Performance analysis of RPV (INVESCO S&P 500 PURE VALUE ETF)
Annual Return
Over the past 3 years, RPV has had an average annual return of +16.70%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, RPV has had an average annual return of +12.10%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, RPV has had an average annual return of +10.86%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Mar 7, 2006, RPV has had an average annual return of +9.43%, underperforming the benchmark SPY, which returned +11.04% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.43% | +17.69% | +12.40% | +7.98% | -1.28% | +34.25% | -8.60% | +24.79% | -12.30% | +17.29% | +19.31% | -8.42% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +12.21% | +47.46% | +24.94% | -1.16% | +22.51% | +53.55% | -47.80% | -4.28% | +16.73% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.84% | +4.71% | -3.84% | +3.58% | +1.84% | +1.07% | +3.53% | +15.43% | |||||
| 2025 | +3.08% | +0.15% | -0.12% | -4.20% | +2.44% | +4.07% | -1.81% | +6.58% | +2.13% | -0.28% | +3.51% | +1.29% | +17.69% |
| 2024 | -0.72% | +2.18% | +6.88% | -5.55% | +2.51% | -2.10% | +5.94% | +1.26% | -0.07% | -0.30% | +9.20% | -6.30% | +12.40% |
| 2023 | +11.62% | -5.97% | -6.61% | +0.17% | -6.03% | +9.25% | +4.17% | -4.62% | -3.93% | -5.72% | +10.45% | +7.79% | +7.98% |
| 2022 | +1.83% | +0.80% | +3.53% | -4.73% | +4.25% | -11.17% | +4.62% | -1.48% | -9.16% | +13.06% | +5.26% | -5.51% | -1.28% |
| 2021 | +2.44% | +10.56% | +6.87% | +3.91% | +4.72% | -3.79% | -2.28% | +2.84% | -1.69% | +4.49% | -3.70% | +6.57% | +34.25% |
| 2020 | -5.95% | -13.05% | -28.52% | +14.39% | +3.22% | +1.85% | +2.51% | +4.81% | -3.82% | +1.86% | +18.82% | +3.97% | -8.60% |
| 2019 | +11.25% | +1.94% | -1.63% | +5.19% | -9.32% | +8.75% | +0.54% | -5.80% | +6% | +0.99% | +3.86% | +2.40% | +24.79% |
| 2018 | +4.54% | -4.63% | -1.76% | +2.71% | -0.79% | +0.30% | +3.47% | +2% | -0.49% | -5.62% | +0.57% | -12.10% | -12.30% |
| 2017 | +1.14% | +4.19% | -2.51% | +0.02% | -1.02% | +2.73% | +2.22% | -2.12% | +3.74% | +1.48% | +4.68% | +1.82% | +17.29% |
Drawdown analysis of RPV (INVESCO S&P 500 PURE VALUE ETF)
The maximum drawdown for the RPV was -75.35%, occurring on Mar 6, 2009. Recovery took 890 trading sessions.
The current RPV drawdown is -0.34%.
Since Mar 7, 2006 RPV has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.35% | Jul 16, 2007 | 414 | Mar 6, 2009 | 890 | Sep 14, 2012 | 1304 |
| -50.64% | Jan 17, 2020 | 44 | Mar 23, 2020 | 224 | Feb 10, 2021 | 268 |
| -22.85% | May 21, 2015 | 183 | Feb 11, 2016 | 190 | Nov 10, 2016 | 373 |
| -22.64% | Feb 2, 2023 | 185 | Oct 27, 2023 | 99 | Mar 21, 2024 | 284 |
| -22.56% | Jan 26, 2018 | 229 | Dec 24, 2018 | 226 | Nov 15, 2019 | 455 |
| -19.81% | Apr 20, 2022 | 113 | Sep 30, 2022 | 83 | Jan 31, 2023 | 196 |
| -14.91% | Nov 25, 2024 | 90 | Apr 8, 2025 | 57 | Jul 1, 2025 | 147 |
| -11.60% | Jun 4, 2021 | 30 | Jul 19, 2021 | 76 | Nov 3, 2021 | 106 |
| -8.84% | Sep 5, 2014 | 28 | Oct 15, 2014 | 24 | Nov 18, 2014 | 52 |
| -8.39% | Dec 29, 2014 | 12 | Jan 15, 2015 | 20 | Feb 13, 2015 | 32 |
| -8.05% | Nov 15, 2021 | 11 | Dec 1, 2021 | 22 | Jan 3, 2022 | 33 |
| -7.74% | Feb 18, 2026 | 22 | Mar 20, 2026 | 44 | May 22, 2026 | 66 |
| -7.53% | Jul 30, 2024 | 4 | Aug 5, 2024 | 19 | Aug 30, 2024 | 23 |
| -7.33% | May 10, 2006 | 24 | Jun 14, 2006 | 63 | Sep 13, 2006 | 87 |
| -7.08% | Mar 28, 2024 | 12 | Apr 16, 2024 | 63 | Jul 17, 2024 | 75 |
| -6.54% | Jan 14, 2022 | 35 | Mar 8, 2022 | 13 | Mar 25, 2022 | 48 |
| -6.45% | Sep 14, 2012 | 41 | Nov 14, 2012 | 16 | Dec 7, 2012 | 57 |
| -6.34% | Mar 1, 2017 | 54 | May 17, 2017 | 47 | Jul 25, 2017 | 101 |
| -6.19% | Dec 31, 2013 | 22 | Feb 3, 2014 | 18 | Feb 28, 2014 | 40 |
| -5.32% | Feb 21, 2007 | 8 | Mar 5, 2007 | 29 | Apr 16, 2007 | 37 |
| -5.27% | Feb 17, 2015 | 15 | Mar 10, 2015 | 38 | May 4, 2015 | 53 |
| -5.16% | May 21, 2013 | 23 | Jun 24, 2013 | 9 | Jul 8, 2013 | 32 |
| -5.08% | Mar 15, 2021 | 7 | Mar 24, 2021 | 23 | Apr 27, 2021 | 30 |
| -5.02% | Jul 3, 2014 | 24 | Aug 7, 2014 | 14 | Aug 27, 2014 | 38 |
| -4.98% | Nov 21, 2014 | 16 | Dec 16, 2014 | 3 | Dec 19, 2014 | 19 |