Performance analysis of PRFZ (INVESCO FTSE RAFI US 1500 SMALL-MID ETF)
Annual Return
Over the past 3 years, PRFZ has had an average annual return of +15.90%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, PRFZ has had an average annual return of +9.58%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, PRFZ has had an average annual return of +11.62%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Sep 20, 2006, PRFZ has had an average annual return of +10.07%, underperforming the benchmark SPY, which returned +11.09% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +17.93% | +11.25% | +12.68% | +20.21% | -16.30% | +28.27% | +11.86% | +21.91% | -11.42% | +13.81% | +24.53% | -5.54% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +4.28% | +42.02% | +17.97% | -6.02% | +28.30% | +58.66% | -39.08% | -1.06% | +8% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.03% | +1.54% | -5.17% | +10.22% | +2.97% | +7.33% | -3.35% | +17.93% | |||||
| 2025 | +2.88% | -4.83% | -6.97% | -2.75% | +6.06% | +4.42% | +1.99% | +7.61% | +2.01% | -0.09% | +1.85% | -0.47% | +11.25% |
| 2024 | -3.74% | +5.26% | +3.63% | -6.03% | +5.58% | -1.72% | +9.62% | -1.24% | +0.95% | -1.47% | +10.21% | -7.27% | +12.68% |
| 2023 | +9.65% | -0.61% | -4.35% | -2.61% | -1.52% | +9.38% | +7.17% | -4.94% | -5.37% | -6.55% | +9.11% | +11.81% | +20.21% |
| 2022 | -6.97% | +1.73% | +0.97% | -8.58% | +0.69% | -8.52% | +10.05% | -3.38% | -10.30% | +12.12% | +3.67% | -6.17% | -16.30% |
| 2021 | +4.51% | +8.75% | +3.01% | +2.49% | +2.61% | +0.98% | -2.36% | +2.21% | -1.89% | +4.32% | -3.26% | +4.41% | +28.27% |
| 2020 | -4.23% | -9.03% | -24.53% | +15.10% | +5.17% | +3.46% | +4.72% | +4.58% | -3.99% | +2.04% | +17.51% | +7.73% | +11.86% |
| 2019 | +10.73% | +4.63% | -2.98% | +3.51% | -9.14% | +6.86% | +1.17% | -5.10% | +3.84% | +2.41% | +3.12% | +2.52% | +21.91% |
| 2018 | +2.20% | -4.01% | +1.24% | +1.13% | +5.25% | +1.83% | +1.26% | +3.63% | -2.34% | -9.88% | +1.04% | -11.84% | -11.42% |
| 2017 | +0.66% | +0.71% | -0.37% | +1.19% | -2.18% | +3.01% | +1.10% | -1.39% | +6.54% | +1.16% | +3.17% | -0.29% | +13.81% |
Drawdown analysis of PRFZ (INVESCO FTSE RAFI US 1500 SMALL-MID ETF)
The maximum drawdown for the PRFZ was -62.42%, occurring on Mar 9, 2009. Recovery took 277 trading sessions.
The current PRFZ drawdown is -3.35%.
Since Sep 20, 2006 PRFZ has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 7 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.42% | Jul 13, 2007 | 416 | Mar 9, 2009 | 277 | Apr 14, 2010 | 693 |
| -44.27% | Aug 31, 2018 | 390 | Mar 23, 2020 | 172 | Nov 24, 2020 | 562 |
| -29.36% | Apr 29, 2011 | 108 | Oct 3, 2011 | 240 | Sep 14, 2012 | 348 |
| -26.58% | Nov 8, 2021 | 225 | Sep 30, 2022 | 373 | Mar 27, 2024 | 598 |
| -26.54% | Nov 25, 2024 | 90 | Apr 8, 2025 | 103 | Sep 5, 2025 | 193 |
| -24.05% | Jun 23, 2015 | 161 | Feb 11, 2016 | 142 | Sep 2, 2016 | 303 |
| -22.46% | Apr 23, 2010 | 50 | Jul 6, 2010 | 106 | Dec 3, 2010 | 156 |
| -12.72% | Jul 3, 2014 | 70 | Oct 13, 2014 | 53 | Dec 29, 2014 | 123 |
| -10.39% | Jan 22, 2026 | 46 | Mar 30, 2026 | 13 | Apr 17, 2026 | 59 |
| -9.52% | Sep 14, 2012 | 42 | Nov 15, 2012 | 24 | Dec 20, 2012 | 66 |
| -9.44% | Jun 8, 2021 | 28 | Jul 19, 2021 | 68 | Oct 22, 2021 | 96 |
| -9.42% | Jul 31, 2024 | 5 | Aug 7, 2024 | 30 | Sep 19, 2024 | 35 |
| -9.27% | Jan 23, 2018 | 12 | Feb 8, 2018 | 68 | May 17, 2018 | 80 |
| -8.51% | Mar 15, 2021 | 7 | Mar 24, 2021 | 45 | May 27, 2021 | 52 |
| -8.15% | Oct 27, 2025 | 18 | Nov 20, 2025 | 9 | Dec 4, 2025 | 27 |
| -7.89% | Mar 28, 2024 | 13 | Apr 17, 2024 | 19 | May 14, 2024 | 32 |
| -7.38% | Feb 22, 2007 | 7 | Mar 5, 2007 | 29 | Apr 16, 2007 | 36 |
| -7.08% | Jan 22, 2014 | 10 | Feb 5, 2014 | 14 | Feb 26, 2014 | 24 |
| -6.97% | Sep 7, 2016 | 41 | Nov 3, 2016 | 6 | Nov 11, 2016 | 47 |
| -6.82% | Apr 2, 2014 | 30 | May 15, 2014 | 30 | Jun 27, 2014 | 60 |
| -6.72% | Feb 18, 2011 | 17 | Mar 16, 2011 | 12 | Apr 1, 2011 | 29 |
| -5.64% | Jul 25, 2017 | 19 | Aug 21, 2017 | 20 | Sep 19, 2017 | 39 |
| -5.53% | Feb 21, 2017 | 21 | Mar 22, 2017 | 57 | Jun 13, 2017 | 78 |
| -5.43% | May 15, 2024 | 21 | Jun 14, 2024 | 18 | Jul 12, 2024 | 39 |
| -5.41% | Mar 15, 2013 | 23 | Apr 18, 2013 | 11 | May 3, 2013 | 34 |