36/120
1.5 / 5 stars
All 120 Win/Lose results shown below
IVZ Roast Me summary
Invesco Ltd. (IVZ). Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0.
- 2026-Q2: Total return Lose; Revenue growth Lose; EPS growth Lose.
- 2026-Q1: Total return Lose; Revenue growth Lose; EPS growth Lose.
- 2025-Q4: Total return Win; Revenue growth Lose; EPS growth Lose.
- 2025-Q3: Total return Win; Revenue growth Win; EPS growth Lose.
Trailing 1 year (4 quarters): 3 wins, 9 lossesLast fetched: 24 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly.
| Quarter | Total return | Revenue growth | EPS growth |
|---|---|---|---|
| 2026-Q20/3 |
LoseIVZ / S&P 9.49% / 15.20% |
LoseIVZ / S&P 12.18% / 15.00% |
LoseIVZ / S&P -173.12% / 50.40% |
| 2026-Q10/3 |
LoseIVZ / S&P -6.79% / -4.33% |
LoseIVZ / S&P 7.70% / 11.30% |
LoseIVZ / S&P -217.60% / 27.70% |
| 2025-Q41/3 |
WinIVZ / S&P 15.53% / 2.65% |
LoseIVZ / S&P 5.11% / 9.00% |
LoseIVZ / S&P -235.59% / 13.40% |
| 2025-Q32/3 |
WinIVZ / S&P 46.90% / 8.12% |
WinIVZ / S&P 6.64% / 4.61% |
LoseIVZ / S&P IVZ unavailable / 13.45% |
| 2025-Q21/3 |
LoseIVZ / S&P 5.37% / 10.94% |
WinIVZ / S&P 5.83% / 4.83% |
LoseIVZ / S&P IVZ unavailable / 10.63% |
| 2025-Q11/3 |
LoseIVZ / S&P -12.24% / -4.27% |
WinIVZ / S&P 6.02% / 4.98% |
LoseIVZ / S&P IVZ unavailable / 10.57% |
| 2024-Q41/3 |
LoseIVZ / S&P 0.71% / 2.41% |
WinIVZ / S&P 6.13% / 5.25% |
LoseIVZ / S&P IVZ unavailable / 6.15% |
| 2024-Q31/3 |
WinIVZ / S&P 18.83% / 5.89% |
LoseIVZ / S&P 2.45% / 5.89% |
LoseIVZ / S&P -168.70% / 6.11% |
| 2024-Q20/3 |
LoseIVZ / S&P -8.62% / 4.28% |
LoseIVZ / S&P 1.11% / 5.38% |
LoseIVZ / S&P -151.77% / 5.12% |
| 2024-Q10/3 |
LoseIVZ / S&P -5.79% / 10.56% |
LoseIVZ / S&P -1.10% / 5.71% |
LoseIVZ / S&P -152.90% / 5.59% |
| 2023-Q41/3 |
WinIVZ / S&P 24.74% / 11.69% |
LoseIVZ / S&P -5.50% / 6.81% |
LoseIVZ / S&P -148.99% / 7.78% |
| 2023-Q30/3 |
LoseIVZ / S&P -12.58% / -3.27% |
LoseIVZ / S&P -9.77% / 7.52% |
LoseIVZ / S&P -34.17% / -5.03% |
| 2023-Q20/3 |
LoseIVZ / S&P 3.75% / 8.74% |
LoseIVZ / S&P -13.83% / 9.50% |
LoseIVZ / S&P -38.96% / -8.57% |
| 2023-Q10/3 |
LoseIVZ / S&P -7.93% / 7.50% |
LoseIVZ / S&P -14.95% / 10.77% |
LoseIVZ / S&P -51.41% / -15.69% |
| 2022-Q41/3 |
WinIVZ / S&P 32.83% / 7.56% |
LoseIVZ / S&P -12.26% / 11.88% |
LoseIVZ / S&P -50.17% / -17.99% |
| 2022-Q30/3 |
LoseIVZ / S&P -14.19% / -4.88% |
LoseIVZ / S&P -5.80% / 13.47% |
LoseIVZ / S&P -21.34% / -1.41% |
| 2022-Q20/3 |
LoseIVZ / S&P -29.33% / -16.10% |
LoseIVZ / S&P 2.53% / 13.71% |
LoseIVZ / S&P 3.59% / 11.04% |
| 2022-Q12/3 |
WinIVZ / S&P 0.93% / -4.60% |
LoseIVZ / S&P 10.60% / 15.97% |
WinIVZ / S&P 85.62% / 42.23% |
| 2021-Q41/3 |
LoseIVZ / S&P -3.89% / 11.03% |
LoseIVZ / S&P 12.19% / 15.00% |
WinIVZ / S&P 164.60% / 96.40% |
| 2021-Q31/3 |
LoseIVZ / S&P -9.20% / 0.58% |
LoseIVZ / S&P 8.04% / 10.77% |
WinIVZ / S&P 136.45% / 69.42% |
| 2021-Q21/3 |
LoseIVZ / S&P 6.63% / 8.55% |
LoseIVZ / S&P 0.42% / 6.58% |
WinIVZ / S&P 118.63% / 51.81% |
| 2021-Q12/3 |
WinIVZ / S&P 45.69% / 6.17% |
LoseIVZ / S&P -4.54% / -1.06% |
WinIVZ / S&P 50.00% / 7.39% |
| 2020-Q43/3 |
WinIVZ / S&P 54.37% / 12.15% |
WinIVZ / S&P 0.46% / -3.72% |
WinIVZ / S&P -11.72% / -33.42% |
| 2020-Q32/3 |
LoseIVZ / S&P 7.50% / 8.93% |
WinIVZ / S&P 11.15% / -2.04% |
WinIVZ / S&P -8.55% / -27.10% |
| 2020-Q22/3 |
WinIVZ / S&P 20.95% / 20.54% |
WinIVZ / S&P 23.41% / -0.46% |
LoseIVZ / S&P -30.14% / -27.11% |
| 2020-Q11/3 |
LoseIVZ / S&P -48.66% / -19.60% |
WinIVZ / S&P 25.69% / 3.47% |
LoseIVZ / S&P -47.96% / -14.75% |
| 2019-Q41/3 |
LoseIVZ / S&P 7.98% / 9.07% |
WinIVZ / S&P 15.12% / 5.36% |
LoseIVZ / S&P -40.19% / 2.99% |
| 2019-Q30/3 |
LoseIVZ / S&P -15.58% / 1.70% |
LoseIVZ / S&P 3.62% / 5.02% |
LoseIVZ / S&P -58.95% / 0.21% |
| 2019-Q21/3 |
WinIVZ / S&P 7.52% / 4.30% |
LoseIVZ / S&P -3.28% / 6.64% |
LoseIVZ / S&P -48.77% / 8.65% |
| 2019-Q11/3 |
WinIVZ / S&P 17.25% / 13.65% |
LoseIVZ / S&P -2.83% / 8.12% |
LoseIVZ / S&P -30.99% / 14.29% |
| 2018-Q40/3 |
LoseIVZ / S&P -25.81% / -13.52% |
LoseIVZ / S&P 2.98% / 9.05% |
LoseIVZ / S&P -22.18% / 18.23% |
| 2018-Q31/3 |
LoseIVZ / S&P -12.81% / 7.71% |
LoseIVZ / S&P 9.13% / 10.21% |
WinIVZ / S&P 23.91% / 19.06% |
| 2018-Q22/3 |
LoseIVZ / S&P -16.13% / 3.43% |
WinIVZ / S&P 12.11% / 9.03% |
WinIVZ / S&P 27.80% / 14.46% |
| 2018-Q12/3 |
LoseIVZ / S&P -11.61% / -0.76% |
WinIVZ / S&P 11.41% / 7.68% |
WinIVZ / S&P 29.68% / 12.46% |
| 2017-Q42/3 |
LoseIVZ / S&P 5.15% / 6.64% |
WinIVZ / S&P 9.00% / 7.03% |
WinIVZ / S&P 33.50% / 13.82% |
| 2017-Q30/3 |
LoseIVZ / S&P 0.43% / 4.48% |
LoseIVZ / S&P 4.18% / 5.68% |
LoseIVZ / S&P 16.16% / 17.57% |
| 2017-Q21/3 |
WinIVZ / S&P 15.92% / 3.09% |
LoseIVZ / S&P -0.16% / 4.83% |
LoseIVZ / S&P 12.63% / 17.74% |
| 2017-Q10/3 |
LoseIVZ / S&P 1.84% / 6.07% |
LoseIVZ / S&P -4.05% / 3.67% |
LoseIVZ / S&P 7.35% / 13.32% |
| 2016-Q40/3 |
LoseIVZ / S&P -2.06% / 3.82% |
LoseIVZ / S&P -7.58% / 2.09% |
LoseIVZ / S&P -8.85% / 7.05% |
| 2016-Q31/3 |
WinIVZ / S&P 23.59% / 3.85% |
LoseIVZ / S&P -7.37% / 0.20% |
LoseIVZ / S&P -17.50% / -3.15% |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-28
| Metric | IVZ total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 54.88% | 20.78% |
| Annualized return | 54.88% | 20.78% |
5Y · 2021-09-01 to 2026-08-28
| Metric | IVZ total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 61.33% | 83.14% |
| Annualized return | 10.04% | 12.86% |
10Y · 2016-09-01 to 2026-08-28
| Metric | IVZ total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 65.56% | 319.30% |
| Annualized return | 5.17% | 15.41% |
Calculation rules
- window
- Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
- return Basis
- Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
- point Rule
- Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
- frequency
- Quarter endpoints only.
- fundamentals
- Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
- non Scoring
Snapshot captured 2026-09-24.
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