IVZ STOCK ANALYSIS

Invesco Plc — price, returns and risk statistics

IVZInvesco Plc

🇺🇸 USA · US · Financial Services · Asset Management

Value it Duel

Last Close

27.01 $

Jul 2, 26

Market Cap

12.3 B $

Q1 2026 (TTM)

52-Week Range

Total Return

%+68.5

Trailing 1-year performance

Volatility

%35.7

Price fluctuation measure

Sharpe Ratio

0.52

Risk/Return ratio

Sortino Ratio

0.54

Downside risk/return

Distance to Peak

%-7.5

Difference from 52-week peak

Maximum Drawdown

-%22.0

Deepest 1-year decline

Seasonality Chart

Year 2023

Year 2024

Year 2025

Current Period 2026

3/3 positive months

Periodic Returns

-2.1%

+12.8%

+4.5%

YTD

+4.5%

+68.5%

+80.7%

Returns are computed from split-adjusted closes; dividends are not included.

YTD Return — Stock vs Asset Classes

Year-to-date

Stock and gold/silver returns are in USD (metals converted into the stock's currency). The S&P 500 index is measured in its own currency.

Monthly Avg Positive/Negative Close

Positive Count

Negative Count

Average Positive %

Average Negative %

Frequently Asked Questions

What is the current Invesco Plc (IVZ) stock price?

IVZ last closed at 27.01 $ (Jul 2, 26). Price data is refreshed after every trading day.

What is the market capitalization of Invesco Plc?

Invesco Plc (IVZ) has a market capitalization of approximately 12.3 B $ as of the latest reported period.

Who are the main competitors of IVZ?

Key peers of Invesco Plc include IGM Financial Inc., CVC Capital Partners PLC, Hedef Holding A.S, Industrivarden AB ser. C, Australian Foundation Investment Company Ltd. A detailed metric comparison is available on the Peers tab.

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Data on this page refreshes once per day. Price data as of Jul 2, 26. This content is for informational purposes only and is not investment advice.