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Invesco Ltd.

IVZ
Equity · Currency in USD
Sector
Financial Services
Industry
Asset Management
ISIN
BMG491BT1088
CUSIP
G491BT108

IVZPrice Chart


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S&P 500

IVZPerformance

The chart shows the growth of $10,000 invested in Invesco Ltd. on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $15,779 for a total return of roughly 57.79%. All prices are adjusted for splits and dividends.


IVZ (Invesco Ltd.)
Benchmark (S&P 500)

IVZReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-8.07%
6M14.71%
YTD41.69%
1Y138.69%
5Y1.23%
10Y4.89%

IVZMonthly Returns Heatmap


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IVZSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Invesco Ltd. Sharpe ratio is 3.63. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


IVZ (Invesco Ltd.)
Benchmark (S&P 500)

IVZDividends

Invesco Ltd. granted a 2.60% dividend yield in the last twelve months, as of Jul 31, 2021. The annual payout for that period amounted to $0.64 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.64$0.78$1.23$1.19$1.15$1.11$1.06$0.98$0.85$0.64$0.48$0.43

Dividend yield

2.60%4.45%6.84%7.11%3.15%3.66%3.17%2.47%2.33%2.46%2.38%1.80%

IVZDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


IVZ (Invesco Ltd.)
Benchmark (S&P 500)

IVZWorst Drawdowns

The table below shows the maximum drawdowns of the Invesco Ltd.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Invesco Ltd. is 79.72%, recorded on May 15, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.72%Jan 29, 2018579May 15, 2020
-45.05%Feb 22, 2011156Oct 3, 2011120Mar 26, 2012276
-42.3%Mar 23, 2015320Jun 27, 2016392Jan 17, 2018712
-29.32%Apr 30, 201045Jul 2, 201085Nov 2, 2010130
-23.07%Mar 27, 201284Jul 25, 2012100Dec 18, 2012184
-22.47%Jan 12, 201019Feb 8, 201056Apr 29, 201075
-13.79%Sep 19, 201419Oct 15, 201417Nov 7, 201436
-13.41%Jan 8, 201420Feb 5, 201437Mar 31, 201457
-12.69%Dec 8, 201427Jan 15, 201540Mar 16, 201567
-12.26%Nov 8, 201012Nov 23, 201027Jan 3, 201139

IVZVolatility Chart

Current Invesco Ltd. volatility is 33.15%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


IVZ (Invesco Ltd.)
Benchmark (S&P 500)

Portfolios with Invesco Ltd.


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