Invesco Ltd. (IVZ)

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Invesco Ltd. (IVZ) is up 14.5% since the beginning of the year. At $30 per share, IVZ is trading 4.6% below its 52-week high of $31. Investors who bought $1,000 worth of IVZ shares 5 years ago would now be looking at an investment worth $1,527.

Invesco Ltd. (IVZ) has returned 14.47% so far this year and 48.65% over the past 12 months. Over the last ten years, IVZ has returned 5.29% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.

Based on dividend-adjusted daily data since Aug 25, 1995, IVZ's average daily return is +0.07%, while the average monthly return is +1.28%. At this rate, an investment would double in approximately 4.5 years.

Historically, 55% of months were positive and 45% were negative. The best month was Dec 2000 with a return of +36.5%, while the worst month was Mar 2020 at -36.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 7 months.

On a daily basis, IVZ closed higher 50% of trading days. The best single day was Oct 28, 2008 with a return of +28.1%, while the worst single day was Apr 23, 2020 at -21.1%.

Invesco Ltd. has an annualized alpha of 1.54%, beta of 1.53, and R2 of 0.45 versus S&P 500 Index. Calculated based on daily prices since August 25, 1995.

• This stock captured 187.36% of S&P 500 Index gains and 162.82% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.45 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

IVZ ranks 80 for risk / return — above 80% of stocks peers on PortfoliosLab. Its historical combined result is above most peers.

Invesco Ltd. provided a 2.85% dividend yield over the last twelve months, with an annual payout of $0.85 per share.

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.

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.

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 83.91%, occurring on Mar 12, 2003. Recovery took 2784 trading sessions.

The current Invesco Ltd. drawdown is 2.95%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Invesco Ltd. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Invesco Ltd. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.