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

Total Real Returns

IVR,MPW,NYMT: Total Return Chart (with Dividends Reinvested)

Fri 2009-06-26? to Thu 2025-05-15 YTD
Return
TR
Price
IVR
×
−0.05%
2025-05-15
0.3315 TR
2025-05-15
Invesco Mortgage Capital Inc NYSE Common Stock
MPW
×
+28.54%
2025-05-15
2.095 TR
2025-05-15
Medical Properties Trust Inc NYSE Common Stock
NYMT
×
+22.41%
2025-05-15
0.2679 TR
2025-05-15
New York Mortgage Trust Inc NASDAQ Common Stock

Returns

Fri 2009-06-26? to Thu 2025-05-15 Overall
Return
Exponential
Trendline
IVR
×
−66.85%
−6.71%/yr
−9.01%/yr
(R2=0.346)
Invesco Mortgage Capital Inc NYSE Common Stock
MPW
×
+158.62%
+6.16%/yr
+6.23%/yr
(R2=0.318)
Medical Properties Trust Inc NYSE Common Stock
NYMT
×
+170.95%
+6.48%/yr
+4.36%/yr
(R2=0.278)
New York Mortgage Trust Inc NASDAQ Common Stock

Growth of $10,000

Fri 2009-06-26? to Thu 2025-05-15 Start
Value
End
Value
IVR
×
$10,000.00
2009-06-26
$3,315.14
2025-05-15
Invesco Mortgage Capital Inc NYSE Common Stock
MPW
×
$10,000.00
2009-06-26
$25,862.07
2025-05-15
Medical Properties Trust Inc NYSE Common Stock
NYMT
×
$10,000.00
2009-06-26
$27,095.27
2025-05-15
New York Mortgage Trust Inc NASDAQ Common Stock

Annual Returns

Year IVR MPW NYMT
2025 (YTD) −0.05% +28.54% +22.41%
2024 +9.02% −11.55% −19.27%
2023 −14.30% −50.35% −5.45%
2022 −44.56% −49.03% −20.80%
2021 −9.34% +14.30% +10.70%
2020 −78.67% +8.93% −36.23%
2019 +28.97% +38.54% +20.32%
2018 −9.32% +24.97% +8.95%
2017 +34.61% +20.53% +6.02%
2016 +31.90% +14.45% +45.76%
2015 −9.88% −10.33% −19.79%
2014 +18.45% +20.12% +26.68%
2013 −14.95% +8.35% +29.06%
2012 +60.48% +31.26% +2.19%
2011 −22.81% −1.72% +19.06%
2010 +12.33% +17.03% +12.38%
2009 +26.23% +79.73% +290.09%
2008 −31.40% −71.75%
2007 −27.82% −70.70%
2006 +69.30% −47.50%
2005 −7.81% −34.61%
2004 +27.39%

Drawdowns

Fri 2009-06-26? to Thu 2025-05-15 Current
Drawdown
Worst
Drawdown
IVR
×
−90.87% −94.21%
2023-10-25
Invesco Mortgage Capital Inc NYSE Common Stock
MPW
×
−71.82% −84.50%
2024-01-17
Medical Properties Trust Inc NYSE Common Stock
NYMT
×
−48.99% −84.01%
2020-03-24
New York Mortgage Trust Inc NASDAQ Common Stock