Invesco Ltd trailing returns
Invesco Ltd's 10-year annualized return is +4.7% per year (+58.5% cumulative). How Invesco Ltd (IVZ) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through September 18, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-09-18. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | +1.0% | |
| 5 days | — | -5.4% | |
| 1 month | — | -5.7% | |
| YTD | — | +18.9% | |
| 1 year | +39.1% | +39.1% | |
| 5 years | +7.5% | +43.7% | |
| 10 years | +4.7% | +58.5% | |
| 20 years | +5.6% | +197.9% | |
| Since inception (1995) | +8.1% | +1013.1% |
Growth of IVZ
Actual index level (solid); dashed lines are each window's constant-rate path from start to today.
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-09-18). 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. Total return reinvests dividends (from IVZ's split- and dividend-adjusted closes); price return excludes them. 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 +4.7% a year annualized (+58.5% cumulative total return).
- What is Invesco Ltd's 20-year annualized return?
- Over the last 20 years, Invesco Ltd (IVZ) compounded at about +5.6% a year (+197.9% cumulative).
- What is Invesco Ltd's return since inception?
- Since 1995, Invesco Ltd (IVZ) has compounded at about +8.1% a year — +1013.1% in total.