Wall Street RegretsThe regret calculator.

What if you'd held IVR?

A $1,000 investment in INVESCO MORTGAGE CAPITAL INC (IVR) at the month-end close of 2009-07 would be worth $397 at the close of 2026-08 — -60.3% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $7,806.

$1,000 since 2009$397Total return-60.3%Multiple0.40×CAGR-5.3%

Your scenario

Dates resolve to the nearest month-end close.
Leave empty for "held until today".
Invested at each month-end. Starts on the buy date.

Result

Worth$397Gain+$-603 (-60.3%)Multiple0.4×CAGR-5.3%

    If you'd bought $1,000 at the start of each year

    Value of $1,000 invested on January 1 of each year, held to 2026-08, dividends included.

    2009$3972010$3242011$2882012$3742013$2332014$2742015$2312016$2562017$1942018$1442019$1602020$1242021$5872022$6472023$1,1662024$1,3612025$1,2492026$1,000

    Every year, $1,000 from 2009

    YearValue of $1,000Year return
    2009$1,000
    2010$1,124+12.4%
    2011$867-22.8%
    2012$1,392+60.5%
    2013$1,184-15.0%
    2014$1,402+18.4%
    2015$1,264-9.9%
    2016$1,667+31.9%
    2017$2,244+34.6%
    2018$2,028-9.6%
    2019$2,616+29.0%
    2020$552-78.9%
    2021$501-9.3%
    2022$278-44.5%
    2023$238-14.3%
    2024$259+9.0%
    2025$324+24.9%
    2026$3240.0%

    Best and worst month-end to buy

    The best single month-end close to have bought IVR was 2023-10 ($4.11): $1,000 then is $1,844 today. The worst was 2020-01 ($64.30): $1,000 then is $118.

    FAQ

    What would $1,000 in IVR be worth today?

    A $1,000 investment in INVESCO MORTGAGE CAPITAL INC (IVR) at the start of 2009 would be worth about $397 today, a total return of -60.3%. Dividends are reinvested in these figures.

    What were the best and worst years for IVR?

    INVESCO MORTGAGE CAPITAL INC (IVR)'s strongest calendar year since 2009 was 2012, a +60.5% return — $1,000 held through that year became about $1,605 by year-end. Its weakest year was 2020, at -78.9%.

    Does the calculator include dividends and splits?

    Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.

    How much would $100 per month in IVR have grown?

    Investing $100 at the end of every month since 2009-07 would have grown to about $10,803 on $20,600 invested.

    Did IVR beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $7,806. IVR trailed the S&P 500 by +94.9% in total return.

    Is this investment advice?

    No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.

    Methodology

    INVESCO MORTGAGE CAPITAL INC (IVR) historical total-return data from 2009-07 to 2026-08, reduced to month-end closes for the tables above.

    Returns use adjusted close prices from Yahoo Finance historical data — adjusted for stock splits and reinvested dividends — the same convention used by major brokerages. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (Yahoo Finance): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.

    Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.

    Full methodology →

    What if you'd held…

    Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.