Invesco LTD (IVZ) Growth of $10K (Lump Sum & DCA)IVZInvesco LTDNYSEFinancials$30.16$-0.26 -0.85%Oct 1, 2026 close © 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$15,181+$5,181 · +51.81%
Total invested$10,000
Annualised (CAGR)+4.27%
Max drawdown-79.72%
SIP · Monthly122 contributions
$100 every month
$23,546+$11,346 · +93.00%
Total invested$12,200
Money-weighted (XIRR)+12.67%
Max drawdown-55.80%
SIP · Biweekly261 contributions
$100 every two weeks
$50,670+$24,570 · +94.14%
Total invested$26,100
Money-weighted (XIRR)+12.81%
Max drawdown-54.53%
Best 12-month stretch+333.08%May 2020 → May 2021
Worst 12-month stretch-64.72%May 2019 → May 2020
Deepest drawdown-79.72%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$2,924on $10,000, trailing 10 years
Growth of your contributions
It would be worth$38,727after your settings in IVZ
Profit+$16,527+74.45% on money in
Annualised return+7.57%Money-weighted (XIRR)
Deepest dip-72.45%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-8.80% | +12.41% | +26.76% | +29.44% | +36.51% p.a. | +8.31% p.a. | +4.27% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -1.62% | +24.67% | -50.56% | +9.53% | +4.86% | +35.56% | -18.71% | +4.18% | +4.62% | +58.49% | +14.50% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,126 | -$174 | -1.69% |
| 2017 | $11,500 | $13,962 | +$2,462 | +21.40% |
| 2018 | $12,800 | $7,800 | -$5,000 | -39.06% |
| 2019 | $14,000 | $9,724 | -$4,276 | -30.54% |
| 2020 | $15,200 | $12,098 | -$3,102 | -20.41% |
| 2021 | $16,400 | $17,530 | +$1,130 | +6.89% |
| 2022 | $17,600 | $15,427 | -$2,173 | -12.35% |
| 2023 | $18,800 | $17,434 | -$1,366 | -7.26% |
| 2024 | $20,100 | $19,675 | -$425 | -2.11% |
| 2025 | $21,300 | $32,957 | +$11,657 | +54.73% |
| 2026 (YTD) | $22,200 | $38,727 | +$16,527 | +74.45% |