ChartRow logo
Sign in
AccountWatchlists
IVZ
$29.44+4.18%
as of close, Nov 4, 2026
☾ AH $29.44 +4.18%
Invesco LtdStock · FinancialsS&P 500 Equal Weight · 0.2% of RSPS&P 500 · 0.02% of SPYUS Stock Market · 0.02% of VTIRussell 3000 · 0.01% of IWVRussell 1000 · 0.01% of IWB
PeersBENTROWPFGCGTPGOWL
Share this page

IVZ return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates10 years
Key datesStart at a well-known dateRecentMarket topsMarket bottomsEvents
Bought at that day's close
Key datesEnd at a well-known dateMarket topsMarket bottomsEvents
Latest close, Nov 4, 2026

Or drag the slider to set start and end dates

1995 to today, log scale
2008 crisisCovid
20002010Nov 2016Today
Options

Result#

$1,000Nov 4, 2016$1,656Nov 4, 20261.7× 

$1,000 invested in IVZ on November 4, 2016 was worth $1,656 on November 4, 2026, with dividends reinvested.

That’s 5.2% a year compounded (CAGR) over 10 years: 1.7 times your money.

Over the same dates the same $1,000 would be worth $4,305 in the S&P 500 and $6,525 in the Nasdaq-100: IVZ trailed both the S&P 500 and the Nasdaq-100.

Price only$1,057if dividends were spent
Biggest fall−79.7%Jan 26, 2018 to May 15, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$656on $1,000 put in

How this period ranks#

Better than 57% of all 256 periods of 10 years since 1995.

Your dates
−60%0%160%
Worst: −6.2% a year, Apr 2015 to Apr 2025Best: 17.2% a year, Aug 2004 to Aug 2014
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in IVZ, November 4, 2016 to November 4, 2026#

Your $1,000$Your buySame plan in the S&P 500A lowLog scale: equal steps are equal percentage moves
Lowest value$292 · May 2020$
$500$1,000$1,656
20182020202220242026

How far IVZ was below its previous high. The biggest fall: −79.7% from Jan 26, 2018 to May 15, 2020, back to the high by Dec 5, 2025.

−79.7% from its high
high−80%

Your one buy. $1,000 on November 4, 2016, worth $1,656 on November 4, 2026. Pick Monthly or Yearly to see a plan's buys.

1.7×paid

What $1,000 would be worth on November 4, 2026, by start date#

Each point is the same amount invested that day and held to November 4, 2026, dividends reinvested. Above the line it made money.

Your start
$1,000$2,000$5,000$10k
200020052010201520202025

$1,000 invested in IVZ, by year#

Started on each year's first close and held to Nov 4, 2026, dividends reinvested.

StartedWorth Nov 4, 2026MultipleA year (CAGR)
2017$1,4771.5×4.0%
2018$1,2141.2×2.2%
2019$2,5042.5×12.4%
2020$2,1912.2×12.2%
2021$2,1882.2×14.4%
2022$1,5511.6×9.5%
2023$1,9061.9×18.3%
2024$1,8631.9×24.5%
2025$1,7811.8×36.9%
2026$1,1181.1×—

Methodology#

A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. IVZ data begins August 25, 1995; values as of November 4, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.

See the live IVZ chart and fundamentals on the IVZ quote page or the S&P 500 return calculator.

Head-to-head:Compare with BEN or any ticker →

FAQ#

How much would $1,000 invested in IVZ be worth today?
$1,000 invested in IVZ on November 4, 2016 would be worth $1,656 on November 4, 2026, with dividends reinvested — 5.2% a year compounded (CAGR).
How far back does the IVZ calculator go?
IVZ data begins August 25, 1995, with a close every session. Pick any start and end date in that span — 31 years, 2 months of history.
Does this include dividends?
Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.