Seasonal Evaluation for Invesco Ltd. (IVZ)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 50.00% | 50.00% | 55.00% | 75.00% |
| Median Return | -1.93% | 0.24% | 2.45% | 6.67% |
| Average Return | 4.58% | 7.89% | 10.18% | 8.82% |
| Maximum Gain | 44.69% | 28.57% | 45.47% | 52.76% |
| Gain Year | 2021 | 2009 | 2025 | 2020 |
| Maximum Loss | -49.50% | -30.05% | -33.72% | -31.17% |
| Loss Year | 2020 | 2022 | 2011 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 62.50% | 52.50% | 50.00% | 65.00% |
| Median Return | 2.43% | 1.17% | -0.70% | 5.10% |
| Average Return | 6.78% | 9.02% | 6.01% | 9.37% |
| Maximum Gain | 52.76% | 45.47% | 44.69% | 52.76% |
| Gain Year | 2020 | 2025 | 2021 | 2020 |
| Maximum Loss | -49.50% | -33.72% | -49.50% | -33.72% |
| Loss Year | 2020 | 2011 | 2020 | 2011 |
| Based on the past 20 years (2006-2025) | ||||