Performance analysis of RWK (INVESCO S&P MIDCAP 400 REVENUE ETF)
Annual Return
Over the past 3 years, RWK has had an average annual return of +15.64%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, RWK has had an average annual return of +12.64%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, RWK has had an average annual return of +12.77%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Feb 22, 2008, RWK has had an average annual return of +11.51%, underperforming the benchmark SPY, which returned +11.76% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +17.23% | +10.25% | +11.94% | +23.76% | -8.19% | +34.32% | +11.09% | +28.20% | -14.67% | +13.38% | +21.10% | -5.65% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |||||
| +9.59% | +41.08% | +15.46% | -1.59% | +23.23% | +51.86% | -34.94% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.18% | +2.46% | -4.68% | +8.37% | +1.89% | +3.53% | +0.80% | +17.23% | |||||
| 2025 | +4.61% | -4.67% | -6.61% | -2.36% | +6.74% | +4.39% | +2.04% | +5.47% | -0.33% | -1.22% | +2.74% | -0.05% | +10.25% |
| 2024 | -1.85% | +4.55% | +7.11% | -6.35% | +5.26% | -2.95% | +6.14% | -0.80% | +0.90% | -0.96% | +9.05% | -7.22% | +11.94% |
| 2023 | +11.67% | -1.96% | -3.31% | -2.00% | -2.60% | +11.42% | +4.71% | -2.42% | -4.16% | -5.21% | +8.30% | +9.35% | +23.76% |
| 2022 | -5.69% | +1.82% | +1.66% | -5.78% | +1.58% | -10.91% | +10.62% | -2.92% | -11.23% | +13.60% | +8.45% | -6.07% | -8.19% |
| 2021 | +1.46% | +8.99% | +9.58% | +4.02% | +1.68% | -2.51% | +0.72% | +2.23% | -4.00% | +4.28% | -1.79% | +6.20% | +34.32% |
| 2020 | -4.87% | -11.52% | -24.36% | +16.06% | +7.38% | +0.79% | +3.61% | +6.19% | -4.35% | +2.91% | +19.74% | +7.12% | +11.09% |
| 2019 | +12.94% | +4.08% | -1.48% | +5.21% | -11.44% | +10.66% | +0.07% | -7.45% | +5.87% | +2.60% | +3.75% | +2.87% | +28.20% |
| 2018 | +2.60% | -5.13% | -0.08% | -1.26% | +4.71% | +0.46% | +3.11% | +2% | -1.93% | -8.91% | +2.90% | -12.62% | -14.67% |
| 2017 | +1.70% | +1.01% | -0.00797% | +0.05% | -1.33% | +2.94% | +0.51% | -1.87% | +3.73% | +0.78% | +4.13% | +1.17% | +13.38% |
Drawdown analysis of RWK (INVESCO S&P MIDCAP 400 REVENUE ETF)
The maximum drawdown for the RWK was -56.48%, occurring on Mar 6, 2009. Recovery took 263 trading sessions.
The current RWK drawdown is -1.00%.
Since Feb 22, 2008 RWK has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 8 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.48% | Jun 5, 2008 | 189 | Mar 6, 2009 | 263 | Mar 23, 2010 | 452 |
| -46.19% | Jan 16, 2020 | 45 | Mar 23, 2020 | 166 | Nov 16, 2020 | 211 |
| -28.25% | Apr 28, 2011 | 109 | Oct 3, 2011 | 98 | Feb 23, 2012 | 207 |
| -25.24% | Aug 29, 2018 | 80 | Dec 24, 2018 | 244 | Dec 12, 2019 | 324 |
| -24.59% | Nov 25, 2024 | 90 | Apr 8, 2025 | 97 | Aug 27, 2025 | 187 |
| -22.04% | Nov 16, 2021 | 219 | Sep 30, 2022 | 83 | Jan 31, 2023 | 302 |
| -22.00% | Jun 23, 2015 | 161 | Feb 11, 2016 | 128 | Aug 15, 2016 | 289 |
| -20.17% | Apr 23, 2010 | 50 | Jul 6, 2010 | 105 | Dec 2, 2010 | 155 |
| -13.54% | Mar 15, 2012 | 91 | Jul 25, 2012 | 100 | Dec 18, 2012 | 191 |
| -13.24% | Feb 2, 2023 | 30 | Mar 17, 2023 | 78 | Jul 11, 2023 | 108 |
| -13.10% | Aug 1, 2023 | 62 | Oct 27, 2023 | 32 | Dec 13, 2023 | 94 |
| -12.51% | Sep 2, 2014 | 29 | Oct 13, 2014 | 30 | Nov 24, 2014 | 59 |
| -11.14% | Feb 6, 2026 | 29 | Mar 20, 2026 | 19 | Apr 17, 2026 | 48 |
| -10.82% | Feb 26, 2008 | 14 | Mar 17, 2008 | 31 | Apr 30, 2008 | 45 |
| -10.68% | Jan 22, 2018 | 13 | Feb 8, 2018 | 123 | Aug 6, 2018 | 136 |
| -9.98% | May 7, 2021 | 49 | Jul 19, 2021 | 69 | Oct 25, 2021 | 118 |
| -8.06% | Jul 31, 2024 | 3 | Aug 5, 2024 | 32 | Sep 19, 2024 | 35 |
| -7.82% | Sep 11, 2025 | 50 | Nov 20, 2025 | 13 | Dec 10, 2025 | 63 |
| -7.73% | Jan 15, 2014 | 12 | Feb 3, 2014 | 17 | Feb 27, 2014 | 29 |
| -7.53% | Mar 28, 2024 | 14 | Apr 18, 2024 | 19 | May 15, 2024 | 33 |
| -6.93% | Jul 25, 2017 | 19 | Aug 21, 2017 | 29 | Oct 2, 2017 | 48 |
| -6.60% | May 15, 2024 | 36 | Jul 9, 2024 | 5 | Jul 16, 2024 | 41 |
| -6.45% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -6.29% | Dec 29, 2014 | 12 | Jan 15, 2015 | 19 | Feb 12, 2015 | 31 |
| -5.94% | Aug 23, 2016 | 51 | Nov 3, 2016 | 6 | Nov 11, 2016 | 57 |