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% | +8.6% | +1.6% | — | — | — | — | — | — |
| 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 | — | — | — | — | — | — | — | — | +2.6% | +11.1% | +6.2% | -5.1% |
| Avg | -0.0% | +0.7% | +0.7% | +2.1% | -0.8% | +0.2% | +3.4% | -1.5% | -1.9% | +14.9% | +4.0% | +4.9% |
| Median | -1.1% | -1.1% | -1.5% | +4.5% | +1.3% | -2.3% | +0.6% | -1.4% | +0.2% | +3.3% | +5.5% | +3.1% |
| Last 5Y Avg | +0.8% | -4.4% | -2.2% | -6.1% | +3.5% | -0.3% | +9.9% | -0.1% | -4.6% | +1.7% | +7.2% | +5.3% |
| Std Dev (σ) | 9.4% | 9.9% | 12.7% | 11.7% | 8.6% | 12.1% | 11.3% | 11.1% | 11.7% | 62.5% | 12.4% | 11.0% |
| Consistency (μ/σ) | -0.00 | 0.07 | 0.06 | 0.18 | -0.09 | 0.02 | 0.30 | -0.14 | -0.16 | 0.24 | 0.32 | 0.45 |
| Win Rate (%) | 48% | 48% | 42% | 61% | 52% | 47% | 50% | 47% | 52% | 65% | 74% | 65% |
| Winning / Losing Months | ▲15▼16 | ▲15▼16 | ▲13▼18 | ▲19▼12 | ▲16▼15 | ▲14▼16 | ▲15▼15 | ▲14▼16 | ▲16▼15 | ▲20▼11 | ▲23▼8 | ▲20▼11 |
| Longest Win / Loss Streak | ▲3▼5 | ▲5▼5 | ▲3▼6 | ▲5▼2 | ▲3▼4 | ▲3▼2 | ▲2▼3 | ▲2▼3 | ▲2▼3 | ▲6▼2 | ▲7▼3 | ▲8▼3 |
| Best | +19.4%in January 2006 | +20.7%in February 1997 | +24.5%in March 2000 | +25.6%in April 2001 | +12.8%in May 1996 | +34.9%in June 2020 | +33.2%in July 2025 | +22.9%in August 2000 | +17.1%in September 2010 | +345.7%in October 2007 | +26.1%in November 2022 | +36.4%in December 2000 |
| Worst | -18.4%in January 2009 | -19.0%in February 2003 | -36.9%in March 2020 | -21.4%in April 2002 | -18.8%in May 2010 | -18.7%in June 2002 | -24.4%in July 2004 | -34.4%in August 1998 | -30.8%in September 2002 | -29.0%in October 2008 | -29.6%in November 2000 | -17.7%in December 2018 |
−36.9%+345.7%
2026
Jan+3.9%
Feb-3.0%
Mar-7.5%
Apr+7.9%
May+8.6%
Jun+1.6%
Jul—
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+7.5%
2024
Jan-11.3%
Feb-1.4%
Mar+7.7%
Apr-14.6%
May+12.3%
Jun-4.7%
Jul+15.3%
Aug+0.2%
Sep+2.7%
Oct-1.3%
Nov+5.5%
Dec-3.3%
2023
Jan+2.9%
Feb-3.6%
Mar-7.2%
Apr+4.5%
May-15.1%
Jun+16.9%
Jul-0.1%
Aug-4.1%
Sep-8.8%
Oct-10.7%
Nov+11.7%
Dec+25.1%
2022
Jan-1.5%
Feb-5.6%
Mar+8.6%
Apr-20.3%
May+6.3%
Jun-16.6%
Jul+10.0%
Aug-6.2%
Sep-16.8%
Oct+11.8%
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-3.7%
Feb-15.4%
Mar-36.9%
Apr-5.1%
May-5.6%
Jun+34.9%
Jul-6.7%
Aug+3.0%
Sep+11.9%
Oct+14.8%
Nov+25.1%
Dec+7.4%
2019
Jan+8.8%
Feb+8.0%
Mar-0.2%
Apr+13.8%
May-9.8%
Jun+4.8%
Jul-6.2%
Aug-16.6%
Sep+8.0%
Oct-0.7%
Nov+6.2%
Dec+2.3%
2018
Jan-1.1%
Feb-9.1%
Mar-1.7%
Apr-9.5%
May-4.7%
Jun-2.8%
Jul+1.6%
Aug-9.7%
Sep-5.1%
Oct-5.1%
Nov-4.9%
Dec-17.7%
2017
Jan-4.7%
Feb+12.3%
Mar-4.9%
Apr+7.5%
May-2.9%
Jun+11.0%
Jul-1.2%
Aug-4.9%
Sep+6.9%
Oct+2.2%
Nov+1.9%
Dec+1.0%
2016
Jan-10.6%
Feb-9.8%
Mar+15.1%
Apr+0.8%
May+2.2%
Jun-18.7%
Jul+14.3%
Aug+7.9%
Sep+0.2%
Oct-10.2%
Nov+12.5%
Dec-3.1%
2015
Jan-7.1%
Feb+10.4%
Mar-1.5%
Apr+4.3%
May-3.2%
Jun-5.9%
Jul+3.0%
Aug-11.0%
Sep-8.5%
Oct+6.2%
Nov+2.4%
Dec-0.6%
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+0.3%
Dec-2.1%
2013
Jan+4.5%
Feb-1.1%
Mar+8.1%
Apr+9.6%
May+7.0%
Jun-5.8%
Jul+1.2%
Aug-5.0%
Sep+5.1%
Oct+5.8%
Nov+4.0%
Dec+4.4%
2012
Jan+12.3%
Feb+10.3%
Mar+7.7%
Apr-6.9%
May-11.8%
Jun+3.9%
Jul-2.1%
Aug+7.7%
Sep+5.6%
Oct-2.7%
Nov+3.5%
Dec+4.4%
2011
Jan+2.9%
Feb+8.9%
Mar-4.8%
Apr-2.7%
May-0.4%
Jun-5.1%
Jul-5.2%
Aug-16.9%
Sep-15.3%
Oct+29.4%
Nov+1.5%
Dec-0.8%
2010
Jan-17.8%
Feb+2.1%
Mar+11.7%
Apr+5.0%
May-18.8%
Jun-9.4%
Jul+16.1%
Aug-6.7%
Sep+17.1%
Oct+8.3%
Nov-5.0%
Dec+10.7%
2009
Jan-18.4%
Feb-2.3%
Mar+21.3%
Apr+6.3%
May+7.0%
Jun+14.0%
Jul+10.8%
Aug+5.6%
Sep+9.7%
Oct-7.0%
Nov+5.6%
Dec+5.6%
2008
Jan-13.3%
Feb-5.9%
Mar-3.9%
Apr+5.3%
May+8.8%
Jun-13.8%
Jul-2.9%
Aug+10.4%
Sep-18.1%
Oct-29.0%
Nov-14.9%
Dec+15.1%
2007
Jan-1.2%
Feb-2.2%
Mar-7.3%
Apr+8.2%
May+1.3%
Jun+7.8%
Jul-2.6%
Aug-2.1%
Sep+11.2%
Oct+345.7%
Nov-18.0%
Dec+19.6%
2006
Jan+19.4%
Feb+3.8%
Mar+0.0%
Apr+15.7%
May-10.4%
Jun-5.4%
Jul+6.1%
Aug+6.2%
Sep+5.8%
Oct+4.8%
Nov-5.9%
Dec+14.3%
2005
Jan+6.9%
Feb-1.8%
Mar-2.4%
Apr-7.9%
May+2.0%
Jun+0.6%
Jul+21.3%
Aug-8.0%
Sep-1.7%
Oct-3.5%
Nov+9.8%
Dec+11.7%
2004
Jan+1.6%
Feb+8.6%
Mar-5.4%
Apr-11.5%
May+1.8%
Jun+2.3%
Jul-24.4%
Aug+0.8%
Sep+4.5%
Oct-0.7%
Nov+13.7%
Dec+1.3%
2003
Jan-7.8%
Feb-19.0%
Mar-2.6%
Apr+23.2%
May+10.9%
Jun+13.1%
Jul+10.4%
Aug+4.7%
Sep-5.5%
Oct+3.7%
Nov-9.7%
Dec+3.4%
2002
Jan-4.0%
Feb-14.2%
Mar+16.2%
Apr-21.4%
May-7.2%
Jun-18.7%
Jul-8.0%
Aug-6.5%
Sep-30.8%
Oct+28.6%
Nov+16.3%
Dec-13.5%
2001
Jan+5.9%
Feb-13.7%
Mar-26.9%
Apr+25.6%
May+3.4%
Jun-8.1%
Jul-7.6%
Aug-9.0%
Sep-26.1%
Oct+11.2%
Nov+18.3%
Dec+2.9%
2000
Jan-4.0%
Feb+5.0%
Mar+24.5%
Apr+0.9%
May-8.7%
Jun+20.4%
Jul+11.1%
Aug+22.9%
Sep+3.7%
Oct+2.2%
Nov-29.6%
Dec+36.4%
1999
Jan+7.8%
Feb+17.1%
Mar+4.9%
Apr+8.9%
May-13.6%
Jun-1.8%
Jul+0.0%
Aug-8.7%
Sep-1.5%
Oct+9.1%
Nov+12.6%
Dec+12.4%
1998
Jan+4.9%
Feb+6.3%
Mar+11.3%
Apr+13.2%
May-5.8%
Jun-7.4%
Jul+17.0%
Aug-34.4%
Sep-21.5%
Oct+25.9%
Nov+9.4%
Dec-3.8%
1997
Jan+7.6%
Feb+20.7%
Mar-5.4%
Apr+18.1%
May-7.3%
Jun+3.5%
Jul+8.4%
Aug-0.8%
Sep+11.7%
Oct-2.1%
Nov+8.6%
Dec+20.4%
1996
Jan-3.1%
Feb+10.2%
Mar-2.9%
Apr-8.1%
May+12.8%
Jun-8.5%
Jul-3.1%
Aug+16.0%
Sep-2.1%
Oct+1.4%
Nov+18.8%
Dec+0.0%
1995
Jan—
Feb—
Mar—
Apr—
May—
Jun—
Jul—
Aug—
Sep+2.6%
Oct+11.1%
Nov+6.2%
Dec-5.1%
Avg
Jan-0.0%
Feb+0.7%
Mar+0.7%
Apr+2.1%
May-0.8%
Jun+0.2%
Jul+3.4%
Aug-1.5%
Sep-1.9%
Oct+14.9%
Nov+4.0%
Dec+4.9%
Median
Jan-1.1%
Feb-1.1%
Mar-1.5%
Apr+4.5%
May+1.3%
Jun-2.3%
Jul+0.6%
Aug-1.4%
Sep+0.2%
Oct+3.3%
Nov+5.5%
Dec+3.1%
Last 5Y Avg
Jan+0.8%
Feb-4.4%
Mar-2.2%
Apr-6.1%
May+3.5%
Jun-0.3%
Jul+9.9%
Aug-0.1%
Sep-4.6%
Oct+1.7%
Nov+7.2%
Dec+5.3%
Std Dev (σ)
Jan9.4%
Feb9.9%
Mar12.7%
Apr11.7%
May8.6%
Jun12.1%
Jul11.3%
Aug11.1%
Sep11.7%
Oct62.5%
Nov12.4%
Dec11.0%
Consistency (μ/σ)
Jan-0.00
Feb0.07
Mar0.06
Apr0.18
May-0.09
Jun0.02
Jul0.30
Aug-0.14
Sep-0.16
Oct0.24
Nov0.32
Dec0.45
Win Rate (%)
Jan48%
Feb48%
Mar42%
Apr61%
May52%
Jun47%
Jul50%
Aug47%
Sep52%
Oct65%
Nov74%
Dec65%
Winning / Losing Months
Jan▲15▼16
Feb▲15▼16
Mar▲13▼18
Apr▲19▼12
May▲16▼15
Jun▲14▼16
Jul▲15▼15
Aug▲14▼16
Sep▲16▼15
Oct▲20▼11
Nov▲23▼8
Dec▲20▼11
Longest Win / Loss Streak
Jan▲3▼5
Feb▲5▼5
Mar▲3▼6
Apr▲5▼2
May▲3▼4
Jun▲3▼2
Jul▲2▼3
Aug▲2▼3
Sep▲2▼3
Oct▲6▼2
Nov▲7▼3
Dec▲8▼3
Best
Jan+19.4%2006
Feb+20.7%1997
Mar+24.5%2000
Apr+25.6%2001
May+12.8%1996
Jun+34.9%2020
Jul+33.2%2025
Aug+22.9%2000
Sep+17.1%2010
Oct+345.7%2007
Nov+26.1%2022
Dec+36.4%2000
Worst
Jan-18.4%2009
Feb-19.0%2003
Mar-36.9%2020
Apr-21.4%2002
May-18.8%2010
Jun-18.7%2002
Jul-24.4%2004
Aug-34.4%1998
Sep-30.8%2002
Oct-29.0%2008
Nov-29.6%2000
Dec-17.7%2018
−36.9%+345.7%
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