17, 2026

Growth of $10,000

Fri 2009-06-26💬 to Fri 2026-07-17 Overall
Return
Exponential
Trendline
IVR
×
−56.44%
−4.75%/yr
−9.61%/yr
R2=0.424
Invesco Mortgage Capital Inc NYSE Common Stock

Growth of $10,000 Summary

Fri 2009-06-26💬 to Fri 2026-07-17 Start
Value
End
Value
IVR
×
$10,000.00
2009-06-26
$4,356.34
2026-07-17

This Year’s Performance

through 2026-07-17

  YTD YoY
IVR
×
+5.18% +30.29%

Drawdowns

  Current
Drawdown
Worst
Drawdown
IVR
×
−88.00%
on 2026-07-17
from 2020-02-20 peak
−94.21%
on 2023-10-25
from 2020-02-20 peak

Rolling Returns

Period ending Fri 2026-07-17 1 yr 2 yr 3 yr 5 yr 10 yr
IVR
×
+30.29% +17.80%
+8.54%/yr
+19.93%
+6.25%/yr
−42.63%
−10.52%/yr
−77.44%
−13.84%/yr

Annual Returns

Year IVR
2026 (YTD) +5.18%
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%