IVZ vs REG
Comparison between Invesco Ltd (IVZ, Company) and Regency Centers Corporation (REG, Company).
IVZ is from the Financial Services sector, while REG is from the Real Estate sector.
5-Year PerformanceIVZ has outperformed REG, delivering a return of +10.3% compared to +7.4%
IVZ vs REG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVZ vs REG - Historical Returns
Returns include dividend reinvestment.
IVZ vs REG - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IVZ | REG |
|---|---|---|
| 2026 | +23.18% | +15.01% |
| 2025 | +55.41% | -0.47% |
| 2024 | +3.44% | +13.64% |
| 2023 | +4.77% | +11.18% |
| 2022 | -19.64% | -14.43% |
| 2021 | +39.42% | +76.50% |
| 2020 | +2.96% | -22.17% |
| 2019 | +14.30% | +15.09% |
| 2018 | -51.78% | -12.47% |
| 2017 | +22.29% | +3.68% |
| 2016 | -5.04% | +4.86% |
| 2015 | -11.97% | +8.28% |
| 2014 | +13.09% | +43.56% |
| 2013 | +38.64% | +0.93% |
| 2012 | +30.41% | +30.58% |
| 2011 | -15.98% | -8.58% |
| 2010 | +5.40% | +27.69% |
| 2009 | +60.61% | -14.96% |
| 2008 | -51.27% | -23.06% |
| 2007 | +36.10% | -15.07% |
| 2006 | +58.16% | +34.12% |
| 2005 | +26.72% | +12.54% |
| 2004 | -13.14% | +46.48% |
| 2003 | +14.58% | +30.43% |
| 2002 | -56.35% | +27.97% |
| 2001 | -28.04% | +26.98% |
| 2000 | +96.90% | +29.81% |
| 1999 | +23.34% | +4.86% |
IVZ vs REG Drawdown Comparison
The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.
The maximum drawdown for REG was -73.31%, occurring on Mar 6, 2009. Recovery took 1983 trading sessions.
The current IVZ drawdown is -0.37%. The current REG drawdown is -7.24%.
| Rank | IVZ | REG |
|---|---|---|
| #1 | -83.90% Nov 3, 2000 - Apr 2, 2014 | -73.31% Feb 7, 2007 - Dec 22, 2014 |
| #2 | -79.73% Jan 26, 2018 - Dec 5, 2025 | -57.05% Aug 1, 2016 - Oct 14, 2021 |
| #3 | -42.28% Mar 20, 2015 - Jan 17, 2018 | -30.07% Jan 4, 2022 - Aug 2, 2024 |
| #4 | -22.04% Jan 16, 2026 - Jun 15, 2026 | -24.49% Apr 1, 2004 - Aug 30, 2004 |
| #5 | -17.73% Apr 3, 2000 - Apr 28, 2000 | -17.10% Mar 20, 2015 - Nov 2, 2015 |
| #6 | -16.79% May 2, 2000 - Jun 16, 2000 | -16.25% Aug 2, 2005 - Jan 6, 2006 |
| #7 | -16.22% Oct 2, 2000 - Oct 31, 2000 | -14.95% Mar 3, 2025 - Feb 5, 2026 |
| #8 | -13.79% Sep 18, 2014 - Nov 7, 2014 | -13.68% Dec 31, 2004 - May 16, 2005 |
| #9 | -13.19% Sep 1, 2000 - Oct 2, 2000 | -12.99% Jul 5, 2002 - Jul 29, 2002 |
| #10 | -12.69% Dec 5, 2014 - Mar 16, 2015 | -12.90% Mar 17, 2006 - Sep 12, 2006 |
| #11 | -11.57% Jan 18, 2000 - Mar 6, 2000 | -12.51% Aug 23, 2001 - Nov 23, 2001 |
| #12 | -11.40% Jun 16, 2026 - Jul 15, 2026 | -9.65% Jul 31, 2000 - Dec 11, 2000 |
| #13 | -10.16% Dec 29, 1999 - Jan 13, 2000 | -9.59% May 1, 2000 - Jun 30, 2000 |
| #14 | -9.53% Apr 2, 2014 - Jun 5, 2014 | -9.57% Nov 5, 2021 - Dec 31, 2021 |
| #15 | -8.03% Dec 13, 1999 - Dec 29, 1999 | -8.95% Jan 10, 2000 - Apr 7, 2000 |
Correlation
Correlation between IVZ and REG is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
IVZ vs REG dividend yield comparison.
| Year | IVZ | REG |
|---|---|---|
| 2026 | 1.97% | 1.97% |
| 2025 | 3.18% | 4.16% |
| 2024 | 4.66% | 3.67% |
| 2023 | 6.15% | 3.91% |
| 2022 | 4.07% | 4.04% |
| 2021 | 2.89% | 3.20% |
| 2020 | 4.45% | 5.22% |
| 2019 | 6.84% | 3.71% |
| 2018 | 7.11% | 3.78% |
| 2017 | 3.15% | 3.04% |
| 2016 | 3.66% | 2.90% |
| 2015 | 3.17% | 2.85% |
| 2014 | 2.47% | 2.95% |
| 2013 | 2.33% | 4.00% |
| 2012 | 2.45% | 3.93% |
| 2011 | 2.38% | 4.92% |
| 2010 | 1.80% | 4.38% |
| 2009 | 1.73% | 6.03% |
| 2008 | 3.60% | 6.21% |
| 2007 | 1.19% | 4.09% |
| 2006 | 1.44% | 3.04% |
| 2005 | 2.14% | 3.73% |
| 2004 | 2.57% | 3.83% |
| 2003 | 2.54% | 5.22% |
| 2002 | 2.75% | 6.30% |
| 2001 | 1.05% | 7.21% |
| 2000 | 0.69% | 8.10% |
| 1999 | 0.00% | 2.30% |
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