The total return over the past 12 months is +58.96% vs. +23.67% for the S&P 500. So far it's up +22.13% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +53.57% | +22.97% | +4.93% | +0.67% | +3.24% | +9.82% |
| Total Return CAGR | +58.96% | +28.67% | +9.45% | +5.31% | +7.47% | +14.16% |
| Revenue CAGR | +12.18% | +6.28% | +1.18% | +3.59% | +3.57% | +5.60% |
| Net Income CAGR | (107.90%) | (3.32%) | N/A | (2.44%) | N/A | N/A |
| EPS CAGR | (173.12%) | (26.81%) | (1.77%) | (6.62%) | N/A | N/A |
| Free Cash Flow CAGR | +64.17% | +26.65% | +8.04% | +12.01% | +9.64% | +7.69% |
| Operating Cash Flow CAGR | +64.84% | +19.13% | +6.73% | +10.04% | +8.53% | +7.35% |
| Dividends CAGR | +2.46% | +4.46% | +1.50% | (4.55%) | +4.48% | +4.70% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Invesco Ltd. (IVZ)
| Year | Start price | End price | IVZ Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $26.27 | $31.58 | +22.13% | +14.00% | +8.13% |
| 2025 | $17.48 | $26.27 | +56.92% | +17.72% | +39.20% |
| 2024 | $17.84 | $17.48 | +2.92% | +24.89% | (21.97%) |
| 2023 | $17.99 | $17.84 | +4.24% | +26.19% | (21.95%) |
| 2022 | $23.02 | $17.99 | (18.69%) | (18.17%) | (0.52%) |
| 2021 | $17.43 | $23.02 | +35.58% | +28.74% | +6.84% |
| 2020 | $17.98 | $17.43 | +3.02% | +18.37% | (15.35%) |
| 2019 | $16.74 | $17.98 | +14.99% | +31.22% | (16.23%) |
| 2018 | $36.54 | $16.74 | (52.04%) | (4.56%) | (47.48%) |
| 2017 | $30.34 | $36.54 | +24.67% | +21.70% | +2.97% |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
