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IVZ: Invesco Plc (STOCK)
Basic Info 16 0.09(0.56%) May 17
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/25/1995 |
Last Dividend Date: | 05/13/2024 |
12-Mo. Yield | 3.77% |
Expenses | - |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/25/1995 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 5.4 | -6.7 | 12.4 | -12.4 | 0.2 | -2.8 | 4.9 | 5.1 | 6.0 | 4.2 | -17.7 | 35.6 | 3.1 | 14.9 | -51.4 | 24.7 | -5.0 | -12.1 | 11.4 | 43.3 | 33.5 | -14.6 | 4.7 | 66.8 | -52.7 | 29.3 | 63.0 | 25.7 | -12.8 | 21.2 | -55.7 | -32.5 | 94.4 | 46.8 | -10.7 | 94.4 | 14.5 | 14.0 |
Sharpe Ratio | NA | -0.97 | -0.06 | -0.45 | -0.07 | -0.12 | NA | NA | 0.1 | 0.0 | -0.44 | 0.98 | 0.04 | 0.48 | -1.83 | 1.21 | -0.15 | -0.49 | 0.55 | 1.73 | 1.37 | -0.3 | 0.12 | 0.95 | -0.6 | 0.77 | 1.92 | 0.72 | -0.43 | 0.4 | -0.94 | -0.62 | 1.78 | 1.01 | -0.26 | 3.98 | 0.49 | 1.8 |
Draw Down(%) | NA | 21.2 | 31.1 | 52.9 | 66.2 | 79.4 | NA | NA | 83.9 | 35.9 | 43.4 | 24.8 | 63.2 | 28.4 | 56.6 | 12.5 | 29.5 | 25.1 | 13.8 | 11.9 | 23.1 | 45.0 | 29.3 | 36.1 | 71.3 | 17.6 | 27.7 | 24.3 | 42.3 | 41.5 | 73.8 | 61.7 | 37.0 | 35.6 | 65.4 | 13.0 | 24.0 | 7.7 |
Standard Deviation(%) | NA | 33.2 | 32.2 | 37.1 | 46.8 | 37.9 | NA | NA | 43.7 | 31.9 | 44.0 | 36.4 | 75.6 | 28.4 | 28.7 | 19.9 | 33.5 | 24.6 | 21.0 | 25.0 | 24.7 | 48.2 | 38.9 | 70.4 | 88.9 | 34.5 | 31.3 | 32.8 | 31.6 | 51.4 | 60.6 | 57.3 | 50.7 | 43.3 | 54.6 | 22.7 | 22.1 | 23.5 |
Treynor Ratio | NA | -0.33 | -0.01 | -0.11 | -0.02 | -0.03 | NA | NA | 0.03 | 0.0 | -0.13 | 0.21 | 0.02 | 0.1 | -0.51 | 0.13 | -0.03 | -0.09 | 0.08 | 0.25 | 0.21 | -0.08 | 0.03 | 0.32 | -0.29 | 0.18 | 0.38 | 0.23 | -0.09 | 0.11 | -0.36 | -0.2 | 0.99 | 0.66 | -0.13 | 3.41 | 0.27 | 7.29 |
Alpha | NA | -0.22 | -0.11 | -0.09 | -0.06 | -0.07 | NA | NA | -0.01 | -0.1 | 0.06 | -0.03 | -0.02 | -0.08 | -0.26 | -0.05 | -0.09 | -0.05 | -0.03 | -0.04 | 0.03 | -0.05 | -0.06 | 0.07 | 0.14 | 0.09 | 0.13 | 0.09 | -0.1 | -0.06 | -0.11 | -0.01 | 0.34 | 0.13 | -0.1 | 0.23 | 0.02 | 0.14 |
Beta | NA | 0.98 | 1.39 | 1.47 | 1.55 | 1.51 | NA | NA | 1.53 | 1.55 | 1.46 | 1.72 | 1.61 | 1.41 | 1.04 | 1.88 | 2.01 | 1.31 | 1.47 | 1.74 | 1.6 | 1.91 | 1.75 | 2.11 | 1.86 | 1.46 | 1.6 | 1.04 | 1.51 | 1.83 | 1.58 | 1.73 | 0.91 | 0.66 | 1.07 | 0.26 | 0.4 | 0.06 |
RSquared | NA | 0.12 | 0.25 | 0.47 | 0.5 | 0.5 | NA | NA | 0.45 | 0.4 | 0.63 | 0.38 | 0.55 | 0.38 | 0.39 | 0.4 | 0.64 | 0.68 | 0.64 | 0.59 | 0.68 | 0.86 | 0.66 | 0.66 | 0.73 | 0.45 | 0.26 | 0.1 | 0.28 | 0.37 | 0.46 | 0.42 | 0.16 | 0.08 | 0.16 | 0.04 | 0.04 | 0.0 |
Yield(%) | N/A | 2.3 | 5.3 | 3.0 | 4.1 | 3.1 | 6.0 | 6.4 | N/A | 4.3 | 4.0 | 4.0 | 4.4 | 7.3 | 4.4 | 3.7 | 4.2 | 3.4 | 2.7 | 3.1 | 3.1 | 1.9 | 1.8 | 2.7 | 1.7 | 1.6 | 2.1 | 2.7 | 2.2 | 3.0 | 1.3 | 0.8 | 1.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -49.4 | -15.9 | -16.0 | -36.5 | 117.9 | N/A | N/A | N/A | -15.1 | 38.8 | -15.2 | -35.8 | -23.6 | 40.0 | -17.3 | 4.5 | 37.1 | 16.9 | 31.7 | 34.0 | 9.3 | 7.5 | -23.1 | 40.5 | 8.8 | 3.0 | 0.0 | -17.5 | 8.1 | 12.1 | 3.1 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/25/1995
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