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

Total Real Returns

IVR,NLY: Total Return Chart (with Dividends Reinvested)

Fri 2009-06-26? to Tue 2025-07-15 YTD
Return
TR
Price
IVR
×
+1.90%
2025-07-15
0.338 TR
2025-07-15
Invesco Mortgage Capital Inc NYSE Common Stock
NLY
×
+14.24%
2025-07-15
10.46 TR
2025-07-15
Annaly Capital Management Inc NYSE Common Stock

Returns

Fri 2009-06-26? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
IVR
×
−66.20%
−6.53%/yr
−9.17%/yr
(R2=0.360)
Invesco Mortgage Capital Inc NYSE Common Stock
NLY
×
+140.01%
+5.61%/yr
+3.44%/yr
(R2=0.570)
Annaly Capital Management Inc NYSE Common Stock

Growth of $10,000

Fri 2009-06-26? to Tue 2025-07-15 Start
Value
End
Value
IVR
×
$10,000.00
2009-06-26
$3,379.74
2025-07-15
Invesco Mortgage Capital Inc NYSE Common Stock
NLY
×
$10,000.00
2009-06-26
$24,000.89
2025-07-15
Annaly Capital Management Inc NYSE Common Stock

Annual Returns

Year IVR NLY
2025 (YTD) +1.90% +14.24%
2024 +9.03% +8.07%
2023 −14.30% +4.94%
2022 −44.56% −21.41%
2021 −9.34% +2.49%
2020 −78.67% +2.38%
2019 +28.97% +7.22%
2018 −9.32% −7.23%
2017 +34.61% +31.92%
2016 +31.90% +19.20%
2015 −9.88% −2.19%
2014 +18.45% +20.64%
2013 −14.95% −20.01%
2012 +60.48% −0.05%
2011 −22.81% +2.44%
2010 +12.33% +19.91%
2009 +26.24% +27.15%
2008 −0.26%
2007 +39.52%
2006 +32.93%
2005 −40.58%
2004 +18.63%
2003 +8.65%
2002 +35.99%
2001 +99.84%
2000 +17.70%
1999 +22.55%
1998 −14.04%
1997 −10.98%

Drawdowns

Fri 2009-06-26? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
IVR
×
−90.69% −94.21%
2023-10-25
Invesco Mortgage Capital Inc NYSE Common Stock
NLY
×
−9.89% −60.09%
2020-04-03
Annaly Capital Management Inc NYSE Common Stock