IVZ returns by year
Invesco Ltd has returned +8.0% annually (CAGR) since 1996. Calendar-year, monthly and weekly total returns for Invesco Ltd (IVZ) below, through July 24, 2026 — the most recent year is year-to-date.
Invesco Ltd returns by year (1996–2026)#
Calendar-year returns with each year's path and its dividend contribution (dividend return = total minus price return).
| Year | Start price | End price | Path | Dividend | Total return |
|---|---|---|---|---|---|
| 2026YTD | $26.27 | $29.94 | +1.8% | +15.8% | |
| 2025 | $17.48 | $26.27 | +6.6% | +56.9% | |
| 2024 | $17.84 | $17.48 | +5.0% | +3.0% | |
| 2023 | $17.99 | $17.84 | +4.9% | +4.1% | |
| 2022 | $23.02 | $17.99 | +3.1% | -18.7% | |
| 2021 | $17.43 | $23.02 | +3.5% | +35.5% | |
| 2020 | $17.98 | $17.43 | +6.0% | +3.0% | |
| 2019 | $16.74 | $17.98 | +7.4% | +14.8% | |
| 2018 | $36.54 | $16.74 | +2.1% | -52.1% | |
| 2017 | $30.34 | $36.54 | +4.2% | +24.6% | |
| 2016 | $33.48 | $30.34 | +3.5% | -5.9% | |
| 2015 | $39.52 | $33.48 | +2.4% | -12.8% |
Total return by period
Methodology#
Returns are total returns (dividends reinvested), computed from IVZ's split- and dividend-adjusted closes. The bar chart switches between annual and monthly periods. Annualized return is the compound annual growth rate over the full period. The current year is year-to-date. See also the periodic table of returns. Past performance does not predict future returns; not investment advice.
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FAQ
- What is Invesco Ltd's average annual return?
- Since 1996, Invesco Ltd (IVZ) has returned about 8.0% a year (the compound annual growth rate) and an average calendar-year return of 14.3%.
- What were Invesco Ltd's best and worst years?
- Over 1996–2026, the best year was 1997 (+98.1%) and the worst was 2002 (-55.8%).
- How often is Invesco Ltd up in a year?
- 20 of the 30 full years since 1996 were positive — about 67% of the time.