All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

IVR: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

IVR real return snapshot: after CPI-U inflation, IVR returned +21.32% over the past year and −3.45% YTD, with dividends reinvested. Since Jun. 26, 2009, IVR is down −73.41% in real purchasing-power return, or −7.52%/yr, and is currently −91.22% below its real total-return high on Feb. 20, 2020.

Fri 2009-06-26💬 to Mon 2026-06-08 YTD
Return
1 Year
Return
IVR
×
−3.45%
2026-06-08
+21.32%
2026-06-08
Invesco Mortgage Capital Inc NYSE Common Stock

Returns

Fri 2009-06-26💬 to Mon 2026-06-08 Overall
Return
Exponential
Trendline
IVR
×
−73.41%
−7.52%/yr
−11.82%/yr
(R2=0.507)
Invesco Mortgage Capital Inc NYSE Common Stock

Growth of $10,000

Fri 2009-06-26💬 to Mon 2026-06-08 Start
Value
End
Value
IVR
×
$10,000.00
2009-06-26
$2,658.66
2026-06-08
Invesco Mortgage Capital Inc NYSE Common Stock

Annual Returns

Year IVR
2026 (YTD) −3.45%
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 +10.68%
2009 +25.94%

Drawdowns

Fri 2009-06-26💬 to Mon 2026-06-08 Current
Drawdown
Worst
Drawdown
IVR
×
−91.22%
from 2020-02-20 peak
−95.14%
2023-10-25
from 2020-02-20 peak
Invesco Mortgage Capital Inc NYSE Common Stock

Rolling Returns

Period ending Mon 2026-06-08 1
Year
2
Years
3
Years
5
Years
10
Years
IVR
×
+21.32% +17.99%
+8.62%/yr
+16.81%
+5.32%/yr
−57.00%
−15.53%/yr
−84.80%
−17.17%/yr
Invesco Mortgage Capital Inc NYSE Common Stock