Investec (INVP-L)
FTSE 100 · Financial Services · data since 2002-07-22 · last close 2026-09-09
Investec (INVP-L) monthly returns (%)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 10.2 | 5.6 | -10.6 | 9.6 | 3.7 | -8.0 | 8.0 | 2.2 | 0.3 | · | · | · |
| 2025 | -4.5 | -0.5 | -7.3 | -1.8 | 12.6 | 2.8 | 3.0 | -3.6 | 2.7 | 3.1 | -4.6 | 0.9 |
| 2024 | -2.1 | -5.3 | 7.8 | -3.8 | 1.4 | 10.6 | 7.3 | -5.8 | -1.8 | 4.6 | -4.1 | -4.6 |
| 2023 | 1.2 | 2.5 | -15.3 | -1.4 | -7.7 | 7.8 | 11.1 | -4.5 | 3.1 | -5.3 | 12.4 | 3.7 |
| 2022 | 5.5 | -3.8 | 23.3 | -6.1 | 8.8 | -7.8 | -0.2 | -6.5 | -12.6 | 20.8 | 18.2 | -1.3 |
| 2021 | 1.6 | 2.8 | 12.0 | 33.0 | 6.5 | -7.1 | -5.1 | 11.8 | 4.3 | 4.0 | 13.3 | 7.1 |
| 2020 | -5.4 | -6.5 | -50.2 | 7.9 | -11.1 | 10.8 | -6.8 | -2.1 | -3.1 | 0.4 | 29.5 | 0.9 |
| 2019 | 10.9 | 0.7 | -10.3 | 9.7 | -4.9 | 10.8 | -8.0 | -10.2 | -0.9 | 4.5 | 0.3 | 1.0 |
| 2018 | 2.2 | 16.1 | -13.4 | 5.1 | -3.8 | -3.2 | 2.6 | -8.2 | 6.6 | -10.3 | -1.6 | -7.4 |
| 2017 | 4.8 | 3.0 | -6.0 | 5.1 | 6.4 | -5.7 | 0.5 | 2.4 | -7.6 | -5.4 | 0.3 | 3.5 |
| 2016 | -7.4 | 6.8 | 8.2 | 2.0 | -10.4 | -1.2 | -2.9 | 0.3 | 4.5 | 7.9 | 2.4 | 3.1 |
| 2015 | 3.4 | 3.2 | -2.9 | 11.4 | -4.1 | -4.6 | 2.4 | -8.7 | -5.4 | 7.2 | 4.2 | -15.1 |
| 2014 | -10.4 | 13.4 | 9.0 | 7.6 | -0.8 | 4.2 | -4.5 | 6.6 | -5.2 | 10.0 | 3.5 | -8.5 |
| 2013 | 9.0 | 3.8 | -4.3 | -0.9 | 2.2 | -11.1 | 6.2 | -6.4 | -2.6 | 9.0 | -1.1 | 1.4 |
| 2012 | 10.8 | 6.5 | -4.4 | -7.1 | -6.0 | 11.4 | 1.4 | -0.4 | 1.9 | -4.7 | 4.8 | 11.0 |
| 2011 | -9.2 | -1.3 | 1.1 | 0.8 | 4.9 | -0.1 | -4.7 | -10.1 | -19.1 | 8.2 | -4.5 | -6.2 |
| 2010 | 0.3 | 4.4 | 21.1 | -3.3 | -5.9 | -7.5 | 9.2 | -5.0 | 8.1 | -2.0 | -0.3 | 6.2 |
| 2009 | -12.5 | -18.1 | 43.0 | 12.2 | 5.0 | -5.0 | 23.7 | 7.4 | 5.6 | -4.6 | -1.6 | -1.1 |
| 2008 | -6.1 | -12.5 | -8.5 | 6.3 | -2.6 | -12.1 | 10.0 | 19.1 | -25.0 | -22.3 | 13.3 | 7.1 |
| 2007 | -5.4 | -1.3 | 6.8 | 8.6 | -3.2 | -7.0 | -3.6 | -12.8 | -5.3 | 13.5 | -10.4 | -13.5 |
| 2006 | 10.2 | 3.9 | 0.5 | 6.0 | -8.0 | -10.1 | 8.4 | -4.2 | -2.1 | 1.1 | 14.0 | 9.2 |
| 2005 | -6.4 | 1.3 | -1.6 | -1.2 | 7.4 | 5.9 | 6.4 | -1.7 | 18.2 | -5.9 | 16.0 | 8.4 |
| 2004 | -0.8 | 3.8 | -3.5 | -3.0 | -3.9 | 12.7 | -9.1 | -3.9 | 11.0 | 11.7 | 22.2 | 10.1 |
| 2003 | -10.0 | -11.4 | -7.6 | 21.8 | -1.4 | 9.9 | 8.2 | -5.8 | 3.1 | 10.1 | 13.4 | 4.3 |
| 2002 | · | · | · | · | · | · | 9.7 | -20.4 | 6.6 | 0.5 | 7.4 | -0.6 |
| Avg | -0.4 | 0.7 | -0.5 | 4.9 | -0.6 | -0.1 | 2.9 | -2.8 | -0.6 | 2.3 | 6.1 | 0.8 |
Values in %. Current and first-listed months are partial (greyed).
returnsview.com
INVP-L seasonality — average by calendar month
Investec has monthly history back to 2002. Its strongest month by median is April — positive in 15 of 24 years, median +5.1%, and higher in 5 of the last 9. August is the soft spot, down in 18 of 25 with a median of -4.2%. Across its full record it has closed 53% of months higher, swings ±9.4% in an average month and has fallen 78.5% peak to trough.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Avg | -0.4% | +0.7% | -0.6% | +4.9% | -0.6% | -0.1% | +2.9% | -2.8% | -0.6% | +2.3% | +6.1% | +0.8% |
| Win rate | 50%/24 | 62%/24 | 42%/24 | 62%/24 | 42%/24 | 42%/24 | 64%/25 | 28%/25 | 50%/24 | 67%/24 | 67%/24 | 62%/24 |
Win rate = share of positive months / sample size.
INVP-L risk & extremes
INVP-L drawdown & rolling returns
Percent below the all-time high at each month-end — how far underwater the asset was.
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Frequently asked questions
What was Investec's best month?+
Investec's strongest completed month on record is March 2009, at +42.96%.
What was Investec's worst month?+
Its weakest completed month on record is March 2020, at -50.19%.
Is Investec up this year?+
Investec is up 20.58% year to date, measured from its last close before 1 January.
What is Investec's 1-year return?+
+14.59% over the past twelve months, comparing the latest close with the most recent close on or before the same date a year earlier.
What is Investec's biggest drawdown?+
The deepest peak-to-trough fall on record is 78.5%, measured on month-end closes since 2002.
Which calendar month is historically best for Investec?+
November has the highest average return across every completed November since 2002. An average is not a forecast.
About Investec
Investec is a FTSE 100 company, a financial services business worth about $6 billion. It has survived more market cycles than most coins have months — with price receipts on this site going back to 2002. And the long game: $100 at its first close here (2002) would be about $508 today.
Did you know?
- Its best month on record was March 2009 at +42.96%; its worst, March 2020 at -50.19%.
Trivia for entertainment — the numbers come from our price data; the jokes don't.