Performance analysis of EQWL (INVESCO S&P 100 EQUAL WEIGHT ETF)
Annual Return
Over the past 3 years, EQWL has had an average annual return of +19.91%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, EQWL has had an average annual return of +12.05%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, EQWL has had an average annual return of +14.54%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Dec 1, 2006, EQWL has had an average annual return of +10.76%, underperforming the benchmark SPY, which returned +11.08% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.28% | +17.59% | +19.10% | +19.48% | -11.46% | +28.30% | +13.97% | +29.54% | -6.28% | +24.40% | +13.31% | -2.29% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +15.11% | +37.31% | +11.76% | +2.97% | +13.79% | +20.16% | -33.35% | +9.22% | +2.55% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.24% | +1.21% | -5.32% | +6.87% | +4.40% | -0.03% | +9.28% | ||||||
| 2025 | +4.04% | +1.36% | -3.94% | -1.42% | +4.35% | +4.13% | -0.16% | +3% | +1.84% | +1.55% | +0.80% | +1.10% | +17.59% |
| 2024 | +1.06% | +3.40% | +4.23% | -3.86% | +2.82% | +1.26% | +3.97% | +2.65% | +1.94% | -0.62% | +5.93% | -4.61% | +19.10% |
| 2023 | +6.07% | -2.94% | +1.85% | +0.88% | -1.91% | +6.02% | +3.63% | -2.16% | -4.39% | -2.38% | +8.72% | +5.56% | +19.48% |
| 2022 | -2.60% | -2.91% | +2.51% | -7.91% | +1.85% | -8.13% | +7.19% | -3.13% | -9.88% | +10.88% | +6.87% | -4.41% | -11.46% |
| 2021 | -0.05% | +4.03% | +6.05% | +3.60% | +2.72% | +1.04% | +1.27% | +2.49% | -3.80% | +5.04% | -2.29% | +5.59% | +28.30% |
| 2020 | -1.48% | -9.07% | -12.74% | +12.03% | +4.18% | +1.66% | +3.11% | +6.86% | -3.04% | -2.85% | +14.26% | +3.62% | +13.97% |
| 2019 | +8.67% | +3.07% | +1.09% | +3.72% | -6.82% | +7.24% | +1.47% | -2.09% | +2.36% | +1.94% | +3.88% | +2.51% | +29.54% |
| 2018 | +4.34% | -3.98% | -1.76% | +1.66% | +0.15% | +1.80% | +2.95% | +1.21% | +0.94% | -7.47% | +2.87% | -8.22% | -6.28% |
| 2017 | +2.13% | +4.58% | +0.06% | +1.25% | +1.52% | +1.39% | +1.97% | +0.17% | +2.53% | +1.85% | +3.06% | +1.61% | +24.40% |
Drawdown analysis of EQWL (INVESCO S&P 100 EQUAL WEIGHT ETF)
The maximum drawdown for the EQWL was -49.37%, occurring on Mar 9, 2009. Recovery took 762 trading sessions.
The current EQWL drawdown is -0.03%.
Since Dec 1, 2006 EQWL has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.37% | Oct 12, 2007 | 352 | Mar 9, 2009 | 762 | Mar 15, 2012 | 1114 |
| -34.29% | Feb 12, 2020 | 27 | Mar 23, 2020 | 114 | Sep 2, 2020 | 141 |
| -23.00% | Jan 4, 2022 | 186 | Sep 30, 2022 | 300 | Dec 11, 2023 | 486 |
| -18.06% | Sep 21, 2018 | 64 | Dec 24, 2018 | 71 | Apr 8, 2019 | 135 |
| -16.08% | May 20, 2015 | 184 | Feb 11, 2016 | 79 | Jun 6, 2016 | 263 |
| -14.96% | Feb 19, 2025 | 34 | Apr 8, 2025 | 43 | Jun 10, 2025 | 77 |
| -10.33% | Jul 19, 2007 | 20 | Aug 16, 2007 | 31 | Oct 1, 2007 | 51 |
| -10.12% | Jan 26, 2018 | 44 | Apr 2, 2018 | 103 | Aug 27, 2018 | 147 |
| -8.63% | Sep 19, 2014 | 18 | Oct 15, 2014 | 15 | Nov 5, 2014 | 33 |
| -7.86% | Sep 2, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -7.77% | Feb 6, 2026 | 34 | Mar 27, 2026 | 23 | Apr 30, 2026 | 57 |
| -7.58% | May 1, 2012 | 23 | Jun 4, 2012 | 32 | Jul 19, 2012 | 55 |
| -7.41% | Oct 18, 2012 | 18 | Nov 15, 2012 | 32 | Jan 3, 2013 | 50 |
| -6.82% | Apr 30, 2019 | 22 | May 31, 2019 | 14 | Jun 20, 2019 | 36 |
| -6.52% | Jan 15, 2014 | 12 | Feb 3, 2014 | 20 | Mar 4, 2014 | 32 |
| -6.47% | Jul 26, 2019 | 14 | Aug 15, 2019 | 50 | Oct 25, 2019 | 64 |
| -6.42% | Jun 8, 2016 | 13 | Jun 27, 2016 | 10 | Jul 12, 2016 | 23 |
| -6.22% | Nov 29, 2024 | 27 | Jan 10, 2025 | 23 | Feb 13, 2025 | 50 |
| -5.53% | Nov 8, 2021 | 16 | Dec 1, 2021 | 17 | Dec 27, 2021 | 33 |
| -5.35% | Aug 2, 2013 | 17 | Aug 27, 2013 | 15 | Sep 18, 2013 | 32 |
| -5.34% | Jul 17, 2024 | 13 | Aug 5, 2024 | 10 | Aug 19, 2024 | 23 |
| -5.02% | Feb 20, 2007 | 9 | Mar 5, 2007 | 29 | Apr 16, 2007 | 38 |
| -4.98% | Mar 28, 2024 | 13 | Apr 17, 2024 | 22 | May 17, 2024 | 35 |
| -4.67% | Dec 29, 2014 | 22 | Jan 30, 2015 | 14 | Feb 20, 2015 | 36 |
| -4.41% | Sep 18, 2013 | 14 | Oct 8, 2013 | 7 | Oct 17, 2013 | 21 |