Overview Performance Dividends Peer Group Options

(IVR) Invesco Mortgage - Performance -0.7% in 12m

IVR performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating -64.02%
#30 in Peer-Group
Rel. Strength 40.07%
#4473 in Stock-Universe
Total Return 12m -0.74%
#20 in Peer-Group
Total Return 5y -64.03%
#29 in Peer-Group
P/E Value
P/E Trailing 18.3
P/E Forward 4.39
High / Low USD
52 Week High 8.56 USD
52 Week Low 6.33 USD
Sentiment Value
VRO Trend Strength +-100 48.29
Buy/Sell Signal +-5 -1.18
Support / Resistance Levels
Support
Resistance
12m Total Return: IVR (-0.7%) vs XLRE (12.8%)
Total Return of Invesco Mortgage versus its related sector ETF XLRE
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (IVR) Invesco Mortgage - Performance -0.7% in 12m

Top Performer in Mortgage REITs

Short Term Performance

Symbol 1w 1m 3m
IVR -1.04% -1.17% -8.66%
EARN 0.17% 4.14% 3.95%
MITT 3.99% 3.71% -1.18%
ACRE -1.42% 1.46% 1.83%

Long Term Performance

Symbol 6m 12m 5y
IVR 0.25% -0.74% -64%
NYMT 16.0% 24.7% 17.4%
MITT 13.7% 23.2% 5.58%
EFC 12.9% 20.0% 95.5%

Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating

Symbol 1m 12m 5y P/E P/E Forward PEG EPS Stability EPS CAGR
EFC NYSE
Ellington Financial		 -0.22% 20% 95.5% 9.24 9.07 0.86 -34.3% -13.5%
LADR NYSE
Ladder Capital		 0.57% 2.8% 99.7% 12.9 9.83 1.89 6.50% 2.99%
ABR NYSE
Arbor Realty Trust		 1.1% -18.7% 85.2% 10.1 - 1.2 -76.1% -20.1%
RWT NYSE
Redwood Trust		 -3.27% -4.05% 34.7% 27.1 9.06 1.39 -55.8% -33.9%

Performance Comparison: IVR vs XLRE vs S&P 500

XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for IVR
Total Return (including Dividends) IVR XLRE S&P 500
1 Month -1.17% -0.12% 0.24%
3 Months -8.66% 0.42% 5.41%
12 Months -0.74% 12.78% 10.03%
5 Years -64.03% 40.29% 104.87%

Trend Score (consistency of price movement) IVR XLRE S&P 500
1 Month 78.9% 78.8% 78.8%
3 Months 23.1% 50.8% 79.5%
12 Months -18.6% 1.5% 43%
5 Years -79.1% 40% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLRE vs. S&P 500
1 Month #20 -1.05% -1.41%
3 Month #15 -9.05% -13.35%
12 Month #19 -11.98% -9.78%
5 Years #30 -74.36% -82.44%

FAQs

Does Invesco Mortgage (IVR) outperform the market?

No, over the last 12 months IVR made -0.74%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 12.78%. Over the last 3 months IVR made -8.66%, while XLRE made 0.42%.

Performance Comparison IVR vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

IVR vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -0.6% -1.4% -0.6% -11%
US NASDAQ 100 QQQ -1% -2.4% -1.6% -11%
German DAX 40 DAX -0.3% 1.7% -16.6% -28%
Shanghai Shenzhen CSI 300 CSI 300 -0.9% -0.1% 0.4% -14%
Hongkong Hang Seng HSI 0.7% -3.2% -17% -27%
India NIFTY 50 INDA -0.8% -0.9% -0.7% 0%
Brasil Bovespa EWZ -1.2% -1.3% -21.8% -9%

IVR vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -1.3% -2.4% -5.3% -24%
Consumer Discretionary XLY -0.5% 1.3% 7.8% -18%
Consumer Staples XLP -1.1% 0.7% -2.4% -8%
Energy XLE -2% -7.6% -7.2% -3%
Financial XLF -1.8% 0.7% -4.4% -24%
Health Care XLV 1.6% 0.4% 3.4% 7%
Industrial XLI -0.8% -0.2% -7% -18%
Materials XLB 0.1% -0.4% -1.7% 1%
Real Estate XLRE -0.9% -1.1% -4.1% -14%
Technology XLK -1.6% -4.1% -2% -7%
Utilities XLU -0.3% 1.2% -7.1% -20%
Aerospace & Defense XAR -1.5% -6.5% -19.7% -43%
Biotech XBI 0.4% -2.4% 10% 7%
Homebuilder XHB -1.7% 2.7% 10.4% 7%
Retail XRT -3.2% -1.8% 4.5% -4%

IVR vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -4.7% -22.2% -13.5% -5%
Natural Gas UNG -9% -5.1% -11% 6%
Gold GLD 0.9% -3.3% -27.9% -43%
Silver SLV -0.3% -9.8% -21.3% -18%
Copper CPER -2.8% -4.8% -18% -9%

IVR vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -1.2% -2.8% 0.6% 3%
iShares High Yield Corp. Bond HYG -1.6% -2.2% -3.8% -10%