Performance analysis of PUI (INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF)
Annual Return
Over the past 3 years, PUI has had an average annual return of +13.52%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, PUI has had an average annual return of +9.08%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, PUI has had an average annual return of +7.83%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Oct 26, 2005, PUI has had an average annual return of +8.27%, underperforming the benchmark SPY, which returned +11.24% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.32% | +15.23% | +23.90% | -4.46% | -2.18% | +15.02% | -5.02% | +20.96% | +6.14% | +11.85% | +18.18% | -2.71% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +17.43% | +22.49% | +9.42% | +7.23% | +7.11% | +3.43% | -20.74% | +7.24% | +23.87% | +2.23% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.03% | +7.89% | -2.42% | +3.51% | -4.60% | +2.90% | -2.62% | +7.32% | |||||
| 2025 | +2.77% | +3.12% | +0.48% | -0.46% | +3.07% | +0.18% | +6.15% | -1.87% | +5.90% | +1.58% | -1.42% | -4.70% | +15.23% |
| 2024 | -3.05% | +2.70% | +6.47% | +0.77% | +6.66% | -3.19% | +5.77% | +3.67% | +6.55% | -1.41% | +6.99% | -8.87% | +23.90% |
| 2023 | -0.69% | -4.56% | +2.77% | +1.11% | -4.64% | +1.90% | +2.53% | -5.24% | -4.96% | +0.85% | +4.87% | +2.23% | -4.46% |
| 2022 | -3.12% | -2.06% | +8.81% | -3.85% | +5.16% | -6.77% | +6.25% | +0.21% | -11.99% | +5.02% | +5.92% | -3.58% | -2.18% |
| 2021 | -1.20% | -3.44% | +10.23% | +3.34% | -1.39% | -0.99% | +1.66% | +2.39% | -5.66% | +3.96% | -0.85% | +7.11% | +15.02% |
| 2020 | +6.29% | -11.54% | -10.09% | +4.93% | +3.24% | -5.46% | +6.73% | -2.53% | -2.54% | +4.58% | +2.99% | +0.46% | -5.02% |
| 2019 | +6.01% | +2.38% | +3.10% | -0.49% | -1.24% | +2.98% | +0.71% | +4.83% | +2.58% | -1.40% | -2.72% | +2.85% | +20.96% |
| 2018 | -5.07% | -4.24% | +4.15% | +3.20% | +1.51% | +1.48% | +2.27% | +1.16% | +0.41% | -0.04% | +6.37% | -4.54% | +6.14% |
| 2017 | +1.64% | +4.40% | +1.12% | +0.80% | +2.59% | -1.81% | +2.25% | +3.17% | -3.23% | +3.74% | +2.93% | -5.81% | +11.85% |
Drawdown analysis of PUI (INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF)
The maximum drawdown for the PUI was -43.22%, occurring on Mar 9, 2009. Recovery took 894 trading sessions.
The current PUI drawdown is -4.41%.
Since Oct 26, 2005 PUI has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.22% | May 21, 2007 | 453 | Mar 9, 2009 | 894 | Sep 21, 2012 | 1347 |
| -35.59% | Feb 18, 2020 | 24 | Mar 23, 2020 | 507 | Mar 25, 2022 | 531 |
| -23.47% | Aug 18, 2022 | 281 | Oct 2, 2023 | 208 | Jul 31, 2024 | 489 |
| -16.85% | Nov 30, 2017 | 47 | Feb 8, 2018 | 132 | Aug 17, 2018 | 179 |
| -16.14% | Apr 20, 2022 | 41 | Jun 17, 2022 | 39 | Aug 15, 2022 | 80 |
| -15.64% | Jan 29, 2015 | 152 | Sep 4, 2015 | 103 | Feb 3, 2016 | 255 |
| -12.58% | Jul 6, 2016 | 90 | Nov 10, 2016 | 89 | Mar 22, 2017 | 179 |
| -11.07% | Oct 15, 2025 | 58 | Jan 8, 2026 | 62 | Apr 9, 2026 | 120 |
| -10.24% | Nov 26, 2024 | 15 | Dec 18, 2024 | 102 | May 19, 2025 | 117 |
| -10.04% | Dec 13, 2018 | 7 | Dec 24, 2018 | 39 | Feb 21, 2019 | 46 |
| -8.91% | Oct 18, 2012 | 18 | Nov 15, 2012 | 44 | Jan 22, 2013 | 62 |
| -8.29% | Jun 30, 2014 | 26 | Aug 6, 2014 | 60 | Oct 30, 2014 | 86 |
| -7.17% | May 15, 2013 | 25 | Jun 20, 2013 | 15 | Jul 12, 2013 | 40 |
| -6.66% | Sep 26, 2019 | 32 | Nov 11, 2019 | 44 | Jan 15, 2020 | 76 |
| -6.56% | Apr 30, 2026 | 21 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -6.53% | Jul 22, 2013 | 32 | Sep 5, 2013 | 31 | Oct 18, 2013 | 63 |
| -5.66% | Feb 27, 2006 | 34 | Apr 17, 2006 | 33 | Jun 2, 2006 | 67 |
| -5.65% | Feb 26, 2007 | 5 | Mar 5, 2007 | 14 | Mar 23, 2007 | 19 |
| -5.30% | Jun 16, 2017 | 16 | Jul 11, 2017 | 20 | Aug 8, 2017 | 36 |
| -5.10% | Aug 4, 2025 | 24 | Sep 8, 2025 | 9 | Sep 19, 2025 | 33 |
| -4.93% | Nov 5, 2014 | 27 | Dec 15, 2014 | 7 | Dec 24, 2014 | 34 |
| -4.80% | Sep 11, 2017 | 14 | Sep 29, 2017 | 32 | Nov 14, 2017 | 46 |
| -4.60% | Apr 1, 2016 | 14 | Apr 21, 2016 | 9 | May 4, 2016 | 23 |
| -4.58% | Dec 29, 2014 | 5 | Jan 6, 2015 | 10 | Jan 21, 2015 | 15 |
| -4.16% | Oct 24, 2018 | 7 | Nov 2, 2018 | 5 | Nov 9, 2018 | 12 |