Performance analysis of Invesco (IVZ)
Annual Return
Over the past 3 years, IVZ has had an average annual return of +27.25%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IVZ has had an average annual return of +2.97%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, IVZ has had an average annual return of +3.55%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, IVZ has had an average annual return of +4.73%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.20% | +56.92% | +2.92% | +6.11% | -18.70% | +35.58% | +3.01% | +14.99% | -52.04% | +24.67% | -5.87% | -12.82% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +11.44% | +43.26% | +33.47% | -14.58% | +4.73% | +66.84% | -52.79% | +29.26% | +63.08% | +25.61% | -12.79% | +20.68% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -55.79% | -32.59% | +94.28% | +23.34% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.88% | -3.01% | -7.50% | +7.90% | +9.45% | -5.33% | +4.20% | ||||||
| 2025 | +10.01% | -8.56% | -12.77% | -8.18% | +5.22% | +9.06% | +33.23% | +5.21% | +4.80% | +3.31% | +4.08% | +7.44% | +56.92% |
| 2024 | -11.27% | -1.41% | +7.66% | -14.59% | +12.31% | -4.77% | +15.37% | +0.22% | +2.75% | -1.25% | +5.53% | -3.37% | +2.92% |
| 2023 | +2.89% | -3.64% | -7.14% | +4.45% | -15.02% | +16.90% | -0.06% | -4.07% | -8.79% | -10.67% | +11.74% | +27.25% | +6.11% |
| 2022 | -1.57% | -5.58% | +8.57% | -20.29% | +6.34% | -16.59% | +9.98% | -6.22% | -16.81% | +11.82% | +26.21% | -5.86% | -18.70% |
| 2021 | +18.13% | +9.63% | +12.49% | +7.05% | +6.31% | -6.31% | -8.79% | +4.56% | -4.78% | +5.39% | -11.53% | +3.09% | +35.58% |
| 2020 | -3.78% | -15.37% | -36.94% | -5.07% | -5.74% | +35.01% | -6.69% | +3.06% | +11.86% | +14.90% | +25.12% | +7.40% | +3.01% |
| 2019 | +8.85% | +7.93% | -0.21% | +13.78% | -9.74% | +4.71% | -6.21% | -16.53% | +7.90% | -0.71% | +6.22% | +2.39% | +14.99% |
| 2018 | -1.12% | -9.15% | -1.63% | -9.50% | -4.69% | -2.78% | +1.62% | -9.60% | -5.06% | -5.12% | -4.92% | -17.74% | -52.04% |
| 2017 | -4.68% | +12.28% | -4.85% | +7.54% | -2.90% | +11.01% | -1.19% | -4.92% | +6.89% | +2.14% | +1.91% | +1.02% | +24.67% |
Drawdown analysis of Invesco (IVZ)
The maximum drawdown for the IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 2784 trading sessions.
The current IVZ drawdown is -7.02%.
Since Nov 1, 1999 IVZ has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -83.90% | Nov 3, 2000 | 586 | Mar 12, 2003 | 2784 | Apr 2, 2014 | 3370 |
| -79.73% | Jan 26, 2018 | 579 | May 15, 2020 | 1397 | Dec 5, 2025 | 1976 |
| -42.29% | Mar 20, 2015 | 320 | Jun 27, 2016 | 392 | Jan 17, 2018 | 712 |
| -22.04% | Jan 16, 2026 | 54 | Apr 7, 2026 | Ongoing | Ongoing | Ongoing |
| -17.73% | Apr 3, 2000 | 10 | Apr 17, 2000 | 8 | Apr 28, 2000 | 18 |
| -16.79% | May 2, 2000 | 15 | May 23, 2000 | 17 | Jun 16, 2000 | 32 |
| -16.22% | Oct 2, 2000 | 12 | Oct 18, 2000 | 9 | Oct 31, 2000 | 21 |
| -13.80% | Sep 18, 2014 | 19 | Oct 15, 2014 | 17 | Nov 7, 2014 | 36 |
| -13.19% | Sep 1, 2000 | 4 | Sep 8, 2000 | 16 | Oct 2, 2000 | 20 |
| -12.69% | Dec 5, 2014 | 27 | Jan 15, 2015 | 40 | Mar 16, 2015 | 67 |
| -11.57% | Jan 18, 2000 | 8 | Jan 28, 2000 | 25 | Mar 6, 2000 | 33 |
| -10.16% | Dec 29, 1999 | 6 | Jan 6, 2000 | 5 | Jan 13, 2000 | 11 |
| -9.53% | Apr 2, 2014 | 7 | Apr 11, 2014 | 37 | Jun 5, 2014 | 44 |
| -8.04% | Dec 13, 1999 | 5 | Dec 20, 1999 | 6 | Dec 29, 1999 | 11 |
| -7.41% | Jul 17, 2000 | 2 | Jul 19, 2000 | 14 | Aug 8, 2000 | 16 |
| -6.49% | Mar 9, 2000 | 2 | Mar 13, 2000 | 6 | Mar 21, 2000 | 8 |
| -5.59% | Nov 1, 1999 | 9 | Nov 12, 1999 | 2 | Nov 16, 1999 | 11 |
| -4.80% | Nov 18, 1999 | 1 | Nov 19, 1999 | 4 | Nov 26, 1999 | 5 |
| -4.63% | Aug 25, 2000 | 3 | Aug 30, 2000 | 1 | Aug 31, 2000 | 4 |
| -3.91% | Dec 22, 2025 | 6 | Dec 31, 2025 | 2 | Jan 5, 2026 | 8 |
| -3.81% | Nov 7, 2014 | 8 | Nov 19, 2014 | 11 | Dec 5, 2014 | 19 |
| -3.59% | Dec 11, 2025 | 3 | Dec 16, 2025 | 4 | Dec 22, 2025 | 7 |
| -3.07% | Jul 22, 2014 | 10 | Aug 5, 2014 | 6 | Aug 13, 2014 | 16 |
| -2.96% | Jun 9, 2014 | 5 | Jun 16, 2014 | 11 | Jul 1, 2014 | 16 |
| -2.76% | Jul 7, 2014 | 8 | Jul 17, 2014 | 3 | Jul 22, 2014 | 11 |