Invesco (IVZ)
S&P 500 · Financials · data since 1995-08-25 · last close 2026-07-24
1d
+0.44%
7d
+1.01%
30d
+15.25%
YTD
+15.75%
1y
+44.56%
Invesco (IVZ) monthly returns (%)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.9 | -3.0 | -7.5 | 7.9 | 9.4 | -7.3 | 13.4 | · | · | · | · | · |
| 2025 | 10.0 | -8.6 | -12.8 | -8.2 | 5.2 | 9.1 | 33.2 | 5.2 | 4.8 | 3.3 | 4.1 | 7.4 |
| 2024 | -11.3 | -1.4 | 7.7 | -14.6 | 12.3 | -4.8 | 15.4 | 0.2 | 2.8 | -1.3 | 5.5 | -3.4 |
| 2023 | 2.9 | -3.6 | -7.1 | 4.5 | -15.0 | 16.9 | -0.1 | -4.1 | -8.8 | -10.7 | 11.7 | 25.0 |
| 2022 | -1.6 | -5.6 | 8.6 | -20.3 | 6.3 | -16.6 | 10.0 | -6.2 | -16.8 | 11.8 | 26.2 | -5.9 |
| 2021 | 18.1 | 9.6 | 12.5 | 7.1 | 6.3 | -6.3 | -8.8 | 4.5 | -4.8 | 5.4 | -11.5 | 3.1 |
| 2020 | -3.8 | -15.4 | -36.9 | -5.1 | -5.6 | 35.0 | -6.7 | 3.0 | 11.9 | 14.9 | 25.1 | 7.4 |
| 2019 | 8.8 | 8.0 | -0.2 | 13.8 | -9.7 | 4.7 | -6.2 | -16.6 | 7.9 | -0.7 | 6.2 | 2.4 |
| 2018 | -1.1 | -9.1 | -1.6 | -9.5 | -4.7 | -2.8 | 1.6 | -9.6 | -5.1 | -5.1 | -5.0 | -17.7 |
| 2017 | -4.7 | 12.3 | -4.8 | 7.5 | -2.9 | 11.0 | -1.2 | -4.9 | 6.9 | 2.1 | 1.9 | 1.0 |
| 2016 | -10.6 | -9.7 | 15.1 | 0.8 | 2.2 | -18.7 | 14.3 | 7.9 | 0.3 | -10.2 | 12.5 | -3.1 |
| 2015 | -7.1 | 10.3 | -1.4 | 4.4 | -3.2 | -5.9 | 3.0 | -11.0 | -8.4 | 6.2 | 2.4 | -0.6 |
| 2014 | -8.7 | 3.8 | 7.9 | -4.8 | 5.0 | 2.9 | -0.3 | 9.2 | -3.3 | 2.5 | 0.3 | -2.1 |
| 2013 | 4.5 | -1.1 | 8.1 | 9.6 | 7.0 | -5.8 | 1.2 | -5.0 | 5.1 | 5.8 | 4.0 | 4.5 |
| 2012 | 12.3 | 10.3 | 7.7 | -6.9 | -11.8 | 3.9 | -2.1 | 7.8 | 5.5 | -2.7 | 3.5 | 4.4 |
| 2011 | 2.8 | 8.9 | -4.8 | -2.7 | -0.3 | -5.2 | -5.2 | -16.9 | -15.3 | 29.4 | 1.5 | -0.8 |
| 2010 | -17.8 | 2.1 | 11.8 | 4.9 | -18.8 | -9.3 | 16.1 | -6.6 | 17.0 | 8.3 | -5.0 | 10.7 |
| 2009 | -18.4 | -2.3 | 21.3 | 6.2 | 7.1 | 13.9 | 10.8 | 5.6 | 9.7 | -7.1 | 5.7 | 5.6 |
| 2008 | -13.3 | -5.9 | -3.9 | 5.3 | 8.9 | -13.8 | -2.9 | 10.5 | -18.1 | -28.9 | -14.9 | 15.1 |
| 2007 | -1.1 | -2.0 | -7.4 | 8.3 | 1.4 | 7.5 | -2.5 | -2.0 | 11.3 | 12.3 | -14.4 | 19.5 |
| 2006 | 19.9 | 3.3 | -0.1 | 16.0 | -10.6 | -5.4 | 6.1 | 6.4 | 5.8 | 4.8 | -5.9 | 14.0 |
| 2005 | 7.0 | -1.9 | -2.4 | -7.7 | 1.8 | 0.8 | 21.1 | -8.1 | -1.4 | -3.8 | 9.7 | 11.9 |
| 2004 | 1.5 | 8.4 | -5.2 | -11.6 | 1.4 | 2.4 | -24.2 | 0.6 | 4.4 | -0.3 | 13.5 | 1.1 |
| 2003 | -8.3 | -19.0 | -2.4 | 24.7 | 11.4 | 12.9 | 10.2 | 5.2 | -5.3 | 3.7 | -9.6 | 3.5 |
| 2002 | -4.1 | -14.2 | 16.1 | -21.0 | -7.1 | -18.6 | -8.0 | -6.4 | -30.9 | 29.1 | 16.6 | -13.5 |
| 2001 | 6.0 | -13.7 | -26.7 | 25.9 | 3.1 | -8.0 | -7.8 | -8.9 | -25.9 | 10.9 | 18.5 | 2.9 |
| 2000 | -4.1 | 5.3 | 24.4 | 1.1 | -8.8 | 20.6 | 11.2 | 22.7 | 3.9 | 2.3 | -29.7 | 36.5 |
| 1999 | 8.1 | 17.3 | 4.9 | 7.5 | -13.6 | -1.3 | -0.5 | -8.7 | -2.4 | 9.6 | 12.3 | 12.2 |
| 1998 | 4.7 | 6.6 | 11.2 | 6.3 | -6.1 | -7.4 | 17.1 | -34.4 | -22.7 | 26.3 | 9.6 | -4.0 |
| 1997 | 7.9 | 20.1 | -5.7 | 1.6 | 1.6 | 4.5 | 7.7 | -3.1 | 11.8 | -2.6 | 8.8 | 20.6 |
| 1996 | -3.2 | 10.0 | -2.7 | -7.8 | 5.1 | -8.5 | -3.2 | 12.4 | -2.0 | 1.0 | 19.1 | -0.3 |
| 1995 | · | · | · | · | · | · | · | -1.5 | 3.0 | 10.9 | 6.5 | -4.9 |
| Avg | -0.0 | 0.6 | 0.8 | 1.4 | -0.7 | 0.0 | 3.6 | -1.7 | -1.9 | 4.1 | 4.2 | 4.9 |
Values in %. Current and first-listed months are partial (greyed).
returnsview.com
Seasonality — average by calendar month
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Avg | -0.0% | +0.6% | +0.8% | +1.4% | -0.7% | +0.0% | +3.3% | -1.7% | -1.9% | +4.1% | +4.2% | +4.9% |
| Win rate | 48%/31 | 48%/31 | 42%/31 | 61%/31 | 55%/31 | 45%/31 | 50%/30 | 45%/31 | 52%/31 | 65%/31 | 74%/31 | 65%/31 |
Win rate = share of positive months / sample size.
Risk & extremes
Max drawdown
-83.9%
Worst peak-to-trough fall on record
Monthly volatility
±11.2%
Std. dev. of monthly returns
Positive months
54%
Share of completed months in the green
Best month
+36.47%
2000-12
Worst month
-36.94%
2020-03
Longest streaks
10▲ / 7▼
Consecutive up / down months
Drawdown & rolling returns
Percent below the all-time high at each month-end — how far underwater the asset was.
About Invesco
Invesco moves money around and keeps a slice for the trouble — with price receipts on this site going back to 1995. And the long game: $100 at its first close here (1995) would be about $970 today.
Did you know?
- Its best month on record was December 2000 at +36.47%; its worst, March 2020 at -36.94%.
- It has closed November in the green 23 out of 31 times — calendar astrology, but the fun kind.
Trivia for entertainment — the numbers come from our price data; the jokes don't.