Performance analysis of PHO (INVESCO WATER RESOURCES ETF)
Annual Return
Over the past 3 years, PHO has had an average annual return of +6.05%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, PHO has had an average annual return of +4.92%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, PHO has had an average annual return of +11.41%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Dec 6, 2005, PHO has had an average annual return of +8.06%, underperforming the benchmark SPY, which returned +10.97% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.78% | +7.61% | +8.59% | +18.85% | -14.86% | +31.28% | +20.84% | +37.58% | -6.39% | +23.54% | +14.02% | -15.25% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| -1.22% | +27.07% | +24.36% | -10.73% | +13.25% | +18.03% | -32.43% | +16.60% | +22.30% | -1.72% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.92% | +0.79% | -8.32% | +2.77% | -4.09% | +5.02% | -1.25% | -2.78% | |||||
| 2025 | +4% | -1.74% | -3.89% | +1.25% | +4.16% | +2.89% | +0.79% | +3.42% | -0.91% | -0.93% | +1.33% | -2.62% | +7.61% |
| 2024 | -2.63% | +7.85% | +4.26% | -3.55% | +3.11% | -1.82% | +7.30% | +0.27% | +1.07% | -3.25% | +5.14% | -8.19% | +8.59% |
| 2023 | +5.49% | -2.52% | +0.82% | -1.44% | -1.01% | +8.56% | +2.63% | -1.26% | -6.84% | -4.44% | +11.35% | +7.75% | +18.85% |
| 2022 | -12.94% | -3.04% | +3.31% | -8.05% | +0.59% | -5.67% | +12.87% | -4.77% | -7.84% | +10.19% | +5.85% | -3.16% | -14.86% |
| 2021 | -0.64% | +4.38% | +2.61% | +5.63% | +1.72% | +0.91% | +6.05% | +3.70% | -7.00% | +5.90% | -1.05% | +6.16% | +31.28% |
| 2020 | +1.40% | -8.81% | -12.17% | +10.05% | +6.56% | -0.92% | +7.12% | +1.62% | +0.40% | +2.75% | +9.71% | +3.95% | +20.84% |
| 2019 | +10.74% | +7.20% | +1.46% | +2% | -4.36% | +7.70% | +1.01% | +0.58% | +1.25% | +0.55% | +2.04% | +3% | +37.58% |
| 2018 | +3.01% | -3.59% | +1.36% | -1.28% | +1.27% | -0.64% | +4.80% | +0.16% | +0.38% | -8.99% | +5.60% | -7.55% | -6.39% |
| 2017 | +3% | +2.53% | +0.23% | +2.65% | +0.67% | +0.47% | +0.92% | -0.48% | +5.28% | +2.63% | +4.31% | -0.71% | +23.54% |
Drawdown analysis of PHO (INVESCO WATER RESOURCES ETF)
The maximum drawdown for the PHO was -55.63%, occurring on Mar 9, 2009. Recovery took 980 trading sessions.
The current PHO drawdown is -8.15%.
Since Dec 6, 2005 PHO has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.63% | Jun 5, 2008 | 190 | Mar 9, 2009 | 980 | Jan 29, 2013 | 1170 |
| -34.92% | Feb 14, 2020 | 25 | Mar 23, 2020 | 138 | Oct 7, 2020 | 163 |
| -29.70% | Jun 20, 2014 | 398 | Jan 20, 2016 | 318 | Apr 25, 2017 | 716 |
| -28.60% | Dec 31, 2021 | 115 | Jun 16, 2022 | 379 | Dec 19, 2023 | 494 |
| -19.38% | Oct 10, 2007 | 70 | Jan 22, 2008 | 90 | May 30, 2008 | 160 |
| -19.19% | Dec 3, 2024 | 85 | Apr 8, 2025 | 86 | Aug 12, 2025 | 171 |
| -18.31% | May 9, 2006 | 47 | Jul 17, 2006 | 136 | Jan 31, 2007 | 183 |
| -17.89% | Sep 20, 2018 | 65 | Dec 24, 2018 | 34 | Feb 13, 2019 | 99 |
| -13.79% | Oct 21, 2025 | 144 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -10.09% | Jul 19, 2007 | 19 | Aug 15, 2007 | 24 | Sep 19, 2007 | 43 |
| -9.51% | Jan 26, 2018 | 9 | Feb 8, 2018 | 123 | Aug 6, 2018 | 132 |
| -8.59% | May 21, 2013 | 23 | Jun 24, 2013 | 14 | Jul 15, 2013 | 37 |
| -8.20% | Sep 2, 2021 | 27 | Oct 12, 2021 | 23 | Nov 12, 2021 | 50 |
| -7.90% | Feb 23, 2007 | 6 | Mar 5, 2007 | 33 | Apr 20, 2007 | 39 |
| -7.79% | Mar 20, 2013 | 20 | Apr 18, 2013 | 21 | May 17, 2013 | 41 |
| -7.28% | May 15, 2024 | 31 | Jul 1, 2024 | 10 | Jul 16, 2024 | 41 |
| -6.67% | Jan 22, 2014 | 8 | Feb 3, 2014 | 12 | Feb 20, 2014 | 20 |
| -6.64% | Jan 12, 2021 | 12 | Jan 29, 2021 | 43 | Apr 1, 2021 | 55 |
| -5.83% | Nov 19, 2021 | 7 | Dec 1, 2021 | 19 | Dec 29, 2021 | 26 |
| -5.83% | Sep 12, 2019 | 18 | Oct 8, 2019 | 15 | Oct 29, 2019 | 33 |
| -5.60% | Jul 22, 2013 | 29 | Aug 30, 2013 | 11 | Sep 17, 2013 | 40 |
| -5.57% | Mar 6, 2014 | 52 | May 20, 2014 | 22 | Jun 20, 2014 | 74 |
| -5.43% | Oct 23, 2020 | 5 | Oct 30, 2020 | 6 | Nov 9, 2020 | 11 |
| -5.37% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -5.30% | Mar 28, 2024 | 13 | Apr 17, 2024 | 13 | May 6, 2024 | 26 |