Invesco Mortgage Capital (IVR) Total Return Calculator
$10,000 since Jun 2009, with and without reinvesting · data through Oct 2026
$10,000 invested in Invesco Mortgage Capital (IVR) ten years ago, at the end of Oct 2016, was worth $1,625 at the end of Oct 2026 with every dividend reinvested: -16.6% a year, against $41,633 in the S&P 500. Since Jun 2009, $10,000 became $3,576 reinvested (-5.8% a year), or $13,900 taking the dividends as cash, $13,614 of it paid out along the way.
IVR became
$3,576
S&P 500: $111,545
Return a year
-5.8%
S&P 500: 14.9%
Payouts reinvested
$31,672
bought more shares
Worst drop
-93.4%
S&P 500: -23.9%
$10,000, Jun 2009 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | IVR total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −25.8% | $733 | +11.7% |
| 2025 | +25.0% | $732 | +17.7% |
| 2024 | +15.5% | $686 | +24.9% |
| 2023 | −13.3% | $785 | +26.2% |
| 2022 | −44.0% | $941 | −18.2% |
| 2021 | −8.9% | $871 | +28.7% |
| 2020 | −78.6% | $336 | +18.3% |
| 2019 | +29.8% | $3,867 | +31.2% |
| 2018 | −9.1% | $3,130 | −4.6% |
| 2017 | +35.3% | $2,744 | +21.7% |
| 2016 | +32.7% | $2,361 | +12.0% |
| 2015 | −9.3% | $2,131 | +1.2% |
| 2014 | +19.2% | $2,257 | +13.5% |
| 2013 | −14.4% | $2,303 | +32.3% |
| 2012 | +61.6% | $2,289 | +16.0% |
| 2011 | −22.1% | $2,434 | +1.9% |
| 2010 | +13.3% | $2,166 | +15.1% |
| 2009 (part) | +26.3% | $907 | +22.4% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: IVR total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Invesco Mortgage Capital (IVR) at the end of Jun 2009, with dividends reinvested, was worth $3,576 at the end of Oct 2026: -5.8% a year, against $111,545 (14.9% a year) in the S&P 500.
- Over the 10 years to Oct 2026, IVR turned $10,000 into $1,625 with dividends reinvested, -16.6% a year.
- Over the 5 years to Oct 2026, IVR returned -14.4% a year with dividends reinvested (S&P 500: 12.0%).
- Taking IVR's dividends as cash instead of reinvesting them, the same $10,000 ended at $13,900, including $13,614 of cash received; reinvesting added $0.
- IVR's best calendar year in that time was 2012 (61.6%) and its worst 2020 (-78.6%), with dividends reinvested.
Cite this page
SmarterDividends, "Invesco Mortgage Capital (IVR) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/IVR/total-return
IVR total return questions
If I invested $10,000 in IVR 10 years ago, how much would I have?
About $1,625 at the end of Oct 2026, with every dividend reinvested: -16.6% a year. Taking them as cash, you'd have shares worth $374 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is IVR's total return since Jun 2009?
-64% in total, or -5.8% a year, through Oct 2026 with dividends reinvested. The share price alone fell 97%.
What was IVR's worst year?
2020, at -78.6% with dividends reinvested (S&P 500: 18.3%). Its deepest fall from a peak, on month-end values, was -93.4%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.