Performance analysis of PWV (INVESCO LARGE CAP VALUE ETF)
Annual Return
Over the past 3 years, PWV has had an average annual return of +20.67%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, PWV has had an average annual return of +15.10%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, PWV has had an average annual return of +12.06%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Mar 3, 2005, PWV has had an average annual return of +10.49%, underperforming the benchmark SPY, which returned +10.90% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +20.49% | +19.63% | +14.46% | +10.36% | -1.17% | +29.07% | -3.72% | +29.83% | -14.10% | +16.97% | +18.85% | -4.74% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +12.25% | +32.63% | +16.16% | +6.44% | +13.26% | +18.60% | -27.22% | +5.22% | +24.50% | +8.65% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.03% | +3.73% | -1.46% | +5.35% | +0.44% | +3.29% | +4.68% | +20.49% | |||||
| 2025 | +4.24% | +3.29% | -2.16% | -3.97% | +4.74% | +4.55% | -0.50% | +4.56% | +1.32% | -0.71% | +3.20% | -0.04% | +19.63% |
| 2024 | +2.09% | +3.42% | +6.32% | -4.36% | +2.86% | -0.72% | +4.98% | +2.13% | -0.65% | -0.40% | +6.27% | -7.39% | +14.46% |
| 2023 | +1.57% | -3.03% | -1.75% | +1.03% | -4.53% | +7.49% | +4.78% | -2.17% | -1.56% | -3.85% | +7.50% | +5.45% | +10.36% |
| 2022 | -0.20% | -1.83% | +2.83% | -4.66% | +3.03% | -8.56% | +4.99% | -1.18% | -7.48% | +11.43% | +5.97% | -3.65% | -1.17% |
| 2021 | -0.70% | +4.89% | +6.71% | +3.63% | +2.92% | -2.05% | +0.18% | +2.43% | -1.82% | +6.16% | -2.48% | +6.57% | +29.07% |
| 2020 | -3.02% | -10.27% | -15.36% | +10.19% | +2.98% | -1.17% | +1.85% | +2.64% | -2.25% | -2.65% | +12.74% | +3.93% | -3.72% |
| 2019 | +8% | +2.41% | -1.12% | +3.62% | -6.08% | +7.56% | +1.68% | -1.44% | +4.30% | +2.45% | +4.51% | +1.34% | +29.83% |
| 2018 | +2.01% | -4.80% | -2.77% | -0.93% | -0.11% | -0.71% | +3.87% | +1.89% | -0.37% | -4.82% | +2.67% | -10.15% | -14.10% |
| 2017 | +0.53% | +5.46% | -1.10% | -0.17% | +0.40% | +2.82% | +1.08% | -1.26% | +3.87% | +1.74% | +2.58% | +0.06% | +16.97% |
Drawdown analysis of PWV (INVESCO LARGE CAP VALUE ETF)
The maximum drawdown for the PWV was -49.06%, occurring on Mar 9, 2009. Recovery took 293 trading sessions.
Since Mar 3, 2005 PWV has experienced the following drawdowns:
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.06% | Oct 9, 2007 | 355 | Mar 9, 2009 | 293 | May 6, 2010 | 648 |
| -45.10% | May 6, 2010 | 40 | Jul 2, 2010 | 765 | Jul 18, 2013 | 805 |
| -37.64% | Feb 12, 2020 | 27 | Mar 23, 2020 | 232 | Feb 23, 2021 | 259 |
| -22.24% | Jan 26, 2018 | 229 | Dec 24, 2018 | 211 | Oct 25, 2019 | 440 |
| -16.38% | Jan 11, 2022 | 181 | Sep 30, 2022 | 207 | Jul 31, 2023 | 388 |
| -15.12% | May 21, 2015 | 167 | Jan 20, 2016 | 118 | Jul 8, 2016 | 285 |
| -14.32% | Nov 29, 2024 | 87 | Apr 8, 2025 | 51 | Jun 23, 2025 | 138 |
| -10.45% | Jun 4, 2007 | 38 | Jul 27, 2007 | 49 | Oct 5, 2007 | 87 |
| -9.27% | Jul 31, 2023 | 63 | Oct 27, 2023 | 24 | Dec 1, 2023 | 87 |
| -8.72% | Sep 19, 2014 | 19 | Oct 16, 2014 | 23 | Nov 18, 2014 | 42 |
| -6.53% | Jan 15, 2014 | 12 | Feb 3, 2014 | 22 | Mar 6, 2014 | 34 |
| -6.45% | May 5, 2006 | 26 | Jun 13, 2006 | 32 | Jul 28, 2006 | 58 |
| -6.25% | Jun 4, 2021 | 30 | Jul 19, 2021 | 18 | Aug 12, 2021 | 48 |
| -6.24% | Feb 15, 2007 | 11 | Mar 5, 2007 | 29 | Apr 16, 2007 | 40 |
| -6.21% | Jul 17, 2024 | 13 | Aug 5, 2024 | 14 | Aug 23, 2024 | 27 |
| -6.14% | Sep 16, 2005 | 24 | Oct 20, 2005 | 22 | Nov 21, 2005 | 46 |
| -5.98% | Mar 7, 2005 | 31 | Apr 20, 2005 | 39 | Jun 15, 2005 | 70 |
| -5.43% | Aug 2, 2013 | 17 | Aug 27, 2013 | 36 | Oct 17, 2013 | 53 |
| -5.32% | Dec 26, 2014 | 23 | Jan 30, 2015 | 11 | Feb 17, 2015 | 34 |
| -5.27% | Nov 26, 2014 | 13 | Dec 16, 2014 | 3 | Dec 19, 2014 | 16 |
| -4.88% | Apr 3, 2024 | 20 | May 1, 2024 | 50 | Jul 15, 2024 | 70 |
| -4.86% | Mar 1, 2017 | 31 | Apr 13, 2017 | 52 | Jun 28, 2017 | 83 |
| -4.74% | Nov 8, 2021 | 16 | Dec 1, 2021 | 7 | Dec 10, 2021 | 23 |
| -4.58% | Feb 24, 2015 | 11 | Mar 11, 2015 | 37 | May 4, 2015 | 48 |
| -4.29% | Aug 16, 2021 | 25 | Sep 21, 2021 | 12 | Oct 7, 2021 | 37 |