Performance analysis of Invesco Mortgage Capital (IVR-P-C)
Annual Return
Over the past 3 years, IVR-P-C has had an average annual return of +13.80%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, IVR-P-C has had an average annual return of +8.42%, underperforming the benchmark SPY, which returned +12.50% annual.
Since Aug 10, 2017, IVR-P-C has had an average annual return of +8.31%, underperforming the benchmark SPY, which returned +14.97% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.25% | +8.95% | +19.16% | +17.43% | -9.26% | +10.78% | -1.78% | +17.02% | +5.52% | +3.52% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.84% | -0.80% | -3.61% | +1.02% | +2.42% | +4.11% | +1.29% | +6.25% | |||||
| 2025 | +0.41% | -1.03% | +0.67% | +1.77% | -2.52% | +0.42% | +4.44% | -0.25% | +2.58% | +0.90% | -1.54% | +2.96% | +8.95% |
| 2024 | +0.45% | +4.52% | -2.38% | -0.40% | +4.72% | -2.00% | +5.02% | +6.75% | -1.25% | +0.83% | +3.47% | -1.52% | +19.16% |
| 2023 | +9.26% | +1.52% | -18.69% | +8.72% | -0.46% | +9.01% | +4.03% | -4.14% | -4.32% | -4.82% | +11.44% | +9.07% | +17.43% |
| 2022 | -2.39% | +0.57% | +1.47% | -7.88% | +2.30% | -7.60% | +11.62% | -15.56% | -19.08% | +18.35% | +8.45% | +6.86% | -9.26% |
| 2021 | -0.12% | +2.71% | -0.33% | -0.16% | +4.12% | +2.10% | +0.59% | +2.54% | +0.21% | +0.67% | -1.57% | -0.33% | +10.78% |
| 2020 | +2.14% | -6.40% | -64.96% | +81.27% | +14.44% | +13.57% | +4.12% | +0.10% | -3.30% | +5.89% | +7.14% | +8.84% | -1.78% |
| 2019 | -1.89% | +2.17% | +3.26% | +2.18% | +0.28% | +1.93% | +1.69% | +2.71% | -1.33% | +3.57% | -0.83% | +2.26% | +17.02% |
| 2018 | -2.37% | +1.60% | -2.08% | +0.60% | +2.88% | +1.75% | +1.63% | +0.35% | -1.15% | +2.05% | -0.88% | +1.16% | +5.52% |
| 2017 | +1.25% | -0.47% | +1.72% | +0.12% | +0.88% | +3.52% |
Drawdown analysis of Invesco Mortgage Capital (IVR-P-C)
The maximum drawdown for the IVR-P-C was -82.61%, occurring on Apr 3, 2020. Recovery took 289 trading sessions.
The current IVR-P-C drawdown is -0.20%.
Since Aug 10, 2017 IVR-P-C has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -82.61% | Feb 7, 2020 | 39 | Apr 3, 2020 | 289 | May 27, 2021 | 328 |
| -35.99% | Sep 10, 2021 | 266 | Sep 30, 2022 | 301 | Dec 12, 2023 | 567 |
| -15.10% | Mar 28, 2025 | 7 | Apr 8, 2025 | 17 | May 2, 2025 | 24 |
| -11.58% | Mar 20, 2024 | 18 | Apr 16, 2024 | 47 | Jun 24, 2024 | 65 |
| -6.85% | Nov 29, 2024 | 18 | Dec 26, 2024 | 36 | Feb 20, 2025 | 54 |
| -6.06% | Mar 9, 2026 | 9 | Mar 20, 2026 | 62 | Jun 18, 2026 | 71 |
| -5.98% | Jan 11, 2018 | 15 | Feb 2, 2018 | 81 | May 31, 2018 | 96 |
| -5.05% | Sep 19, 2024 | 45 | Nov 21, 2024 | 5 | Nov 29, 2024 | 50 |
| -4.98% | May 8, 2025 | 15 | May 30, 2025 | 28 | Jul 11, 2025 | 43 |
| -4.14% | Jun 25, 2024 | 3 | Jun 28, 2024 | 11 | Jul 16, 2024 | 14 |
| -3.88% | Dec 14, 2023 | 3 | Dec 19, 2023 | 5 | Dec 27, 2023 | 8 |
| -3.75% | Dec 6, 2018 | 12 | Dec 24, 2018 | 49 | Mar 7, 2019 | 61 |
| -3.43% | Feb 26, 2024 | 15 | Mar 18, 2024 | 2 | Mar 20, 2024 | 17 |
| -3.25% | Sep 5, 2025 | 7 | Sep 16, 2025 | 11 | Oct 1, 2025 | 18 |
| -3.16% | Aug 22, 2025 | 5 | Aug 29, 2025 | 4 | Sep 5, 2025 | 9 |
| -3.13% | Sep 25, 2019 | 11 | Oct 10, 2019 | 13 | Oct 29, 2019 | 24 |
| -3.00% | Jan 3, 2024 | 5 | Jan 10, 2024 | 15 | Feb 1, 2024 | 20 |
| -2.77% | Feb 20, 2025 | 12 | Mar 10, 2025 | 12 | Mar 26, 2025 | 24 |
| -2.66% | Sep 10, 2018 | 23 | Oct 11, 2018 | 14 | Oct 31, 2018 | 37 |
| -2.45% | Jun 13, 2019 | 11 | Jun 28, 2019 | 20 | Jul 29, 2019 | 31 |
| -2.30% | May 23, 2019 | 5 | May 31, 2019 | 7 | Jun 11, 2019 | 12 |
| -2.21% | Jul 11, 2025 | 10 | Jul 25, 2025 | 15 | Aug 15, 2025 | 25 |
| -2.18% | Nov 12, 2025 | 11 | Nov 28, 2025 | 5 | Dec 5, 2025 | 16 |
| -2.14% | Jul 30, 2019 | 6 | Aug 7, 2019 | 11 | Aug 22, 2019 | 17 |
| -2.09% | Nov 14, 2019 | 14 | Dec 5, 2019 | 15 | Dec 27, 2019 | 29 |