Performance analysis of PEZ (INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF)
Annual Return
Over the past 3 years, PEZ has had an average annual return of +12.16%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, PEZ has had an average annual return of +3.02%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, PEZ has had an average annual return of +9.35%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Oct 12, 2006, PEZ has had an average annual return of +7.80%, underperforming the benchmark SPY, which returned +11.01% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.43% | +5.40% | +20.06% | +29.55% | -29.59% | +20.36% | +38.97% | +18.05% | -6.85% | +19.87% | -3.54% | -0.79% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +8.60% | +39.21% | +17.81% | +1.17% | +29.20% | +25.76% | -32.51% | -11.16% | +5.87% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.05% | +2.31% | -8.27% | +4.99% | -1.63% | +4% | -2.19% | -2.43% | |||||
| 2025 | +6.62% | -7.06% | -12.12% | +0.60% | +8.07% | +6.53% | -0.06% | +1.33% | -0.08% | -2.01% | +0.30% | +5.07% | +5.40% |
| 2024 | -0.84% | +11.67% | +6% | -6.70% | +7.52% | -0.94% | +2.86% | +1.15% | +4.26% | -1.47% | +9.03% | -11.67% | +20.06% |
| 2023 | +8.20% | -0.72% | +0.26% | +0.29% | -7.27% | +8.53% | +5.79% | -3.96% | -7.72% | -6.62% | +18.35% | +15.03% | +29.55% |
| 2022 | -13.07% | -2.40% | -3.37% | -5.78% | -3.40% | -10.87% | +7.41% | +0.51% | -8.98% | +9.88% | +4.63% | -6.28% | -29.59% |
| 2021 | +9.13% | +8.08% | -1.77% | +1.61% | +0.29% | +4.01% | -4.44% | +2.29% | -4.16% | +6.76% | +1.92% | -3.85% | +20.36% |
| 2020 | -1.33% | -10.91% | -25.81% | +16.48% | +5.85% | +5.43% | +23.05% | +12.43% | -1.04% | -7.12% | +23.02% | +4.80% | +38.97% |
| 2019 | +8.93% | +7.91% | -0.07% | +3.61% | -7.66% | +5.99% | +0.90% | -3.37% | -2.67% | +1.59% | +2% | +0.79% | +18.05% |
| 2018 | +3.44% | -2.58% | -3.11% | +2.89% | +5.50% | +2.89% | +0.25% | +9.22% | +0.16% | -13.18% | +1.80% | -11.89% | -6.85% |
| 2017 | +0.31% | +2.49% | +0.36% | +2.17% | +1.26% | -0.35% | +2.83% | -1.99% | +4.13% | +4.14% | +1.91% | +1.18% | +19.87% |
Drawdown analysis of PEZ (INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF)
The maximum drawdown for the PEZ was -58.39%, occurring on Mar 6, 2009. Recovery took 752 trading sessions.
The current PEZ drawdown is -9.58%.
Since Oct 12, 2006 PEZ has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 5 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.39% | Jun 4, 2007 | 443 | Mar 6, 2009 | 752 | Mar 1, 2012 | 1195 |
| -52.05% | Sep 27, 2018 | 369 | Mar 18, 2020 | 97 | Aug 5, 2020 | 466 |
| -41.72% | Nov 18, 2021 | 213 | Sep 26, 2022 | 480 | Aug 23, 2024 | 693 |
| -31.48% | Nov 25, 2024 | 90 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -25.01% | Aug 5, 2015 | 128 | Feb 8, 2016 | 420 | Oct 6, 2017 | 548 |
| -16.59% | Feb 9, 2021 | 64 | May 12, 2021 | 121 | Nov 2, 2021 | 185 |
| -14.38% | Oct 15, 2020 | 11 | Oct 30, 2020 | 14 | Nov 19, 2020 | 25 |
| -14.04% | Sep 2, 2014 | 29 | Oct 13, 2014 | 33 | Nov 28, 2014 | 62 |
| -12.36% | Jan 23, 2018 | 47 | Apr 2, 2018 | 44 | Jun 4, 2018 | 91 |
| -12.12% | Aug 21, 2020 | 11 | Sep 8, 2020 | 23 | Oct 9, 2020 | 34 |
| -10.89% | May 2, 2012 | 22 | Jun 4, 2012 | 71 | Sep 13, 2012 | 93 |
| -9.64% | Mar 5, 2014 | 27 | Apr 11, 2014 | 55 | Jul 1, 2014 | 82 |
| -9.00% | Jan 10, 2014 | 15 | Feb 3, 2014 | 14 | Feb 24, 2014 | 29 |
| -8.48% | Aug 23, 2024 | 9 | Sep 6, 2024 | 9 | Sep 19, 2024 | 18 |
| -8.00% | Sep 14, 2012 | 42 | Nov 15, 2012 | 33 | Jan 4, 2013 | 75 |
| -6.42% | Dec 24, 2020 | 5 | Jan 4, 2021 | 3 | Jan 7, 2021 | 8 |
| -6.42% | Feb 20, 2007 | 9 | Mar 5, 2007 | 29 | Apr 16, 2007 | 38 |
| -5.54% | Mar 26, 2012 | 10 | Apr 10, 2012 | 13 | Apr 27, 2012 | 23 |
| -5.52% | Jun 19, 2013 | 3 | Jun 24, 2013 | 8 | Jul 5, 2013 | 11 |
| -5.39% | Jan 22, 2021 | 3 | Jan 27, 2021 | 5 | Feb 3, 2021 | 8 |
| -5.14% | Dec 29, 2014 | 12 | Jan 15, 2015 | 6 | Jan 26, 2015 | 18 |
| -5.05% | Jul 1, 2014 | 21 | Jul 31, 2014 | 16 | Aug 22, 2014 | 37 |
| -4.92% | Oct 18, 2024 | 10 | Nov 1, 2024 | 4 | Nov 7, 2024 | 14 |
| -4.62% | Jun 20, 2018 | 27 | Jul 30, 2018 | 9 | Aug 10, 2018 | 36 |
| -4.43% | Aug 2, 2013 | 17 | Aug 27, 2013 | 14 | Sep 17, 2013 | 31 |