(IVZ) Invesco - Performance 17.4% in 12m
IVZ performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
11.49%
#99 in Peer-Group
Rel. Strength
64.67%
#2712 in Stock-Universe
Total Return 12m
17.40%
#52 in Peer-Group
Total Return 5y
92.57%
#44 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 13.3 |
| P/E Forward | 9.76 |
| High / Low | USD |
|---|---|
| 52 Week High | 18.87 USD |
| 52 Week Low | 11.98 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 98.71 |
| Buy/Sell Signal +-5 | -0.06 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: IVZ (17.4%) vs XLF (30.3%)
5y Drawdown (Underwater) Chart
Top Performer in Asset Management & Custody Banks
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AGF-B TO AGF Management |
6.8% | 60.5% | 226% | 8.53 | 7.45 | 1.25 | 79.0% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
6.33% | 23.2% | 167% | 12.3 | 11.3 | 1.27 | -27.1% | -3.62% |
| ARES NYSE Ares Management |
3.04% | 34.5% | 428% | 100 | 35.1 | 0.63 | 22.1% | -6.74% |
| FHI NYSE Federated Investors |
7.69% | 45.7% | 144% | 11.8 | 10.2 | 0.92 | 26.8% | 22.9% |
| BK NYSE The Bank of New York Mellon |
2.34% | 59.3% | 179% | 14.7 | 13.4 | 1.2 | 32.4% | 10.4% |
| PNNT NYSE PennantPark Investment |
4.18% | 1.56% | 275% | 9.56 | 10 | 0.28 | -21.9% | -23.3% |
| OFS NASDAQ OFS Capital |
4.13% | 14.4% | 231% | 3.76 | 9.2 | 1.67 | -33.2% | -23.5% |
| APO NYSE Apollo Global Management |
8.26% | 26.3% | 227% | 24.9 | 18.6 | 1.37 | 3.80% | -28.4% |
Performance Comparison: IVZ vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for IVZ
| Total Return (including Dividends) | IVZ | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 16.26% | 4.08% | 4.68% |
| 3 Months | 33.42% | 21.05% | 24.35% |
| 12 Months | 17.40% | 30.32% | 14.02% |
| 5 Years | 92.57% | 148.72% | 111.83% |
| Trend Score (consistency of price movement) | IVZ | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 88.5% | 64.2% | 81% |
| 3 Months | 82.2% | 86% | 96.9% |
| 12 Months | -32.3% | 78% | 44.9% |
| 5 Years | -14.2% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th95.00 | 11.70% | 11.06% |
| 3 Month | %th85.50 | 10.21% | 7.29% |
| 12 Month | %th72.00 | -9.91% | 2.97% |
| 5 Years | %th69.50 | -22.58% | -9.09% |
FAQs
Does Invesco (IVZ) outperform the market?
No,
over the last 12 months IVZ made 17.40%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 30.32%.
Over the last 3 months IVZ made 33.42%, while XLF made 21.05%.
Performance Comparison IVZ vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
IVZ vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 4.9% | 11.6% | -7.1% | 3% |
| US NASDAQ 100 | QQQ | 5.3% | 11.2% | -7.8% | 5% |
| German DAX 40 | DAX | 6.1% | 17.8% | -19.3% | -11% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.4% | 12.9% | -10.5% | -3% |
| Hongkong Hang Seng | HSI | 4.5% | 10.9% | -26.6% | -23% |
| India NIFTY 50 | INDA | 5.9% | 14.7% | -7.4% | 18% |
| Brasil Bovespa | EWZ | 4.5% | 8.6% | -32.2% | 7% |
IVZ vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 6.5% | 11.8% | -11.2% | -8% |
| Consumer Discretionary | XLY | 4.3% | 11.8% | 0.5% | -0% |
| Consumer Staples | XLP | 4.6% | 15% | -8.8% | 8% |
| Energy | XLE | 3.5% | 11.1% | -3% | 17% |
| Financial | XLF | 4.5% | 12.2% | -12% | -13% |
| Health Care | XLV | 5.6% | 15% | 0.2% | 22% |
| Industrial | XLI | 4.8% | 12.9% | -15% | -7% |
| Materials | XLB | 2% | 11.6% | -11.6% | 12% |
| Real Estate | XLRE | 5.2% | 15.6% | -6.8% | 5% |
| Technology | XLK | 4.6% | 8.3% | -9.4% | 7% |
| Utilities | XLU | 5.9% | 14.8% | -10.3% | -5% |
| Aerospace & Defense | XAR | 7% | 10.9% | -25.7% | -31% |
| Biotech | XBI | 3.3% | 15.1% | 6.1% | 26% |
| Homebuilder | XHB | 2% | 8.2% | 0.1% | 13% |
| Retail | XRT | 1.5% | 13.1% | -2.8% | 6% |
IVZ vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 3.2% | 10.9% | 1.28% | 24% |
| Natural Gas | UNG | 6.3% | 27.5% | 9.7% | 21% |
| Gold | GLD | 5.3% | 15.6% | -27.8% | -23% |
| Silver | SLV | 4% | 13.8% | -24.5% | -2% |
| Copper | CPER | 5.2% | 10.7% | -24.2% | 6% |
IVZ vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 7.2% | 14% | -3.7% | 20% |
| iShares High Yield Corp. Bond | HYG | 6% | 14.4% | -6% | 7% |