IVZ
$27.08+0.00%
as of close, Nov 6, 2026
☾ AH $27.08 +0.00%
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Invesco Ltd total returns by year (including dividends)
As of market close, Nov 6, 2026
Every year since 1995#
Data provided bySource: Twelve DataCalendar-year returns with each year's path and its dividend contribution (dividend return = total minus price return). Every year has a direct link you can bookmark or share.
| Year | Start | End | Path | Dividend | Total return |
|---|---|---|---|---|---|
| 2026YTD | $26.27 | $27.08 | 2.3% | +5.4% | |
| 2025 | $17.48 | $26.27 | 6.7% | +56.9% | |
| 2024 | $17.84 | $17.48 | 5.0% | +3.0% | |
| 2023 | $17.99 | $17.84 | 5.0% | +4.2% | |
| 2022 | $23.02 | $17.99 | 3.1% | -18.7% | |
| 2021 | $17.43 | $23.02 | 3.5% | +35.6% | |
| 2020 | $17.98 | $17.43 | 6.1% | +3.1% | |
| 2019 | $16.74 | $17.98 | 7.5% | +14.9% | |
| 2018 | $36.54 | $16.74 | 2.1% | -52.0% | |
| 2017 | $30.34 | $36.54 | 4.2% | +24.7% | |
| 2016 | $33.48 | $30.34 | 3.5% | -5.8% | |
| 2015 | $39.52 | $33.48 | 2.5% | -12.8% | |
| 2014 | $36.40 | $39.52 | 2.9% | +11.4% | |
| 2013 | $26.09 | $36.40 | 3.8% | +43.3% | |
| 2012 | $20.09 | $26.09 | 3.6% | +33.5% | |
| 2011 | $24.06 | $20.09 | 1.9% | -14.6% | |
| 2010 | $23.49 | $24.06 | 2.2% | +4.7% | |
| 2009 | $14.44 | $23.49 | 4.1% | +66.8% | |
| 2008 | $31.38 | $14.44 | 1.3% | -52.7% | |
| 2007 | $24.65 | $31.38 | 2.0% | +29.3% | |
| 2006 | $15.39 | $24.65 | 2.9% | +63.1% | |
| 2005 | $12.56 | $15.39 | 3.1% | +25.7% | |
| 2004 | $14.74 | $12.56 | 2.0% | -12.8% | |
| 2003 | $12.60 | $14.74 | 3.9% | +20.9% | |
| 2002 | $29.02 | $12.60 | 0.8% | -55.8% | |
| 2001 | $43.50 | $29.02 | 0.7% | -32.6% | |
| 2000 | $22.60 | $43.50 | 1.7% | +94.2% | |
| 1999 | $15.40 | $22.60 | 2.1% | +48.9% | |
| 1998 | $17.25 | $15.40 | 0.6% | -10.1% | |
| 1997 | $8.88 | $17.25 | 3.7% | +98.1% | |
| 1996 | $7.75 | $8.88 | 2.8% | +17.4% | |
| 1995since Aug 25 | $6.80 | $7.75 | 0.9% | +14.9% |
- Annualized
- +7.6%
- 1996–2026
- Average year
- +14.4%
- 30 full years
- Best year
- +98.1%
- 1997
- Worst year
- -55.8%
- 2002
- Positive years
- 20/30
- 67% up
Annualized (CAGR)
+7.6%
1996–2026
Average year
+14.4%
30 full years
Best year
+98.1%
1997
Worst year
-55.8%
2002
Positive years
20/30
67% up
Total return by period#
Annual
-50%0%50%
1995, since Aug 25+15%'95
1996+17%
1997+98%
1998-10%'98
1999+49%
2000+94%
2001-33%'01
2002-56%
2003+21%
2004-13%'04
2005+26%
2006+63%
2007+29%'07
2008-53%
2009+67%
2010+4.7%'10
2011-15%
2012+33%
2013+43%'13
2014+11%
2015-13%
2016-5.8%'16
2017+25%
2018-52%
2019+15%'19
2020+3.1%
2021+36%
2022-19%'22
2023+4.2%
2024+3.0%
2025+57%'25
2026+5.4%
Methodology#
Total returns, dividends reinvested, measured on IVZ. Annualized return is the compound annual growth rate; the current year is year-to-date. Past performance does not predict future returns.
FAQ#
- What is Invesco Ltd's average annual return?
- Since 1996, Invesco Ltd (IVZ) has returned about 7.6% a year (the compound annual growth rate) and an average calendar-year return of 14.4%.
- 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.
More on Invesco Ltd
Annual returns for: S&P 500 · S&P 500 Equal Weight · US Stock Market · Nasdaq-100
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