Performance analysis of PEY (INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF)
Annual Return
Over the past 3 years, PEY has had an average annual return of +11.55%, underperforming the benchmark SPY, which returned +20.51% annual.
Over the past 5 years, PEY has had an average annual return of +6.61%, underperforming the benchmark SPY, which returned +13.50% annual.
Over the past 10 years, PEY has had an average annual return of +9.02%, underperforming the benchmark SPY, which returned +15.42% annual.
Since Dec 9, 2004, PEY has had an average annual return of +6.49%, underperforming the benchmark SPY, which returned +10.89% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.97% | +0.55% | +5.23% | +7.30% | +2.44% | +26.15% | -3.81% | +24.75% | -7.46% | +8.77% | +31.39% | +2.37% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +18.02% | +30.55% | +6.25% | +8.59% | +20.88% | +3.57% | -38.12% | -15.58% | +14.33% | +1% | +3.49% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.51% | +1.02% | -1.28% | +5.63% | +0.95% | +3.25% | +16.97% | ||||||
| 2025 | +2.65% | +1.75% | -2.31% | -7.28% | +2.59% | +1.17% | +1.26% | +4.72% | -1.46% | -1.47% | -0.08% | -0.45% | +0.55% |
| 2024 | -4.00% | -2.02% | +5.12% | -3.15% | +1.73% | -2.42% | +10.17% | +1.52% | +0.94% | -1.10% | +6.81% | -7.17% | +5.23% |
| 2023 | +3.67% | -3.61% | -2.67% | +0.66% | -8.17% | +5.53% | +5.01% | +3.22% | -6.85% | -4.31% | +7.56% | +8.81% | +7.30% |
| 2022 | +1.49% | -0.22% | +3.41% | -3.35% | +5.47% | -6.75% | +3.35% | -2.67% | -9.20% | +11.36% | +4.75% | -3.41% | +2.44% |
| 2021 | +0.58% | +7.72% | +8.65% | +2.30% | +2.74% | -2.01% | -1.81% | +1.17% | -2.52% | +3.13% | -3.29% | +7.73% | +26.15% |
| 2020 | -2.03% | -10.79% | -20.96% | +10.32% | +1.50% | +0.83% | +1.27% | +2.47% | -2.90% | +3.48% | +13.45% | +4.26% | -3.81% |
| 2019 | +8.05% | +4.02% | +1.32% | +2.50% | -6.32% | +6.72% | +1.49% | -3.81% | +4.45% | -0.41% | +1.97% | +3.24% | +24.75% |
| 2018 | +3.11% | -6.77% | +0.38% | +0.91% | +1.42% | +2.03% | +3.22% | -0.25% | -0.08% | -4.54% | +2.19% | -8.51% | -7.46% |
| 2017 | +0.41% | +1.88% | -0.76% | -0.15% | -0.72% | +0.28% | +1.79% | -1.82% | +2.87% | +0.69% | +3.90% | +0.21% | +8.77% |
Drawdown analysis of PEY (INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF)
The maximum drawdown for the PEY was -72.76%, occurring on Mar 9, 2009. Recovery took 1265 trading sessions.
Since Dec 9, 2004 PEY has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.76% | Dec 27, 2006 | 551 | Mar 9, 2009 | 1265 | Mar 18, 2014 | 1816 |
| -41.53% | Jan 16, 2020 | 45 | Mar 23, 2020 | 206 | Jan 14, 2021 | 251 |
| -17.91% | Nov 25, 2024 | 90 | Apr 8, 2025 | 206 | Feb 3, 2026 | 296 |
| -16.29% | Sep 13, 2018 | 70 | Dec 24, 2018 | 56 | Mar 18, 2019 | 126 |
| -15.96% | Apr 20, 2022 | 113 | Sep 30, 2022 | 303 | Dec 14, 2023 | 416 |
| -10.77% | Dec 1, 2015 | 33 | Jan 20, 2016 | 30 | Mar 3, 2016 | 63 |
| -10.42% | Jan 26, 2018 | 39 | Mar 23, 2018 | 114 | Sep 5, 2018 | 153 |
| -8.93% | May 10, 2021 | 93 | Sep 21, 2021 | 71 | Dec 31, 2021 | 164 |
| -8.86% | Apr 23, 2015 | 86 | Aug 25, 2015 | 36 | Oct 15, 2015 | 122 |
| -8.67% | Jan 2, 2024 | 72 | Apr 16, 2024 | 62 | Jul 16, 2024 | 134 |
| -8.08% | Jul 28, 2005 | 54 | Oct 13, 2005 | 72 | Jan 27, 2006 | 126 |
| -7.40% | Feb 4, 2026 | 31 | Mar 20, 2026 | 20 | Apr 20, 2026 | 51 |
| -6.65% | Jul 26, 2019 | 13 | Aug 14, 2019 | 19 | Sep 11, 2019 | 32 |
| -6.54% | Dec 28, 2004 | 78 | Apr 20, 2005 | 41 | Jun 17, 2005 | 119 |
| -6.32% | Apr 30, 2019 | 22 | May 31, 2019 | 14 | Jun 20, 2019 | 36 |
| -6.02% | Jan 14, 2022 | 27 | Feb 24, 2022 | 21 | Mar 25, 2022 | 48 |
| -5.82% | Jan 27, 2006 | 102 | Jun 23, 2006 | 22 | Jul 26, 2006 | 124 |
| -5.14% | Jul 30, 2024 | 4 | Aug 5, 2024 | 14 | Aug 23, 2024 | 18 |
| -5.05% | Jan 14, 2021 | 10 | Jan 29, 2021 | 7 | Feb 9, 2021 | 17 |
| -4.98% | Dec 29, 2014 | 49 | Mar 11, 2015 | 30 | Apr 23, 2015 | 79 |
| -4.94% | Jun 23, 2016 | 2 | Jun 27, 2016 | 8 | Jul 8, 2016 | 10 |
| -4.90% | Sep 11, 2019 | 19 | Oct 8, 2019 | 19 | Nov 4, 2019 | 38 |
| -4.86% | Sep 5, 2014 | 26 | Oct 13, 2014 | 11 | Oct 28, 2014 | 37 |
| -4.78% | Jul 1, 2014 | 24 | Aug 5, 2014 | 18 | Aug 29, 2014 | 42 |
| -4.43% | Oct 16, 2024 | 13 | Nov 4, 2024 | 13 | Nov 21, 2024 | 26 |