SPY,IVR Total Return Stock Chart (Dividends Reinvested) | Total Real Returns

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

Total Real Returns

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

Dividends Reinvested:

Fri 2009-06-26^? to Thu 2025-08-14	YTD Return	TR Price
SPY ^×	+10.70% 2025-08-14	26.46 TR 2025-08-14
SPDR S&P 500 ETF Trust Exchange-Traded Fund
IVR ^×	+4.75% 2025-08-14	0.3474 TR 2025-08-14
Invesco Mortgage Capital Inc NYSE Common Stock

Returns

Fri 2009-06-26^? to Thu 2025-08-14	Overall Return	Exponential Trendline
SPY ^×	+840.15% +14.90%/yr	+13.47%/yr (R²=0.985)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
IVR ^×	−65.26% −6.34%/yr	−9.25%/yr (R²=0.367)
Invesco Mortgage Capital Inc NYSE Common Stock

Growth of $10,000

Fri 2009-06-26^? to Thu 2025-08-14	Start Value	End Value
SPY ^×	$10,000.00 2009-06-26	$94,014.66 2025-08-14
SPDR S&P 500 ETF Trust Exchange-Traded Fund
IVR ^×	$10,000.00 2009-06-26	$3,474.49 2025-08-14
Invesco Mortgage Capital Inc NYSE Common Stock

Annual Returns

Year	SPY	IVR
2025 (YTD)	+10.70%	+4.75%
2024	+24.89%	+9.03%
2023	+26.18%	−14.30%
2022	−18.18%	−44.56%
2021	+28.73%	−9.34%
2020	+18.33%	−78.67%
2019	+31.22%	+28.97%
2018	−4.57%	−9.32%
2017	+21.71%	+34.61%
2016	+12.00%	+31.90%
2015	+1.23%	−9.88%
2014	+13.46%	+18.45%
2013	+32.31%	−14.95%
2012	+15.99%	+60.48%
2011	+1.90%	−22.81%
2010	+15.06%	+12.33%
2009	+26.35%	+26.24%
2008	−36.79%	—
2007	+5.15%	—
2006	+15.85%	—
2005	+4.83%	—
2004	+10.70%	—
2003	+28.18%	—
2002	−21.58%	—
2001	−11.76%	—
2000	−9.74%	—
1999	+20.39%	—
1998	+28.69%	—
1997	+33.48%	—
1996	+22.50%	—
1995	+38.06%	—
1994	+0.40%	—
1993	+8.71%	—

Drawdowns

Fri 2009-06-26^? to Thu 2025-08-14	Current Drawdown	Worst Drawdown
SPY ^×	0.00%	−33.72% 2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
IVR ^×	−90.43%	−94.21% 2023-10-25
Invesco Mortgage Capital Inc NYSE Common Stock