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 +14.24% over the past year and −4.71% YTD, with dividends reinvested. Since Jun. 26, 2009, IVR is down −73.76% in real purchasing-power return, or −7.54%/yr, and is currently −91.33% below its real total-return high on Feb. 20, 2020.
Data ending Fri Jul. 24, 2026
| Fri 2009-06-26💬 to Fri 2026-07-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| IVR × |
−73.76%
−7.54%/yr |
−11.85%/yr
R2=0.514 |
||||
| Invesco Mortgage Capital Inc NYSE Common Stock | ||||||
| Fri 2009-06-26💬 to Fri 2026-07-24 |
Start
Value |
End
Value |
|---|---|---|
| IVR × |
$10,000.00
2009-06-26 |
$2,623.94
2026-07-24 |
| YTD | YoY | |
|---|---|---|
| IVR × | −4.71% | +14.24% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| IVR × |
−91.33%
on 2026-07-24 from 2020-02-20 peak |
−95.14%
on 2023-10-25 from 2020-02-20 peak |
| Period ending Fri 2026-07-24 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| IVR × | +14.24% |
+13.83% +6.69%/yr |
−0.23% −0.08%/yr |
−56.65% −15.39%/yr |
−85.06% −17.31%/yr |
| Year | IVR |
|---|---|
| 2026 (YTD) | −4.71% |
| 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% |
