Performance analysis of IVRA (Invesco Real Assets ESG ETF)
Annual Return
Over the past 3 years, IVRA has had an average annual return of +13.08%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, IVRA has had an average annual return of +8.19%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Dec 22, 2020, IVRA has had an average annual return of +11.58%, underperforming the benchmark SPY, which returned +15.13% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.70% | +10.18% | +13.05% | +9.14% | -9.99% | +32.77% | +1.58% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.52% | +6.87% | +0% | +0% | +0% | +0% | +0% | +11.70% | |||||
| 2025 | +2.23% | +3.27% | +0.33% | -1.66% | +1.43% | +1.08% | -0.54% | +3.53% | +0.87% | -3.76% | +3.77% | -0.52% | +10.18% |
| 2024 | -5.13% | +1.81% | +4.12% | -5.00% | +5.84% | +0.53% | +7.11% | +4.48% | +2.54% | -1.44% | +6.16% | -7.38% | +13.05% |
| 2023 | +8.76% | -5.26% | -0.68% | +0.44% | -6.80% | +6.54% | +2.81% | -3.53% | -6.48% | -2.85% | +11.40% | +6.52% | +9.14% |
| 2022 | -3.05% | +0.35% | +7.86% | -3.67% | -0.90% | -9.77% | +8.75% | -3.98% | -11.83% | +5.74% | +7.67% | -5.01% | -9.99% |
| 2021 | +0.84% | +5.31% | +5.54% | +6.65% | +2.93% | -0.91% | +2.03% | +0.66% | -1.53% | +5.74% | -3.04% | +5.03% | +32.77% |
| 2020 | +1.58% | +1.58% |
Drawdown analysis of IVRA (Invesco Real Assets ESG ETF)
The maximum drawdown for the IVRA was -26.00%, occurring on Oct 14, 2022. Recovery took 466 trading sessions.
The current IVRA drawdown is -0.92%.
Since Dec 22, 2020 IVRA has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.00% | Apr 20, 2022 | 123 | Oct 14, 2022 | 466 | Aug 23, 2024 | 589 |
| -13.25% | Nov 29, 2024 | 87 | Apr 8, 2025 | 71 | Jul 22, 2025 | 158 |
| -6.51% | Jan 4, 2022 | 16 | Jan 27, 2022 | 25 | Mar 4, 2022 | 41 |
| -6.48% | Jun 10, 2021 | 26 | Jul 19, 2021 | 62 | Oct 14, 2021 | 88 |
| -5.74% | Nov 5, 2021 | 17 | Dec 1, 2021 | 21 | Dec 31, 2021 | 38 |
| -4.60% | Oct 20, 2025 | 11 | Nov 4, 2025 | 47 | Jan 13, 2026 | 58 |
| -4.48% | Oct 16, 2024 | 12 | Nov 1, 2024 | 14 | Nov 21, 2024 | 26 |
| -4.10% | Mar 15, 2021 | 6 | Mar 23, 2021 | 15 | Apr 14, 2021 | 21 |
| -3.84% | Jan 20, 2021 | 5 | Jan 27, 2021 | 7 | Feb 5, 2021 | 12 |
| -3.75% | Feb 24, 2021 | 2 | Feb 26, 2021 | 8 | Mar 10, 2021 | 10 |
| -2.54% | May 10, 2021 | 2 | May 12, 2021 | 4 | May 18, 2021 | 6 |
| -2.43% | Oct 3, 2025 | 5 | Oct 10, 2025 | 6 | Oct 20, 2025 | 11 |
| -2.41% | Sep 24, 2024 | 12 | Oct 10, 2024 | 4 | Oct 16, 2024 | 16 |
| -2.36% | Jul 23, 2025 | 18 | Aug 18, 2025 | 4 | Aug 22, 2025 | 22 |
| -1.96% | Mar 4, 2022 | 6 | Mar 14, 2022 | 3 | Mar 17, 2022 | 9 |
| -1.59% | Jan 29, 2026 | 2 | Feb 2, 2026 | 2 | Feb 4, 2026 | 4 |
| -1.43% | Aug 29, 2025 | 6 | Sep 9, 2025 | 2 | Sep 11, 2025 | 8 |
| -1.42% | Jan 7, 2021 | 2 | Jan 11, 2021 | 2 | Jan 13, 2021 | 4 |
| -1.36% | Dec 31, 2020 | 1 | Jan 4, 2021 | 2 | Jan 6, 2021 | 3 |
| -1.35% | Sep 11, 2025 | 3 | Sep 16, 2025 | 10 | Sep 30, 2025 | 13 |
| -1.25% | Oct 26, 2021 | 3 | Oct 29, 2021 | 3 | Nov 3, 2021 | 6 |
| -1.17% | May 18, 2021 | 1 | May 19, 2021 | 3 | May 24, 2021 | 4 |
| -1.03% | May 24, 2021 | 1 | May 25, 2021 | 2 | May 27, 2021 | 3 |
| -1.02% | Jan 16, 2026 | 1 | Jan 20, 2026 | 4 | Jan 26, 2026 | 5 |
| -0.96% | Aug 30, 2024 | 4 | Sep 6, 2024 | 2 | Sep 10, 2024 | 6 |