Invesco Ltd. (IVZ) Total Return CAGR:75.87%(TTM)
Over the latest trailing 12-month period, Invesco Ltd. (IVZ)'s total return cagr is +75.87%. The comparable SPY value is +22.76%. Year-to-date total return is +0.43%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Invesco Ltd.'s Total Return CAGR averages 22.91% over 3 years and 3.35% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of Invesco Ltd.'s investment performance.
IVZ Total Return CAGR Chart
Invesco Ltd. (IVZ)
IVZ Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
IVZ Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 6194.39 | 6221.07 | +26.68 | +0.43% | +0.43% |
| 2025 | 3947.56 | 6194.39 | +2246.83 | +56.92% | +56.92% |
| 2024 | 3835.66 | 3947.56 | +111.90 | +2.92% | +2.92% |
| 2023 | 3679.59 | 3835.66 | +156.07 | +4.24% | +4.24% |
| 2022 | 4525.61 | 3679.59 | -846.02 | -18.69% | -18.69% |
| 2021 | 3338.02 | 4525.61 | +1187.59 | +35.58% | +35.58% |
| 2020 | 3240.30 | 3338.02 | +97.71 | +3.02% | +3.02% |
| 2019 | 2818.01 | 3240.30 | +422.30 | +14.99% | +14.99% |
| 2018 | 5875.20 | 2818.01 | -3057.20 | -52.04% | -52.04% |
| 2017 | 4712.75 | 5875.20 | +1162.46 | +24.67% | +24.67% |
| 2016 | 5006.48 | 4712.75 | -293.73 | -5.87% | -5.87% |
| 2015 | 5694.42 | 5006.48 | -687.94 | -12.08% | -12.08% |
| 2014 | 5109.85 | 5694.42 | +584.57 | +11.44% | +11.44% |
| 2013 | 3566.77 | 5109.85 | +1543.08 | +43.26% | +43.26% |
| 2012 | 2672.43 | 3566.77 | +894.34 | +33.47% | +33.47% |
| 2011 | 3128.72 | 2672.43 | -456.29 | -14.58% | -14.58% |
| 2010 | 2987.50 | 3128.72 | +141.22 | +4.73% | +4.73% |
| 2009 | 1790.63 | 2987.50 | +1196.86 | +66.84% | +66.84% |
| 2008 | 3792.67 | 1790.63 | -2002.04 | -52.79% | -52.79% |
| 2007 | 702.13 | 3792.67 | +3090.55 | +440.17% | +440.17% |
| 2006 | 408.87 | 702.13 | +293.25 | +71.72% | +71.72% |
| 2005 | 302.19 | 408.87 | +106.69 | +35.30% | +35.30% |
| 2004 | 323.84 | 302.19 | -21.65 | -6.69% | -6.69% |
| 2003 | 242.84 | 323.84 | +81.00 | +33.35% | +33.35% |
| 2002 | 518.17 | 242.84 | -275.32 | -53.13% | -53.13% |
| 2001 | 741.74 | 518.17 | -223.58 | -30.14% | -30.14% |
| 2000 | 369.93 | 741.74 | +371.81 | +100.51% | +100.51% |
| 1999 | 236.59 | 369.93 | +133.35 | +56.36% | +56.36% |
| 1998 | 251.83 | 236.59 | -15.24 | -6.05% | -6.05% |
| 1997 | 123.91 | 251.83 | +127.92 | +103.23% | +103.23% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 6,221 | +12.4% | +75.8% |
| Q1 2026 | 5,535 | -13.7% | +58.2% |
| Q4 2025 | 6,416 | +23.8% | +60.7% |
| Q3 2025 | 5,184 | +46.5% | +30.9% |
| Q2 2025 | 3,539 | +1.2% | +7.1% |
| Q1 2025 | 3,498 | -12.4% | +0.4% |
| Q4 2024 | 3,993 | +0.8% | +8.7% |
| Q3 2024 | 3,961 | +19.9% | +24.3% |
| Q2 2024 | 3,304 | -5.2% | -6.0% |
| Q1 2024 | 3,484 | -5.1% | +5.0% |
| Q4 2023 | 3,672 | +15.3% | -2.3% |
| Q3 2023 | 3,186 | -9.4% | +3.5% |
| Q2 2023 | 3,515 | +6.0% | +5.2% |
| Q1 2023 | 3,318 | -11.8% | -22.5% |
| Q4 2022 | 3,759 | +22.2% | -17.6% |
| Q3 2022 | 3,077 | -7.9% | -36.0% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
About Invesco Ltd.
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm prefers to invest between $5 million and $15 million in companies. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- Andrew Ryan Schlossberg