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Invesco IVZ

equity

Price History

$6.7$19.83$32.97$46.1
1995-08 · DCA start$6.7

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-82.7%-55.1%-27.6%0.0%
1995-082026-08 · -31.6%

Worst drawdown: −83%, peaking Jan 2001 and bottoming May 2020 — still unrecovered after 307 months.

DCA Backtest

Invested
$37,300
Value today
$64,362
Return
+72.6%
Months invested
373

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $57,609 today, so the real (inflation-adjusted) return is +11.7%.

Lump sum instead — $37,300 all at once in Aug 1995: $175,588 (+370.7%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Jan 2001): $48,796 on $30,800 invested (+58.4%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
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2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1995-08: +72.6%

About Invesco

Invesco Ltd., organized in Bermuda, with principal executive offices in Atlanta, Georgia, is an investment management company. The company has clients in 120 countries. (Wikipedia)

It's a listed company categorised under financials and asset management & custody banks, with a market cap of about $13.9B.

It rates High Risk at 2.8/5, meaning several rated factors score badly, so this carries materially more risk than a typical holding.

What pushes the score up: earnings quality (5.0/5) and sector / regulatory (4.0/5).

Scoring well: leverage / financial at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

High Risk(2.8/5)80% rated

How these ratings work

Market / Volatility3.7/5 · weight 20%
  • Annualised volatility (3yr)3/534.2
  • Max drawdown from ATH4/582.7
  • Beta vs S&P 5004/51.8
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5142.9m
  • Float % of shares outstandingnot yet researched
Leverage / Financial1.0/5 · weight 20%
  • Debt / equity1/50.13
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality5.0/5 · weight 15%
  • 3yr EPS volatility5/5100
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory4.0/5 · weight 10%
  • Sector regulatory exposure4/5high

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.