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
- $27.76
- Market Cap
- $12.20B
- 52-Week High
- $33.66
- 52-Week Low
- $21.82
- 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 $1,220 as of November 2026, representing a +22.0% 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 $2,454 as of November 2026, representing a +145.3% 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 $1,385 as of November 2026, representing a +38.5% 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 $1,458 as of November 2026, representing a +45.8% 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 $10,110 as of November 2026, representing a +911.0% total return.
Monthly Returns Heatmap
Over the past 31+ years (374 months), Invesco Ltd. (IVZ) has averaged a monthly return of +1.25% with a median return of +1.59%. The stock had 203 positive months (54%) and 171 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 (-2.1%).
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 +14.18% with a median return of +11.44%. The compound annual growth rate (CAGR) is +7.29%. The stock posted gains in 21 years (68%) and losses in 10 years (32%).
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 4, 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 | +8.08% | $25.69 | $27.76 |
| 2025 | +56.94% | $16.37 | $25.69 |
| 2024 | +3.02% | $15.89 | $16.37 |
| 2023 | +4.18% | $15.25 | $15.89 |
| 2022 | -18.71% | $18.76 | $15.25 |
| 2021 | +35.56% | $13.84 | $18.76 |
| 2020 | +3.06% | $13.43 | $13.84 |
| 2019 | +14.91% | $11.68 | $13.43 |
| 2018 | -52.05% | $24.37 | $11.68 |
| 2017 | +24.67% | $19.54 | $24.37 |
| 2016 | -5.83% | $20.76 | $19.54 |
| 2015 | -12.83% | $23.81 | $20.76 |
| 2014 | +11.44% | $21.37 | $23.81 |
| 2013 | +43.27% | $14.91 | $21.37 |
| 2012 | +33.47% | $11.17 | $14.91 |
| 2011 | -14.64% | $13.09 | $11.17 |
| 2010 | +4.68% | $12.51 | $13.09 |
| 2009 | +66.76% | $7.50 | $12.51 |
| 2008 | -52.66% | $15.84 | $7.50 |
| 2007 | +29.32% | $12.25 | $15.84 |
| 2006 | +62.97% | $7.52 | $12.25 |
| 2005 | +25.70% | $5.98 | $7.52 |
| 2004 | -12.78% | $6.85 | $5.98 |
| 2003 | +21.24% | $5.65 | $6.85 |
| 2002 | -55.74% | $12.77 | $5.65 |
| 2001 | -32.55% | $18.94 | $12.77 |
| 2000 | +94.44% | $9.74 | $18.94 |
| 1999 | +49.14% | $6.53 | $9.74 |
| 1998 | -9.50% | $7.22 | $6.53 |
| 1997 | +96.52% | $3.67 | $7.22 |
| 1996 | +17.35% | $3.13 | $3.67 |
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 21 years (68% 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: 11/1/2026