Invesco (IVZ) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Invesco (IVZ) ten years ago, at the end of Oct 2016, was worth $15,457 at the end of Oct 2026 with every dividend reinvested: 4.5% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $17,659 reinvested (3.1% a year), or $13,938 taking the dividends as cash, $5,091 of it paid out along the way.
IVZ became
$17,659
S&P 500: $72,756
Return a year
3.1%
S&P 500: 11.1%
Payouts reinvested
$7,101
bought more shares
Worst drop
-75.2%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | IVZ total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +8.1% | $418 | +11.7% |
| 2025 | +56.9% | $505 | +17.7% |
| 2024 | +3.0% | $493 | +24.9% |
| 2023 | +4.2% | $425 | +26.2% |
| 2022 | −18.7% | $409 | −18.2% |
| 2021 | +35.5% | $336 | +28.7% |
| 2020 | +3.0% | $357 | +18.3% |
| 2019 | +14.9% | $562 | +31.2% |
| 2018 | −52.0% | $508 | −4.6% |
| 2017 | +24.6% | $483 | +21.7% |
| 2016 | −5.9% | $471 | +12.0% |
| 2015 | −12.1% | $513 | +1.2% |
| 2014 | +11.4% | $379 | +13.5% |
| 2013 | +43.3% | $325 | +32.3% |
| 2012 | +33.4% | $238 | +16.0% |
| 2011 | −14.6% | $177 | +1.9% |
| 2010 | +4.8% | $157 | +15.1% |
| 2009 | +66.6% | $145 | +26.4% |
| 2008 | −52.6% | $199 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: IVZ total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Invesco (IVZ) at the end of Dec 2007, with dividends reinvested, was worth $17,659 at the end of Oct 2026: 3.1% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, IVZ turned $10,000 into $15,457 with dividends reinvested, 4.5% a year.
- Over the 5 years to Oct 2026, IVZ returned 6.2% a year with dividends reinvested (S&P 500: 12.0%).
- Taking IVZ's dividends as cash instead of reinvesting them, the same $10,000 ended at $13,938, including $5,091 of cash received; reinvesting added $3,721.
- IVZ's best calendar year in that time was 2009 (66.6%) and its worst 2008 (-52.6%), with dividends reinvested.
Cite this page
SmarterDividends, "Invesco (IVZ) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/IVZ/total-return
IVZ total return questions
If I invested $10,000 in IVZ 10 years ago, how much would I have?
About $15,457 at the end of Oct 2026, with every dividend reinvested: 4.5% a year. Taking them as cash, you'd have shares worth $9,883 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is IVZ's total return since Dec 2007?
77% in total, or 3.1% a year, through Oct 2026 with dividends reinvested. The share price alone fell 12%.
How much of IVZ's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $3,721 better off on a $10,000 start.
What was IVZ's worst year?
2008, at -52.6% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -75.2%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.