Performance analysis of EQAL (INVESCO RUSSELL 1000 EQUAL WEIGHT ETF)
Annual Return
Over the past 3 years, EQAL has had an average annual return of +12.82%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, EQAL has had an average annual return of +7.45%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, EQAL has had an average annual return of +10.32%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Dec 29, 2014, EQAL has had an average annual return of +9.36%, underperforming the benchmark SPY, which returned +13.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.64% | +11.03% | +11.37% | +11.98% | -13.50% | +23.14% | +16.63% | +24.54% | -9.20% | +17.34% | +15.62% | -4.83% |
| 2014 | |||||||||||
| -0.55% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.99% | +5.33% | -4.01% | +5.48% | +1.27% | +1.09% | -0.81% | +12.64% | |||||
| 2025 | +3.41% | -1.34% | -3.65% | -2.84% | +3.88% | +3.67% | +1.22% | +3.83% | +0.99% | -0.48% | +1.89% | +0.29% | +11.03% |
| 2024 | -2.18% | +2.95% | +4.44% | -4.96% | +3.65% | -1.50% | +5.07% | +1.57% | +2.56% | -0.84% | +7.68% | -6.62% | +11.37% |
| 2023 | +8.54% | -3.88% | -1.49% | -0.76% | -3.68% | +7% | +4.40% | -3.23% | -5.13% | -4.51% | +8.11% | +7.65% | +11.98% |
| 2022 | -5.01% | +0.11% | +3.72% | -7.19% | +1.64% | -10.06% | +8.21% | -2.26% | -10.52% | +9.34% | +5.37% | -5.21% | -13.50% |
| 2021 | -0.03% | +5.72% | +4.72% | +4.26% | +1.75% | +0.63% | -0.44% | +1.74% | -3.16% | +4.93% | -3.89% | +5.36% | +23.14% |
| 2020 | -2.86% | -9.08% | -19.07% | +18.24% | +6.06% | +1.49% | +4.82% | +4.10% | -3.48% | +0.19% | +15.54% | +5.15% | +16.63% |
| 2019 | +10.82% | +3.30% | +0.95% | +2.92% | -7.61% | +7.10% | +0.61% | -4.05% | +2.29% | +0.41% | +3.23% | +3.38% | +24.54% |
| 2018 | +3.01% | -4.76% | -0.04% | +0.92% | +2.34% | +1.23% | +2.16% | +2.28% | +0.25% | -8.05% | +1.84% | -9.73% | -9.20% |
| 2017 | +2.39% | +2.70% | -0.12% | +0.39% | -0.03% | +0.88% | +1.47% | -0.55% | +3% | +1.26% | +3.48% | +1.33% | +17.34% |
Drawdown analysis of EQAL (INVESCO RUSSELL 1000 EQUAL WEIGHT ETF)
The maximum drawdown for the EQAL was -40.42%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The current EQAL drawdown is -1.20%.
Since Dec 29, 2014 EQAL has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 4 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.42% | Jan 16, 2020 | 45 | Mar 23, 2020 | 141 | Oct 12, 2020 | 186 |
| -21.80% | Nov 15, 2021 | 220 | Sep 30, 2022 | 373 | Mar 27, 2024 | 593 |
| -21.01% | Sep 21, 2018 | 64 | Dec 24, 2018 | 145 | Jul 24, 2019 | 209 |
| -20.41% | May 21, 2015 | 183 | Feb 11, 2016 | 104 | Jul 12, 2016 | 287 |
| -19.63% | Nov 29, 2024 | 87 | Apr 8, 2025 | 94 | Aug 22, 2025 | 181 |
| -10.09% | Jan 26, 2018 | 9 | Feb 8, 2018 | 103 | Jul 9, 2018 | 112 |
| -7.42% | Jul 24, 2019 | 16 | Aug 15, 2019 | 65 | Nov 15, 2019 | 81 |
| -6.68% | Mar 2, 2026 | 14 | Mar 20, 2026 | 18 | Apr 16, 2026 | 32 |
| -6.35% | Oct 12, 2020 | 12 | Oct 28, 2020 | 6 | Nov 5, 2020 | 18 |
| -6.19% | Mar 28, 2024 | 13 | Apr 17, 2024 | 61 | Jul 16, 2024 | 74 |
| -6.04% | Aug 23, 2016 | 51 | Nov 3, 2016 | 12 | Nov 21, 2016 | 63 |
| -5.79% | Oct 27, 2025 | 18 | Nov 20, 2025 | 13 | Dec 10, 2025 | 31 |
| -5.66% | Jul 31, 2024 | 3 | Aug 5, 2024 | 14 | Aug 23, 2024 | 17 |
| -5.51% | Jun 11, 2021 | 25 | Jul 19, 2021 | 29 | Aug 27, 2021 | 54 |
| -5.04% | Dec 29, 2014 | 11 | Jan 14, 2015 | 20 | Feb 12, 2015 | 31 |
| -4.70% | Jan 20, 2021 | 7 | Jan 29, 2021 | 5 | Feb 5, 2021 | 12 |
| -4.58% | Mar 15, 2021 | 7 | Mar 24, 2021 | 14 | Apr 14, 2021 | 21 |
| -4.55% | Sep 2, 2021 | 12 | Sep 21, 2021 | 20 | Oct 19, 2021 | 32 |
| -3.87% | Jul 25, 2017 | 19 | Aug 21, 2017 | 16 | Sep 13, 2017 | 35 |
| -3.62% | May 7, 2021 | 3 | May 12, 2021 | 13 | Jun 1, 2021 | 16 |
| -3.49% | Feb 25, 2015 | 12 | Mar 13, 2015 | 18 | Apr 9, 2015 | 30 |
| -3.45% | Feb 24, 2021 | 6 | Mar 4, 2021 | 4 | Mar 10, 2021 | 10 |
| -3.26% | Oct 8, 2025 | 2 | Oct 10, 2025 | 11 | Oct 27, 2025 | 13 |
| -3.17% | Aug 30, 2024 | 4 | Sep 6, 2024 | 6 | Sep 16, 2024 | 10 |
| -2.98% | Apr 20, 2026 | 21 | May 19, 2026 | 4 | May 26, 2026 | 25 |