IVZ

Invesco
Asset Management & Custody Banks · Financials · as of 2026-10-05
Last close
$30.50
-0.5% on the session
1-year return
+33.3%
+35.3% over six months
Volatility
34.2%
annualized, trailing year
Max drawdown
-22.0%
worst peak to trough, 1y
What the numbers say

Invesco is a asset management & custody banks name in the financials sector. Over the past year it returned +33.3%, against +12.1% over three months and -6.8% over one. It trades 10.7% above its 200-day average, so the longer trend is confirming recent strength. Annualized volatility of 34.2% is above the market's typical range.

Its worst peak-to-trough decline over the year was -22.0%, and it has traded a median $132M a day, the figure that decides whether a position can actually be entered and exited at posted prices. Its daily moves correlate 0.65 with the S&P 500 proxy, so it follows the index loosely.

Where it ranks
Within Financials#3 of 74
Stronger than 97% of its sector on the momentum profile
Across the whole index#75 of 496

How IVZ scores on all four profiles

Its standing on steadiness, defensiveness and rebound, plus the factor-by-factor breakdown behind each score, and its closest and least-correlated peers among 11 others in Asset Management & Custody Banks.

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Full metrics
1 day-0.5%
1 week+0.2%
1 month-6.8%
3 months+12.1%
6 months+35.3%
1 year+33.3%
12-1 momentum+43.0%
Volatility (1y, annualized)34.2%
Max drawdown (1y)-22.0%
Distance vs 200-day average+10.7%
Return per unit of risk0.98
Median daily dollar volume$132M
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Everything on this page is computed from daily adjusted closing prices. It contains no earnings, balance-sheet, guidance or ownership data, and it is not a valuation. Nothing here is tailored to your circumstances or a recommendation to buy or sell. Past performance does not predict future results.