Performance analysis of RFG (INVESCO S&P MIDCAP 400 PURE GROWTH ETF)
Annual Return
Over the past 3 years, RFG has had an average annual return of +20.59%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, RFG has had an average annual return of +8.64%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, RFG has had an average annual return of +10.49%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Mar 7, 2006, RFG has had an average annual return of +10.01%, underperforming the benchmark SPY, which returned +11.19% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +22.14% | +8.79% | +17.80% | +16.41% | -21.70% | +13.81% | +32.86% | +17.09% | -13.98% | +20.46% | +3.72% | +2.97% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| -0.46% | +35.87% | +17.05% | +0.26% | +34.83% | +60.83% | -36.25% | +10.55% | +1.80% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.82% | +6.54% | -6.38% | +8.62% | +5.87% | +1.58% | +22.14% | ||||||
| 2025 | +3.47% | -5.93% | -6.93% | +0.93% | +7.84% | +2.44% | +3.30% | +0.12% | +1.11% | +1.21% | +2.46% | -0.69% | +8.79% |
| 2024 | +0.81% | +14.12% | +6.98% | -6.33% | +4.13% | -1.31% | +2.09% | -2.15% | +1.04% | -2.58% | +10.81% | -8.73% | +17.80% |
| 2023 | +6.48% | -2.13% | -1.56% | -0.39% | -2.39% | +9.97% | +4.42% | +0.18% | -3.91% | -4.57% | +5.01% | +5.36% | +16.41% |
| 2022 | -12.02% | +2.16% | -1.55% | -8.49% | +0.39% | -12.66% | +14.61% | -1.47% | -9.23% | +10.86% | +4.70% | -7.30% | -21.70% |
| 2021 | +5.04% | +1.86% | +1.29% | +3.94% | -3.26% | +2.58% | -0.32% | +1.50% | -3.72% | +8.69% | -5.18% | +1.40% | +13.81% |
| 2020 | -2.18% | -7.90% | -18.97% | +18.15% | +10.54% | +3.29% | +7.60% | +3.88% | +0.27% | +1.77% | +11.23% | +6.33% | +32.86% |
| 2019 | +11.33% | +4.09% | -0.75% | +0.53% | -8.46% | +6.78% | -1.07% | -4.90% | +1.52% | +2.01% | +4.62% | +1.63% | +17.09% |
| 2018 | +5.24% | -3.53% | +1.14% | -2.23% | +4.82% | -0.16% | +0.45% | +4.20% | -2.00% | -10.34% | +1.77% | -12.53% | -13.98% |
| 2017 | +2.21% | +2.31% | +0.94% | +1.77% | +0.30% | +1.23% | +0.98% | -0.71% | +2.96% | +3.96% | +3.19% | -0.28% | +20.46% |
Drawdown analysis of RFG (INVESCO S&P MIDCAP 400 PURE GROWTH ETF)
The maximum drawdown for the RFG was -51.93%, occurring on Nov 20, 2008. Recovery took 281 trading sessions.
Since Mar 7, 2006 RFG has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.93% | Oct 31, 2007 | 267 | Nov 20, 2008 | 281 | Jan 5, 2010 | 548 |
| -42.92% | Sep 14, 2018 | 378 | Mar 18, 2020 | 97 | Aug 5, 2020 | 475 |
| -35.16% | Nov 16, 2021 | 146 | Jun 16, 2022 | 429 | Mar 4, 2024 | 575 |
| -26.71% | Nov 25, 2024 | 90 | Apr 8, 2025 | 171 | Dec 11, 2025 | 261 |
| -25.03% | Jul 7, 2011 | 61 | Oct 3, 2011 | 299 | Dec 11, 2012 | 360 |
| -23.73% | Aug 17, 2015 | 123 | Feb 11, 2016 | 302 | Apr 25, 2017 | 425 |
| -18.65% | Apr 23, 2010 | 49 | Jul 6, 2010 | 77 | Oct 22, 2010 | 126 |
| -14.84% | Apr 19, 2006 | 80 | Aug 11, 2006 | 112 | Jan 24, 2007 | 192 |
| -12.98% | Jul 16, 2007 | 23 | Aug 16, 2007 | 53 | Oct 31, 2007 | 76 |
| -12.48% | Sep 18, 2014 | 17 | Oct 13, 2014 | 86 | Feb 17, 2015 | 103 |
| -12.01% | Jul 16, 2024 | 16 | Aug 7, 2024 | 66 | Nov 8, 2024 | 82 |
| -12.00% | Feb 12, 2021 | 13 | Mar 4, 2021 | 35 | Apr 23, 2021 | 48 |
| -10.41% | Mar 2, 2026 | 20 | Mar 30, 2026 | 13 | Apr 17, 2026 | 33 |
| -10.35% | Apr 26, 2021 | 12 | May 12, 2021 | 115 | Oct 25, 2021 | 127 |
| -10.03% | Jan 23, 2018 | 12 | Feb 8, 2018 | 81 | Jun 6, 2018 | 93 |
| -9.65% | Jan 8, 2010 | 20 | Feb 8, 2010 | 15 | Mar 2, 2010 | 35 |
| -8.43% | Mar 4, 2014 | 29 | Apr 14, 2014 | 54 | Jul 1, 2014 | 83 |
| -8.19% | Jan 22, 2014 | 8 | Feb 3, 2014 | 14 | Feb 24, 2014 | 22 |
| -8.16% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -7.79% | Mar 28, 2024 | 15 | Apr 19, 2024 | 59 | Jul 16, 2024 | 74 |
| -7.50% | Sep 2, 2020 | 3 | Sep 8, 2020 | 18 | Oct 2, 2020 | 21 |
| -7.22% | May 12, 2011 | 21 | Jun 13, 2011 | 14 | Jul 1, 2011 | 35 |
| -6.58% | Feb 23, 2007 | 6 | Mar 5, 2007 | 27 | Apr 12, 2007 | 33 |
| -6.53% | Jul 3, 2014 | 24 | Aug 7, 2014 | 17 | Sep 2, 2014 | 41 |
| -6.34% | Aug 1, 2013 | 21 | Aug 30, 2013 | 12 | Sep 18, 2013 | 33 |