IVR Total Return Analyzer

Invesco Mortgage Capital Inc. — See your real returns after distributions and NAV changes. Real yield: 22.0% (headline: 20.8%).

Price$7.89

Headline Yield20.8%

Real Yield22.0%

NAV Change (1Y)+5.9%

IVR Total Return Analyzer

Investment Amount

Purchase Date

Reinvest?

Your REAL Return

+29.1%

+$2,913.28

Distributions Received

$2,222.22

8 payments

NAV Change

+6.9%

+$691.06

Current Value

$12.9K

1355.01 shares @ $7.89

Yield Reality Check

Headline yield vs actual yield after NAV change

Headline

20.8%

→

Real

22.2%

Distributions vs NAV — IVR

Blue = share value, green bars = cumulative distributions, green line = total value, dashed = original investment.

Annualized total return: +29.1% over 12 months

IVR DRIP calculator

Compound IVR's 22.0% real yield

Pre-filled with live IVR data. Model 1, 5, or 10-year DRIP returns with after-tax math, adjustable yield assumptions, and Bull/Base/Bear scenarios.

Open calculator

IVR Dividend History →Compare IVR →Browse all dividend tickers →Why is IVR moving? →

What does the IVR total return include?

IVR total return combines two components: the cumulative distributions you received from IVR over the holding period, and the change in NAV (share price) across the same window. Many high-yield funds advertise distribution rates that look spectacular in isolation but mask meaningful NAV erosion. The analyzer above shows exactly how much of your IVR return came from distributions versus price change — a 50% annualized distribution rate paired with a 30% NAV decline is a very different investment than a 50% distribution with flat NAV.

Invesco Mortgage Capital Inc. (IVR) is issued by Invesco. Mortgage REIT investing in residential and commercial MBS. Quarterly dividends. That strategy directly shapes the gap between headline yield and real yield: option-premium and covered-call funds tend to show large gaps, while traditional dividend ETFs and index funds usually show small ones.

For the detail behind each payment, see the IVR dividend history. To project how future IVR distributions compound under DRIP, open the IVR dividend calculator.