Invesco Mortgage Capital Inc. (IVR) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$4,775
Total Return
-52.25%
CAGR
-13.75%
Dividends
$4,316.63
Yield on Cost
43.17%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.87% |
| Median | -0.36% |
| Best | +66.66% |
| Worst | -45.73% |
| % of Windows Positive | 48.3% |
1-Year (252 Trading Days)
| Average | -11.04% |
| Median | -6.37% |
| Best | +52.12% |
| Worst | -73.47% |
| % of Windows Positive | 34.7% |
3-Year (756 Trading Days)
| Average | -27.51% |
| Median | -31.65% |
| Best | +30.43% |
| Worst | -68.48% |
| % of Windows Positive | 23.8% |
Risk Metrics
| Maximum Drawdown | -79.30% |
| Average Drawdown | -59.26% |
| Drawdown Duration | 1247 Trading Days (Unrecovered) |
| Sortino Ratio | -0.31 |
| Calmar Ratio | -0.17 |
| CVaR (5%) | -5.36% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -1.72% (-4.04% ann.) | $172.46 | $729.88 | $145.98 | $1.14 |
| 2025 | +20.79% | +$2078.97 | $1817.58 | $363.51 | $2.88 |
| 2024 | +5.46% | +$546.47 | $1907.16 | $381.44 | $3.09 |
| 2023 | -17.73% | $1772.53 | $1879.25 | $375.84 | $3.02 |
| 2022 | -46.42% | $4641.79 | $1259.74 | $251.95 | $2.02 |
| 2021 | -11.03% | $1103.32 | $1065.94 | $213.19 | $1.70 |
| 2020 | -79.03% | $7903.38 | $72.80 | $14.56 | $0.12 |
| 2019 | +25.96% | +$2595.81 | $1322.99 | $264.60 | $2.11 |
| 2018 | -11.45% | $1145.45 | $972.22 | $194.44 | $1.56 |
| 2017 | +31.99% | +$3198.81 | $1151.11 | $230.22 | $1.85 |
| 2016 | +29.16% | +$2915.53 | $1340.14 | $268.03 | $2.13 |
| 2015 | -11.88% | $1187.69 | $1137.55 | $227.51 | $1.82 |
| 2014 | +15.77% | +$1576.63 | $1375.97 | $275.20 | $2.20 |
| 2013 | -17.14% | $1714.46 | $1210.28 | $242.05 | $1.94 |
| 2012 | +56.24% | +$5624.49 | $1931.31 | $386.25 | $3.09 |
| 2011 | -25.59% | $2559.10 | $1643.66 | $328.73 | $2.63 |
| 2010 | +8.91% | +$890.92 | $1608.45 | $321.69 | $2.58 |
| 2009 partial | +23.85% (+53.26% ann.) | +$2385.44 | $863.93 | $172.78 | $1.38 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy-led rebound / euro-sovereign-crisis overlay partial | July 1, 2009 – July 25, 2012 | +47.74% | +13.57% | +$4773.96 | $6015.64 | $1203.12 | $9.62 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +85.09% | +8.48% | +$8508.56 | $10106.06 | $2021.21 | $16.17 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -70.81% | -100.00% | $7081.05 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +17.62% | +29.85% | +$1762.45 | $480.97 | $96.21 | $0.76 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +7.12% | +6.74% | +$712.16 | $1162.22 | $232.45 | $1.86 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -53.39% | -55.54% | $5338.96 | $1167.36 | $233.47 | $1.87 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -9.71% | -5.36% | $971.27 | $2617.03 | $523.40 | $4.22 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +13.03% | +7.45% | +$1303.43 | $3462.20 | $692.45 | $5.49 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2009-10-21 | $6.1000 | 2.86% |
| 2009-12-29 | $10.5000 | 4.42% |
| 2010-03-29 | $7.8000 | 3.38% |
| 2010-06-28 | $7.4000 | 3.45% |
| 2010-09-28 | $10.0000 | 4.38% |
| 2010-12-29 | $9.7000 | 4.24% |
| 2011-03-18 | $10.0000 | 4.29% |
| 2011-06-15 | $9.7000 | 4.39% |
| 2011-09-15 | $8.0000 | 4.70% |
| 2011-12-20 | $6.5000 | 4.43% |
| 2012-03-22 | $6.5000 | 3.57% |
| 2012-06-22 | $6.5000 | 3.49% |
| 2012-09-20 | $6.5000 | 3.09% |
| 2012-12-20 | $6.5000 | 3.07% |
| 2013-03-27 | $6.5000 | 2.92% |
| 2013-06-25 | $6.5000 | 3.77% |
| 2013-09-24 | $5.0000 | 3.05% |
| 2013-12-24 | $5.0000 | 3.31% |
| 2014-03-27 | $5.0000 | 2.97% |
| 2014-06-25 | $5.0000 | 2.83% |
| 2014-09-24 | $5.0000 | 3.00% |
| 2014-12-24 | $4.5000 | 2.79% |
| 2015-03-26 | $4.5000 | 2.81% |
| 2015-06-24 | $4.5000 | 2.84% |
| 2015-09-24 | $4.0000 | 2.92% |
| 2015-12-23 | $4.0000 | 3.00% |
| 2016-03-23 | $4.0000 | 3.17% |
| 2016-06-23 | $4.0000 | 2.82% |
| 2016-09-23 | $4.0000 | 2.50% |
| 2016-12-22 | $4.0000 | 2.63% |
| 2017-03-23 | $4.0000 | 2.57% |
| 2017-06-23 | $4.0000 | 2.34% |
| 2017-09-26 | $4.1000 | 2.38% |
| 2017-12-22 | $4.2000 | 2.32% |
| 2018-03-26 | $4.2000 | 2.58% |
| 2018-06-26 | $4.2000 | 2.55% |
| 2018-09-24 | $4.2000 | 2.57% |
| 2018-12-24 | $4.2000 | 2.87% |
| 2019-03-28 | $4.5000 | 2.79% |
| 2019-06-27 | $4.5000 | 2.78% |
| 2019-09-26 | $4.5000 | 2.85% |
| 2019-12-26 | $5.0000 | 2.90% |
| 2020-05-20 | $0.5000 | 1.58% |
| 2020-07-02 | $0.2000 | 0.54% |
| 2020-10-08 | $0.5000 | 1.79% |
| 2021-01-11 | $0.8000 | 2.31% |
| 2021-04-08 | $0.9000 | 2.22% |
| 2021-07-02 | $0.9000 | 2.33% |
| 2021-10-08 | $0.9000 | 2.76% |
| 2022-01-10 | $0.9000 | 3.01% |
| 2022-04-07 | $0.9000 | 4.17% |
| 2022-07-08 | $0.9000 | 5.74% |
| 2022-10-07 | $0.6500 | 5.72% |
| 2023-01-06 | $0.6500 | 4.84% |
| 2023-04-06 | $0.4000 | 3.59% |
| 2023-06-30 | $0.4000 | 3.35% |
| 2023-10-05 | $0.4000 | 4.42% |
| 2023-12-28 | $0.4000 | 4.18% |
| 2024-04-05 | $0.4000 | 4.25% |
| 2024-07-05 | $0.4000 | 4.26% |
| 2024-10-07 | $0.4000 | 4.42% |
| 2024-12-30 | $0.4000 | 4.86% |
| 2025-04-07 | $0.3400 | 4.67% |
| 2025-07-07 | $0.3400 | 4.21% |
| 2025-10-06 | $0.3400 | 4.38% |
| 2025-12-29 | $0.3600 | 4.18% |
| 2026-01-26 | $0.1200 | 1.33% |
| 2026-02-24 | $0.1200 | 1.41% |
| 2026-03-24 | $0.1200 | 1.53% |
| 2026-04-27 | $0.1200 | 1.44% |
| 2026-05-26 | $0.1200 | 1.52% |
| Total | 71 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-07-02 | $268.65 | $53.74 | $0.42 | 5.7972 |
| 2021-10-08 | $273.88 | $54.77 | $0.44 | 6.8978 |
| 2022-01-10 | $280.08 | $56.02 | $0.44 | 7.7645 |
| 2022-04-07 | $287.08 | $57.42 | $0.46 | 11.4028 |
| 2022-07-08 | $297.33 | $59.46 | $0.48 | 16.3605 |
| 2022-10-07 | $225.37 | $45.07 | $0.37 | 17.4191 |
| 2023-01-06 | $236.71 | $47.33 | $0.39 | 14.8219 |
| 2023-04-06 | $151.59 | $30.31 | $0.24 | 11.2480 |
| 2023-06-30 | $156.08 | $31.21 | $0.26 | 10.8649 |
| 2023-10-05 | $160.44 | $32.10 | $0.26 | 14.7569 |
| 2023-12-28 | $166.33 | $33.27 | $0.26 | 14.6259 |
| 2024-04-05 | $172.18 | $34.43 | $0.28 | 15.5338 |
| 2024-07-05 | $178.40 | $35.68 | $0.29 | 16.1674 |
| 2024-10-07 | $184.86 | $36.97 | $0.29 | 17.6553 |
| 2024-12-30 | $191.93 | $38.39 | $0.31 | 19.8493 |
| 2025-04-07 | $169.88 | $33.97 | $0.28 | 20.6767 |
| 2025-07-07 | $176.91 | $35.39 | $0.28 | 18.6103 |
| 2025-10-06 | $183.24 | $36.64 | $0.29 | 19.5332 |
| 2025-12-29 | $201.06 | $40.21 | $0.31 | 19.2245 |
| 2026-01-26 | $69.33 | $13.86 | $0.11 | 6.2684 |
| 2026-02-24 | $70.08 | $14.02 | $0.11 | 6.6767 |
| 2026-03-24 | $70.87 | $14.17 | $0.11 | 7.2645 |
| 2026-04-27 | $71.76 | $14.35 | $0.11 | 6.9103 |
| 2026-05-26 | $72.58 | $14.52 | $0.11 | 7.3167 |
| Total | $4316.63 | $863.33 | $6.90 | 313.6463 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.