Invesco Ltd. (IVZ)
Company Info
Highlights
$7.82B
-$0.91
1.62
$5.90B
$2.68B
$945.20M
$12.87 - $18.72
$19.09
3.21%
2.24
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Invesco Ltd., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Invesco Ltd. had a return of 4.56% year-to-date (YTD) and 34.68% in the last 12 months. Over the past 10 years, Invesco Ltd. had an annualized return of -3.76%, while the S&P 500 had an annualized return of 11.21%, indicating that Invesco Ltd. did not perform as well as the benchmark.
IVZ
4.56%
2.56%
16.25%
34.68%
5.13%
-3.76%
^GSPC (Benchmark)
25.15%
2.97%
12.53%
31.00%
13.95%
11.21%
Monthly Returns
The table below presents the monthly returns of IVZ, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -11.27% | -1.38% | 7.66% | -14.59% | 12.35% | -4.77% | 15.37% | 0.23% | 2.75% | -1.25% | 4.56% | ||
| 2023 | 2.89% | -3.64% | -7.13% | 4.45% | -15.03% | 16.90% | -0.06% | -4.09% | -8.79% | -10.68% | 11.71% | 25.02% | 4.18% |
| 2022 | -1.56% | -5.56% | 8.57% | -20.30% | 6.31% | -16.60% | 9.98% | -6.20% | -16.82% | 11.82% | 26.18% | -5.86% | -18.71% |
| 2021 | 18.13% | 9.64% | 12.49% | 7.06% | 6.30% | -6.31% | -8.79% | 4.55% | -4.78% | 5.39% | -11.54% | 3.09% | 35.56% |
| 2020 | -3.78% | -15.37% | -36.94% | -5.07% | -5.63% | 35.01% | -6.69% | 3.00% | 11.86% | 14.90% | 25.10% | 7.39% | 3.06% |
| 2019 | 8.84% | 7.95% | -0.21% | 13.78% | -9.74% | 4.71% | -6.21% | -16.59% | 7.90% | -0.71% | 6.21% | 2.39% | 14.91% |
| 2018 | -1.12% | -9.13% | -1.63% | -9.50% | -4.67% | -2.78% | 1.62% | -9.62% | -5.06% | -5.11% | -4.96% | -17.74% | -52.05% |
| 2017 | -4.68% | 12.29% | -4.85% | 7.54% | -2.90% | 11.01% | -1.19% | -4.91% | 6.89% | 2.14% | 1.89% | 1.02% | 24.66% |
| 2016 | -10.60% | -9.74% | 15.07% | 0.78% | 2.21% | -18.66% | 14.25% | 7.90% | 0.26% | -10.17% | 12.51% | -3.10% | -5.83% |
| 2015 | -7.06% | 10.34% | -1.44% | 4.36% | -3.20% | -5.87% | 2.96% | -10.99% | -8.44% | 6.21% | 2.42% | -0.62% | -12.83% |
| 2014 | -8.65% | 3.84% | 7.87% | -4.84% | 4.96% | 2.86% | -0.32% | 9.22% | -3.33% | 2.51% | 0.34% | -2.08% | 11.44% |
| 2013 | 4.45% | -1.07% | 8.10% | 9.60% | 7.00% | -5.75% | 1.23% | -5.02% | 5.07% | 5.80% | 3.95% | 4.45% | 43.27% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IVZ is 69, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco Ltd. (IVZ) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Invesco Ltd. provided a 4.59% dividend yield over the last twelve months, with an annual payout of $0.82 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.82 | $0.79 | $0.73 | $0.67 | $0.78 | $1.23 | $1.19 | $1.15 | $1.11 | $1.06 | $0.98 | $0.85 |
Dividend yield | 4.59% | 4.42% | 4.08% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% | 2.47% | 2.33% |
Monthly Dividends
The table displays the monthly dividend distributions for Invesco Ltd.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.20 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.82 | |
| 2023 | $0.00 | $0.19 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.79 |
| 2022 | $0.00 | $0.17 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.73 |
| 2021 | $0.00 | $0.16 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.67 |
| 2020 | $0.00 | $0.31 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.78 |
| 2019 | $0.00 | $0.30 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $1.23 |
| 2018 | $0.00 | $0.29 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $1.19 |
| 2017 | $0.00 | $0.28 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $1.15 |
| 2016 | $0.00 | $0.27 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $1.11 |
| 2015 | $0.00 | $0.25 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $1.06 |
| 2014 | $0.00 | $0.23 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.98 |
| 2013 | $0.17 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.85 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco Ltd.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Invesco Ltd. was 83.87%, occurring on Mar 12, 2003. Recovery took 2783 trading sessions.
The current Invesco Ltd. drawdown is 35.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -83.87% | Nov 6, 2000 | 586 | Mar 12, 2003 | 2783 | Apr 1, 2014 | 3369 |
| -79.72% | Jan 29, 2018 | 579 | May 15, 2020 | — | — | — |
| -65.13% | Apr 23, 1998 | 116 | Oct 6, 1998 | 356 | Mar 6, 2000 | 472 |
| -42.3% | Mar 23, 2015 | 320 | Jun 27, 2016 | 392 | Jan 17, 2018 | 712 |
| -22.75% | Feb 15, 1996 | 111 | Jul 24, 1996 | 78 | Nov 12, 1996 | 189 |
Volatility
Volatility Chart
The current Invesco Ltd. volatility is 8.30%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Invesco Ltd..
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Income Statement
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