IVZ
Invesco Ltd.
Stock
$30.66+0.24 (+0.79%)Close Oct 2, 2026
Aug 25, 1995 – Oct 2, 2026, Dividends reinvested
- Final balance
- $111,660
- CAGR
- +8.07%
- Max drawdown
- −83.87%
- Sharpe ratio
- 0.40
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.34%
- 3M
- +14.27%
- 6M
- +28.86%
- YTD
- +19.37%
- 1Y
- +33.99%
- 3Y
- +34.99%
- 5Y
- +9.02%
- 10Y
- +4.39%
- 15Y
- +8.87%
- 20Y
- +5.28%
- 25Y
- +4.89%
- 30Y
- +7.96%
- Since 1995
- +8.07%
Metrics
Since 1995| Volatility | 43.24% |
|---|---|
| Sortino ratio | 0.58 |
| Calmar ratio | 0.10 |
| Best year, 1997 | +96.52% |
| Worst year, 2002 | −55.74% |
| Positive years | 20 of 30 |
| Longest drawdown | 13.4 years |
Worst drawdowns
Since 1995| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −83.9% | Nov 2000 | Mar 2003 | Apr 2014 | 13.4 years |
| −79.7% | Jan 2018 | May 2020 | Dec 2025 | 7.9 years |
| −65.1% | Apr 1998 | Oct 1998 | Mar 2000 | 1.9 years |
| −42.3% | Mar 2015 | Jun 2016 | Jan 2018 | 2.8 years |
| −22.8% | Feb 1996 | Jul 1996 | Nov 1996 | 9 months |
Annual returns
1995 from Aug 25 · 2026 through Oct 2