Performance analysis of PFM (INVESCO DIVIDEND ACHIEVERS ETF)
Annual Return
Over the past 3 years, PFM has had an average annual return of +14.53%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, PFM has had an average annual return of +10.66%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, PFM has had an average annual return of +11.33%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Sep 15, 2005, PFM has had an average annual return of +8.73%, underperforming the benchmark SPY, which returned +11.07% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.14% | +13.98% | +16.87% | +11.40% | -6.23% | +23.08% | +9.57% | +26.88% | -4.55% | +17.64% | +14.33% | -3.03% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +11.17% | +25.71% | +10.62% | +9.13% | +14.80% | +9.63% | -29.16% | -0.10% | +15.80% | +1.93% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.42% | +2.23% | -4.89% | +5.88% | +2.37% | +0.48% | +0.62% | +9.14% | |||||
| 2025 | +3.45% | +0.74% | -3.84% | -1.60% | +3.58% | +3.65% | +0.52% | +2.44% | +2.65% | +0.22% | +2.35% | -0.70% | +13.98% |
| 2024 | +1.10% | +2.78% | +3.15% | -3.95% | +3.39% | +1.38% | +4.27% | +3.24% | +1.73% | -1.65% | +5.28% | -4.48% | +16.87% |
| 2023 | +2.41% | -3.05% | +1.45% | +2.05% | -3.08% | +6.10% | +2.22% | -1.82% | -4.34% | -1.64% | +7.29% | +4.01% | +11.40% |
| 2022 | -3.67% | -2.40% | +3.44% | -4.38% | +0.72% | -6.31% | +6.29% | -3.44% | -8.26% | +10.51% | +6.21% | -3.31% | -6.23% |
| 2021 | -2.40% | +1.65% | +6.45% | +3.77% | +1.63% | -0.12% | +2.45% | +1.72% | -4.42% | +6.34% | -1.83% | +6.40% | +23.08% |
| 2020 | -0.20% | -9.14% | -10.77% | +10.55% | +4.15% | -0.13% | +4.26% | +5.34% | -1.78% | -2.18% | +9.42% | +2% | +9.57% |
| 2019 | +5.75% | +4.29% | +1.93% | +3.11% | -5.05% | +6.48% | +1.57% | +0.10% | +1.93% | -0.21% | +2.10% | +2.54% | +26.88% |
| 2018 | +3.44% | -5.81% | -1.18% | -0.44% | +1.19% | +1.07% | +4.17% | +1.87% | +1.60% | -4.47% | +3.16% | -8.38% | -4.55% |
| 2017 | +0.68% | +3.54% | -0.28% | +0.80% | +1.48% | -0.22% | +1.37% | -0.66% | +1.90% | +1.78% | +4.35% | +1.73% | +17.64% |
Drawdown analysis of PFM (INVESCO DIVIDEND ACHIEVERS ETF)
The maximum drawdown for the PFM was -53.22%, occurring on Mar 9, 2009. Recovery took 870 trading sessions.
The current PFM drawdown is -0.73%.
Since Sep 15, 2005 PFM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.22% | Oct 9, 2007 | 355 | Mar 9, 2009 | 870 | Aug 17, 2012 | 1225 |
| -32.20% | Feb 14, 2020 | 25 | Mar 23, 2020 | 114 | Sep 2, 2020 | 139 |
| -17.82% | Jan 4, 2022 | 186 | Sep 30, 2022 | 200 | Jul 20, 2023 | 386 |
| -15.08% | Sep 21, 2018 | 64 | Dec 24, 2018 | 59 | Mar 21, 2019 | 123 |
| -14.51% | Feb 19, 2025 | 34 | Apr 8, 2025 | 56 | Jun 30, 2025 | 90 |
| -13.08% | Dec 23, 2014 | 168 | Aug 25, 2015 | 141 | Mar 17, 2016 | 309 |
| -10.83% | Jan 26, 2018 | 39 | Mar 23, 2018 | 118 | Sep 11, 2018 | 157 |
| -9.67% | Jul 26, 2023 | 66 | Oct 27, 2023 | 30 | Dec 11, 2023 | 96 |
| -8.40% | Jun 4, 2007 | 52 | Aug 16, 2007 | 31 | Oct 1, 2007 | 83 |
| -7.10% | Feb 11, 2026 | 32 | Mar 30, 2026 | 22 | Apr 30, 2026 | 54 |
| -6.82% | Oct 12, 2020 | 12 | Oct 28, 2020 | 8 | Nov 9, 2020 | 20 |
| -6.63% | Dec 31, 2013 | 22 | Feb 3, 2014 | 30 | Mar 18, 2014 | 52 |
| -6.39% | Oct 8, 2012 | 26 | Nov 15, 2012 | 33 | Jan 4, 2013 | 59 |
| -6.39% | Sep 2, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
| -5.97% | May 21, 2013 | 23 | Jun 24, 2013 | 17 | Jul 18, 2013 | 40 |
| -5.84% | Nov 29, 2024 | 27 | Jan 10, 2025 | 23 | Feb 13, 2025 | 50 |
| -5.71% | Sep 5, 2014 | 28 | Oct 15, 2014 | 12 | Oct 31, 2014 | 40 |
| -5.69% | Feb 20, 2007 | 15 | Mar 13, 2007 | 27 | Apr 20, 2007 | 42 |
| -5.49% | Jul 22, 2016 | 74 | Nov 4, 2016 | 23 | Dec 8, 2016 | 97 |
| -5.11% | May 9, 2006 | 24 | Jun 13, 2006 | 44 | Aug 15, 2006 | 68 |
| -5.05% | Apr 30, 2019 | 22 | May 31, 2019 | 10 | Jun 14, 2019 | 32 |
| -4.98% | Aug 1, 2013 | 18 | Aug 27, 2013 | 15 | Sep 18, 2013 | 33 |
| -4.92% | Aug 16, 2021 | 32 | Sep 30, 2021 | 14 | Oct 20, 2021 | 46 |
| -4.89% | Mar 28, 2024 | 14 | Apr 18, 2024 | 19 | May 15, 2024 | 33 |
| -4.84% | Jul 29, 2019 | 5 | Aug 5, 2019 | 22 | Sep 5, 2019 | 27 |