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

Total Real Returns

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

Mon 2015-04-20? to Fri 2025-05-16 YTD
Return
TR
Price
UNIT
×
−15.64%
2025-05-16
0.3767 TR
2025-05-16
Uniti Group Inc NASDAQ Common Stock
IVR
×
+0.60%
2025-05-16
0.3337 TR
2025-05-16
Invesco Mortgage Capital Inc NYSE Common Stock
CIG
×
+12.17%
2025-05-16
37.04 TR
2025-05-16
Companhia Energetica de Minas Gerais CEMIG Pref ADR NYSE Common Stock
NLY
×
+12.39%
2025-05-16
10.29 TR
2025-05-16
Annaly Capital Management Inc NYSE Common Stock
TWO
×
+9.03%
2025-05-16
1.528 TR
2025-05-16
Two Harbors Investments Corp NYSE Common Stock

Returns

Mon 2015-04-20? to Fri 2025-05-16 Overall
Return
Exponential
Trendline
UNIT
×
−62.33%
−9.24%/yr
−9.47%/yr
(R2=0.495)
Uniti Group Inc NASDAQ Common Stock
IVR
×
−82.11%
−15.71%/yr
−22.64%/yr
(R2=0.715)
Invesco Mortgage Capital Inc NYSE Common Stock
CIG
×
+25.43%
+2.27%/yr
+7.87%/yr
(R2=0.461)
Companhia Energetica de Minas Gerais CEMIG Pref ADR NYSE Common Stock
NLY
×
+63.76%
+5.02%/yr
+2.27%/yr
(R2=0.168)
Annaly Capital Management Inc NYSE Common Stock
TWO
×
−42.48%
−5.34%/yr
−8.26%/yr
(R2=0.492)
Two Harbors Investments Corp NYSE Common Stock

Growth of $10,000

Mon 2015-04-20? to Fri 2025-05-16 Start
Value
End
Value
UNIT
×
$10,000.00
2015-04-20
$3,767.24
2025-05-16
Uniti Group Inc NASDAQ Common Stock
IVR
×
$10,000.00
2015-04-20
$1,788.68
2025-05-16
Invesco Mortgage Capital Inc NYSE Common Stock
CIG
×
$10,000.00
2015-04-20
$12,542.84
2025-05-16
Companhia Energetica de Minas Gerais CEMIG Pref ADR NYSE Common Stock
NLY
×
$10,000.00
2015-04-20
$16,375.88
2025-05-16
Annaly Capital Management Inc NYSE Common Stock
TWO
×
$10,000.00
2015-04-20
$5,752.07
2025-05-16
Two Harbors Investments Corp NYSE Common Stock

Annual Returns

Year UNIT IVR CIG NLY TWO
2025 (YTD) −15.64% +0.60% +12.17% +12.39% +9.03%
2024 +2.57% +9.02% +12.32% +8.07% −2.73%
2023 +19.13% −14.30% +27.85% +4.94% +2.31%
2022 −57.78% −44.56% −5.17% −21.41% −23.25%
2021 +25.68% −9.34% −6.08% +2.48% +0.03%
2020 +53.82% −78.67% −11.23% +2.38% −52.19%
2019 −44.94% +28.97% −1.14% +7.22% +28.73%
2018 +0.20% −9.32% +86.59% −7.23% −10.33%
2017 −20.94% +34.61% −6.52% +31.92% +26.53%
2016 +52.71% +31.90% +75.91% +19.20% +20.21%
2015 −32.78% −9.88% −68.38% −2.19% −9.92%
2014 +18.45% +1.28% +20.64% +19.52%
2013 −14.95% −11.79% −20.01% +0.64%
2012 +60.48% −6.50% −0.05% +40.08%
2011 −22.81% +17.59% +2.44% +10.72%
2010 +12.33% +0.55% +19.91% +17.29%
2009 +26.23% +71.53% +27.15% +10.63%
2008 −21.91% −0.27% +1.11%
2007 +23.44% +39.52% −0.88%
2006 +56.02% +32.93%
2005 +462.68% −40.58%
2004 +42.18% +18.63%
2003 +208.82% +8.65%
2002 −22.73% +35.98%
2001 −0.65% +99.84%
2000 −34.04% +17.70%
1999 +27.37% +22.55%
1998 −44.26% −14.04%
1997 +28.29% −10.98%
1996 +4.45%

Drawdowns

Mon 2015-04-20? to Fri 2025-05-16 Current
Drawdown
Worst
Drawdown
UNIT
×
−69.55% −83.50%
2023-04-26
Uniti Group Inc NASDAQ Common Stock
IVR
×
−90.81% −94.21%
2023-10-25
Invesco Mortgage Capital Inc NYSE Common Stock
CIG
×
−4.69% −79.70%
2016-01-20
Companhia Energetica de Minas Gerais CEMIG Pref ADR NYSE Common Stock
NLY
×
−11.35% −60.09%
2020-04-03
Annaly Capital Management Inc NYSE Common Stock
TWO
×
−63.22% −84.71%
2020-04-03
Two Harbors Investments Corp NYSE Common Stock