IVZ YTD Return



Start date: 12/29/2023
End date: 02/23/2024
Start price/share: $17.84
End price/share: $15.34
Starting shares: 560.54
Ending shares: 567.68
Dividends reinvested/share: $0.20
IVZ YTD return: -12.92%
Annualized Gain: -84.19%
Starting investment: $10,000.00
Ending investment: $8,708.00


IVZ YTD return is presented with the assumption of reinvestments of any dividends on ex-date.
Use our YTD Return Calculator to compare IVZ YTD return versus benchmarks:

YTD Return for S&P
YTD Return for Dow
YTD Return for Nasdaq 100
YTD Return for Russell 2000
YTD Return for Gold
YTD Return for 10 Year Treasury
YTD Return on $10,000.00
With Dividends Reinvested Into IVZ


Also see: IVZ Average Annual Return
Invesco is an independent investment management firm. Co. provides a range of active, passive and alternative investment capabilities. Co. has presence in the retail and institutional markets within the investment management industry in North America, Europe, Middle East and Africa and Asia-Pacific. Co.'s asset classes include money market, balanced, equity, fixed income and alternatives. Co.'s distribution channels consist of: Retail, which provides retail products within all of the key asset classes; and Institutional, which provides a suite of domestic and global strategies, including quantitative equities, fixed income, real estate, financial structures and absolute return strategies. The IVZ YTD return is shown above.

The YTD Return on the IVZ YTD return page and across the coverage universe of our site, is a measure of the total return for a given investment year-to-date for the current calendar year (up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely useful in the context of our country's tax system which taxes gains and income on a calendar year basis.

Thus, researching Year-To-Date Returns is good practice for investors — whether IVZ YTD return or other benchmarks/peers — and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors by performing the IVZ YTD return calculation (with any dividends reinvested as applicable), and to provide a coverage universe of many stocks and ETFs to be able to compare YTD returns.
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Video: Don't Forget Dividends in YTD Return!


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Invesco (IVZ) is categorized under the Financials sector; to help you further research YTD return performance across stocks, below are some other companies in the same sector:

IWB YTD Return
IWC YTD Return
IWD YTD Return
IWF YTD Return
IWL YTD Return
IWM YTD Return
IWN YTD Return
IWO YTD Return
IWP YTD Return
IWR YTD Return
More Financials companies »

 

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