Invesco (IVZ) seasonality heatmap
Returns across monthly, quarterly, and yearly periods. Cell color encodes signed magnitude; the scale auto-fits each table.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.9% | -3.0% | -7.5% | +7.9% | +9.4% | -7.3% | +6.4% | — | — | — | — | — |
| 2025 | +10.0% | -8.5% | -12.8% | -8.2% | +5.2% | +9.1% | +33.2% | +5.2% | +4.8% | +3.3% | +4.1% | +7.4% |
| 2024 | -11.3% | -1.3% | +7.6% | -14.6% | +12.4% | -4.8% | +15.4% | +0.3% | +2.8% | -1.3% | +5.6% | -3.4% |
| 2023 | +2.9% | -3.6% | -7.2% | +4.5% | -15.0% | +16.9% | -0.1% | -4.1% | -8.7% | -10.7% | +11.6% | +25.0% |
| 2022 | -1.5% | -5.5% | +8.5% | -20.3% | +6.3% | -16.6% | +10.0% | -6.2% | -16.8% | +11.9% | +26.1% | -5.8% |
| 2021 | +18.2% | +9.6% | +12.5% | +7.0% | +6.3% | -6.3% | -8.8% | +4.6% | -4.8% | +5.4% | -11.5% | +3.1% |
| 2020 | -3.8% | -15.4% | -36.9% | -5.0% | -5.8% | +35.0% | -6.7% | +2.9% | +11.9% | +14.8% | +25.2% | +7.3% |
| 2019 | +8.8% | +8.0% | -0.2% | +13.8% | -9.7% | +4.7% | -6.2% | -16.6% | +7.8% | -0.7% | +6.3% | +2.3% |
| 2018 | -1.1% | -9.1% | -1.6% | -9.5% | -4.6% | -2.8% | +1.6% | -9.6% | -5.1% | -5.1% | -5.0% | -17.7% |
| 2017 | -4.7% | +12.4% | -4.9% | +7.6% | -2.9% | +11.0% | -1.2% | -4.9% | +6.9% | +2.1% | +1.9% | +1.0% |
| 2016 | -10.6% | -9.7% | +15.0% | +0.8% | +2.2% | -18.7% | +14.3% | +7.9% | +0.2% | -10.2% | +12.6% | -3.1% |
| 2015 | -7.1% | +10.3% | -1.5% | +4.4% | -3.2% | -5.8% | +2.9% | -11.0% | -7.7% | +6.3% | +2.4% | -0.7% |
| 2014 | -8.7% | +3.8% | +7.9% | -4.8% | +5.0% | +2.8% | -0.3% | +9.2% | -3.3% | +2.5% | +0.4% | -2.1% |
| 2013 | +4.5% | -1.1% | +8.1% | +9.5% | +7.0% | -5.7% | +1.2% | -5.0% | +5.1% | +5.8% | +4.0% | +4.4% |
| 2012 | +12.3% | +10.2% | +7.7% | -6.9% | -11.7% | +3.9% | -2.1% | +7.8% | +5.6% | -2.7% | +3.6% | +4.3% |
| 2011 | +2.8% | +8.9% | -4.8% | -2.6% | -0.4% | -5.2% | -5.2% | -16.9% | -15.2% | +29.4% | +1.4% | -0.7% |
| 2010 | -17.8% | +2.0% | +11.8% | +4.9% | -18.8% | -9.3% | +16.1% | -6.6% | +17.0% | +8.3% | -5.0% | +10.6% |
| 2009 | -18.3% | -2.3% | +21.2% | +6.2% | +7.1% | +13.9% | +10.7% | +5.7% | +9.7% | -7.1% | +5.7% | +5.6% |
| 2008 | -13.2% | -5.9% | -3.9% | +5.2% | +8.9% | -13.9% | -2.9% | +10.4% | -18.1% | -28.9% | -14.9% | +15.0% |
| 2007 | -1.0% | -2.4% | -7.1% | +11.1% | +1.7% | +7.4% | -2.8% | -1.6% | +13.5% | +345.2% | -13.7% | +19.5% |
| 2006 | +20.0% | +2.9% | +3.3% | +15.7% | -10.8% | -5.4% | +6.1% | +6.2% | +8.4% | +5.0% | -5.9% | +14.1% |
| 2005 | +7.3% | -1.5% | +2.3% | -7.5% | +1.6% | +0.8% | +21.3% | -8.4% | +2.1% | -4.2% | +10.1% | +11.8% |
| 2004 | +1.5% | +8.1% | 0.0% | -11.6% | +1.6% | +2.3% | -23.9% | 0.0% | +6.9% | 0.0% | +12.8% | +0.8% |
| 2003 | -8.3% | -19.0% | -2.1% | +35.1% | +11.6% | +13.1% | +9.9% | +8.3% | -4.9% | +3.6% | -9.9% | +3.9% |
| 2002 | -4.3% | -14.1% | +16.5% | -19.2% | -6.9% | -18.8% | -7.4% | -3.6% | -30.5% | +29.3% | +16.5% | -13.6% |
| 2001 | +6.1% | -13.7% | -25.4% | +25.6% | +3.1% | -8.0% | -7.9% | -9.0% | -24.6% | +11.1% | +18.2% | +3.0% |
| 2000 | -4.1% | +5.6% | +24.0% | +3.2% | -8.9% | +20.6% | +11.4% | +22.6% | +5.2% | +2.3% | -29.7% | +36.2% |
| 1999 | +8.5% | +16.7% | +5.0% | +10.4% | -13.0% | -1.7% | -0.8% | -8.5% | 0.0% | +10.3% | +11.9% | +12.1% |
| 1998 | +5.0% | +6.7% | +10.7% | +8.1% | -6.0% | -7.1% | +17.1% | -34.4% | -21.2% | +26.6% | +9.3% | -4.0% |
| 1997 | +8.1% | +20.0% | -5.6% | +2.9% | +1.5% | +4.7% | +7.5% | -1.2% | +11.9% | -2.7% | +8.8% | +20.5% |
| 1996 | -3.1% | +10.1% | -2.9% | +32.9% | +10.9% | -8.9% | -2.9% | +14.9% | -2.1% | +1.1% | +19.2% | -0.4% |
| 1995 | — | — | — | — | — | — | — | — | +3.0% | +11.0% | +6.3% | -4.9% |
| Avg | +0.0% | +0.6% | +1.2% | +3.4% | -0.5% | +0.0% | +3.3% | -1.4% | -1.3% | +14.9% | +4.1% | +4.9% |
| Median | -1.0% | -1.1% | 0.0% | +4.5% | +1.6% | -2.8% | +0.6% | -1.4% | +2.1% | +3.3% | +5.6% | +3.1% |
| Last 5Y Avg | +0.8% | -4.4% | -2.2% | -6.1% | +3.7% | -0.5% | +10.0% | -0.1% | -4.6% | +1.7% | +7.2% | +5.3% |
| Std Dev (σ) | 9.5% | 9.8% | 12.5% | 13.2% | 8.5% | 12.0% | 11.3% | 11.0% | 11.8% | 62.4% | 12.1% | 11.0% |
| Consistency (μ/σ) | 0.00 | 0.06 | 0.10 | 0.26 | -0.06 | 0.00 | 0.30 | -0.13 | -0.11 | 0.24 | 0.34 | 0.44 |
| Win Rate (%) | 48% | 48% | 48% | 65% | 55% | 45% | 50% | 43% | 55% | 65% | 74% | 65% |
| Winning / Losing Months | ▲15▼16 | ▲15▼16 | ▲15▼16 | ▲20▼11 | ▲17▼14 | ▲14▼17 | ▲15▼15 | ▲13▼17 | ▲17▼14 | ▲20▼11 | ▲23▼8 | ▲20▼11 |
| Longest Win / Loss Streak | ▲3▼5 | ▲5▼5 | ▲3▼4 | ▲6▼2 | ▲3▼4 | ▲3▼2 | ▲2▼3 | ▲2▼3 | ▲4▼3 | ▲6▼2 | ▲7▼3 | ▲8▼3 |
| Best | +20.0%in January 2006 | +20.0%in February 1997 | +24.0%in March 2000 | +35.1%in April 2003 | +12.4%in May 2024 | +35.0%in June 2020 | +33.2%in July 2025 | +22.6%in August 2000 | +17.0%in September 2010 | +345.2%in October 2007 | +26.1%in November 2022 | +36.2%in December 2000 |
| Worst | -18.3%in January 2009 | -19.0%in February 2003 | -36.9%in March 2020 | -20.3%in April 2022 | -18.8%in May 2010 | -18.8%in June 2002 | -23.9%in July 2004 | -34.4%in August 1998 | -30.5%in September 2002 | -28.9%in October 2008 | -29.7%in November 2000 | -17.7%in December 2018 |
-36.9%+345.2%
2026
Jan+3.9%
Feb-3.0%
Mar-7.5%
Apr+7.9%
May+9.4%
Jun-7.3%
Jul+6.4%
Aug—
Sep—
Oct—
Nov—
Dec—
2025
Jan+10.0%
Feb-8.5%
Mar-12.8%
Apr-8.2%
May+5.2%
Jun+9.1%
Jul+33.2%
Aug+5.2%
Sep+4.8%
Oct+3.3%
Nov+4.1%
Dec+7.4%
2024
Jan-11.3%
Feb-1.3%
Mar+7.6%
Apr-14.6%
May+12.4%
Jun-4.8%
Jul+15.4%
Aug+0.3%
Sep+2.8%
Oct-1.3%
Nov+5.6%
Dec-3.4%
2023
Jan+2.9%
Feb-3.6%
Mar-7.2%
Apr+4.5%
May-15.0%
Jun+16.9%
Jul-0.1%
Aug-4.1%
Sep-8.7%
Oct-10.7%
Nov+11.6%
Dec+25.0%
2022
Jan-1.5%
Feb-5.5%
Mar+8.5%
Apr-20.3%
May+6.3%
Jun-16.6%
Jul+10.0%
Aug-6.2%
Sep-16.8%
Oct+11.9%
Nov+26.1%
Dec-5.8%
2021
Jan+18.2%
Feb+9.6%
Mar+12.5%
Apr+7.0%
May+6.3%
Jun-6.3%
Jul-8.8%
Aug+4.6%
Sep-4.8%
Oct+5.4%
Nov-11.5%
Dec+3.1%
2020
Jan-3.8%
Feb-15.4%
Mar-36.9%
Apr-5.0%
May-5.8%
Jun+35.0%
Jul-6.7%
Aug+2.9%
Sep+11.9%
Oct+14.8%
Nov+25.2%
Dec+7.3%
2019
Jan+8.8%
Feb+8.0%
Mar-0.2%
Apr+13.8%
May-9.7%
Jun+4.7%
Jul-6.2%
Aug-16.6%
Sep+7.8%
Oct-0.7%
Nov+6.3%
Dec+2.3%
2018
Jan-1.1%
Feb-9.1%
Mar-1.6%
Apr-9.5%
May-4.6%
Jun-2.8%
Jul+1.6%
Aug-9.6%
Sep-5.1%
Oct-5.1%
Nov-5.0%
Dec-17.7%
2017
Jan-4.7%
Feb+12.4%
Mar-4.9%
Apr+7.6%
May-2.9%
Jun+11.0%
Jul-1.2%
Aug-4.9%
Sep+6.9%
Oct+2.1%
Nov+1.9%
Dec+1.0%
2016
Jan-10.6%
Feb-9.7%
Mar+15.0%
Apr+0.8%
May+2.2%
Jun-18.7%
Jul+14.3%
Aug+7.9%
Sep+0.2%
Oct-10.2%
Nov+12.6%
Dec-3.1%
2015
Jan-7.1%
Feb+10.3%
Mar-1.5%
Apr+4.4%
May-3.2%
Jun-5.8%
Jul+2.9%
Aug-11.0%
Sep-7.7%
Oct+6.3%
Nov+2.4%
Dec-0.7%
2014
Jan-8.7%
Feb+3.8%
Mar+7.9%
Apr-4.8%
May+5.0%
Jun+2.8%
Jul-0.3%
Aug+9.2%
Sep-3.3%
Oct+2.5%
Nov+0.4%
Dec-2.1%
2013
Jan+4.5%
Feb-1.1%
Mar+8.1%
Apr+9.5%
May+7.0%
Jun-5.7%
Jul+1.2%
Aug-5.0%
Sep+5.1%
Oct+5.8%
Nov+4.0%
Dec+4.4%
2012
Jan+12.3%
Feb+10.2%
Mar+7.7%
Apr-6.9%
May-11.7%
Jun+3.9%
Jul-2.1%
Aug+7.8%
Sep+5.6%
Oct-2.7%
Nov+3.6%
Dec+4.3%
2011
Jan+2.8%
Feb+8.9%
Mar-4.8%
Apr-2.6%
May-0.4%
Jun-5.2%
Jul-5.2%
Aug-16.9%
Sep-15.2%
Oct+29.4%
Nov+1.4%
Dec-0.7%
2010
Jan-17.8%
Feb+2.0%
Mar+11.8%
Apr+4.9%
May-18.8%
Jun-9.3%
Jul+16.1%
Aug-6.6%
Sep+17.0%
Oct+8.3%
Nov-5.0%
Dec+10.6%
2009
Jan-18.3%
Feb-2.3%
Mar+21.2%
Apr+6.2%
May+7.1%
Jun+13.9%
Jul+10.7%
Aug+5.7%
Sep+9.7%
Oct-7.1%
Nov+5.7%
Dec+5.6%
2008
Jan-13.2%
Feb-5.9%
Mar-3.9%
Apr+5.2%
May+8.9%
Jun-13.9%
Jul-2.9%
Aug+10.4%
Sep-18.1%
Oct-28.9%
Nov-14.9%
Dec+15.0%
2007
Jan-1.0%
Feb-2.4%
Mar-7.1%
Apr+11.1%
May+1.7%
Jun+7.4%
Jul-2.8%
Aug-1.6%
Sep+13.5%
Oct+345.2%
Nov-13.7%
Dec+19.5%
2006
Jan+20.0%
Feb+2.9%
Mar+3.3%
Apr+15.7%
May-10.8%
Jun-5.4%
Jul+6.1%
Aug+6.2%
Sep+8.4%
Oct+5.0%
Nov-5.9%
Dec+14.1%
2005
Jan+7.3%
Feb-1.5%
Mar+2.3%
Apr-7.5%
May+1.6%
Jun+0.8%
Jul+21.3%
Aug-8.4%
Sep+2.1%
Oct-4.2%
Nov+10.1%
Dec+11.8%
2004
Jan+1.5%
Feb+8.1%
Mar0.0%
Apr-11.6%
May+1.6%
Jun+2.3%
Jul-23.9%
Aug0.0%
Sep+6.9%
Oct0.0%
Nov+12.8%
Dec+0.8%
2003
Jan-8.3%
Feb-19.0%
Mar-2.1%
Apr+35.1%
May+11.6%
Jun+13.1%
Jul+9.9%
Aug+8.3%
Sep-4.9%
Oct+3.6%
Nov-9.9%
Dec+3.9%
2002
Jan-4.3%
Feb-14.1%
Mar+16.5%
Apr-19.2%
May-6.9%
Jun-18.8%
Jul-7.4%
Aug-3.6%
Sep-30.5%
Oct+29.3%
Nov+16.5%
Dec-13.6%
2001
Jan+6.1%
Feb-13.7%
Mar-25.4%
Apr+25.6%
May+3.1%
Jun-8.0%
Jul-7.9%
Aug-9.0%
Sep-24.6%
Oct+11.1%
Nov+18.2%
Dec+3.0%
2000
Jan-4.1%
Feb+5.6%
Mar+24.0%
Apr+3.2%
May-8.9%
Jun+20.6%
Jul+11.4%
Aug+22.6%
Sep+5.2%
Oct+2.3%
Nov-29.7%
Dec+36.2%
1999
Jan+8.5%
Feb+16.7%
Mar+5.0%
Apr+10.4%
May-13.0%
Jun-1.7%
Jul-0.8%
Aug-8.5%
Sep0.0%
Oct+10.3%
Nov+11.9%
Dec+12.1%
1998
Jan+5.0%
Feb+6.7%
Mar+10.7%
Apr+8.1%
May-6.0%
Jun-7.1%
Jul+17.1%
Aug-34.4%
Sep-21.2%
Oct+26.6%
Nov+9.3%
Dec-4.0%
1997
Jan+8.1%
Feb+20.0%
Mar-5.6%
Apr+2.9%
May+1.5%
Jun+4.7%
Jul+7.5%
Aug-1.2%
Sep+11.9%
Oct-2.7%
Nov+8.8%
Dec+20.5%
1996
Jan-3.1%
Feb+10.1%
Mar-2.9%
Apr+32.9%
May+10.9%
Jun-8.9%
Jul-2.9%
Aug+14.9%
Sep-2.1%
Oct+1.1%
Nov+19.2%
Dec-0.4%
1995
Jan—
Feb—
Mar—
Apr—
May—
Jun—
Jul—
Aug—
Sep+3.0%
Oct+11.0%
Nov+6.3%
Dec-4.9%
Avg
Jan+0.0%
Feb+0.6%
Mar+1.2%
Apr+3.4%
May-0.5%
Jun+0.0%
Jul+3.3%
Aug-1.4%
Sep-1.3%
Oct+14.9%
Nov+4.1%
Dec+4.9%
Median
Jan-1.0%
Feb-1.1%
Mar0.0%
Apr+4.5%
May+1.6%
Jun-2.8%
Jul+0.6%
Aug-1.4%
Sep+2.1%
Oct+3.3%
Nov+5.6%
Dec+3.1%
Last 5Y Avg
Jan+0.8%
Feb-4.4%
Mar-2.2%
Apr-6.1%
May+3.7%
Jun-0.5%
Jul+10.0%
Aug-0.1%
Sep-4.6%
Oct+1.7%
Nov+7.2%
Dec+5.3%
Std Dev (σ)
Jan9.5%
Feb9.8%
Mar12.5%
Apr13.2%
May8.5%
Jun12.0%
Jul11.3%
Aug11.0%
Sep11.8%
Oct62.4%
Nov12.1%
Dec11.0%
Consistency (μ/σ)
Jan0.00
Feb0.06
Mar0.10
Apr0.26
May-0.06
Jun0.00
Jul0.30
Aug-0.13
Sep-0.11
Oct0.24
Nov0.34
Dec0.44
Win Rate (%)
Jan48%
Feb48%
Mar48%
Apr65%
May55%
Jun45%
Jul50%
Aug43%
Sep55%
Oct65%
Nov74%
Dec65%
Winning / Losing Months
Jan▲15▼16
Feb▲15▼16
Mar▲15▼16
Apr▲20▼11
May▲17▼14
Jun▲14▼17
Jul▲15▼15
Aug▲13▼17
Sep▲17▼14
Oct▲20▼11
Nov▲23▼8
Dec▲20▼11
Longest Win / Loss Streak
Jan▲3▼5
Feb▲5▼5
Mar▲3▼4
Apr▲6▼2
May▲3▼4
Jun▲3▼2
Jul▲2▼3
Aug▲2▼3
Sep▲4▼3
Oct▲6▼2
Nov▲7▼3
Dec▲8▼3
Best
Jan+20.0%2006
Feb+20.0%1997
Mar+24.0%2000
Apr+35.1%2003
May+12.4%2024
Jun+35.0%2020
Jul+33.2%2025
Aug+22.6%2000
Sep+17.0%2010
Oct+345.2%2007
Nov+26.1%2022
Dec+36.2%2000
Worst
Jan-18.3%2009
Feb-19.0%2003
Mar-36.9%2020
Apr-20.3%2022
May-18.8%2010
Jun-18.8%2002
Jul-23.9%2004
Aug-34.4%1998
Sep-30.5%2002
Oct-28.9%2008
Nov-29.7%2000
Dec-17.7%2018
-36.9%+345.2%
Frequently asked questions
Data & methodology
Invesco (IVZ) Key Financials
Charts, filings, and peer comparison for every metric
Income Statement
Balance Sheet
Profitability
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Forecast & Valuation
Operations
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Deep-dives across the income statement, cash flow, capital return, and valuation
Overview
Income Statement
Capital Return
- Buybacks1.04% TTM
- Dividend Profile3.01% yield
- Dividend Calculator
- Dividend Forecast
- Dividend Capture
- Stock Split History2 splits
How this company returns cash to shareholders — buybacks, dividends, and stock splits.