Performance analysis of CZA (INVESCO ZACKS MID-CAP ETF)
Annual Return
Over the past 3 years, CZA has had an average annual return of +11.77%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, CZA has had an average annual return of +7.75%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, CZA has had an average annual return of +10.36%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Apr 3, 2007, CZA has had an average annual return of +9.67%, underperforming the benchmark SPY, which returned +10.94% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.08% | +8.30% | +12.14% | +7% | -5.90% | +27.43% | +0.36% | +32.27% | -8.86% | +21.90% | +15.60% | -1.91% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +9.85% | +35.88% | +14.83% | +3.72% | +22.62% | +44.41% | -36.01% | +1.98% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.93% | +3.43% | -6.62% | +6.25% | +0.11% | +4.66% | +0.37% | +11.08% | |||||
| 2025 | +3.58% | -0.21% | -3.25% | -2.92% | +4.12% | +1.58% | -0.38% | +2.91% | +0.45% | -0.93% | +2.79% | +0.58% | +8.30% |
| 2024 | -1.66% | +4.61% | +5.37% | -4.93% | +3.17% | -2.11% | +5.14% | +3.30% | +2.11% | -0.27% | +5.17% | -7.37% | +12.14% |
| 2023 | +5.46% | -1.95% | -5.01% | -0.97% | -3.87% | +7.38% | +1.79% | -2.20% | -4.12% | -4.63% | +9.14% | +7.26% | +7% |
| 2022 | -4.89% | -0.13% | +4.15% | -5.37% | +0.89% | -7.61% | +7.77% | -2.52% | -9.24% | +8.43% | +7.35% | -2.83% | -5.90% |
| 2021 | -1.37% | +3.14% | +8.75% | +5.64% | +2.02% | -0.94% | +2.76% | +2.17% | -4.79% | +4.39% | -3.49% | +7.13% | +27.43% |
| 2020 | -0.40% | -9.94% | -23.26% | +8.54% | +5.67% | +1.17% | +5.65% | +2.76% | -1.17% | +1.67% | +11.33% | +3.47% | +0.36% |
| 2019 | +9.65% | +3.76% | +1.52% | +3.82% | -5.09% | +6.59% | +1.11% | -2.63% | +3.39% | +0.86% | +3.77% | +2.36% | +32.27% |
| 2018 | +3.63% | -4.41% | -0% | -0.11% | +0.35% | -0.65% | +4.69% | +1.50% | -0.81% | -7.27% | +4% | -9.11% | -8.86% |
| 2017 | +2.91% | +3.97% | +0.08% | +1.37% | +0.80% | +1.35% | +1.76% | +0.50% | +1.96% | +2.74% | +3.03% | -0.40% | +21.90% |
Drawdown analysis of CZA (INVESCO ZACKS MID-CAP ETF)
The maximum drawdown for the CZA was -53.20%, occurring on Mar 6, 2009. Recovery took 419 trading sessions.
The current CZA drawdown is -1.26%.
Since Apr 3, 2007 CZA has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.20% | Jul 17, 2007 | 413 | Mar 6, 2009 | 419 | Nov 2, 2010 | 832 |
| -46.18% | Feb 18, 2020 | 24 | Mar 23, 2020 | 204 | Jan 12, 2021 | 228 |
| -23.44% | Jul 7, 2011 | 61 | Oct 3, 2011 | 113 | Mar 15, 2012 | 174 |
| -18.92% | Nov 29, 2024 | 87 | Apr 8, 2025 | 170 | Dec 10, 2025 | 257 |
| -18.83% | Jun 19, 2015 | 163 | Feb 11, 2016 | 76 | Jun 1, 2016 | 239 |
| -18.05% | Sep 21, 2018 | 64 | Dec 24, 2018 | 66 | Apr 1, 2019 | 130 |
| -17.45% | Jan 4, 2022 | 194 | Oct 12, 2022 | 77 | Feb 2, 2023 | 271 |
| -16.01% | Feb 2, 2023 | 185 | Oct 27, 2023 | 41 | Dec 27, 2023 | 226 |
| -10.20% | Sep 2, 2014 | 29 | Oct 13, 2014 | 29 | Nov 21, 2014 | 58 |
| -9.64% | May 1, 2012 | 23 | Jun 4, 2012 | 66 | Sep 6, 2012 | 89 |
| -9.21% | Mar 2, 2026 | 14 | Mar 20, 2026 | 52 | Jun 4, 2026 | 66 |
| -9.05% | Jan 26, 2018 | 9 | Feb 8, 2018 | 138 | Aug 27, 2018 | 147 |
| -7.42% | Jun 8, 2016 | 13 | Jun 27, 2016 | 12 | Jul 14, 2016 | 25 |
| -6.84% | Jul 24, 2019 | 22 | Aug 23, 2019 | 15 | Sep 16, 2019 | 37 |
| -6.56% | Nov 16, 2021 | 10 | Dec 1, 2021 | 17 | Dec 27, 2021 | 27 |
| -6.51% | Mar 28, 2024 | 14 | Apr 18, 2024 | 60 | Jul 16, 2024 | 74 |
| -6.13% | May 10, 2011 | 26 | Jun 16, 2011 | 13 | Jul 6, 2011 | 39 |
| -6.08% | Oct 18, 2012 | 18 | Nov 15, 2012 | 17 | Dec 11, 2012 | 35 |
| -5.93% | Jan 22, 2014 | 8 | Feb 3, 2014 | 17 | Feb 27, 2014 | 25 |
| -5.90% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -5.64% | Jul 31, 2024 | 3 | Aug 5, 2024 | 12 | Aug 21, 2024 | 15 |
| -5.64% | Sep 2, 2021 | 12 | Sep 21, 2021 | 38 | Nov 12, 2021 | 50 |
| -5.48% | Dec 29, 2014 | 12 | Jan 15, 2015 | 19 | Feb 12, 2015 | 31 |
| -5.47% | Nov 24, 2014 | 15 | Dec 16, 2014 | 5 | Dec 23, 2014 | 20 |
| -5.40% | May 3, 2019 | 19 | May 31, 2019 | 14 | Jun 20, 2019 | 33 |