Performance analysis of PBJ (INVESCO FOOD & BEVERAGE ETF)
Annual Return
Over the past 3 years, PBJ has had an average annual return of +2.79%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, PBJ has had an average annual return of +3.14%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, PBJ has had an average annual return of +5.27%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jun 23, 2005, PBJ has had an average annual return of +7.19%, underperforming the benchmark SPY, which returned +11.19% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.38% | -1.87% | +2.48% | +2.31% | +3.13% | +26.88% | +5.54% | +17.50% | -11.19% | +1.87% | +5.60% | +6.93% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +17.38% | +33.48% | +5.50% | +6.18% | +29.93% | +10.97% | -21.67% | +6.23% | +15.37% | -2.80% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.84% | +6.48% | -3.63% | +2.65% | -4.94% | -0.56% | +6.38% | ||||||
| 2025 | +2.86% | -1.29% | -2.11% | +2.81% | +2.65% | -1.89% | +0.99% | -0.76% | -2.88% | -5.52% | +5.32% | -1.55% | -1.87% |
| 2024 | -2.23% | +3.55% | +5.11% | -2.34% | -1.91% | -1.88% | +1.62% | +2.59% | +1.88% | -4.30% | +6.09% | -4.98% | +2.48% |
| 2023 | +0.96% | -2.43% | +3.53% | +1.86% | -4.55% | +1.41% | +0.88% | -3.03% | -4.36% | -2.69% | +6.99% | +4.47% | +2.31% |
| 2022 | -2.04% | +0.48% | +4.33% | +1.13% | -2.72% | -3.19% | +4.17% | -0.11% | -7.67% | +11.57% | +3.29% | -4.75% | +3.13% |
| 2021 | +4.40% | -0.64% | +7.82% | +3.14% | +3.59% | -1.60% | -1.43% | +2.97% | -0.85% | +1.19% | -2.07% | +8.20% | +26.88% |
| 2020 | -3.80% | -8.78% | -7.27% | +8.84% | +4.21% | -1.11% | +6.05% | +3.72% | -4.46% | -1.45% | +7.99% | +3.40% | +5.54% |
| 2019 | +6.03% | +3.95% | +1.71% | +2.92% | -5.32% | +3.76% | +2.48% | +3.56% | -0.57% | -3.89% | +0.83% | +1.39% | +17.50% |
| 2018 | +2.10% | -6.05% | -0.33% | +1.61% | -1.07% | +2.88% | -2.89% | +3.22% | -2.02% | -0.74% | +2.35% | -10.00% | -11.19% |
| 2017 | -2.04% | +1.73% | +0.28% | +0.81% | -2.02% | -4.34% | +2.67% | -1.27% | +1.85% | -0.65% | +3.85% | +1.29% | +1.87% |
Drawdown analysis of PBJ (INVESCO FOOD & BEVERAGE ETF)
The maximum drawdown for the PBJ was -39.15%, occurring on Mar 9, 2009. Recovery took 404 trading sessions.
The current PBJ drawdown is -6.49%.
Since Jun 23, 2005 PBJ has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.15% | Oct 9, 2007 | 355 | Mar 9, 2009 | 404 | Oct 13, 2010 | 759 |
| -28.49% | Sep 5, 2019 | 137 | Mar 23, 2020 | 176 | Dec 1, 2020 | 313 |
| -17.02% | Jan 26, 2018 | 229 | Dec 24, 2018 | 131 | Jul 3, 2019 | 360 |
| -15.82% | Apr 20, 2022 | 372 | Oct 12, 2023 | 104 | Mar 13, 2024 | 476 |
| -15.66% | Jul 21, 2011 | 51 | Oct 3, 2011 | 189 | Jul 3, 2012 | 240 |
| -12.47% | Jul 23, 2025 | 75 | Nov 6, 2025 | 59 | Feb 3, 2026 | 134 |
| -11.30% | Nov 29, 2024 | 87 | Apr 8, 2025 | 71 | Jul 22, 2025 | 158 |
| -10.96% | Aug 17, 2015 | 120 | Feb 8, 2016 | 100 | Jun 30, 2016 | 220 |
| -9.61% | Jun 1, 2007 | 48 | Aug 9, 2007 | 42 | Oct 9, 2007 | 90 |
| -9.25% | Jul 25, 2016 | 242 | Jul 11, 2017 | 133 | Jan 19, 2018 | 375 |
| -8.23% | Jun 7, 2021 | 41 | Aug 4, 2021 | 66 | Nov 5, 2021 | 107 |
| -8.00% | Jul 19, 2005 | 45 | Sep 21, 2005 | 122 | Mar 17, 2006 | 167 |
| -7.91% | Mar 27, 2024 | 55 | Jun 14, 2024 | 113 | Nov 25, 2024 | 168 |
| -7.60% | Aug 5, 2013 | 125 | Feb 3, 2014 | 12 | Feb 20, 2014 | 137 |
| -7.40% | Feb 27, 2026 | 15 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -6.18% | May 27, 2011 | 9 | Jun 10, 2011 | 15 | Jul 1, 2011 | 24 |
| -6.14% | Nov 15, 2021 | 11 | Dec 1, 2021 | 10 | Dec 15, 2021 | 21 |
| -6.04% | Sep 18, 2014 | 20 | Oct 16, 2014 | 9 | Oct 29, 2014 | 29 |
| -6.00% | Jul 3, 2012 | 14 | Jul 24, 2012 | 25 | Aug 28, 2012 | 39 |
| -5.74% | Feb 20, 2007 | 9 | Mar 5, 2007 | 14 | Mar 23, 2007 | 23 |
| -5.72% | Jan 14, 2022 | 27 | Feb 24, 2022 | 21 | Mar 25, 2022 | 48 |
| -5.55% | Dec 21, 2010 | 26 | Jan 28, 2011 | 14 | Feb 17, 2011 | 40 |
| -5.35% | May 8, 2006 | 25 | Jun 13, 2006 | 54 | Aug 29, 2006 | 79 |
| -5.05% | Sep 20, 2012 | 37 | Nov 14, 2012 | 32 | Jan 2, 2013 | 69 |
| -4.89% | Jun 18, 2013 | 4 | Jun 24, 2013 | 9 | Jul 8, 2013 | 13 |