Performance analysis of PBTP (INVESCO 0-5 YR US TIPS ETF)
Annual Return
Over the past 3 years, PBTP has had an average annual return of +5.25%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, PBTP has had an average annual return of +3.34%, underperforming the benchmark SPY, which returned +14.05% annual.
Since Sep 22, 2017, PBTP has had an average annual return of +3.43%, underperforming the benchmark SPY, which returned +15.41% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.16% | +5.98% | +4.73% | +4.53% | -3.01% | +5.51% | +4.89% | +4.71% | +0.59% | +0.04% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.63% | +0.31% | +0.10% | +0.90% | +0.15% | +0.06% | +2.16% | ||||||
| 2025 | +0.98% | +1.18% | +0.84% | +0.88% | -0.34% | +0.47% | +0.27% | +1.38% | -0.11% | +0.08% | +0.23% | +0% | +5.98% |
| 2024 | +0.50% | -0.18% | +0.50% | -0.06% | +0.89% | +0.63% | +0.85% | +0.64% | +0.95% | -0.48% | +0.53% | -0.13% | +4.73% |
| 2023 | +0.70% | -0.33% | +1.96% | +0.07% | -0.62% | -0.13% | +0.32% | +0.29% | -0.25% | +0.41% | +1.02% | +1.03% | +4.53% |
| 2022 | -0.66% | +1.10% | -0.85% | -0.09% | +0.46% | -1.51% | +1.86% | -1.54% | -2.91% | +0.95% | +0.61% | -0.37% | -3.01% |
| 2021 | +0.58% | +0.08% | +0.48% | +0.99% | +0.73% | +0.03% | +1.35% | +0.02% | -0.04% | +0.68% | +0.17% | +0.33% | +5.51% |
| 2020 | +0.45% | +0.45% | -1.86% | +1.38% | +0.81% | +0.69% | +0.73% | +1.11% | -0.16% | -0.19% | +0.59% | +0.83% | +4.89% |
| 2019 | +0.78% | +0.27% | +0.61% | +0.51% | +0.52% | +0.64% | +0% | +0.41% | -0.22% | +0.28% | +0.12% | +0.71% | +4.71% |
| 2018 | -0.08% | +0.08% | +0.32% | +0% | +0.05% | -0.08% | +0.12% | +0.78% | -0.37% | -0.12% | -0.17% | +0.06% | +0.59% |
| 2017 | +0.04% | +0% | +0% | +0% | +0.04% |
Drawdown analysis of PBTP (INVESCO 0-5 YR US TIPS ETF)
The maximum drawdown for the PBTP was -5.44%, occurring on Sep 30, 2022. Recovery took 303 trading sessions.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -5.44% | Mar 11, 2022 | 140 | Sep 30, 2022 | 303 | Dec 14, 2023 | 443 |
| -5.35% | Mar 5, 2020 | 9 | Mar 18, 2020 | 56 | Jun 8, 2020 | 65 |
| -2.17% | Nov 17, 2021 | 58 | Feb 10, 2022 | 12 | Mar 1, 2022 | 70 |
| -1.03% | Nov 15, 2018 | 16 | Dec 11, 2018 | 34 | Jan 31, 2019 | 50 |
| -1.03% | Apr 30, 2025 | 8 | May 12, 2025 | 31 | Jun 26, 2025 | 39 |
| -1.00% | Apr 3, 2025 | 6 | Apr 11, 2025 | 10 | Apr 28, 2025 | 16 |
| -0.98% | Aug 24, 2018 | 48 | Nov 1, 2018 | 10 | Nov 15, 2018 | 58 |
| -0.81% | Sep 24, 2024 | 30 | Nov 5, 2024 | 47 | Jan 15, 2025 | 77 |
| -0.67% | Jan 31, 2024 | 9 | Feb 13, 2024 | 12 | Mar 1, 2024 | 21 |
| -0.66% | Mar 17, 2026 | 7 | Mar 26, 2026 | 7 | Apr 7, 2026 | 14 |
| -0.62% | Jul 30, 2021 | 15 | Aug 20, 2021 | 5 | Aug 27, 2021 | 20 |
| -0.62% | May 17, 2021 | 21 | Jun 16, 2021 | 12 | Jul 2, 2021 | 33 |
| -0.60% | Feb 12, 2021 | 8 | Feb 25, 2021 | 3 | Mar 2, 2021 | 11 |
| -0.53% | Oct 22, 2025 | 5 | Oct 29, 2025 | 47 | Jan 7, 2026 | 52 |
| -0.53% | Sep 9, 2021 | 9 | Sep 22, 2021 | 16 | Oct 14, 2021 | 25 |
| -0.50% | Mar 1, 2022 | 2 | Mar 3, 2022 | 2 | Mar 7, 2022 | 4 |
| -0.50% | Aug 28, 2019 | 11 | Sep 13, 2019 | 14 | Oct 3, 2019 | 25 |
| -0.49% | Jul 2, 2018 | 16 | Jul 25, 2018 | 18 | Aug 20, 2018 | 34 |
| -0.47% | Mar 8, 2022 | 1 | Mar 9, 2022 | 2 | Mar 11, 2022 | 3 |
| -0.46% | Mar 4, 2025 | 2 | Mar 6, 2025 | 9 | Mar 19, 2025 | 11 |
| -0.44% | Oct 9, 2020 | 20 | Nov 6, 2020 | 12 | Nov 24, 2020 | 32 |
| -0.42% | Jan 12, 2024 | 7 | Jan 24, 2024 | 5 | Jan 31, 2024 | 12 |
| -0.42% | Oct 27, 2021 | 3 | Nov 1, 2021 | 4 | Nov 5, 2021 | 7 |
| -0.42% | Mar 8, 2024 | 6 | Mar 18, 2024 | 3 | Mar 21, 2024 | 9 |
| -0.41% | May 13, 2026 | 7 | May 22, 2026 | 6 | Jun 2, 2026 | 13 |