Skip to main content

Want a detailed portfolio tracker?

Performance analysis of CVY (INVESCO ZACKS MULTI-ASSET INCOME ETF)

Annual Return

Over the past 3 years, CVY has had an average annual return of +15.84%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, CVY has had an average annual return of +7.29%, underperforming the benchmark SPY, which returned +14% annual.

Over the past 10 years, CVY has had an average annual return of +8.57%, underperforming the benchmark SPY, which returned +15.53% annual.

Since Sep 21, 2006, CVY has had an average annual return of +5.77%, underperforming the benchmark SPY, which returned +11.31% annual.

202620252024202320222021202020192018201720162015
+8.94%+10.99%+10.25%+17.87%-9.29%+25.33%-10.46%+25.97%-10.76%+15.89%+16.28%-14.30%
201420132012201120102009200820072006
-4.32%+19.50%+13.16%+7.56%+17.81%+50.19%-40.73%-7.35%+7.55%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+4.46%+0.99%-3.51%+6.09%+0.46%+0.41%+8.94%
2025+3.97%-0.57%-1.55%-4.49%+3.52%+3.74%+1%+4.20%-0.09%-2.02%+2.44%+0.75%+10.99%
2024-0.25%+3.37%+5.95%-3.34%+3.69%-1.50%+4.97%+0.40%-0.26%-1.81%+6.13%-6.69%+10.25%
2023+10.01%-3.10%-5.24%+1.85%-5.04%+6.46%+7.08%-1.79%-1.63%-3.28%+7.15%+5.72%+17.87%
2022+0.47%-1.86%-0.23%-5.64%+4.47%-12.38%+8.66%-0.92%-9.61%+9.25%+6%-5.28%-9.29%
2021+2.09%+6.44%+7.08%+3.40%+2.86%-0.30%-1.42%+0.91%-1.15%+2.53%-4.25%+5.20%+25.33%
2020-5.55%-10.31%-29.10%+14.74%+2.90%+1.33%+2.19%+3.46%-4.88%+0.86%+16.23%+5.71%-10.46%
2019+11.76%+1.86%-0.39%+2.87%-5.98%+6.77%+1.13%-4.74%+5.46%+0.40%+2.50%+2.88%+25.97%
2018+2.05%-4.90%-0.22%+1.68%+1.05%+0.34%+2.46%+0.76%-0.98%-6.63%+2.85%-8.96%-10.76%
2017+1.09%+2.20%+0.41%+0.87%-0.56%+2%+1.72%-1.08%+4.02%-0.64%+2.69%+2.23%+15.89%

Drawdown analysis of CVY (INVESCO ZACKS MULTI-ASSET INCOME ETF)

The maximum drawdown for the CVY was -66.87%, occurring on Mar 9, 2009. Recovery took 727 trading sessions.

The current CVY drawdown is -0.03%.

Since Sep 21, 2006 CVY has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 2 times
  • 30% or more: 3 times
  • 20% or more: 4 times
  • 10% or more: 6 times
DepthStartTo BottomBottomTo RecoverEndTotal
-66.87%Jun 4, 2007444Mar 9, 2009727Jan 25, 20121171
-50.47%Jan 17, 202041Mar 18, 2020236Feb 24, 2021277
-31.88%Jul 1, 2014391Jan 20, 2016473Dec 4, 2017864
-21.61%Jan 12, 2022176Sep 26, 2022307Dec 14, 2023483
-18.51%Jan 23, 2018232Dec 24, 201878Apr 17, 2019310
-16.80%Nov 29, 202487Apr 8, 202563Jul 10, 2025150
-9.00%Jul 24, 201916Aug 15, 201920Sep 13, 201936
-8.63%Sep 14, 201242Nov 15, 201233Jan 4, 201375
-8.58%May 21, 201323Jun 24, 201381Oct 17, 2013104
-8.20%Mar 13, 201257Jun 4, 201232Jul 19, 201289
-7.81%Jun 11, 202125Jul 19, 202166Oct 20, 202191
-7.43%Feb 10, 202627Mar 20, 202628Apr 30, 202655
-6.87%Nov 12, 202112Dec 1, 202123Jan 4, 202235
-6.82%Jul 30, 20244Aug 5, 202419Aug 30, 202423
-6.28%May 3, 201919May 31, 201920Jun 28, 201939
-5.81%Feb 20, 20079Mar 5, 200729Apr 16, 200738
-5.43%Sep 16, 201916Oct 8, 201911Oct 23, 201927
-5.21%Apr 5, 20249Apr 18, 202421May 17, 202430
-4.57%Jan 22, 20148Feb 3, 201414Feb 24, 201422
-4.44%Sep 11, 202521Oct 10, 202542Dec 10, 202563
-4.36%Dec 26, 202315Jan 18, 20248Jan 30, 202423
-4.34%May 21, 202417Jun 14, 202418Jul 12, 202435
-4.32%Aug 30, 20247Sep 11, 20246Sep 19, 202413
-3.84%Oct 11, 202415Nov 1, 20243Nov 6, 202418
-3.81%Mar 15, 20216Mar 23, 202111Apr 8, 202117