What if you'd held IVZ?
A $1,000 investment in Invesco Ltd (IVZ) at the month-end close of 1995-08 would be worth $11,886 at the close of 2026-08 — +1088.6% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $13,718.
Your scenario
Result
If you'd bought $1,000 at the start of each year
Value of $1,000 invested on January 1 of each year, held to 2026-08, dividends included.
Every year, $1,000 from 1995
| Year | Value of $1,000 | Year return |
|---|---|---|
| 1995 | $1,000 | — |
| 1996 | $1,173 | +17.3% |
| 1997 | $2,307 | +96.7% |
| 1998 | $2,086 | -9.6% |
| 1999 | $3,112 | +49.2% |
| 2000 | $6,051 | +94.5% |
| 2001 | $4,080 | -32.6% |
| 2002 | $1,805 | -55.8% |
| 2003 | $2,188 | +21.2% |
| 2004 | $1,911 | -12.7% |
| 2005 | $2,403 | +25.8% |
| 2006 | $3,914 | +62.9% |
| 2007 | $5,061 | +29.3% |
| 2008 | $2,396 | -52.7% |
| 2009 | $3,997 | +66.8% |
| 2010 | $4,182 | +4.6% |
| 2011 | $3,569 | -14.7% |
| 2012 | $4,764 | +33.5% |
| 2013 | $6,827 | +43.3% |
| 2014 | $7,607 | +11.4% |
| 2015 | $6,633 | -12.8% |
| 2016 | $6,243 | -5.9% |
| 2017 | $7,786 | +24.7% |
| 2018 | $3,732 | -52.1% |
| 2019 | $4,291 | +15.0% |
| 2020 | $4,422 | +3.1% |
| 2021 | $5,994 | +35.5% |
| 2022 | $4,872 | -18.7% |
| 2023 | $5,077 | +4.2% |
| 2024 | $5,230 | +3.0% |
| 2025 | $8,208 | +56.9% |
| 2026 | $10,291 | +25.4% |
Best and worst month-end to buy
The best single month-end close to have bought IVZ was 1995-08 ($2.71): $1,000 then is $11,886 today. The worst was 2026-08 ($32.21): $1,000 then is $1,000.
FAQ
What would $1,000 in IVZ be worth today?
A $1,000 investment in Invesco Ltd (IVZ) at the start of 1995 would be worth about $11,886 today, a total return of +1088.6%. Dividends are reinvested in these figures.
What were the best and worst years for IVZ?
Invesco Ltd (IVZ)'s strongest calendar year since 1995 was 1997, a +96.7% return — $1,000 held through that year became about $1,967 by year-end. Its weakest year was 2002, at -55.8%.
Does the calculator include dividends and splits?
Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.
How much would $100 per month in IVZ have grown?
Investing $100 at the end of every month since 1995-08 would have grown to about $122,004 on $37,300 invested.
Did IVZ beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $13,718. IVZ trailed the S&P 500 by +13.4% in total return.
Is this investment advice?
No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.
Methodology
Invesco Ltd (IVZ) historical total-return data from 1995-08 to 2026-08, reduced to month-end closes for the tables above.
Returns use adjusted close prices from Yahoo Finance historical data — adjusted for stock splits and reinvested dividends — the same convention used by major brokerages. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (Yahoo Finance): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.
Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.
What if you'd held…
Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.