IVZ vs PNW
Comparison between Invesco Ltd (IVZ, Company) and Pinnacle West Capital Corp (PNW, Company).
IVZ is from the Financial Services sector, while PNW is from the Utilities sector.
5-Year PerformancePNW has outperformed IVZ, delivering a return of +7.5% compared to +4.0%
IVZ vs PNW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVZ vs PNW - Historical Returns
Returns include dividend reinvestment.
IVZ vs PNW - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IVZ | PNW |
|---|---|---|
| 2026 | +3.21% | +14.74% |
| 2025 | +55.41% | +9.47% |
| 2024 | +3.44% | +21.11% |
| 2023 | +4.77% | +0.66% |
| 2022 | -19.64% | +14.35% |
| 2021 | +39.42% | -6.79% |
| 2020 | +2.96% | -6.39% |
| 2019 | +14.30% | +12.10% |
| 2018 | -51.78% | +5.16% |
| 2017 | +22.29% | +13.70% |
| 2016 | -5.04% | +26.11% |
| 2015 | -11.97% | -2.47% |
| 2014 | +13.09% | +36.73% |
| 2013 | +38.64% | +4.94% |
| 2012 | +30.41% | +11.13% |
| 2011 | -15.98% | +21.91% |
| 2010 | +5.40% | +18.70% |
| 2009 | +60.61% | +18.06% |
| 2008 | -51.27% | -18.11% |
| 2007 | +36.10% | -13.63% |
| 2006 | +58.16% | +25.10% |
| 2005 | +26.72% | -1.97% |
| 2004 | -13.14% | +15.32% |
| 2003 | +14.58% | +20.14% |
| 2002 | -56.35% | -15.91% |
| 2001 | -28.04% | -6.62% |
| 2000 | +96.90% | +66.55% |
| 1999 | +23.34% | -16.71% |
IVZ vs PNW Drawdown Comparison
The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.
The maximum drawdown for PNW was -53.35%, occurring on Oct 9, 2002. Recovery took 1026 trading sessions.
The current IVZ drawdown is -5.56%. The current PNW drawdown is -4.13%.
| Rank | IVZ | PNW |
|---|---|---|
| #1 | -83.90% Nov 3, 2000 - Apr 2, 2014 | -53.35% Oct 2, 2000 - Nov 3, 2004 |
| #2 | -79.73% Jan 26, 2018 - Dec 5, 2025 | -49.51% Jan 4, 2007 - Sep 28, 2010 |
| #3 | -42.28% Mar 20, 2015 - Jan 17, 2018 | -39.28% Feb 21, 2020 - Jul 31, 2024 |
| #4 | -22.04% Jan 16, 2026 - Apr 7, 2026 | -28.96% Nov 2, 1999 - May 8, 2000 |
| #5 | -17.73% Apr 3, 2000 - Apr 28, 2000 | -20.89% Jan 22, 2015 - Feb 3, 2016 |
| #6 | -16.79% May 2, 2000 - Jun 16, 2000 | -18.48% Nov 30, 2017 - Nov 12, 2018 |
| #7 | -16.22% Oct 2, 2000 - Oct 31, 2000 | -15.59% May 12, 2011 - Oct 18, 2011 |
| #8 | -13.79% Sep 18, 2014 - Nov 7, 2014 | -15.01% May 3, 2013 - Oct 20, 2014 |
| #9 | -13.19% Sep 1, 2000 - Oct 2, 2000 | -14.10% Aug 2, 2005 - Aug 18, 2006 |
| #10 | -12.69% Dec 5, 2014 - Mar 16, 2015 | -13.50% Nov 27, 2024 - Mar 3, 2025 |
| #11 | -11.57% Jan 18, 2000 - Mar 6, 2000 | -12.38% Jun 6, 2019 - Jan 27, 2020 |
| #12 | -10.16% Dec 29, 1999 - Jan 13, 2000 | -11.25% Jul 5, 2016 - Feb 24, 2017 |
| #13 | -9.53% Apr 2, 2014 - Jun 5, 2014 | -10.68% Dec 13, 2018 - Feb 21, 2019 |
| #14 | -8.03% Dec 13, 1999 - Dec 29, 1999 | -10.25% May 11, 2000 - Jul 24, 2000 |
| #15 | -7.41% Jul 17, 2000 - Aug 8, 2000 | -8.43% Aug 7, 2025 - Jan 16, 2026 |
Correlation
Correlation between IVZ and PNW is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2000 - 2026)
IVZ vs PNW dividend yield comparison.
| Year | IVZ | PNW |
|---|---|---|
| 2026 | 0.76% | 1.83% |
| 2025 | 3.18% | 4.05% |
| 2024 | 4.66% | 4.17% |
| 2023 | 6.15% | 4.84% |
| 2022 | 4.07% | 4.49% |
| 2021 | 2.89% | 4.73% |
| 2020 | 4.45% | 3.97% |
| 2019 | 6.84% | 3.33% |
| 2018 | 7.11% | 3.31% |
| 2017 | 3.15% | 3.12% |
| 2016 | 3.66% | 3.24% |
| 2015 | 3.17% | 3.74% |
| 2014 | 2.47% | 3.36% |
| 2013 | 2.33% | 4.16% |
| 2012 | 2.45% | 4.16% |
| 2011 | 2.38% | 4.36% |
| 2010 | 1.80% | 5.07% |
| 2009 | 1.73% | 5.74% |
| 2008 | 3.60% | 6.54% |
| 2007 | 1.19% | 4.95% |
| 2006 | 1.44% | 3.99% |
| 2005 | 2.14% | 4.66% |
| 2004 | 2.57% | 4.11% |
| 2003 | 2.54% | 4.31% |
| 2002 | 2.75% | 4.77% |
| 2001 | 1.05% | 3.64% |
| 2000 | 0.69% | 2.99% |
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