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 +7.45% over the past year and −6.59% YTD, with dividends reinvested. Since Jun. 26, 2009, IVR is down −74.28% in real purchasing-power return, or −7.59%/yr, and is currently −91.50% below its real total-return high on Feb. 20, 2020.
Data ending Fri Sep. 4, 2026
| Fri 2009-06-26💬 to Fri 2026-09-04 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| IVR × |
−74.28%
−7.59%/yr |
−11.88%/yr
R2=0.521 |
||||
| Invesco Mortgage Capital Inc NYSE Common Stock | ||||||
| Fri 2009-06-26💬 to Fri 2026-09-04 |
Start
Value |
End
Value |
|---|---|---|
| IVR × |
$10,000.00
2009-06-26 |
$2,572.13
2026-09-04 |
| YTD | YoY | |
|---|---|---|
| IVR × | −6.59% | +7.45% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| IVR × |
−91.50%
on 2026-09-04 from 2020-02-20 peak |
−95.14%
on 2023-10-25 from 2020-02-20 peak |
| Period ending Fri 2026-09-04 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| IVR × | +7.45% |
+17.62% +8.45%/yr |
+3.24% +1.07%/yr |
−52.80% −13.94%/yr |
−86.80% −18.33%/yr |
| Year | IVR |
|---|---|
| 2026 (YTD) | −6.59% |
| 2025 | +21.61% |
| 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% |
