About Invesco Ltd. (IVZ)
Invesco Ltd. is a Asset Management company operating in the Financial Services sector.
IVZ trades on the US stock exchanges (NYSE/NASDAQ) and is classified as a large-cap stock .
Key Statistics
- Current Price
- $23.77
- Market Cap
- $10.55B
- 52-Week High
- $29.61
- 52-Week Low
- $11.60
- Sector
- Financial Services
- Industry
- Asset Management
$1,000 Invested in Invesco Ltd. (IVZ)
How much would $1,000 invested in IVZ be worth today?
What would $1,000 invested in IVZ 1 year ago be worth today?
A $1,000 investment in Invesco Ltd. (IVZ) in 2025 would be worth $1,615 as of May 2026, representing a +61.5% total return.
What would $1,000 invested in IVZ 3 years ago be worth today?
A $1,000 investment in Invesco Ltd. (IVZ) in 2023 would be worth $1,759 as of May 2026, representing a +75.9% total return.
What would $1,000 invested in IVZ 5 years ago be worth today?
A $1,000 investment in Invesco Ltd. (IVZ) in 2021 would be worth $1,149 as of May 2026, representing a +14.9% total return.
What would $1,000 invested in IVZ 10 years ago be worth today?
A $1,000 investment in Invesco Ltd. (IVZ) in 2016 would be worth $1,264 as of May 2026, representing a +26.4% total return.
What would $1,000 invested in IVZ at IPO be worth today?
A $1,000 investment in Invesco Ltd. (IVZ) at IPO would be worth $8,533 as of May 2026, representing a +753.3% total return.
Monthly Returns Heatmap
Over the past 30+ years (367 months), Invesco Ltd. (IVZ) has averaged a monthly return of +1.22% with a median return of +1.59%. The stock had 199 positive months (54%) and 168 negative months (46%). The best month in IVZ's history was December 2000 with a +36.5% return, while the worst was March 2020 at -36.9%. Historically, December tends to be the strongest month (averaging +4.9%), and September the weakest (-1.9%).
IVZ's longest winning streak was 10 consecutive months of gains, while its longest losing streak was 7 consecutive months of losses. The best full year was 2000 with a cumulative return of +85.4%, and the worst was 2018 at -69.7%.
Annual Returns
Over 31 years of trading history, Invesco Ltd. (IVZ) has delivered an average annual return of +13.63% with a median return of +11.44%. The compound annual growth rate (CAGR) is +6.71%. The stock posted gains in 20 years (65%) and losses in 11 years (35%).
IVZ's best year was 1997 with a +96.52% gain, while the worst was 2002 at -55.74%. The longest streak of consecutive positive years was 3, and the longest losing streak was 2 years. IVZ achieved double-digit gains (10%+) in 16 years. It suffered double-digit losses in 8 years.
| Year | Return | Start | End |
|---|---|---|---|
| 2026 | -8.79% | $26.06 | $23.77 |
| 2025 | +56.94% | $16.61 | $26.06 |
| 2024 | +3.02% | $16.12 | $16.61 |
| 2023 | +4.18% | $15.47 | $16.12 |
| 2022 | -18.71% | $19.03 | $15.47 |
| 2021 | +35.56% | $14.04 | $19.03 |
| 2020 | +3.06% | $13.62 | $14.04 |
| 2019 | +14.91% | $11.85 | $13.62 |
| 2018 | -52.05% | $24.72 | $11.85 |
| 2017 | +24.67% | $19.83 | $24.72 |
| 2016 | -5.83% | $21.06 | $19.83 |
| 2015 | -12.83% | $24.16 | $21.06 |
| 2014 | +11.44% | $21.68 | $24.16 |
| 2013 | +43.27% | $15.13 | $21.68 |
| 2012 | +33.47% | $11.34 | $15.13 |
| 2011 | -14.64% | $13.28 | $11.34 |
| 2010 | +4.68% | $12.69 | $13.28 |
| 2009 | +66.76% | $7.61 | $12.69 |
| 2008 | -52.66% | $16.07 | $7.61 |
| 2007 | +29.32% | $12.43 | $16.07 |
| 2006 | +62.97% | $7.62 | $12.43 |
| 2005 | +25.70% | $6.07 | $7.62 |
| 2004 | -12.78% | $6.95 | $6.07 |
| 2003 | +21.24% | $5.74 | $6.95 |
| 2002 | -55.74% | $12.96 | $5.74 |
| 2001 | -32.55% | $19.22 | $12.96 |
| 2000 | +94.44% | $9.88 | $19.22 |
| 1999 | +49.14% | $6.63 | $9.88 |
| 1998 | -9.50% | $7.32 | $6.63 |
| 1997 | +96.52% | $3.73 | $7.32 |
| 1996 | +17.35% | $3.17 | $3.73 |
Frequently Asked Questions: IVZ
What sector is IVZ in? ▼
IVZ operates in the Financial Services sector, specifically in the Asset Management industry. This sector includes banks, insurance companies, asset managers, and fintech companies.
How has IVZ performed historically? ▼
Over 31 years of trading history, IVZ has posted gains in 20 years (65% of the time). The best year was 1997 with a +96.5% return. Past performance does not guarantee future results.
How can I invest in IVZ? ▼
You can invest in IVZ through any brokerage account that offers access to US stock exchanges. Popular options include commission-free brokers like Fidelity, Charles Schwab, or Robinhood (US), or international brokers like Interactive Brokers. You can buy individual shares or invest through ETFs that hold IVZ.
Last updated: 3/24/2026