Performance analysis of RWJ (INVESCO S&P SMALLCAP 600 REVENUE ETF)
Annual Return
Over the past 3 years, RWJ has had an average annual return of +16.63%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, RWJ has had an average annual return of +10.67%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, RWJ has had an average annual return of +13.28%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Feb 22, 2008, RWJ has had an average annual return of +12.53%, outperforming the benchmark SPY, which returned +11.71% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +24.54% | +7.73% | +11.81% | +16.21% | -10.97% | +52.84% | +20.84% | +20.30% | -16.97% | +5.30% | +30.73% | -8.77% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |||||
| +6.50% | +45.95% | +18.37% | -0.92% | +25.97% | +46.51% | -27.28% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.92% | +0.75% | -3.50% | +10.82% | +0.70% | +5.90% | +1.38% | +24.54% | |||||
| 2025 | +2.95% | -5.71% | -8.09% | -5.16% | +6.92% | +5.18% | +1.59% | +8.96% | +1.10% | -1.66% | +2.61% | +0.25% | +7.73% |
| 2024 | -4.01% | +4.55% | +3.29% | -7.13% | +5.31% | -3.99% | +13.53% | -1.87% | +2.74% | -3.30% | +11.02% | -6.52% | +11.81% |
| 2023 | +11.91% | -1.02% | -6.30% | -2.50% | -3.84% | +8.17% | +6.90% | -4.06% | -5.75% | -6.37% | +7.89% | +13.07% | +16.21% |
| 2022 | -5.32% | +2.52% | +0.54% | -5.71% | +1.80% | -11.36% | +11.02% | -2.95% | -12.12% | +14.64% | +5.61% | -6.48% | -10.97% |
| 2021 | +25.30% | +0.06% | +12.23% | +1.50% | +4.96% | -0.66% | -3.88% | +2.28% | -1.10% | +2.83% | -1.66% | +4.38% | +52.84% |
| 2020 | -8.12% | -10.54% | -24.51% | +17.52% | +8.64% | +2.66% | +6.86% | +8.05% | -5.61% | +2.68% | +24.37% | +6.78% | +20.84% |
| 2019 | +14.46% | +5.40% | -5.02% | +3.23% | -13.18% | +7.72% | -0.13% | -6.93% | +8.97% | +1.10% | +3.20% | +2.91% | +20.30% |
| 2018 | +1.73% | -4.95% | +0.53% | +1.50% | +5.30% | +1.48% | +2.79% | +4.14% | -3.86% | -9.64% | -1.09% | -14.40% | -16.97% |
| 2017 | -1.38% | +2.35% | -1.98% | +1.10% | -3.96% | +2.68% | -0.34% | -4.50% | +9.25% | -1.48% | +4% | +0.22% | +5.30% |
Drawdown analysis of RWJ (INVESCO S&P SMALLCAP 600 REVENUE ETF)
The maximum drawdown for the RWJ was -55.97%, occurring on Mar 9, 2009. Recovery took 151 trading sessions.
The current RWJ drawdown is -1.66%.
Since Feb 22, 2008 RWJ has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 7 times
- 10% or more: 17 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.97% | Sep 19, 2008 | 116 | Mar 9, 2009 | 151 | Oct 12, 2009 | 267 |
| -51.34% | Aug 22, 2018 | 394 | Mar 18, 2020 | 174 | Nov 23, 2020 | 568 |
| -29.29% | Nov 25, 2024 | 90 | Apr 8, 2025 | 112 | Sep 18, 2025 | 202 |
| -27.42% | Jul 7, 2011 | 61 | Oct 3, 2011 | 84 | Feb 2, 2012 | 145 |
| -25.83% | Jun 23, 2015 | 161 | Feb 11, 2016 | 190 | Nov 10, 2016 | 351 |
| -25.57% | Nov 16, 2021 | 215 | Sep 26, 2022 | 373 | Mar 21, 2024 | 588 |
| -22.98% | Apr 23, 2010 | 49 | Jul 6, 2010 | 110 | Dec 9, 2010 | 159 |
| -15.40% | Mar 26, 2012 | 48 | Jun 4, 2012 | 71 | Sep 13, 2012 | 119 |
| -14.85% | Jun 5, 2008 | 22 | Jul 8, 2008 | 52 | Sep 19, 2008 | 74 |
| -13.64% | Oct 15, 2009 | 12 | Nov 2, 2009 | 45 | Jan 7, 2010 | 57 |
| -13.63% | Jul 3, 2014 | 70 | Oct 13, 2014 | 52 | Dec 26, 2014 | 122 |
| -12.72% | Jun 8, 2021 | 28 | Jul 19, 2021 | 76 | Nov 3, 2021 | 104 |
| -12.59% | Jan 27, 2021 | 4 | Feb 2, 2021 | 22 | Mar 5, 2021 | 26 |
| -12.32% | Feb 21, 2017 | 126 | Aug 21, 2017 | 29 | Oct 2, 2017 | 155 |
| -12.23% | Mar 12, 2021 | 8 | Mar 24, 2021 | 47 | Jun 1, 2021 | 55 |
| -11.31% | Feb 6, 2026 | 29 | Mar 20, 2026 | 19 | Apr 17, 2026 | 48 |
| -10.18% | Jul 31, 2024 | 3 | Aug 5, 2024 | 32 | Sep 19, 2024 | 35 |
| -9.97% | Sep 14, 2012 | 42 | Nov 15, 2012 | 22 | Dec 18, 2012 | 64 |
| -9.77% | Apr 29, 2011 | 29 | Jun 10, 2011 | 18 | Jul 7, 2011 | 47 |
| -9.77% | Jan 22, 2018 | 13 | Feb 8, 2018 | 76 | May 30, 2018 | 89 |
| -9.65% | Feb 26, 2008 | 12 | Mar 13, 2008 | 58 | Jun 5, 2008 | 70 |
| -9.40% | Jan 8, 2010 | 20 | Feb 8, 2010 | 14 | Mar 1, 2010 | 34 |
| -9.18% | Oct 3, 2025 | 34 | Nov 20, 2025 | 8 | Dec 3, 2025 | 42 |
| -8.53% | Mar 28, 2024 | 13 | Apr 17, 2024 | 61 | Jul 16, 2024 | 74 |
| -7.94% | Dec 31, 2013 | 24 | Feb 5, 2014 | 15 | Feb 27, 2014 | 39 |