(IVR) Invesco Mortgage - Performance 4% in 12m
Compare IVR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-43.58%
#31 in Group
Rel. Strength
50.08%
#3986 in Universe
Total Return 12m
3.96%
#18 in Group
Total Return 5y
-43.61%
#31 in Group
P/E 10.1
26th Percentile in Group
P/E Forward 4.39
4th Percentile in Group
PEG -6.09
9th Percentile in Group
FCF Yield 51.7%
(?) Percentile in Group
12m Total Return: IVR (4%) vs XLF (21.3%)
5y Drawdown (Underwater) Chart
Top Performers in Mortgage REITs
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 |
-0.23% | 28.2% | 134% | 8.89 | 9.07 | 0.86 | 15.0% | -4.42% |
| LADR NYSE Ladder Capital |
-8.24% | 4.07% | 104% | 12.5 | 9.83 | 1.89 | 13.3% | 15.7% |
| ABR NYSE Arbor Realty Trust |
-1.45% | 0.86% | 196% | 9.58 | - | 1.2 | -70.0% | -9.38% |
| RWT NYSE Redwood Trust |
2.47% | 21.1% | 158% | 18.8 | 9.23 | 1.39 | -15.6% | -23.3% |
Performance Comparison: IVR vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for IVR
| Total Return (including Dividends) | IVR | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -0.68% | -2.29% | -0.91% |
| 3 Months | -3.85% | -4.74% | -7.61% |
| 12 Months | 3.96% | 21.27% | 10.06% |
| 5 Years | -43.61% | 142.23% | 110.82% |
| Trend Score (consistency of price movement) | IVR | XLF | S&P 500 |
| 1 Month | -14.6% | 5.8% | 1.2% |
| 3 Months | -67.3% | -81.8% | -89.2% |
| 12 Months | 4.80% | 84.1% | 56.2% |
| 5 Years | -80.1% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #7 | 1.64% | 0.22% |
| 3 Month | #18 | 0.94% | 4.07% |
| 12 Month | #19 | -14.3% | -5.54% |
| 5 Years | #31 | -76.7% | -73.3% |
FAQs
Does IVR Invesco Mortgage outperforms the market?
No,
over the last 12 months IVR made 3.96%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.27%.
Over the last 3 months IVR made -3.85%, while XLF made -4.74%.
Over the last 3 months IVR made -3.85%, while XLF made -4.74%.
Performance Comparison IVR vs Indeces and Sectors
IVR vs. Indices IVR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.29% | 0.23% | 4.19% | -6.10% |
| US NASDAQ 100 | QQQ | 1.43% | -2.09% | 4.71% | -6.60% |
| US Dow Jones Industrial 30 | DIA | 5.02% | 2.77% | 3.42% | -3.33% |
| German DAX 40 | DAX | 3.09% | -1.79% | -14.9% | -19.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 8.23% | 1.92% | 5.26% | -1.01% |
| Hongkong Hang Seng | HSI | 6.64% | 1.32% | 3.16% | -6.21% |
| India NIFTY 50 | INDA | 8.35% | -4.68% | 2.46% | 1.30% |
| Brasil Bovespa | EWZ | 2.62% | -6.52% | -1.39% | 10.8% |
IVR vs. Sectors IVR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.97% | 0.40% | -3.88% | -17.9% |
| Consumer Discretionary | XLY | 1.49% | -1.50% | 0.20% | -7.62% |
| Consumer Staples | XLP | 9.64% | -0.15% | -2.26% | -5.96% |
| Energy | XLE | 6.77% | 10.8% | 4.37% | 15.3% |
| Financial | XLF | 5.22% | 1.61% | -4.47% | -17.3% |
| Health Care | XLV | 5.30% | 3.93% | 5.44% | 3.18% |
| Industrial | XLI | 3.89% | -0.08% | 3.24% | -3.12% |
| Materials | XLB | 5.86% | 2.25% | 10.5% | 9.71% |
| Real Estate | XLRE | 6.71% | 1.09% | 4.63% | -11.4% |
| Technology | XLK | -0.23% | -1.95% | 10.2% | -0.96% |
| Utilities | XLU | 6.75% | -1.25% | -1.49% | -17.9% |
| Aerospace & Defense | XAR | 0.94% | -7.62% | -8.47% | -22.1% |
| Biotech | XBI | 2.96% | -1.64% | 17.0% | 8.07% |
| Homebuilder | XHB | 6.57% | 2.42% | 18.2% | 13.4% |
| Retail | XRT | 5.73% | -0.55% | 8.05% | 8.16% |