Performance analysis of PTH (INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF)
Annual Return
Over the past 3 years, PTH has had an average annual return of +8.30%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, PTH has had an average annual return of -0.77%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, PTH has had an average annual return of +12.78%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Oct 12, 2006, PTH has had an average annual return of +9.74%, underperforming the benchmark SPY, which returned +11.12% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.13% | +27.86% | +2.36% | -4.54% | -20.61% | -3.20% | +67.26% | +34.45% | -1.23% | +50.15% | -12.90% | +1.51% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +14.76% | +44.68% | +15.61% | +6.85% | +13.58% | +21.10% | -34.83% | +16.01% | +4.14% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.79% | +3.12% | -1.65% | +3.26% | +2.69% | -5.43% | -1.13% | ||||||
| 2025 | +7.64% | -3.61% | -5.02% | +1.70% | -8.65% | +6.06% | -2.79% | +5.32% | +10.74% | +10.34% | +11.66% | -5.73% | +27.86% |
| 2024 | +1.41% | +14.28% | -3.09% | -7.80% | +3.43% | +2.54% | +4.56% | +5.21% | -1.67% | -3.90% | +1.21% | -11.42% | +2.36% |
| 2023 | -1.10% | -6.53% | -1.27% | +6.80% | -2.74% | +4.43% | -4.37% | -4.71% | -9.22% | -9.86% | +9.84% | +17.72% | -4.54% |
| 2022 | -16.61% | +0.15% | +3.99% | -9.73% | -1.97% | -3.62% | +8.81% | +3.30% | -6.03% | +4.06% | -0.78% | -1.70% | -20.61% |
| 2021 | +3.43% | -1.46% | -3.74% | -0.57% | -0.78% | +7.34% | -0.45% | +2.65% | -5.26% | +1.52% | -8.40% | +3.49% | -3.20% |
| 2020 | -4.99% | +0.14% | -6.36% | +15.67% | +15.69% | +7.14% | +11.20% | -4.07% | +4.23% | +0.40% | +8.92% | +7.68% | +67.26% |
| 2019 | +12.28% | +1.16% | -1.51% | -2.31% | +0.25% | +13.04% | +1.11% | -3.46% | -9.10% | +2.47% | +12.41% | +6.22% | +34.45% |
| 2018 | +9.40% | -1.83% | -1.59% | +2.27% | +11.99% | +0.36% | +0.51% | +11.28% | +0.85% | -16.88% | +1.57% | -14.63% | -1.23% |
| 2017 | +4.63% | +6.87% | +0.02% | +2.46% | -0.96% | +13.79% | +0.09% | +5.93% | +2.99% | +2.38% | +3.25% | +0.72% | +50.15% |
Drawdown analysis of PTH (INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF)
The maximum drawdown for the PTH was -53.52%, occurring on Oct 27, 2023. This drawdown has not yet recovered.
The current PTH drawdown is -19.35%.
Since Oct 12, 2006 PTH has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 6 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.52% | Feb 12, 2021 | 681 | Oct 27, 2023 | Ongoing | Ongoing | Ongoing |
| -50.37% | Dec 26, 2007 | 301 | Mar 9, 2009 | 536 | Apr 21, 2011 | 837 |
| -42.34% | Jul 17, 2015 | 141 | Feb 8, 2016 | 414 | Sep 28, 2017 | 555 |
| -34.22% | Sep 28, 2018 | 59 | Dec 24, 2018 | 288 | Feb 18, 2020 | 347 |
| -27.90% | Feb 19, 2020 | 18 | Mar 16, 2020 | 24 | Apr 20, 2020 | 42 |
| -24.23% | Jul 7, 2011 | 61 | Oct 3, 2011 | 188 | Jul 2, 2012 | 249 |
| -18.78% | Feb 27, 2014 | 32 | Apr 14, 2014 | 140 | Oct 31, 2014 | 172 |
| -18.54% | Aug 5, 2020 | 23 | Sep 8, 2020 | 21 | Oct 7, 2020 | 44 |
| -13.32% | Mar 12, 2018 | 18 | Apr 6, 2018 | 25 | May 11, 2018 | 43 |
| -10.91% | Jan 19, 2021 | 6 | Jan 27, 2021 | 8 | Feb 8, 2021 | 14 |
| -10.47% | Apr 23, 2015 | 5 | Apr 30, 2015 | 35 | Jun 19, 2015 | 40 |
| -9.65% | May 18, 2020 | 17 | Jun 11, 2020 | 6 | Jun 19, 2020 | 23 |
| -9.60% | Jan 29, 2018 | 8 | Feb 8, 2018 | 18 | Mar 7, 2018 | 26 |
| -8.39% | Oct 3, 2012 | 28 | Nov 14, 2012 | 38 | Jan 10, 2013 | 66 |
| -8.14% | Jun 20, 2018 | 27 | Jul 30, 2018 | 20 | Aug 27, 2018 | 47 |
| -7.90% | Oct 13, 2020 | 13 | Oct 30, 2020 | 3 | Nov 4, 2020 | 16 |
| -7.06% | Mar 19, 2015 | 5 | Mar 26, 2015 | 19 | Apr 23, 2015 | 24 |
| -6.45% | Jul 12, 2007 | 20 | Aug 9, 2007 | 34 | Sep 27, 2007 | 54 |
| -6.41% | Feb 20, 2007 | 9 | Mar 5, 2007 | 23 | Apr 5, 2007 | 32 |
| -6.15% | Nov 30, 2017 | 4 | Dec 6, 2017 | 12 | Dec 22, 2017 | 16 |
| -6.15% | Jul 18, 2012 | 11 | Aug 2, 2012 | 23 | Sep 5, 2012 | 34 |
| -5.76% | Jan 26, 2015 | 7 | Feb 4, 2015 | 10 | Feb 19, 2015 | 17 |
| -5.55% | Apr 27, 2020 | 4 | May 1, 2020 | 3 | May 6, 2020 | 7 |
| -5.44% | Jun 23, 2015 | 10 | Jul 8, 2015 | 4 | Jul 14, 2015 | 14 |
| -5.37% | Oct 10, 2007 | 30 | Nov 21, 2007 | 12 | Dec 10, 2007 | 42 |