Seasonality
IVZ seasonality — Invesco
Over the last 11 years, IVZ's strongest month on average has been November (+5.9%) and its weakest March (-4.2%).
Average return by month
Month-by-month statistics
| Month | Avg | Median | Up % | Best | Worst | Yrs |
|---|---|---|---|---|---|---|
| Jan | +2.13% | +0.88% | 50% | +18.1% | -11.3% | 10 |
| Feb | -2.72% | -4.18% | 30% | +11.3% | -16.8% | 10 |
| Mar | -4.23% | -3.24% | 30% | +12.5% | -36.9% | 10 |
| Apr | -1.69% | -0.31% | 50% | +13.8% | -20.3% | 10 |
| May | -1.00% | +0.02% | 50% | +10.9% | -16.1% | 10 |
| Jun | +3.89% | +0.96% | 50% | +35.0% | -16.6% | 10 |
| Jul | +4.94% | +0.78% | 50% | +33.2% | -8.8% | 10 |
| Aug | -2.76% | -3.11% | 40% | +10.7% | -18.2% | 10 |
| Sep | -0.92% | -1.01% | 50% | +11.9% | -16.8% | 10 |
| Oct | +1.19% | +0.72% | 50% | +14.9% | -10.7% | 10 |
| Nov | +5.90% | +4.33% | 78% | +24.7% | -12.1% | 9 |
| Dec | +1.63% | +1.71% | 60% | +25.0% | -17.7% | 10 |
Monthly returns heat map — IVZ
price return, %| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.9 | -3.8 | -7.5 | 7.9 | 8.6 | -7.3 | 12.2 | 10.7 | -8.0 | -8.0 | -2.5 | +3.1% | |
| 2025 | 10.0 | -9.6 | -12.8 | -8.2 | 3.8 | 9.1 | 33.2 | 4.2 | 4.8 | 3.3 | 3.2 | 7.4 | +50.3% |
| 2024 | -11.3 | -2.6 | 7.7 | -14.6 | 10.9 | -4.8 | 15.4 | -1.0 | 2.8 | -1.2 | 4.3 | -3.4 | -2.0% |
| 2023 | 2.9 | -4.6 | -7.1 | 4.5 | -16.1 | 16.9 | -0.1 | -5.2 | -8.8 | -10.7 | 10.0 | 25.0 | -0.8% |
| 2022 | -1.6 | -6.3 | 8.6 | -20.3 | 5.2 | -16.6 | 10.0 | -7.2 | -16.8 | 11.8 | 24.7 | -5.9 | -21.9% |
| 2021 | 18.1 | 8.9 | 12.5 | 7.1 | 5.7 | -6.3 | -8.8 | 3.9 | -4.8 | 5.4 | -12.1 | 3.1 | +32.1% |
| 2020 | -3.8 | -16.8 | -36.9 | -5.1 | -7.5 | 35.0 | -6.7 | 1.6 | 11.9 | 14.9 | 23.8 | 7.4 | -3.1% |
| 2019 | 8.8 | 6.2 | -0.2 | 13.8 | -11.1 | 4.7 | -6.2 | -18.2 | 7.9 | -0.7 | 4.4 | 2.4 | +7.4% |
| 2018 | -1.1 | -9.9 | -1.6 | -9.5 | -5.7 | -2.8 | 1.6 | -10.7 | -5.1 | -5.1 | -6.3 | -17.7 | -54.2% |
| 2017 | -4.7 | 11.3 | -4.8 | 7.5 | -3.8 | 11.0 | -1.2 | -5.7 | 6.9 | 2.1 | 1.1 | 1.0 | +20.4% |
| 2016 | -3.1 |