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Invesco Mortgage CapitalIVR +0.59%34 5-Year Yield-on-Cost % is 4.21 as of Jul. 24, 2026, which is 10% above its 10-year median of 3.81. GuruFocus rates IVR with a GF Score™ of 34/100. The stock has 1 warning sign investors should review. Among 866 REITs companies, Invesco Mortgage Capital ranks worse than 82.79% on this metric.
The historical rank and industry rank for Invesco Mortgage Capital's 5-Year Yield-on-Cost % or its related term are showing as below:
IVR'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.48 Med: 3.81 Max: 16.37
Current: 4.21
During the past 13 years, Invesco Mortgage Capital's highest Yield on Cost was 16.37. The lowest was 1.48. And the median was 3.81.
IVR's 5-Year Yield-on-Cost % is ranked worse than 82.79% of 866
companies
in the REITs industry
Industry Median: 7.325
vs IVR: 4.21
Invesco Mortgage Capital (NYSE:IVR) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Invesco Mortgage Capital 5-Year Yield-on-Cost % Related Terms
IVR vs BRSP, ADAM, TRTX: 5-Year Yield-on-Cost % Comparison
For the REIT - Mortgage subindustry, Invesco Mortgage Capital's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Invesco Mortgage Capital 5-Year Yield-on-Cost % vs REITs Industry
For the REITs industry and Real Estate sector, Invesco Mortgage Capital's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Invesco Mortgage Capital's 5-Year Yield-on-Cost % falls into.
Invesco Mortgage Capital 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Invesco Mortgage Capital (IVR) has a 5-Year Yield-on-Cost % of 4.21 as of Jul. 24, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Invesco Mortgage Capital and its competitors. This is 10% above median its historical median of 3.81. Over the past decade, Invesco Mortgage Capital's 5-Year Yield-on-Cost % has ranged from 1.48 to 16.37. According to the industry distribution chart, Invesco Mortgage Capital ranks #717 out of 866 companies in the REITs industry, placing it in the top 82.8%.
Is Invesco Mortgage Capital's 5-Year Yield-on-Cost % too high?
Invesco Mortgage Capital's current 5-Year Yield-on-Cost % of 4.21 is 10% above median its 10-year median of 3.81. Over the past 10 years, this metric has ranged from a low of 1.48 to a high of 16.37. The REITs industry median 5-Year Yield-on-Cost % is 7.33. Invesco Mortgage Capital's value of 4.21 is 42.5% below this industry median. Based on the distribution chart, Invesco Mortgage Capital ranks #717 out of 866 companies in the REITs industry, which is in the bottom quartile relative to peers. Overall, Invesco Mortgage Capital has a GF Score™ of 34/100, reflecting its overall financial health beyond just this single metric.
How does Invesco Mortgage Capital's 5-Year Yield-on-Cost % compare to BRSP and ADAM?
According to the REITs industry distribution chart, Invesco Mortgage Capital ranks #717 out of 866 companies for 5-Year Yield-on-Cost %. This places Invesco Mortgage Capital in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 7.33. Invesco Mortgage Capital's value of 4.21 is 42.5% below this benchmark. Historically, Invesco Mortgage Capital's own 5-Year Yield-on-Cost % has ranged from 1.48 to 16.37 over the past decade. While the company's 10-year median is 3.81 vs. the industry median of 7.33, Invesco Mortgage Capital has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for a REITs company?
The median 5-Year Yield-on-Cost % among REITs companies is 7.33, based on 866 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Invesco Mortgage Capital's current 5-Year Yield-on-Cost % of 4.21 is 42.5% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Invesco Mortgage Capital and its competitors. For the REITs industry, the median 5-Year Yield-on-Cost % is 7.33 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invesco Mortgage Capital's current 5-Year Yield-on-Cost % is 4.21, which is 10% above median its own 10-year median of 3.81. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Invesco Mortgage Capital stock overvalued right now?
Invesco Mortgage Capital (IVR) has a current 5-Year Yield-on-Cost % of 4.21. The current 5-Year Yield-on-Cost % is 4.21, which is 10% above median its 10-year median of 3.81 and 42.5% below the REITs industry median of 7.33. Invesco Mortgage Capital's overall GF Score™ is 34/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Invesco Mortgage Capital (IVR), the current 5-Year Yield-on-Cost % is 4.21 as of Jul. 24, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Invesco Mortgage Capital Inc is a REIT that invests, finances, and manages residential and commercial mortgage-backed securities and mortgage loans. The company's portfolio consists of residential mortgage-backed securities (RMBS) that are guaranteed by a U.S. government agency such as the Government National Mortgage Association, or a federally chartered corporation such as the Federal National Mortgage Association or the Federal Home Loan Mortgage Corporation; Commercial mortgage-backed securities (CMBS) that are not guaranteed by a U.S. government agency or a federally chartered corporation; RMBS that are not guaranteed by a U.S. government agency or a federally chartered corporation; and other real estate-related financing arrangements.
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