Performance analysis of Invesco Mortgage Capital (IVR)
Annual Return
Over the past 3 years, IVR has had an average annual return of +8.05%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IVR has had an average annual return of -10.72%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, IVR has had an average annual return of -11.98%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jul 1, 2009, IVR has had an average annual return of -3.42%, underperforming the benchmark SPY, which returned +15.23% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.43% | +25.19% | +9.42% | -14.23% | -44.31% | -9.28% | -73.00% | +28.85% | -6.82% | +34.57% | +32.13% | -9.77% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +18.53% | -14.92% | +64.30% | -22.87% | +12.37% | +25.69% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.52% | -0.45% | -2.68% | +2.08% | -1.74% | -1.02% | -0.43% | ||||||
| 2025 | +5.08% | +3.91% | -10.25% | -2.27% | +0.68% | +6.22% | +0.61% | +3.58% | -3.33% | +4.14% | +8.89% | +6.99% | +25.19% |
| 2024 | -0.57% | +2.50% | +7.19% | -7.67% | +8.65% | +0.85% | +1.31% | -3.43% | +7.07% | -9.94% | +3.47% | +1.41% | +9.42% |
| 2023 | +21.30% | -14.71% | -11.50% | -0.76% | -0.09% | +11.96% | +4.71% | -6.32% | -11.02% | -28.62% | +17.25% | +15.51% | -14.23% |
| 2022 | -0.59% | -18.65% | +4.59% | -20.27% | +2.30% | -17.52% | +28.05% | -10.24% | -30.15% | +12.13% | +12.15% | -3.07% | -44.31% |
| 2021 | +22.37% | -3.71% | +3.08% | -0.54% | -12.82% | +14.71% | -9.65% | -9.30% | +0.96% | +2.52% | -4.46% | -7.33% | -9.28% |
| 2020 | +5.04% | -8.06% | -76.53% | -10.85% | +6.99% | +35.02% | -17.44% | -2.28% | -9.67% | +1.38% | +22.97% | +1.81% | -73.00% |
| 2019 | +11.19% | -1.12% | +2.06% | +3.29% | -5.70% | +7.69% | +2.24% | -8.80% | +4.84% | +2.81% | +3.18% | +5.58% | +28.85% |
| 2018 | -8.92% | -5.36% | +9.35% | -0.92% | -0% | +0.53% | +4.34% | -2.17% | +3.08% | -4.68% | +3.58% | -4.47% | -6.82% |
| 2017 | -0.20% | +6.73% | +1.79% | +5.77% | -1.04% | +6% | -0.48% | +2.10% | +3.33% | +0.52% | +2.55% | +3.35% | +34.57% |
Drawdown analysis of Invesco Mortgage Capital (IVR)
The maximum drawdown for the IVR was -92.63%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The current IVR drawdown is -85.45%.
Since Jul 1, 2009 IVR has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -92.63% | Feb 20, 2020 | 927 | Oct 25, 2023 | Ongoing | Ongoing | Ongoing |
| -36.85% | Jul 7, 2011 | 61 | Oct 3, 2011 | 197 | Jul 16, 2012 | 258 |
| -36.19% | Mar 26, 2013 | 726 | Feb 11, 2016 | 118 | Aug 1, 2016 | 844 |
| -18.39% | Apr 14, 2010 | 26 | May 20, 2010 | 85 | Sep 21, 2010 | 111 |
| -15.81% | Dec 15, 2017 | 36 | Feb 8, 2018 | 240 | Jan 24, 2019 | 276 |
| -15.31% | Nov 1, 2012 | 9 | Nov 14, 2012 | 32 | Jan 2, 2013 | 41 |
| -10.17% | Aug 8, 2019 | 17 | Sep 3, 2019 | 48 | Nov 8, 2019 | 65 |
| -9.59% | Mar 7, 2011 | 26 | Apr 12, 2011 | 21 | May 12, 2011 | 47 |
| -9.41% | Sep 7, 2016 | 21 | Oct 6, 2016 | 88 | Feb 13, 2017 | 109 |
| -8.78% | Sep 18, 2009 | 33 | Nov 4, 2009 | 6 | Nov 12, 2009 | 39 |
| -7.05% | Jan 30, 2013 | 15 | Feb 21, 2013 | 21 | Mar 22, 2013 | 36 |
| -6.91% | Oct 19, 2017 | 12 | Nov 6, 2017 | 10 | Nov 20, 2017 | 22 |
| -6.82% | Dec 23, 2009 | 12 | Jan 12, 2010 | 14 | Feb 2, 2010 | 26 |
| -6.16% | Apr 24, 2019 | 26 | May 31, 2019 | 13 | Jun 19, 2019 | 39 |
| -6.12% | Apr 27, 2017 | 9 | May 10, 2017 | 21 | Jun 9, 2017 | 30 |
| -5.62% | Feb 21, 2017 | 12 | Mar 9, 2017 | 14 | Mar 29, 2017 | 26 |
| -5.55% | Feb 2, 2010 | 6 | Feb 10, 2010 | 14 | Mar 3, 2010 | 20 |
| -5.03% | May 19, 2011 | 20 | Jun 17, 2011 | 13 | Jul 7, 2011 | 33 |
| -4.60% | Feb 4, 2019 | 22 | Mar 7, 2019 | 15 | Mar 28, 2019 | 37 |
| -4.35% | Dec 7, 2010 | 19 | Jan 4, 2011 | 6 | Jan 12, 2011 | 25 |
| -4.30% | Sep 22, 2010 | 11 | Oct 7, 2010 | 18 | Nov 2, 2010 | 29 |
| -4.10% | Oct 4, 2012 | 7 | Oct 15, 2012 | 2 | Oct 17, 2012 | 9 |
| -3.47% | Jan 18, 2011 | 3 | Jan 21, 2011 | 9 | Feb 3, 2011 | 12 |
| -3.46% | Sep 14, 2012 | 8 | Sep 26, 2012 | 4 | Oct 2, 2012 | 12 |
| -3.42% | Nov 17, 2009 | 8 | Nov 30, 2009 | 5 | Dec 7, 2009 | 13 |