All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
IVR real return snapshot: after CPI-U inflation, IVR returned +24.72% over the past year and −3.77% YTD, with dividends reinvested. Since Jun. 26, 2009, IVR is down −73.50% in real purchasing-power return, or −7.56%/yr, and is currently −91.25% below its real total-return high on Feb. 20, 2020.
| Fri 2009-06-26? to Fri 2026-05-22 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| IVR × |
−3.77%
2026-05-22 |
+24.72%
2026-05-22 |
||||
| Invesco Mortgage Capital Inc NYSE Common Stock | ||||||
| Fri 2009-06-26? to Fri 2026-05-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| IVR × |
−73.50%
−7.56%/yr |
−11.81%/yr
(R2=0.505) |
||||
| Invesco Mortgage Capital Inc NYSE Common Stock | ||||||
| Fri 2009-06-26? to Fri 2026-05-22 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| IVR × |
$10,000.00
2009-06-26 |
$2,649.90
2026-05-22 |
||||
| Invesco Mortgage Capital Inc NYSE Common Stock | ||||||
| Year | IVR |
|---|---|
| 2026 (YTD) | −3.77% |
| 2025 | +21.62% |
| 2024 | +5.97% |
| 2023 | −17.08% |
| 2022 | −47.93% |
| 2021 | −15.30% |
| 2020 | −78.96% |
| 2019 | +26.09% |
| 2018 | −11.02% |
| 2017 | +31.82% |
| 2016 | +29.23% |
| 2015 | −10.53% |
| 2014 | +17.56% |
| 2013 | −16.21% |
| 2012 | +57.74% |
| 2011 | −25.03% |
| 2010 | +10.67% |
| 2009 | +25.94% |
| Fri 2009-06-26? to Fri 2026-05-22 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| IVR × |
−91.25%
from 2020-02-20 peak |
−95.14%
2023-10-25 from 2020-02-20 peak |
||||
| Invesco Mortgage Capital Inc NYSE Common Stock | ||||||
| Period ending Fri 2026-05-22 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| IVR × | +24.72% |
+17.28% +8.30%/yr |
+16.79% +5.31%/yr |
−57.24% −15.62%/yr |
−84.25% −16.87%/yr |
|
| Invesco Mortgage Capital Inc NYSE Common Stock | ||||||