Invesco Ltd. (IVZ) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$11,187
Total Return
11.87%
CAGR
2.27%
Dividends
$1,613.36
Yield on Cost
16.13%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.59% |
| Median | +0.22% |
| Best | +43.60% |
| Worst | -22.01% |
| % of Windows Positive | 50.9% |
1-Year (252 Trading Days)
| Average | +3.56% |
| Median | -1.82% |
| Best | +101.13% |
| Worst | -43.23% |
| % of Windows Positive | 45.5% |
3-Year (756 Trading Days)
| Average | +8.43% |
| Median | -11.77% |
| Best | +97.55% |
| Worst | -44.24% |
| % of Windows Positive | 41.8% |
Risk Metrics
| Maximum Drawdown | -54.22% |
| Average Drawdown | -30.09% |
| Drawdown Duration | 1132 Trading Days |
| Sortino Ratio | 0.35 |
| Calmar Ratio | 0.04 |
| CVaR (5%) | -5.08% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -5.31% (-17.42% ann.) | $530.53 | $79.94 | $15.99 | $0.13 |
| 2025 | +55.56% | +$5556.30 | $484.47 | $96.89 | $0.77 |
| 2024 | +1.91% | +$190.77 | $463.89 | $92.78 | $0.74 |
| 2023 | +3.21% | +$320.53 | $444.00 | $88.80 | $0.71 |
| 2022 | -19.33% | $1933.23 | $322.34 | $64.47 | $0.52 |
| 2021 | +34.87% | +$3486.52 | $384.60 | $76.92 | $0.62 |
| 2020 | +1.77% | +$176.90 | $438.21 | $87.64 | $0.70 |
| 2019 | +13.43% | +$1342.67 | $749.50 | $149.90 | $1.20 |
| 2018 | -52.48% | $5247.53 | $329.62 | $65.92 | $0.53 |
| 2017 | +23.80% | +$2380.44 | $383.08 | $76.61 | $0.61 |
| 2016 | -6.58% | $658.30 | $335.50 | $67.10 | $0.54 |
| 2015 | -13.32% | $1331.91 | $270.39 | $54.08 | $0.43 |
| 2014 | +10.86% | +$1085.72 | $270.07 | $54.01 | $0.43 |
| 2013 | +42.50% | +$4250.16 | $327.33 | $65.47 | $0.52 |
| 2012 | +32.74% | +$3274.29 | $322.17 | $64.43 | $0.52 |
| 2011 | -14.97% | $1496.77 | $200.30 | $40.06 | $0.32 |
| 2010 | +4.26% | +$426.24 | $185.60 | $37.12 | $0.30 |
| 2009 | +66.00% | +$6600.46 | $285.85 | $57.17 | $0.46 |
| 2008 | -53.03% | $5303.00 | $166.73 | $33.35 | $0.27 |
| 2007 | +28.86% | +$2886.24 | $151.39 | $30.28 | $0.24 |
| 2006 | +62.43% | +$6242.51 | $224.97 | $44.99 | $0.36 |
| 2005 | +25.02% | +$2501.77 | $266.47 | $53.29 | $0.42 |
| 2004 | -13.17% | $1317.16 | $222.60 | $44.52 | $0.36 |
| 2003 | +20.15% | +$2015.05 | $317.49 | $63.50 | $0.51 |
| 2002 | -55.90% | $5589.84 | $129.57 | $25.91 | $0.21 |
| 2001 | -32.67% | $3266.82 | $77.64 | $15.53 | $0.12 |
| 2000 | +94.05% | +$9405.14 | $143.33 | $28.67 | $0.23 |
| 1999 | +48.65% | +$4864.66 | $196.93 | $39.38 | $0.32 |
| 1998 | -9.77% | $976.86 | $141.64 | $28.33 | $0.23 |
| 1997 | +96.08% | +$9607.69 | $143.86 | $28.77 | $0.23 |
| 1996 | +16.73% | +$1672.75 | $238.43 | $47.69 | $0.39 |
| 1995 partial | +13.97% (+46.09% ann.) | +$1397.06 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | August 25, 1995 – March 10, 2000 | +285.47% | +34.59% | +$28547.49 | $1296.10 | $259.23 | $2.08 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -65.35% | -33.75% | $6534.58 | $439.94 | $87.99 | $0.70 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +282.93% | +30.83% | +$28292.81 | $2197.28 | $439.45 | $3.51 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -67.38% | -54.75% | $6737.76 | $208.63 | $41.73 | $0.33 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +94.98% | +21.87% | +$9498.33 | $1399.88 | $279.97 | $2.24 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +7.45% | +0.95% | +$744.82 | $4359.86 | $871.97 | $6.97 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -57.79% | -99.99% | $5779.26 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +67.35% | +128.99% | +$6735.05 | $366.67 | $73.33 | $0.58 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +61.28% | +57.37% | +$6127.89 | $560.02 | $112.00 | $0.90 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -26.45% | -27.84% | $2645.46 | $332.30 | $66.46 | $0.53 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -5.05% | -2.75% | $504.52 | $768.09 | $153.62 | $1.23 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +55.15% | +32.31% | +$5514.82 | $763.61 | $152.72 | $1.22 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1996-05-20 | $0.1224 | 1.62% |
| 1996-08-26 | $0.0616 | 0.82% |
| 1997-04-01 | $0.0464 | 0.43% |
| 1997-08-13 | $0.0810 | 0.67% |
| 1998-04-01 | $0.1458 | 0.68% |
| 1998-09-02 | $0.0980 | 0.67% |
| 1999-04-01 | $0.1780 | 0.87% |
| 1999-09-01 | $0.1244 | 0.74% |
| 2000-04-05 | $0.1940 | 0.72% |
| 2000-09-06 | $0.1292 | 0.29% |
| 2001-03-28 | $0.1930 | 0.60% |
| 2001-09-05 | $0.1440 | 0.49% |
| 2002-04-03 | $0.2050 | 0.75% |
| 2002-08-28 | $0.1700 | 1.16% |
| 2003-04-02 | $0.2360 | 2.54% |
| 2003-08-13 | $0.1610 | 1.00% |
| 2004-03-31 | $0.2380 | 1.56% |
| 2004-09-22 | $0.0890 | 0.76% |
| 2005-03-30 | $0.1880 | 1.48% |
| 2005-09-07 | $0.1450 | 1.06% |
| 2006-03-29 | $0.1910 | 0.99% |
| 2006-09-06 | $0.1540 | 0.74% |
| 2007-04-25 | $0.2080 | 0.90% |
| 2007-09-19 | $0.1640 | 0.66% |
| 2008-03-18 | $0.2200 | 1.02% |
| 2008-05-19 | $0.1000 | 0.35% |
| 2008-08-18 | $0.1000 | 0.38% |
| 2008-11-24 | $0.1000 | 1.08% |
| 2009-02-23 | $0.1000 | 0.80% |
| 2009-05-18 | $0.1030 | 0.72% |
| 2009-08-17 | $0.1030 | 0.52% |
| 2009-11-16 | $0.1030 | 0.44% |
| 2010-02-19 | $0.1030 | 0.53% |
| 2010-05-20 | $0.1100 | 0.55% |
| 2010-08-19 | $0.1100 | 0.58% |
| 2010-11-17 | $0.1100 | 0.51% |
| 2011-02-18 | $0.1100 | 0.40% |
| 2011-05-18 | $0.1230 | 0.51% |
| 2011-08-18 | $0.1230 | 0.69% |
| 2011-11-16 | $0.1230 | 0.61% |
| 2012-02-21 | $0.1230 | 0.50% |
| 2012-05-16 | $0.1730 | 0.77% |
| 2012-08-20 | $0.1730 | 0.72% |
| 2012-11-15 | $0.1730 | 0.74% |
| 2013-02-19 | $0.1720 | 0.63% |
| 2013-05-15 | $0.2250 | 0.65% |
| 2013-08-19 | $0.2250 | 0.70% |
| 2013-11-15 | $0.2250 | 0.66% |
| 2014-02-18 | $0.2250 | 0.65% |
| 2014-05-14 | $0.2500 | 0.69% |
| 2014-08-19 | $0.2500 | 0.63% |
| 2014-11-14 | $0.2500 | 0.61% |
| 2015-02-17 | $0.2500 | 0.63% |
| 2015-05-13 | $0.2700 | 0.66% |
| 2015-08-18 | $0.2700 | 0.72% |
| 2015-11-13 | $0.2700 | 0.83% |
| 2016-02-16 | $0.2700 | 1.02% |
| 2016-05-11 | $0.2800 | 0.93% |
| 2016-08-16 | $0.2800 | 0.94% |
| 2016-11-10 | $0.2800 | 0.93% |
| 2017-02-14 | $0.2800 | 0.87% |
| 2017-05-10 | $0.2900 | 0.89% |
| 2017-08-15 | $0.2900 | 0.85% |
| 2017-11-13 | $0.2900 | 0.83% |
| 2018-02-14 | $0.2900 | 0.89% |
| 2018-05-10 | $0.3000 | 1.07% |
| 2018-08-15 | $0.3000 | 1.20% |
| 2018-11-09 | $0.3000 | 1.38% |
| 2019-02-13 | $0.3000 | 1.62% |
| 2019-05-09 | $0.3100 | 1.46% |
| 2019-08-14 | $0.3100 | 1.92% |
| 2019-11-08 | $0.3100 | 1.71% |
| 2020-02-12 | $0.3100 | 1.64% |
| 2020-05-08 | $0.1550 | 2.02% |
| 2020-08-13 | $0.1550 | 1.36% |
| 2020-11-10 | $0.1550 | 1.04% |
| 2021-02-12 | $0.1550 | 0.69% |
| 2021-05-10 | $0.1700 | 0.60% |
| 2021-08-12 | $0.1700 | 0.66% |
| 2021-11-10 | $0.1700 | 0.65% |
| 2022-02-15 | $0.1700 | 0.74% |
| 2022-05-09 | $0.1880 | 1.02% |
| 2022-08-11 | $0.1880 | 1.02% |
| 2022-11-09 | $0.1880 | 1.14% |
| 2023-02-15 | $0.1880 | 0.99% |
| 2023-05-08 | $0.2000 | 1.21% |
| 2023-08-10 | $0.2000 | 1.20% |
| 2023-11-09 | $0.2000 | 1.51% |
| 2024-02-15 | $0.2000 | 1.29% |
| 2024-05-13 | $0.2050 | 1.31% |
| 2024-08-16 | $0.2050 | 1.22% |
| 2024-11-14 | $0.2050 | 1.16% |
| 2025-02-14 | $0.2050 | 1.11% |
| 2025-05-14 | $0.2100 | 1.34% |
| 2025-08-14 | $0.2100 | 0.98% |
| 2025-11-14 | $0.2100 | 0.88% |
| 2026-02-13 | $0.2100 | 0.80% |
| Total | 97 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-10 | $65.08 | $13.02 | $0.10 | 1.8414 |
| 2021-08-12 | $65.40 | $13.08 | $0.10 | 2.0794 |
| 2021-11-10 | $65.75 | $13.15 | $0.11 | 2.0562 |
| 2022-02-15 | $66.10 | $13.22 | $0.11 | 2.2621 |
| 2022-05-09 | $73.52 | $14.70 | $0.12 | 3.3146 |
| 2022-08-11 | $74.15 | $14.83 | $0.12 | 3.2017 |
| 2022-11-09 | $74.75 | $14.95 | $0.12 | 3.7511 |
| 2023-02-15 | $75.45 | $15.09 | $0.12 | 3.2078 |
| 2023-05-08 | $80.91 | $16.18 | $0.13 | 3.9657 |
| 2023-08-10 | $81.71 | $16.34 | $0.13 | 4.0193 |
| 2023-11-09 | $82.51 | $16.50 | $0.13 | 5.1546 |
| 2024-02-15 | $83.54 | $16.71 | $0.13 | 4.2510 |
| 2024-05-13 | $86.50 | $17.30 | $0.14 | 4.3738 |
| 2024-08-16 | $87.40 | $17.48 | $0.14 | 4.1387 |
| 2024-11-14 | $88.25 | $17.65 | $0.14 | 3.9715 |
| 2025-02-14 | $89.06 | $17.81 | $0.14 | 3.8435 |
| 2025-05-14 | $92.04 | $18.41 | $0.15 | 4.7470 |
| 2025-08-14 | $93.04 | $18.61 | $0.15 | 3.4808 |
| 2025-11-14 | $93.77 | $18.75 | $0.15 | 3.1830 |
| 2026-02-13 | $94.44 | $18.89 | $0.15 | 2.8430 |
| Total | $1613.36 | $322.67 | $2.58 | 69.6862 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.