Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVR-PC (Invesco Mortgage Capital Inc) | 1.90% | 9.46% | 16.44% | 7.85% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/14/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVR-PC (Invesco Mortgage Capital Inc) | 08/14/2017 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 9.46 | 16.44 | 7.85 | NA | NA | NA | … | … | 1.90 | 8.99 | 19.11 | 17.53 | -9.12 | 10.85 | -1.51 | 17.04 | 5.54 | 2.88 |
| Sharpe Ratio | NA | 0.50 | 0.76 | 0.24 | NA | NA | NA | … | … | -0.05 | 0.38 | 0.86 | 0.49 | -0.34 | 1.16 | -0.01 | 1.84 | 0.57 | 1.64 |
| Standard Deviation(%) | NA | 12.16 | 18.07 | 22.27 | NA | NA | NA | … | … | 13.07 | 16.20 | 18.03 | 28.77 | 31.04 | 9.34 | 140.60 | 8.45 | 7.29 | 4.25 |
| Draw Down(%) | NA | 6.06 | 16.55 | 35.93 | NA | NA | NA | … | … | 6.06 | 15.12 | 11.58 | 22.06 | 35.72 | 3.23 | 82.61 | 3.13 | 5.98 | 1.37 |
| Yield(%) | 0.00 | 7.93 | 8.90 | 7.18 | 6.48 | 4.32 | 3.24 | … | … | 3.78 | 7.73 | 8.38 | 9.45 | 7.56 | 7.82 | 6.96 | 7.70 | 7.53 | 2.73 |
Data as of 06/05/2026, Common starting date is 08/14/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVR-PC (Invesco Mortgage Capital Inc) |
-8.77%
Sep 2019 – Sep 2022 |
-1.71%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVR-PC (Invesco Mortgage Capital Inc) |
38.72%
Mar 2020 – Mar 2023 |
32.91%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart