Performance analysis of IUS (INVESCO RAFI(TM) STRATEGIC US ETF)
Annual Return
Over the past 3 years, IUS has had an average annual return of +20.94%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IUS has had an average annual return of +13.63%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Sep 12, 2018, IUS has had an average annual return of +15.30%, outperforming the benchmark SPY, which returned +14.98% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.70% | +16.93% | +16.50% | +20.78% | -8.35% | +32.17% | +15.14% | +29.33% | -12.48% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.91% | +2% | -4.05% | +8.99% | +4.12% | +0.26% | +15.70% | ||||||
| 2025 | +3.52% | -0.35% | -3.26% | -2.90% | +3.97% | +3.78% | +0.72% | +4.03% | +2.71% | +1.66% | +2.34% | -0.12% | +16.93% |
| 2024 | +1.06% | +4.09% | +4.59% | -4.49% | +3.68% | +1.29% | +2.76% | +1.85% | +1.75% | -1.81% | +5.91% | -4.68% | +16.50% |
| 2023 | +5.67% | -3.18% | +2.99% | +1.36% | -1.60% | +6.56% | +3.82% | -1.71% | -3.22% | -2.56% | +6.95% | +4.79% | +20.78% |
| 2022 | -2.36% | -1.37% | +4.26% | -5.72% | +1.62% | -8.46% | +7.46% | -3.29% | -9.32% | +9.89% | +5.99% | -5.18% | -8.35% |
| 2021 | +0.74% | +5.61% | +6.03% | +3.70% | +2.56% | +0.41% | +1.32% | +1.99% | -4.05% | +5.42% | -1.41% | +6.47% | +32.17% |
| 2020 | -1.55% | -9.25% | -13.42% | +12.75% | +4.47% | +1.53% | +2.89% | +8.06% | -3.94% | -2.64% | +15.38% | +3.74% | +15.14% |
| 2019 | +3.79% | +7.29% | -0.56% | +4.49% | -6.13% | +6.92% | +2.43% | -3.15% | +3.03% | +1.88% | +4% | +2.85% | +29.33% |
| 2018 | +1.08% | -6.11% | -1.80% | -6.08% | -12.48% |
Drawdown analysis of IUS (INVESCO RAFI(TM) STRATEGIC US ETF)
The maximum drawdown for the IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.
The current IUS drawdown is -0.07%.
Since Sep 12, 2018 IUS has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.66% | Feb 12, 2020 | 27 | Mar 23, 2020 | 114 | Sep 2, 2020 | 141 |
| -18.73% | Mar 29, 2022 | 128 | Sep 30, 2022 | 187 | Jun 30, 2023 | 315 |
| -15.62% | Nov 29, 2024 | 87 | Apr 8, 2025 | 57 | Jul 1, 2025 | 144 |
| -14.50% | Oct 2, 2018 | 63 | Jan 3, 2019 | 81 | May 1, 2019 | 144 |
| -9.03% | Jul 31, 2023 | 63 | Oct 27, 2023 | 30 | Dec 11, 2023 | 93 |
| -8.08% | Sep 2, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -7.80% | Jan 4, 2022 | 34 | Feb 23, 2022 | 23 | Mar 28, 2022 | 57 |
| -7.05% | Jul 24, 2019 | 16 | Aug 15, 2019 | 18 | Sep 11, 2019 | 34 |
| -6.90% | May 1, 2019 | 21 | May 31, 2019 | 15 | Jun 21, 2019 | 36 |
| -6.23% | Jul 16, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
| -6.15% | Feb 11, 2026 | 32 | Mar 30, 2026 | 10 | Apr 14, 2026 | 42 |
| -4.97% | Mar 28, 2024 | 23 | May 1, 2024 | 32 | Jun 17, 2024 | 55 |
| -4.60% | Sep 12, 2019 | 14 | Oct 2, 2019 | 17 | Oct 25, 2019 | 31 |
| -4.52% | Sep 2, 2021 | 19 | Sep 30, 2021 | 14 | Oct 20, 2021 | 33 |
| -4.52% | Nov 16, 2021 | 10 | Dec 1, 2021 | 7 | Dec 10, 2021 | 17 |
| -4.38% | Jan 21, 2020 | 8 | Jan 31, 2020 | 8 | Feb 12, 2020 | 16 |
| -4.12% | Jan 20, 2021 | 7 | Jan 29, 2021 | 5 | Feb 5, 2021 | 12 |
| -3.94% | May 7, 2021 | 3 | May 12, 2021 | 14 | Jun 2, 2021 | 17 |
| -3.92% | Oct 27, 2025 | 18 | Nov 20, 2025 | 4 | Nov 26, 2025 | 22 |
| -3.87% | Jun 8, 2021 | 8 | Jun 18, 2021 | 15 | Jul 12, 2021 | 23 |
| -3.57% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.30% | Mar 15, 2021 | 6 | Mar 23, 2021 | 8 | Apr 5, 2021 | 14 |
| -3.23% | Jul 12, 2021 | 5 | Jul 19, 2021 | 5 | Jul 26, 2021 | 10 |
| -3.13% | Oct 6, 2025 | 4 | Oct 10, 2025 | 7 | Oct 21, 2025 | 11 |
| -2.94% | Jul 23, 2025 | 7 | Aug 1, 2025 | 8 | Aug 13, 2025 | 15 |