Invesco (IVZ) Historical Monthly & Quarterly Returns
Dividend-adjusted returns by month and quarter. Compare performance across years.
Invesco
IVZ
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.9% | 3.0% | 7.5% | +5.6% | — | — | — | — | — | — | — | — |
| 2025 | +10.0% | 8.5% | 12.8% | 8.2% | +5.2% | +9.1% | +33.2% | +5.2% | +4.8% | +3.3% | +4.1% | +7.5% |
| 2024 | 11.3% | 1.4% | +7.7% | 14.6% | +12.3% | 4.7% | +15.3% | +0.2% | +2.7% | 1.3% | +5.5% | 3.3% |
| 2023 | +2.9% | 3.6% | 7.2% | +4.5% | 15.1% | +16.9% | 0.1% | 4.1% | 8.8% | 10.7% | +11.7% | +25.1% |
| 2022 | 1.5% | 5.6% | +8.6% | 20.3% | +6.3% | 16.6% | +10.0% | 6.2% | 16.8% | +11.8% | +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 | 3.7% | 15.4% | 36.9% | 5.1% | 5.6% | +34.9% | 6.7% | +3.0% | +11.9% | +14.8% | +25.1% | +7.4% |
| 2019 | +8.8% | +8.0% | 0.2% | +13.8% | 9.8% | +4.8% | 6.2% | 16.6% | +8.0% | 0.7% | +6.2% | +2.3% |
| 2018 | 1.1% | 9.1% | 1.7% | 9.5% | 4.7% | 2.8% | +1.6% | 9.7% | 5.1% | 5.1% | 4.9% | 17.7% |
| 2017 | 4.7% | +12.3% | 4.9% | +7.5% | 2.9% | +11.0% | 1.2% | 4.9% | +6.9% | +2.2% | +1.9% | +1.0% |
| 2016 | 10.6% | 9.8% | +15.1% | +0.8% | +2.2% | 18.7% | +14.3% | +7.9% | +0.2% | 10.2% | +12.5% | 3.1% |
| 2015 | 7.1% | +10.4% | 1.5% | +4.3% | 3.2% | 5.9% | +3.0% | 11.0% | 8.5% | +6.2% | +2.4% | 0.6% |
| 2014 | 8.7% | +3.8% | +7.9% | 4.8% | +5.0% | +2.8% | 0.3% | +9.2% | 3.3% | +2.5% | +0.3% | 2.1% |
| 2013 | +4.5% | 1.1% | +8.1% | +9.6% | +7.0% | 5.8% | +1.2% | 5.0% | +5.1% | +5.8% | +4.0% | +4.4% |
| 2012 | +12.3% | +10.3% | +7.7% | 6.9% | 11.8% | +3.9% | 2.1% | +7.7% | +5.6% | 2.7% | +3.5% | +4.4% |
| 2011 | +2.9% | +8.9% | 4.8% | 2.7% | 0.4% | 5.1% | 5.2% | 16.9% | 15.3% | +29.4% | +1.5% | 0.8% |
| 2010 | 17.8% | +2.1% | +11.7% | +5.0% | 18.8% | 9.4% | +16.1% | 6.7% | +17.1% | +8.3% | 5.0% | +10.7% |
| 2009 | 18.4% | 2.3% | +21.3% | +6.3% | +7.0% | +14.0% | +10.8% | +5.6% | +9.7% | 7.0% | +5.6% | +5.6% |
| 2008 | 13.3% | 5.9% | 3.9% | +5.3% | +8.8% | 13.8% | 2.9% | +10.4% | 18.1% | 29.0% | 14.9% | +15.1% |
| 2007 | 1.2% | 2.2% | 7.3% | +8.2% | +1.3% | +7.8% | 2.6% | 2.1% | +11.2% | +345.7% | 18.0% | +19.6% |
| 2006 | +19.4% | +3.8% | +0.0% | +15.7% | 10.4% | 5.4% | +6.1% | +6.2% | +5.8% | +4.8% | 5.9% | +14.3% |
| 2005 | +6.9% | 1.8% | 2.4% | 7.9% | +2.0% | +0.6% | +21.3% | 8.0% | 1.7% | 3.5% | +9.8% | +11.7% |
| 2004 | +1.6% | +8.6% | 5.4% | 11.5% | +1.8% | +2.3% | 24.4% | +0.8% | +4.5% | 0.7% | +13.7% | +1.3% |
| 2003 | 7.8% | 19.0% | 2.6% | +23.2% | +10.9% | +13.1% | +10.4% | +4.7% | 5.5% | +3.7% | 9.7% | +3.4% |
| 2002 | 4.0% | 14.2% | +16.2% | 21.4% | 7.2% | 18.7% | 8.0% | 6.5% | 30.8% | +28.6% | +16.3% | 13.5% |
| 2001 | +5.9% | 13.7% | 26.9% | +25.6% | +3.4% | 8.1% | 7.6% | 9.0% | 26.1% | +11.2% | +18.3% | +2.9% |
| 2000 | 4.0% | +5.0% | +24.5% | +0.9% | 8.7% | +20.4% | +11.1% | +22.9% | +3.7% | +2.2% | 29.6% | +36.4% |
| 1999 | +7.8% | +17.1% | +4.9% | +8.9% | 13.6% | 1.8% | +0.0% | 8.7% | 1.5% | +9.1% | +12.6% | +12.4% |
| 1998 | +4.9% | +6.3% | +11.3% | +13.2% | 5.8% | 7.4% | +17.0% | 34.4% | 21.5% | +25.9% | +9.4% | 3.8% |
| 1997 | +7.6% | +20.7% | 5.4% | +18.1% | 7.3% | +3.5% | +8.4% | 0.8% | +11.7% | 2.1% | +8.6% | +20.4% |
| 1996 | 3.1% | +10.2% | 2.9% | 8.1% | +12.8% | 8.5% | 3.1% | +16.0% | 2.1% | +1.4% | +18.8% | +0.0% |
| 1995 | — | — | — | — | — | — | — | +2.7% | +2.6% | +11.1% | +6.2% | 5.1% |
| Avg | 0.0% | +0.7% | +0.7% | +2.0% | 1.1% | +0.2% | +3.4% | 1.4% | 1.9% | +14.9% | +4.0% | +4.9% |
| Median | 1.1% | 1.1% | 1.5% | +4.5% | +0.4% | 2.3% | +0.6% | 0.8% | +0.2% | +3.3% | +5.5% | +3.1% |
| Win % | 48% | 48% | 42% | 61% | 50% | 47% | 50% | 48% | 52% | 65% | 74% | 65% |
2026
Jan+3.9%
Feb3.0%
Mar7.5%
Apr+5.6%
May—
Jun—
Jul—
Aug—
Sep—
Oct—
Nov—
Dec—
2025
Jan+10.0%
Feb8.5%
Mar12.8%
Apr8.2%
May+5.2%
Jun+9.1%
Jul+33.2%
Aug+5.2%
Sep+4.8%
Oct+3.3%
Nov+4.1%
Dec+7.5%
2024
Jan11.3%
Feb1.4%
Mar+7.7%
Apr14.6%
May+12.3%
Jun4.7%
Jul+15.3%
Aug+0.2%
Sep+2.7%
Oct1.3%
Nov+5.5%
Dec3.3%
2023
Jan+2.9%
Feb3.6%
Mar7.2%
Apr+4.5%
May15.1%
Jun+16.9%
Jul0.1%
Aug4.1%
Sep8.8%
Oct10.7%
Nov+11.7%
Dec+25.1%
2022
Jan1.5%
Feb5.6%
Mar+8.6%
Apr20.3%
May+6.3%
Jun16.6%
Jul+10.0%
Aug6.2%
Sep16.8%
Oct+11.8%
Nov+26.1%
Dec5.8%
2021
Jan+18.2%
Feb+9.6%
Mar+12.5%
Apr+7.0%
May+6.3%
Jun6.3%
Jul8.8%
Aug+4.6%
Sep4.8%
Oct+5.4%
Nov11.5%
Dec+3.1%
2020
Jan3.7%
Feb15.4%
Mar36.9%
Apr5.1%
May5.6%
Jun+34.9%
Jul6.7%
Aug+3.0%
Sep+11.9%
Oct+14.8%
Nov+25.1%
Dec+7.4%
2019
Jan+8.8%
Feb+8.0%
Mar0.2%
Apr+13.8%
May9.8%
Jun+4.8%
Jul6.2%
Aug16.6%
Sep+8.0%
Oct0.7%
Nov+6.2%
Dec+2.3%
2018
Jan1.1%
Feb9.1%
Mar1.7%
Apr9.5%
May4.7%
Jun2.8%
Jul+1.6%
Aug9.7%
Sep5.1%
Oct5.1%
Nov4.9%
Dec17.7%
2017
Jan4.7%
Feb+12.3%
Mar4.9%
Apr+7.5%
May2.9%
Jun+11.0%
Jul1.2%
Aug4.9%
Sep+6.9%
Oct+2.2%
Nov+1.9%
Dec+1.0%
2016
Jan10.6%
Feb9.8%
Mar+15.1%
Apr+0.8%
May+2.2%
Jun18.7%
Jul+14.3%
Aug+7.9%
Sep+0.2%
Oct10.2%
Nov+12.5%
Dec3.1%
2015
Jan7.1%
Feb+10.4%
Mar1.5%
Apr+4.3%
May3.2%
Jun5.9%
Jul+3.0%
Aug11.0%
Sep8.5%
Oct+6.2%
Nov+2.4%
Dec0.6%
2014
Jan8.7%
Feb+3.8%
Mar+7.9%
Apr4.8%
May+5.0%
Jun+2.8%
Jul0.3%
Aug+9.2%
Sep3.3%
Oct+2.5%
Nov+0.3%
Dec2.1%
2013
Jan+4.5%
Feb1.1%
Mar+8.1%
Apr+9.6%
May+7.0%
Jun5.8%
Jul+1.2%
Aug5.0%
Sep+5.1%
Oct+5.8%
Nov+4.0%
Dec+4.4%
2012
Jan+12.3%
Feb+10.3%
Mar+7.7%
Apr6.9%
May11.8%
Jun+3.9%
Jul2.1%
Aug+7.7%
Sep+5.6%
Oct2.7%
Nov+3.5%
Dec+4.4%
2011
Jan+2.9%
Feb+8.9%
Mar4.8%
Apr2.7%
May0.4%
Jun5.1%
Jul5.2%
Aug16.9%
Sep15.3%
Oct+29.4%
Nov+1.5%
Dec0.8%
2010
Jan17.8%
Feb+2.1%
Mar+11.7%
Apr+5.0%
May18.8%
Jun9.4%
Jul+16.1%
Aug6.7%
Sep+17.1%
Oct+8.3%
Nov5.0%
Dec+10.7%
2009
Jan18.4%
Feb2.3%
Mar+21.3%
Apr+6.3%
May+7.0%
Jun+14.0%
Jul+10.8%
Aug+5.6%
Sep+9.7%
Oct7.0%
Nov+5.6%
Dec+5.6%
2008
Jan13.3%
Feb5.9%
Mar3.9%
Apr+5.3%
May+8.8%
Jun13.8%
Jul2.9%
Aug+10.4%
Sep18.1%
Oct29.0%
Nov14.9%
Dec+15.1%
2007
Jan1.2%
Feb2.2%
Mar7.3%
Apr+8.2%
May+1.3%
Jun+7.8%
Jul2.6%
Aug2.1%
Sep+11.2%
Oct+345.7%
Nov18.0%
Dec+19.6%
2006
Jan+19.4%
Feb+3.8%
Mar+0.0%
Apr+15.7%
May10.4%
Jun5.4%
Jul+6.1%
Aug+6.2%
Sep+5.8%
Oct+4.8%
Nov5.9%
Dec+14.3%
2005
Jan+6.9%
Feb1.8%
Mar2.4%
Apr7.9%
May+2.0%
Jun+0.6%
Jul+21.3%
Aug8.0%
Sep1.7%
Oct3.5%
Nov+9.8%
Dec+11.7%
2004
Jan+1.6%
Feb+8.6%
Mar5.4%
Apr11.5%
May+1.8%
Jun+2.3%
Jul24.4%
Aug+0.8%
Sep+4.5%
Oct0.7%
Nov+13.7%
Dec+1.3%
2003
Jan7.8%
Feb19.0%
Mar2.6%
Apr+23.2%
May+10.9%
Jun+13.1%
Jul+10.4%
Aug+4.7%
Sep5.5%
Oct+3.7%
Nov9.7%
Dec+3.4%
2002
Jan4.0%
Feb14.2%
Mar+16.2%
Apr21.4%
May7.2%
Jun18.7%
Jul8.0%
Aug6.5%
Sep30.8%
Oct+28.6%
Nov+16.3%
Dec13.5%
2001
Jan+5.9%
Feb13.7%
Mar26.9%
Apr+25.6%
May+3.4%
Jun8.1%
Jul7.6%
Aug9.0%
Sep26.1%
Oct+11.2%
Nov+18.3%
Dec+2.9%
2000
Jan4.0%
Feb+5.0%
Mar+24.5%
Apr+0.9%
May8.7%
Jun+20.4%
Jul+11.1%
Aug+22.9%
Sep+3.7%
Oct+2.2%
Nov29.6%
Dec+36.4%
1999
Jan+7.8%
Feb+17.1%
Mar+4.9%
Apr+8.9%
May13.6%
Jun1.8%
Jul+0.0%
Aug8.7%
Sep1.5%
Oct+9.1%
Nov+12.6%
Dec+12.4%
1998
Jan+4.9%
Feb+6.3%
Mar+11.3%
Apr+13.2%
May5.8%
Jun7.4%
Jul+17.0%
Aug34.4%
Sep21.5%
Oct+25.9%
Nov+9.4%
Dec3.8%
1997
Jan+7.6%
Feb+20.7%
Mar5.4%
Apr+18.1%
May7.3%
Jun+3.5%
Jul+8.4%
Aug0.8%
Sep+11.7%
Oct2.1%
Nov+8.6%
Dec+20.4%
1996
Jan3.1%
Feb+10.2%
Mar2.9%
Apr8.1%
May+12.8%
Jun8.5%
Jul3.1%
Aug+16.0%
Sep2.1%
Oct+1.4%
Nov+18.8%
Dec+0.0%
1995
Jan—
Feb—
Mar—
Apr—
May—
Jun—
Jul—
Aug+2.7%
Sep+2.6%
Oct+11.1%
Nov+6.2%
Dec5.1%
Avg
Jan0.0%
Feb+0.7%
Mar+0.7%
Apr+2.0%
May1.1%
Jun+0.2%
Jul+3.4%
Aug1.4%
Sep1.9%
Oct+14.9%
Nov+4.0%
Dec+4.9%
Median
Jan1.1%
Feb1.1%
Mar1.5%
Apr+4.5%
May+0.4%
Jun2.3%
Jul+0.6%
Aug0.8%
Sep+0.2%
Oct+3.3%
Nov+5.5%
Dec+3.1%
Win %
Jan48%
Feb48%
Mar42%
Apr61%
May50%
Jun47%
Jul50%
Aug48%
Sep52%
Oct65%
Nov74%
Dec65%
Frequently asked questions
What is the best performing month for Invesco (IVZ) stock?
- Historically, October is the best performing month for Invesco (IVZ) stock with an average return of +14.86%.
What is the worst performing month for Invesco (IVZ) stock?
- Historically, September is the worst performing month for Invesco (IVZ) stock with an average return of 1.88%.
What is the best performing quarter for Invesco (IVZ) stock?
- Historically, Q4 is the best performing quarter for Invesco (IVZ) stock with an average return of +23.51%.
What is the worst performing quarter for Invesco (IVZ) stock?
- Historically, Q3 is the worst performing quarter for Invesco (IVZ) stock with an average return of +0.55%.
What is the best performing year for Invesco (IVZ) stock?
- Historically, 2007 is the best performing year for Invesco (IVZ) stock with a return of +390.24%.
What is the worst performing year for Invesco (IVZ) stock?
- Historically, 2002 is the worst performing year for Invesco (IVZ) stock with a return of 56.25%.
Which month has the highest win rate for Invesco (IVZ) stock?
- Historically, November has the highest win rate for Invesco (IVZ) stock — positive in 74% of years.
Which month has the lowest win rate for Invesco (IVZ) stock?
- Historically, March has the lowest win rate for Invesco (IVZ) stock — positive in 42% of years.
Which quarter has the highest win rate for Invesco (IVZ) stock?
- Historically, Q4 has the highest win rate for Invesco (IVZ) stock — positive in 81% of years.
Which quarter has the lowest win rate for Invesco (IVZ) stock?
- Historically, Q2 has the lowest win rate for Invesco (IVZ) stock — positive in 48% of years.
Data & methodology
How are returns calculated?
- We compare the closing price at the end of each period (month or quarter) with the closing price at the end of the previous period. The return is the percentage change. All prices are adjusted for dividends and stock splits. Based on historical prices from our data provider.
What is average vs median?
- Average is the arithmetic mean of returns for each period across years. Median is the middle value. Both exclude empty cells. Use median to reduce impact of outliers.
What does the heatmap show?
- Green cells indicate positive returns, red cells indicate negative returns. The darker the color, the stronger the move. Average and Median rows summarize each column across years.
What is Win %?
- Percentage of years when the period had a positive return. For example, 80% for January means January was positive in 80% of the years in the selected range.
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IVZ Overview
Company profile, financial tools, and key metrics
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IVZ Revenue Counter
Earns $202.22 every second. See per minute, hour, and day.
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IVZ Earnings Counter
Loses −$8.93 per second. See per minute, hour, and day.
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IVZ Economic Scale
Exceeds French Polynesia's GDP. Compare with world economies.
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IVZ What If Invested
What if you had invested $1,000? See historical returns from any date.
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IVZ How It Makes Money
Discover visual breakdown of $6.38B in revenue — where it comes from and where it goes.
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IVZ Price Target Scenarios
Model bear, base, and bull cases with EPS growth and exit P/E — pre-filled from analysts and history.
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IVZ Daily Price Character
Explosive · 48.2% historical win rate (green days). Streaks & record days.
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IVZ Buybacks
6.02% TTM buyback yield. Shareholder yield & SBC comparison.
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IVZ Stock Split History
2 splits on record. Dates, ratios, and cumulative multiple.
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IVZ Dividend Profile
Yield: 3.28%. Safety: 3/8. See full history.
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IVZ Dividend Calculator
How much dividend income would $1,000 have earned? Calculate from any date.
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IVZ Dividend Forecast
Project future income with DRIP, growth assumptions, and optional monthly contributions.
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IVZ Financials
Revenue, EPS, EBITDA, market cap, debt and balance sheet history with annual and quarterly data.
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