Performance analysis of CSD (INVESCO S&P SPIN-OFF ETF)
Annual Return
Over the past 3 years, CSD has had an average annual return of +32.59%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, CSD has had an average annual return of +17.03%, outperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, CSD has had an average annual return of +13.33%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Dec 15, 2006, CSD has had an average annual return of +10.05%, underperforming the benchmark SPY, which returned +10.79% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +35.67% | +21.57% | +27.61% | +23.77% | -15.03% | +13.03% | +10.79% | +20.60% | -17.81% | +20.64% | +14.80% | -11.99% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +1.13% | +52.14% | +26.35% | +3.75% | +21.99% | +65.21% | -55.24% | +7.83% | -0.56% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +11.19% | +8.95% | -6.74% | +13.35% | +8% | +8.58% | -9.64% | +35.67% | |||||
| 2025 | +7.68% | -8.08% | -7.75% | -2.04% | +8.78% | +4.95% | +2.93% | +2.14% | +5.57% | +3.49% | +2.88% | +0.74% | +21.57% |
| 2024 | -3.04% | +8.86% | +4.26% | -3.75% | +4.60% | -2.54% | +8.31% | +1.33% | +5.12% | +2.90% | +7.54% | -7.44% | +27.61% |
| 2023 | +11.08% | -0.71% | -2.01% | -1.92% | -4.14% | +6.76% | +5.02% | -1.92% | -4.27% | -4.66% | +10.91% | +9.43% | +23.77% |
| 2022 | -3.49% | -0.91% | +1.03% | -5.33% | +0.96% | -13.05% | +8.92% | -1.68% | -10.88% | +11.95% | +5.78% | -6.37% | -15.03% |
| 2021 | +1.57% | +7.60% | +3.79% | +2.79% | +1.87% | -2.01% | +0.68% | +3.14% | -6.19% | +3.48% | -6.98% | +3.56% | +13.03% |
| 2020 | -6.27% | -9.78% | -33.39% | +20.90% | +6.68% | +2.64% | +4.87% | +9.79% | +0.08% | -0.49% | +21.65% | +6.51% | +10.79% |
| 2019 | +14.09% | +6.07% | -1.78% | +4.03% | -10.65% | +6.63% | -1.26% | -8.55% | +3.06% | +1.25% | +4.32% | +4.15% | +20.60% |
| 2018 | +6.55% | -3.78% | -0.07% | -1.39% | +2.78% | +0.40% | -0.15% | +2.62% | -1.30% | -8.94% | -3.54% | -11.25% | -17.81% |
| 2017 | +2.19% | +2.84% | +0.61% | +1.54% | +0.77% | +1.51% | +3.66% | -0.22% | +2.75% | +1.03% | +0.70% | +1.58% | +20.64% |
Drawdown analysis of CSD (INVESCO S&P SPIN-OFF ETF)
The maximum drawdown for the CSD was -70.48%, occurring on Nov 20, 2008. Recovery took 1020 trading sessions.
The current CSD drawdown is -9.64%.
Since Dec 15, 2006 CSD has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 5 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -70.48% | Jul 19, 2007 | 340 | Nov 20, 2008 | 1020 | Dec 11, 2012 | 1360 |
| -57.54% | Sep 21, 2018 | 373 | Mar 18, 2020 | 190 | Dec 16, 2020 | 563 |
| -31.86% | Apr 10, 2015 | 212 | Feb 11, 2016 | 302 | Apr 25, 2017 | 514 |
| -30.15% | Jan 23, 2025 | 52 | Apr 8, 2025 | 97 | Aug 27, 2025 | 149 |
| -29.30% | Sep 2, 2021 | 271 | Sep 30, 2022 | 350 | Feb 23, 2024 | 621 |
| -11.34% | Feb 26, 2026 | 22 | Mar 30, 2026 | 7 | Apr 9, 2026 | 29 |
| -10.60% | Nov 29, 2013 | 43 | Feb 3, 2014 | 20 | Mar 4, 2014 | 63 |
| -9.73% | Mar 7, 2014 | 152 | Oct 13, 2014 | 84 | Feb 12, 2015 | 236 |
| -9.64% | Jun 30, 2026 | 13 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -9.58% | Jun 8, 2021 | 28 | Jul 19, 2021 | 29 | Aug 27, 2021 | 57 |
| -9.40% | Jan 26, 2018 | 9 | Feb 8, 2018 | 155 | Sep 20, 2018 | 164 |
| -9.37% | Nov 26, 2024 | 16 | Dec 19, 2024 | 19 | Jan 21, 2025 | 35 |
| -8.79% | Jul 31, 2024 | 3 | Aug 5, 2024 | 14 | Aug 23, 2024 | 17 |
| -7.88% | Nov 12, 2025 | 6 | Nov 20, 2025 | 8 | Dec 3, 2025 | 14 |
| -7.88% | Jan 14, 2021 | 8 | Jan 27, 2021 | 7 | Feb 5, 2021 | 15 |
| -6.78% | Mar 15, 2021 | 7 | Mar 24, 2021 | 31 | May 7, 2021 | 38 |
| -6.47% | Jun 18, 2013 | 4 | Jun 24, 2013 | 12 | Jul 11, 2013 | 16 |
| -6.25% | May 15, 2024 | 21 | Jun 14, 2024 | 20 | Jul 16, 2024 | 41 |
| -6.11% | Dec 11, 2025 | 4 | Dec 17, 2025 | 12 | Jan 6, 2026 | 16 |
| -6.08% | Feb 21, 2007 | 8 | Mar 5, 2007 | 12 | Mar 21, 2007 | 20 |
| -5.89% | Mar 28, 2013 | 14 | Apr 18, 2013 | 12 | May 6, 2013 | 26 |
| -5.73% | Oct 2, 2013 | 5 | Oct 9, 2013 | 6 | Oct 17, 2013 | 11 |
| -5.68% | Aug 27, 2025 | 3 | Sep 2, 2025 | 7 | Sep 11, 2025 | 10 |
| -5.46% | Mar 28, 2024 | 14 | Apr 18, 2024 | 13 | May 7, 2024 | 27 |
| -5.26% | May 7, 2021 | 3 | May 12, 2021 | 13 | Jun 1, 2021 | 16 |