Performance analysis of PHDG (INVESCO S&P 500 DOWNSIDE HEDGED ETF)
Annual Return
Over the past 3 years, PHDG has had an average annual return of +8.41%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, PHDG has had an average annual return of +4.16%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, PHDG has had an average annual return of +7.11%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Dec 6, 2012, PHDG has had an average annual return of +5.56%, underperforming the benchmark SPY, which returned +14.90% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.36% | +2.71% | +10.94% | +8.18% | -14.09% | +15.67% | +19% | +8.57% | -2.44% | +15.89% | -0.58% | -9.88% |
| 2014 | 2013 | 2012 | |||||||||
| +5.25% | +13.24% | -0.01000% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.39% | +0.41% | -0.47% | +6.97% | +5.48% | -3.63% | -0.73% | +9.36% | |||||
| 2025 | +2.73% | -1.40% | -2.93% | -7.85% | +2.18% | +3.47% | +1.33% | +1.61% | +3.13% | +1.95% | +0.59% | -1.54% | +2.71% |
| 2024 | +1% | +4.25% | +2.49% | -4.32% | +3.05% | +3.62% | -0.77% | +1.71% | +1.83% | -0.27% | +1.74% | -3.50% | +10.94% |
| 2023 | +3.28% | -2.61% | +1.80% | -0.12% | -0.33% | +2.22% | +2.79% | -4.49% | -4.34% | +0.40% | +5.51% | +4.37% | +8.18% |
| 2022 | -2.36% | -2.45% | -0.19% | -4.24% | -0.69% | -4.87% | +6.75% | -0.37% | -1.78% | +3.77% | -2.38% | -5.60% | -14.09% |
| 2021 | +2.75% | -0.47% | -0.10% | +4.66% | -0.33% | +1.15% | +1.71% | +2.16% | -3.16% | +3.27% | +2.79% | +0.45% | +15.67% |
| 2020 | +0.57% | -0.81% | +5.20% | +2.29% | +2.23% | +1.30% | +3.38% | +7.19% | -3.77% | -1.24% | -1.20% | +2.88% | +19% |
| 2019 | +2.48% | +2.97% | +1.01% | +2.15% | -5.51% | +4.74% | +1.53% | -3.22% | -0.16% | -2.95% | +3.12% | +2.61% | +8.57% |
| 2018 | +5.94% | +2.91% | -5.06% | -1.56% | +1.91% | -0.87% | +3.29% | +2.53% | +0.37% | -5.75% | -0.39% | -5.03% | -2.44% |
| 2017 | +1.12% | +3.94% | -0.13% | +0.08% | +1.75% | -0.99% | +2.61% | +0.19% | +1.52% | +1.59% | +2.58% | +0.69% | +15.89% |
Drawdown analysis of PHDG (INVESCO S&P 500 DOWNSIDE HEDGED ETF)
The maximum drawdown for the PHDG was -17.70%, occurring on Nov 3, 2016. Recovery took 277 trading sessions.
The current PHDG drawdown is -6.03%.
Since Dec 6, 2012 PHDG has experienced the following drawdowns:
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.70% | Dec 5, 2014 | 482 | Nov 3, 2016 | 277 | Dec 11, 2017 | 759 |
| -17.06% | Dec 27, 2021 | 446 | Oct 5, 2023 | 172 | Jun 12, 2024 | 618 |
| -15.87% | Mar 18, 2020 | 18 | Apr 14, 2020 | 92 | Aug 24, 2020 | 110 |
| -14.79% | Dec 4, 2024 | 101 | May 2, 2025 | 207 | Mar 2, 2026 | 308 |
| -12.79% | Feb 6, 2018 | 228 | Jan 3, 2019 | 301 | Mar 16, 2020 | 529 |
| -10.06% | Sep 2, 2020 | 12 | Sep 21, 2020 | 142 | Apr 15, 2021 | 154 |
| -6.36% | Jun 15, 2026 | 7 | Jun 25, 2026 | Ongoing | Ongoing | Ongoing |
| -6.11% | Aug 5, 2024 | 25 | Sep 10, 2024 | 60 | Dec 4, 2024 | 85 |
| -5.20% | Aug 2, 2013 | 46 | Oct 8, 2013 | 53 | Dec 23, 2013 | 99 |
| -4.43% | Sep 7, 2021 | 25 | Oct 12, 2021 | 15 | Nov 2, 2021 | 40 |
| -4.37% | Jul 16, 2024 | 9 | Jul 29, 2024 | 5 | Aug 5, 2024 | 14 |
| -3.88% | Jun 4, 2026 | 5 | Jun 11, 2026 | 2 | Jun 15, 2026 | 7 |
| -3.69% | Apr 2, 2014 | 23 | May 6, 2014 | 23 | Jun 9, 2014 | 46 |
| -3.44% | Dec 31, 2013 | 19 | Jan 29, 2014 | 21 | Feb 28, 2014 | 40 |
| -3.37% | Mar 10, 2026 | 14 | Mar 30, 2026 | 6 | Apr 8, 2026 | 20 |
| -3.26% | May 12, 2021 | 26 | Jun 18, 2021 | 10 | Jul 2, 2021 | 36 |
| -2.59% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -2.53% | Apr 11, 2013 | 2 | Apr 15, 2013 | 14 | May 3, 2013 | 16 |
| -2.50% | May 21, 2013 | 10 | Jun 5, 2013 | 9 | Jun 18, 2013 | 19 |
| -2.50% | Dec 21, 2012 | 5 | Dec 31, 2012 | 22 | Feb 1, 2013 | 27 |
| -2.34% | Jun 18, 2013 | 9 | Jul 1, 2013 | 8 | Jul 12, 2013 | 17 |
| -2.29% | Dec 3, 2021 | 11 | Dec 20, 2021 | 4 | Dec 27, 2021 | 15 |
| -2.26% | Jan 29, 2018 | 5 | Feb 5, 2018 | 1 | Feb 6, 2018 | 6 |
| -1.95% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -1.93% | Sep 18, 2014 | 15 | Oct 9, 2014 | 10 | Oct 23, 2014 | 25 |