Invesco Ltd trailing returns
Invesco Ltd's 10-year return is +5.2% a year (CAGR) (+65.6% cumulative). How Invesco Ltd (IVZ) has performed over the last day, week, month and year, over 5, 10, 20 and 30 years, and since inception, through November 4, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
To 2026-11-04. Price return + dividends = total return. Worst drop: the deepest fall in the price from a high inside the window, and when it bottomed.
| Period | Price | DivsDividends | Total | Worst drop |
|---|---|---|---|---|
| Cumulative · the change over the window | ||||
| 1 day | +4.2% | +0.0% | +4.2% | — |
| 5 days | +2.6% | +0.0% | +2.6% | -4.3%Oct 30 |
| 1 month | -4.0% | +0.0% | -4.0% | -9.5%Oct 30 |
| YTD | +12.1% | +2.5% | +14.6% | -22.7%Apr 7 |
| Per year (CAGR) · the cumulative total return beneath | ||||
| 1 year | +26.7% | +4.0% | +30.7% CAGR | -22.7%Apr 2026 |
| 5 years | +2.6% | +4.4% | +7.0% CAGR+40.2% total | -53.8%Apr 2025 |
| 10 years | +0.6% | +4.6% | +5.2% CAGR+65.6% total | -82.6%May 2020 |
| 20 years | +1.3% | +3.6% | +4.9% CAGR+161.5% total | -84.0%May 2020 |
| 30 years | +4.6% | +3.1% | +7.7% CAGR+823.5% total | -86.8%May 2020 |
| Since 1995Since inception (1995) | +4.8% | +3.1% | +7.9% CAGR+973.4% total | -86.8%May 2020 |
Growth of IVZ#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years+7.0%/year · +40.2%
- 10 years+5.2%/year · +65.6%
- 20 years+4.9%/year · +161.5%
- 30 years+7.7%/year · +823.5%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-11-04). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Price return is the change in IVZ's closing price; total return reinvests dividends (from its split- and dividend-adjusted closes); the dividends column is the difference between the two. The worst drop is the largest fall in the closing price from a high to a later low inside the window, the way a drawdown is usually quoted. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is Invesco Ltd's 10-year return?
- Over the last 10 years, Invesco Ltd (IVZ) returned about +5.2% a year annualized (+65.6% cumulative total return).
- What is Invesco Ltd's 20-year annualized return?
- Over the last 20 years, Invesco Ltd (IVZ) compounded at about +4.9% a year (+161.5% cumulative).
- What is Invesco Ltd's 30-year annualized return?
- Over the last 30 years, Invesco Ltd (IVZ) compounded at about +7.7% a year (+823.5% cumulative).
- What is Invesco Ltd's return since inception?
- Since 1995, Invesco Ltd (IVZ) has compounded at about +7.9% a year — +973.4% in total.