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Performance analysis of INVG (GMO SYSTEMATIC INVESTMENT GRADE CREDIT ETF)

Annual Return

Since Jun 4, 2025, INVG has had an average annual return of +4.18%, underperforming the benchmark SPY, which returned +23.87% annual.

20262025
+0.03%+4.70%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.53%+0.93%-1.89%+0.53%+0.82%+0.27%-1.13%+0.03%
2025+1.39%+0.08%+0.97%+1.57%+0.24%+0.81%-0.44%+4.70%

Drawdown analysis of INVG (GMO SYSTEMATIC INVESTMENT GRADE CREDIT ETF)

The maximum drawdown for the INVG was -3.15%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current INVG drawdown is -1.51%.

DepthStartTo BottomBottomTo RecoverEndTotal
-3.15%Feb 20, 202625Mar 27, 2026OngoingOngoingOngoing
-1.68%Oct 28, 202513Nov 14, 202558Feb 10, 202671
-1.11%Jul 1, 20259Jul 15, 202510Jul 29, 202519
-0.88%Sep 16, 20257Sep 25, 202513Oct 14, 202520
-0.63%Jun 4, 20252Jun 6, 20254Jun 12, 20256
-0.59%Aug 13, 20256Aug 21, 20251Aug 22, 20257
-0.54%Jun 12, 20252Jun 16, 20254Jun 23, 20256
-0.53%Aug 28, 20252Sep 2, 20252Sep 4, 20254
-0.35%Aug 6, 20252Aug 8, 20253Aug 13, 20255
-0.28%Jul 29, 20251Jul 30, 20252Aug 1, 20253
-0.20%Sep 8, 20251Sep 9, 20251Sep 10, 20252
-0.20%Jun 26, 20251Jun 27, 20251Jun 30, 20252
-0.16%Aug 22, 20251Aug 25, 20253Aug 28, 20254
-0.14%Sep 11, 20251Sep 12, 20251Sep 15, 20252
-0.13%Oct 16, 20251Oct 17, 20251Oct 20, 20252
-0.10%Feb 17, 20261Feb 18, 20262Feb 20, 20263
-0.09%Oct 22, 20251Oct 23, 20251Oct 24, 20252
-0.09%Feb 10, 20261Feb 11, 20261Feb 12, 20262
-0.08%Jun 24, 20251Jun 25, 20251Jun 26, 20252