Invesco Mortgage Capital Inc. (IVR)

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The chart shows the growth of an initial investment of $10,000 in Invesco Mortgage Capital Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Invesco Mortgage Capital Inc. (IVR) has returned 0.30% so far this year and 27.79% over the past 12 months. Over the last ten years, IVR has returned -10.28% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jul 1, 2009, IVR's average daily return is +0.03%, while the average monthly return is +0.40%. At this rate, your investment would double in approximately 14.5 years.

Historically, 57% of months were positive and 43% were negative. The best month was Jun 2020 with a return of +35.0%, while the worst month was Mar 2020 at -76.4%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.

On a daily basis, IVR closed higher 51% of trading days. The best single day was Mar 26, 2020 with a return of +66.8%, while the worst single day was Mar 24, 2020 at -52.7%.

Invesco Mortgage Capital Inc. has an annualized alpha of -5.50%, beta of 0.95, and R² of 0.13 versus S&P 500 Index. Calculated based on daily prices since July 02, 2009.

• This stock participated in 158.29% of S&P 500 Index downside but only 87.55% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.13 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

IVR ranks 71 for risk / return — better than 71% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Invesco Mortgage Capital Inc. (IVR) and compare them to a chosen benchmark (S&P 500 Index).

Invesco Mortgage Capital Inc. provided a 21.53% dividend yield over the last twelve months, with an annual payout of $1.74 per share.

The table displays the monthly dividend distributions for Invesco Mortgage Capital Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Invesco Mortgage Capital Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Invesco Mortgage Capital Inc. was 92.55%, occurring on Oct 25, 2023. The portfolio has not yet recovered.

The current Invesco Mortgage Capital Inc. drawdown is 85.27%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Invesco Mortgage Capital Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Invesco Mortgage Capital Inc. is priced in the market compared to other companies in the REIT - Mortgage industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.