(IVR) Invesco Mortgage - Performance -0.3% in 12m
Compare IVR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-28.44%
#29 in Group
Rel. Strength
48.39%
#3998 in Universe
Total Return 12m
-0.26%
#22 in Group
Total Return 5y
-29.43%
#29 in Group
P/E 12.1
50th Percentile in Group
P/E Forward 3.38
4th Percentile in Group
PEG -6.09
9th Percentile in Group
FCF Yield 41.3%
88th Percentile in Group
12m Total Return: IVR (-0.3%) vs XLF (16.3%)
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 |
|---|---|---|---|---|---|---|---|---|
| LADR NYSE Ladder Capital |
-3.3% | 11.7% | 314% | 13.3 | 9.83 | 1.89 | 42.1% | - |
| EFC NYSE Ellington Financial |
-4.69% | 29.6% | 411% | 9.75 | 8.26 | 0.86 | -23.1% | -20.1% |
| ABR NYSE Arbor Realty Trust |
1.38% | 2.32% | 302% | 9.97 | - | 1.2 | -78.7% | -9.19% |
| RWT NYSE Redwood Trust |
-7.16% | 6.11% | 239% | 19.7 | 9.91 | 1.39 | -43.5% | -20% |
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 | -8.37% | -7.49% | -7.79% |
| 3 Months | -4.60% | -1.50% | -9.06% |
| 12 Months | -0.26% | 16.29% | 4.64% |
| 5 Years | -29.43% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | IVR | XLF | S&P 500 |
| 1 Month | -55.2% | 58.6% | -5.5% |
| 3 Months | 31.2% | -8.5% | -61.9% |
| 12 Months | 41.3% | 92.9% | 82.8% |
| 5 Years | -79.7% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #24 | -0.95% | -0.63% |
| 3 Month | #19 | -3.15% | 4.90% |
| 12 Month | #22 | -14.2% | -4.68% |
| 5 Years | #30 | -71.6% | -67.6% |
FAQs
Does IVR Invesco Mortgage outperforms the market?
No,
over the last 12 months IVR made -0.26%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months IVR made -4.60%, while XLF made -1.50%.
Over the last 3 months IVR made -4.60%, while XLF made -1.50%.
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 | 1.81% | -0.58% | 0.11% | -4.90% |
| US NASDAQ 100 | QQQ | 2.88% | 0.83% | 1.36% | -2.82% |
| US Dow Jones Industrial 30 | DIA | 0.64% | -2.33% | -1.99% | -5.51% |
| German DAX 40 | DAX | 0.69% | -2.05% | -18.8% | -17.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.91% | -7.57% | 10.3% | -8.36% |
| Hongkong Hang Seng | HSI | -1.70% | -9.35% | 3.65% | -16.8% |
| India NIFTY 50 | INDA | -2.37% | -15.4% | 5.31% | -0.01% |
| Brasil Bovespa | EWZ | -3.55% | -17.4% | 0.95% | 11.1% |
IVR vs. Sectors IVR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.65% | -0.27% | -8.29% | -13.3% |
| Consumer Discretionary | XLY | 2.51% | 1.26% | -2.90% | -7.36% |
| Consumer Staples | XLP | -5.05% | -7.09% | -7.09% | -13.2% |
| Energy | XLE | 3.05% | -7.91% | -0.25% | 7.47% |
| Financial | XLF | 1.41% | -0.88% | -11.9% | -16.6% |
| Health Care | XLV | -2.28% | -4.43% | -0.03% | -1.24% |
| Industrial | XLI | 1.75% | -2.30% | 0.95% | -2.40% |
| Materials | XLB | 0.56% | -4.34% | 6.63% | 8.56% |
| Real Estate | XLRE | -2.08% | -2.77% | 0.45% | -10.2% |
| Technology | XLK | 4.15% | 2.19% | 7.31% | 4.95% |
| Utilities | XLU | -5.50% | -8.56% | -3.17% | -25.2% |
| Aerospace & Defense | XAR | 1.43% | -4.98% | -4.83% | -15.5% |
| Biotech | XBI | 5.09% | 0.34% | 14.4% | 13.8% |
| Homebuilder | XHB | 3.50% | -1.43% | 20.2% | 14.6% |
| Retail | XRT | 2.86% | 0.16% | 6.80% | 11.3% |