IVZ quarterly stock returns with Q1–Q4 history, seasonality patterns, and performance tables for U.S. equity research.
| Period | Return % |
|---|---|
| 2000-Q1 | 27.35 |
| 2000-Q2 | 10 |
| 2000-Q3 | 37.73 |
| 2000-Q4 | -3.8 |
| 2001-Q1 | -28.83 |
| 2001-Q2 | 18.35 |
| 2001-Q3 | -39.55 |
| 2001-Q4 | 38.39 |
| 2002-Q1 | -5.61 |
| 2002-Q2 | -40.51 |
| 2002-Q3 | -40.94 |
| 2002-Q4 | 24.75 |
| 2003-Q1 | -31.12 |
| 2003-Q2 | 50.32 |
| 2003-Q3 | 8.11 |
| 2003-Q4 | -7.87 |
| 2004-Q1 | 2.23 |
| 2004-Q2 | -10.73 |
| Period | Return % |
|---|---|
| 2000-01 | -2.83 |
| 2000-02 | 3.77 |
In the last 15 quarters, IVZ increased in 9 and decreased in 6. The average return for this period was +3.85%, while the median return was +3.77%. Maximum gain was +41.87% on 2025-Q3 and maximum loss was -15.24% on 2023-Q3.
Total : 15 Quarters
In the last 15 quarters, IVZ increased in 9 and decreased in 6. The average return for this period was +3.85%, while the median return was +3.77%. Maximum gain was +41.87% on 2025-Q3 and maximum loss was -15.24% on 2023-Q3.
In the last 15 quarters, IVZ increased in 9 and decreased in 6. The average return for this period was +3.85%, while the median return was +3.77%. Maximum gain was +41.87% on 2025-Q3 and maximum loss was -15.24% on 2023-Q3.
Total years: 4
Total years: 4
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | +21.5% | +4.8% | +1.9% | +4.9% | +4.1% | -1.7% | -9.5% | +3.7% | -4.2% | +3.3% | -15.8% | +4.8% |
| 2022 | -2.7% | -5.2% | +17% | -21.1% | +2.9% | -15.4% | +8% | -8.7% | -16.3% | +6.8% | +22.8% | -7.4% |
| 2023 | +1.6% | -6.7% | -6.4% | +5.7% | -14.3% | +14% | -1.9% | -5.4% | -9.4% | -8.7% | +9.2% | +20.1% |
| 2024 | -10.8% | -4.2% | +6.8% | -14.1% | +9.6% | -4.4% | +16.2% | +1.6% | +6.3% | +0.5% | +1.7% | -3.4% |
| 2025 | +9% | -5.2% | -9.5% | -8.3% | +3.9% | +9.7% | +29.9% | +6.2% | +6% | +2.6% | +3.7% | +6.5% |
| 2026 | +1.3% | -4.2% | -7% | +7.8% | +9.9% | -4.4% | +5.9% | — | — | — | — | — |
| 3Y Avg | -0.2% | -4.5% | -3.2% | -4.9% | +7.8% | +0.3% | +17.3% | +3.9% | +6.1% | +1.6% | +2.7% | +1.6% |
| 2026-Q3 | 26.8 | 28.4 | +5.9% |
| 2026-Q2 | 24.3 | 26.4 | +8.5% |
| 2026-Q1 | 26.9 | 24.3 | -9.8% |
| 2025-Q4 | 23.1 | 26.3 | +13.8% |
| 2025-Q3 | 16.2 | 22.9 | +41.9% |
| 2025-Q2 | 15.2 | 15.8 | +3.8% |
| 2025-Q1 | 17.7 | 15.2 | -14.1% |
| 2024-Q4 | 17.3 | 17.5 | +1.3% |
| 2024-Q3 | 14.9 | 17.6 | +18.3% |
| 2024-Q2 | 16.5 | 15.0 | -9.3% |
| 2024-Q1 | 17.8 | 16.6 | -6.5% |
| 2023-Q4 | 14.2 | 17.8 | +25.6% |
| 2023-Q3 | 17.1 | 14.5 | -15.2% |
| 2023-Q2 | 16.2 | 16.8 | +3.8% |
| 2023-Q1 | 18.2 | 16.4 | -10.0% |
| 2022-Q4 | 14.4 | 18.0 | +25.4% |
| 2022-Q3 | 16.4 | 13.7 | -16.6% |
| 2022-Q2 | 23.3 | 16.1 | -30.8% |
| 2022-Q1 | 23.3 | 23.1 | -1.0% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | +21.5% | +4.8% | +1.9% | +4.9% | +4.1% | -1.7% | -9.5% | +3.7% | -4.2% | +3.3% | -15.8% | +4.8% |
| 2022 | -2.7% | -5.2% | +17% | -21.1% | +2.9% | -15.4% | +8% | -8.7% | -16.3% | +6.8% | +22.8% | -7.4% |
| 2023 | +1.6% | -6.7% | -6.4% | +5.7% | -14.3% | +14% | -1.9% | -5.4% | -9.4% | -8.7% | +9.2% | +20.1% |
| 2024 | -10.8% | -4.2% | +6.8% | -14.1% | +9.6% | -4.4% | +16.2% | +1.6% | +6.3% | +0.5% | +1.7% | -3.4% |
| 2025 | +9% | -5.2% | -9.5% | -8.3% | +3.9% | +9.7% | +29.9% | +6.2% | +6% | +2.6% | +3.7% | +6.5% |
| 2026 | +1.3% | -4.2% | -7% | +7.8% | +9.9% | -4.4% | +5.9% | — | — | — | — | — |
| 3Y Avg | -0.2% | -4.5% | -3.2% | -4.9% | +7.8% | +0.3% | +17.3% | +3.9% | +6.1% | +1.6% | +2.7% | +1.6% |
| 2004-Q3 | -20.33 |
| 2004-Q4 | 11.74 |
| 2005-Q1 | 1.85 |
| 2005-Q2 | -6.61 |
| 2005-Q3 | 7.33 |
| 2005-Q4 | 18.2 |
| 2006-Q1 | 18.84 |
| 2006-Q2 | -4.54 |
| 2006-Q3 | 16.97 |
| 2006-Q4 | 11.89 |
| 2007-Q1 | -5.6 |
| 2007-Q2 | 16.28 |
| 2007-Q3 | 3.41 |
| 2007-Q4 | 13.08 |
| 2008-Q1 | -19.87 |
| 2008-Q2 | -8.09 |
| 2008-Q3 | -10.57 |
| 2008-Q4 | -31.47 |
| 2009-Q1 | -7.6 |
| 2009-Q2 | 22.31 |
| 2009-Q3 | 28.66 |
| 2009-Q4 | 7.8 |
| 2010-Q1 | -6.13 |
| 2010-Q2 | -23.81 |
| 2010-Q3 | 25.18 |
| 2010-Q4 | 12.59 |
| 2011-Q1 | 4.5 |
| 2011-Q2 | -10 |
| 2011-Q3 | -34.17 |
| 2011-Q4 | 35.29 |
| 2012-Q1 | 29.72 |
| 2012-Q2 | -15.58 |
| 2012-Q3 | 10.77 |
| 2012-Q4 | 3.9 |
| 2013-Q1 | 7.42 |
| 2013-Q2 | 12.09 |
| 2013-Q3 | 0.47 |
| 2013-Q4 | 12.97 |
| 2014-Q1 | 3.15 |
| 2014-Q2 | 0.77 |
| 2014-Q3 | 2.95 |
| 2014-Q4 | 1.78 |
| 2015-Q1 | 1.41 |
| 2015-Q2 | -5.76 |
| 2015-Q3 | -17.4 |
| 2015-Q4 | 6.35 |
| 2016-Q1 | -7.29 |
| 2016-Q2 | -18.61 |
| 2016-Q3 | 23.45 |
| 2016-Q4 | -3.56 |
| 2017-Q1 | -0.97 |
| 2017-Q2 | 15.04 |
| 2017-Q3 | -1.32 |
| 2017-Q4 | 2.84 |
| 2018-Q1 | -11.94 |
| 2018-Q2 | -13.88 |
| 2018-Q3 | -14.59 |
| 2018-Q4 | -27.25 |
| 2019-Q1 | 14.67 |
| 2019-Q2 | 2.45 |
| 2019-Q3 | -17.53 |
| 2019-Q4 | 10.58 |
| 2020-Q1 | -49.53 |
| 2020-Q2 | 34.33 |
| 2020-Q3 | 11.21 |
| 2020-Q4 | 54.93 |
| 2021-Q1 | 48.79 |
| 2021-Q2 | 3.81 |
| 2021-Q3 | -10.54 |
| 2021-Q4 | -6.38 |
| 2022-Q1 | -0.99 |
| 2022-Q2 | -30.8 |
| 2022-Q3 | -16.57 |
| 2022-Q4 | 25.37 |
| 2023-Q1 | -9.99 |
| 2023-Q2 | 3.77 |
| 2023-Q3 | -15.24 |
| 2023-Q4 | 25.55 |
| 2024-Q1 | -6.54 |
| 2024-Q2 | -9.28 |
| 2024-Q3 | 18.25 |
| 2024-Q4 | 1.33 |
| 2025-Q1 | -14.05 |
| 2025-Q2 | 3.82 |
| 2025-Q3 | 41.87 |
| 2025-Q4 | 13.77 |
| 2026-Q1 | -9.84 |
| 2026-Q2 | 8.51 |
| 2026-Q3 | 5.85 |
| 2000-03 |
| 23.48 |
| 2000-04 | 0 |
| 2000-05 | -9.82 |
| 2000-06 | 21.51 |
| 2000-07 | 8.32 |
| 2000-08 | 22.99 |
| 2000-09 | -1.99 |
| 2000-10 | 0.29 |
| 2000-11 | -32.03 |
| 2000-12 | 27.94 |
| 2001-01 | 13.13 |
| 2001-02 | -14.06 |
| 2001-03 | -19.49 |
| 2001-04 | 24.74 |
| 2001-05 | 2.64 |
| 2001-06 | -5.12 |
| 2001-07 | -10.03 |
| 2001-08 | -11.01 |
| 2001-09 | -26.51 |
| 2001-10 | 13.5 |
| 2001-11 | 16.53 |
| 2001-12 | 4.95 |
| 2002-01 | -5.27 |
| 2002-02 | -12 |
| 2002-03 | 10.69 |
| 2002-04 | -21.34 |
| 2002-05 | -7.85 |
| 2002-06 | -16.96 |
| 2002-07 | -7.63 |
| 2002-08 | 4.48 |
| 2002-09 | -22.75 |
| 2002-10 | 23.76 |
| 2002-11 | 15.09 |
| 2002-12 | -16.28 |
| 2003-01 | -12.96 |
| 2003-02 | -21.41 |
| 2003-03 | -1.19 |
| 2003-04 | 19.46 |
| 2003-05 | 15.81 |
| 2003-06 | 7.54 |
| 2003-07 | 9.61 |
| 2003-08 | 4.5 |
| 2003-09 | -11.48 |
| 2003-10 | -1.56 |
| 2003-11 | -9.87 |
| 2003-12 | 2.36 |
| 2004-01 | 1.08 |
| 2004-02 | 7.28 |
| 2004-03 | -7.97 |
| 2004-04 | -14.07 |
| 2004-05 | 0.82 |
| 2004-06 | 2.96 |
| 2004-07 | -23.53 |
| 2004-08 | 0.76 |
| 2004-09 | 2.33 |
| 2004-10 | -2.67 |
| 2004-11 | 11.89 |
| 2004-12 | -0.95 |
| 2005-01 | 7.95 |
| 2005-02 | -3.09 |
| 2005-03 | -8.12 |
| 2005-04 | -9.02 |
| 2005-05 | 1.79 |
| 2005-06 | -0.5 |
| 2005-07 | 19.77 |
| 2005-08 | -13.64 |
| 2005-09 | -3.27 |
| 2005-10 | -3.76 |
| 2005-11 | 8.7 |
| 2005-12 | 9.3 |
| 2006-01 | 16.26 |
| 2006-02 | 1.44 |
| 2006-03 | -1.15 |
| 2006-04 | 12.91 |
| 2006-05 | -11.14 |
| 2006-06 | -6 |
| 2006-07 | 4.7 |
| 2006-08 | 7.63 |
| 2006-09 | 3.2 |
| 2006-10 | 4.31 |
| 2006-11 | -5.59 |
| 2006-12 | 14.7 |
| 2007-01 | 4.1 |
| 2007-02 | -4.1 |
| 2007-03 | -5.31 |
| 2007-04 | 6.66 |
| 2007-05 | 1.01 |
| 2007-06 | 5.21 |
| 2007-07 | -4.58 |
| 2007-08 | -0.92 |
| 2007-09 | 8.42 |
| 2007-10 | 10.49 |
| 2007-11 | -10.99 |
| 2007-12 | 15.24 |
| 2008-01 | -10.46 |
| 2008-02 | -9.6 |
| 2008-03 | -0.61 |
| 2008-04 | -1.69 |
| 2008-05 | 3.46 |
| 2008-06 | -13.12 |
| 2008-07 | -0.72 |
| 2008-08 | 8.74 |
| 2008-09 | -18.49 |
| 2008-10 | -29.24 |
| 2008-11 | -13.27 |
| 2008-12 | 37.79 |
| 2009-01 | -21.4 |
| 2009-02 | -8.49 |
| 2009-03 | 32 |
| 2009-04 | 1.03 |
| 2009-05 | 5.46 |
| 2009-06 | 9.39 |
| 2009-07 | 11.64 |
| 2009-08 | 4.85 |
| 2009-09 | 15.36 |
| 2009-10 | -2.94 |
| 2009-11 | 2.44 |
| 2009-12 | 5.76 |
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 2026-07-13 | 29.08 | 29.15 | 28.17 | 28.4 | — |
| 2026-07-10 | 29.33 | 29.68 | 28.81 | 28.98 | — |
| 2026-07-09 | 27.28 | 28.7 | 27.28 | 28.61 | — |
| 2026-07-08 | 26.95 | 27.27 | 26.55 | 27.03 | — |
| 2026-07-07 | 27.86 | 27.9 | 27.14 | 27.4 | — |
| 2026-07-06 | 27.15 | 27.94 | 26.97 | 27.83 | — |
| 2026-07-02 | 27.45 | 27.68 | 26.59 | 27.01 | — |
| 2026-07-01 | 26.34 | 27.4 | 26.23 | 26.83 | — |
| 2026-06-30 | 26.35 | 26.61 | 26.25 | 26.39 | — |
| 2026-06-29 | 25.95 | 26.42 | 25.76 | 26.3 | — |
| 2026-06-26 | 26.15 | 26.44 | 25.88 | 26.16 | — |
| 2026-06-25 | 26.43 | 26.68 | 25.71 | 25.87 | — |
| 2026-06-24 | 26.96 | 27.07 | 25.59 | 25.97 | — |
| 2026-06-23 | 28.21 | 28.49 | 26.68 | 27.02 | — |
| 2026-06-22 | 28.23 | 28.78 | 28.06 | 28.78 | — |
| 2026-06-18 | 29.16 | 29.29 | 27.81 | 28.14 | — |
| 2026-06-17 | 29.21 | 29.65 | 28.65 | 28.79 | — |
| 2026-06-16 | 29.43 | 29.58 | 29.09 | 29.2 | — |
| 2026-06-15 | 29.6 | 29.82 | 29.05 | 29.1 | — |
| 2026-06-12 | 28.64 | 29.13 | 28.48 | 28.92 | — |
| 2026-06-11 | 27.58 | 28.29 | 27.33 | 28.29 | — |
| 2026-06-10 | 27.6 | 28.28 | 27.31 | 27.46 | — |
| 2026-06-09 | 27.89 | 28.54 | 27.23 | 27.91 | — |
| 2026-06-05 | 28 | 28.08 | 27.22 | 27.35 | — |
| 2026-06-04 | 27.21 | 28.28 | 27.08 | 28.17 | — |
| 2026-06-03 | 27.03 | 27.19 | 26.73 | 26.94 | — |
| 2026-06-02 | 27.46 | 28.09 | 27.02 | 27.58 | — |
| 2026-06-01 | 28.08 | 28.5 | 27.28 | 27.62 | — |
| 2026-05-29 | 28.04 | 28.71 | 27.79 | 28.46 | — |
| 2026-05-28 | 27.35 | 28.16 | 27.1 | 28.06 | — |
| 2026-05-27 | 27.87 | 27.83 | 27.38 | 27.61 | — |
| 2026-05-22 | 27.07 | 27.3 | 27 | 27.05 | — |
| 2026-05-21 | 26.64 | 27.15 | 26.53 | 26.98 | — |
| 2026-05-20 | 26.73 | 27.16 | 26.36 | 26.98 | — |
| 2026-05-19 | 27.23 | 27.32 | 26.46 | 26.47 | — |
| 2026-05-18 | 27.17 | 27.6 | 27.01 | 27.39 | — |
| 2026-05-15 | 27.26 | 27.28 | 26.71 | 27.12 | — |
| 2026-05-14 | 28.47 | 28.6 | 27.5 | 27.73 | — |
| 2026-05-13 | 28.3 | 28.3 | 27.44 | 28.09 | — |
| 2026-05-12 | 27.99 | 28.45 | 27.7 | 28.38 | — |
| 2026-05-11 | 27.66 | 27.99 | 27.55 | 27.99 | — |
| 2026-05-08 | 27.09 | 27.61 | 26.79 | 27.59 | — |
| 2026-05-07 | 27.52 | 27.69 | 26.75 | 26.83 | — |
| 2026-05-06 | 27.35 | 27.72 | 27.08 | 27.35 | — |
| 2026-05-05 | 26.22 | 27.07 | 26.07 | 26.83 | — |
| 2026-05-04 | 25.74 | 26.57 | 25.74 | 26.04 | — |
| 2026-05-01 | 26.29 | 26.46 | 25.85 | 25.89 | — |
| 2026-04-30 | 25.61 | 26.27 | 25.29 | 26.21 | — |
| 2026-04-29 | 25.76 | 25.91 | 25.37 | 25.64 | — |
| 2026-04-28 | 25.14 | 26.49 | 24.72 | 25.86 | — |
| 2026-04-27 | 25.52 | 25.91 | 25.3 | 25.48 | — |
| 2026-04-24 | 25.4 | 25.8 | 25.17 | 25.51 | — |
| 2026-04-23 | 25.34 | 25.83 | 25.01 | 25.37 | — |
| 2026-04-22 | 25.28 | 25.65 | 25.08 | 25.56 | — |
| 2026-04-21 | 24.95 | 25.56 | 24.94 | 24.97 | — |
| 2026-04-20 | 24.57 | 25.13 | 24.57 | 24.95 | — |
| 2026-04-17 | 24.46 | 25.09 | 24.44 | 24.81 | — |
| 2026-04-16 | 24.72 | 24.88 | 23.41 | 24.01 | — |
| 2026-04-15 | 24.86 | 25.15 | 24.53 | 24.71 | — |
| 2026-04-14 | 24.55 | 24.93 | 24.5 | 24.72 | — |
| 2026-04-13 | 23.29 | 24.31 | 23.25 | 24.3 | — |
| 2026-04-10 | 23.45 | 23.89 | 23.38 | 23.58 | — |
| 2026-04-09 | 24.09 | 24.11 | 23.48 | 23.57 | — |
| 2026-04-08 | 23.9 | 24.31 | 23.8 | 24.21 | — |
| 2026-04-07 | 22.49 | 22.93 | 21.82 | 22.77 | — |
| 2026-04-06 | 23.93 | 23.93 | 22.59 | 22.88 | — |
| 2026-04-02 | 23.42 | 24.44 | 23.32 | 24.14 | — |
| 2026-04-01 | 24.5 | 24.79 | 24.25 | 24.32 | — |
| 2026-03-31 | 23.86 | 24.41 | 23.55 | 24.29 | — |
| 2026-03-30 | 23.47 | 23.79 | 23.08 | 23.29 | — |
| 2026-03-27 | 23.87 | 23.88 | 23.11 | 23.2 | — |
| 2026-03-26 | 23.98 | 24.33 | 23.79 | 24.1 | — |
| 2026-03-25 | 24.35 | 24.6 | 23.97 | 24.36 | — |
| 2026-03-24 | 23.43 | 24.3 | 23.35 | 23.98 | — |
| 2026-03-23 | 24 | 24.31 | 23.67 | 23.77 | — |
| 2026-03-20 | 23.3 | 23.41 | 22.8 | 23.21 | — |
| 2026-03-19 | 23.03 | 23.59 | 22.95 | 23.31 | — |
| 2026-03-18 | 23.5 | 24.07 | 23.39 | 23.42 | — |
| 2026-03-17 | 23.48 | 23.93 | 23.52 | 23.73 | — |
| 2026-03-16 | 23.51 | 23.68 | 23.02 | 23.03 | — |
| 2026-03-13 | 23.15 | 23.46 | 22.93 | 23 | — |
| 2026-03-12 | 23.1 | 23.41 | 22.67 | 22.9 | — |
| 2026-03-11 | 23.85 | 24 | 23.18 | 23.95 | — |
| 2026-03-10 | 23.92 | 24.55 | 23.58 | 23.97 | — |
| 2026-03-09 | 23.17 | 23.96 | 22.41 | 23.88 | — |
| 2026-03-06 | 23.94 | 24.07 | 23.17 | 23.67 | — |
| 2026-03-05 | 25 | 25.57 | 24.23 | 24.73 | — |
| 2026-03-04 | 25.56 | 25.76 | 25.11 | 25.26 | — |
| 2026-03-03 | 25.1 | 25.85 | 24.74 | 25.33 | — |
| 2026-03-02 | 25.5 | 26.41 | 25.38 | 26.13 | — |
| 2026-02-27 | 26.48 | 26.55 | 25.73 | 26.26 | — |
| 2026-02-26 | 26.91 | 27.27 | 26.68 | 27.09 | — |
| 2026-02-25 | 26.27 | 26.85 | 26.05 | 26.78 | — |
| 2026-02-25 | 26.27 | 26.85 | 26.05 | 26.78 | — |
| 2026-02-25 | 26.27 | 26.85 | 26.05 | 26.78 | — |
| 2026-02-24 | 25.42 | 26.41 | 25.19 | 26.12 | — |
| 2026-02-23 | 26.31 | 26.36 | 24.92 | 25.21 | — |
| 2026-02-20 | 26.22 | 26.62 | 25.85 | 26.47 | — |
| 2026-02-19 | 26.5 | 26.65 | 25.86 | 26.36 | — |
| 2026-02-18 | 26.43 | 27.02 | 26.21 | 26.74 | — |
| 2026-02-17 | 26.6 | 26.97 | 26.23 | 26.4 | — |
| 2026-02-13 | 26.23 | 26.57 | 25.71 | 26.52 | — |
| 2026-02-12 | 26.91 | 27.13 | 25.33 | 26.23 | — |
| 2026-02-11 | 27.79 | 27.79 | 25.91 | 26.44 | — |
| 2026-02-10 | 27.15 | 27.71 | 26.84 | 27.29 | — |
| 2026-02-09 | 26.65 | 27.27 | 26.65 | 26.89 | — |
| 2026-02-06 | 26.4 | 26.97 | 26.17 | 26.82 | — |
| 2026-02-05 | 26.47 | 26.67 | 25.66 | 25.77 | — |
| 2026-02-04 | 26.69 | 27.27 | 26.13 | 26.84 | — |
| 2026-02-03 | 27.46 | 27.67 | 25.79 | 26.53 | — |
| 2026-02-02 | 27.16 | 27.6 | 26.77 | 27.41 | — |
| 2026-01-30 | 27.62 | 28.23 | 27.13 | 27.29 | — |
| 2026-01-29 | 27.83 | 28.2 | 27.18 | 27.72 | — |
| 2026-01-28 | 26.9 | 27.92 | 26.81 | 27.56 | — |
| 2026-01-27 | 29.26 | 29.26 | 26.51 | 27.16 | — |
| 2026-01-26 | 28.55 | 28.79 | 28.46 | 28.63 | — |
| 2026-01-23 | 29.04 | 29.13 | 28.32 | 28.4 | — |
| 2026-01-22 | 29.48 | 29.61 | 29.07 | 29.24 | — |
| 2026-01-21 | 28.66 | 29.55 | 28.34 | 29.17 | — |
| 2026-01-20 | 28.64 | 28.98 | 27.86 | 27.91 | — |