Performance analysis of RZG (INVESCO S&P SMALLCAP 600 PURE GROWTH ETF)
Annual Return
Over the past 3 years, RZG has had an average annual return of +17.20%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, RZG has had an average annual return of +5.01%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, RZG has had an average annual return of +9.67%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Mar 7, 2006, RZG has had an average annual return of +8.94%, underperforming the benchmark SPY, which returned +11.23% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.31% | +10.21% | +9.83% | +19.14% | -29.00% | +21.01% | +17.77% | +14.25% | -8.70% | +19.18% | +20.35% | +0.83% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +1.49% | +43.55% | +12.35% | +5.15% | +28.38% | +39.12% | -33.81% | +0.69% | +6.18% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.54% | +2.83% | -3.29% | +12.53% | +0.34% | -0.17% | +18.31% | ||||||
| 2025 | +4.48% | -5.85% | -3.94% | -1.33% | +5.60% | +3.88% | +1.01% | +5.79% | +0.92% | -1.06% | +1.98% | -0.97% | +10.21% |
| 2024 | -1.42% | +4.87% | +3.55% | -4.96% | +4.86% | -1.94% | +10.80% | -2.50% | +0.77% | -4.23% | +11.92% | -10.03% | +9.83% |
| 2023 | +6.31% | -0.65% | -3.48% | -2.56% | +2.64% | +7.88% | +4.90% | -3.18% | -6.01% | -4.93% | +7.98% | +10.54% | +19.14% |
| 2022 | -12.76% | -1.13% | -1.52% | -12.35% | +4.85% | -11.32% | +13.10% | -5.75% | -9.73% | +10.64% | +5.37% | -8.56% | -29.00% |
| 2021 | +9.89% | +3.48% | +0.35% | +0.89% | +0.06% | +2.50% | -0.25% | +2.24% | -3.81% | +5.44% | -4.22% | +3.43% | +21.01% |
| 2020 | -2.50% | -11.05% | -25.26% | +15.37% | +7.89% | +5.86% | +6.55% | +2.47% | -2.75% | +0.41% | +18.66% | +8.99% | +17.77% |
| 2019 | +9.51% | +3.41% | -3.87% | +2.24% | -9.38% | +6.18% | +1.02% | -5.10% | +0.27% | +1.44% | +4.44% | +4.76% | +14.25% |
| 2018 | +3.08% | -5.17% | +2.99% | -0.46% | +8.62% | +2.07% | +2.45% | +7.44% | -4.12% | -12.01% | +2.01% | -13.25% | -8.70% |
| 2017 | +0.61% | +2.14% | +1.51% | +1.43% | -2.99% | +4.02% | +2.37% | -1.45% | +6.14% | +1.10% | +2.51% | +0.58% | +19.18% |
Drawdown analysis of RZG (INVESCO S&P SMALLCAP 600 PURE GROWTH ETF)
The maximum drawdown for the RZG was -58.52%, occurring on Mar 9, 2009. Recovery took 421 trading sessions.
The current RZG drawdown is -1.78%.
Since Mar 7, 2006 RZG has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.52% | Oct 5, 2007 | 357 | Mar 9, 2009 | 421 | Nov 5, 2010 | 778 |
| -54.02% | Aug 31, 2018 | 387 | Mar 18, 2020 | 191 | Dec 17, 2020 | 578 |
| -38.33% | Nov 8, 2021 | 221 | Sep 26, 2022 | 816 | Dec 26, 2025 | 1037 |
| -26.30% | Jun 23, 2015 | 161 | Feb 11, 2016 | 195 | Nov 17, 2016 | 356 |
| -25.50% | Jul 7, 2011 | 61 | Oct 3, 2011 | 85 | Feb 3, 2012 | 146 |
| -14.30% | Jul 3, 2014 | 70 | Oct 13, 2014 | 79 | Feb 5, 2015 | 149 |
| -14.29% | Feb 9, 2021 | 64 | May 12, 2021 | 122 | Nov 3, 2021 | 186 |
| -14.15% | May 8, 2006 | 67 | Aug 11, 2006 | 122 | Feb 7, 2007 | 189 |
| -11.55% | Sep 14, 2012 | 42 | Nov 15, 2012 | 33 | Jan 4, 2013 | 75 |
| -11.01% | Mar 26, 2012 | 47 | Jun 1, 2012 | 67 | Sep 6, 2012 | 114 |
| -10.23% | Jan 23, 2018 | 12 | Feb 8, 2018 | 67 | May 16, 2018 | 79 |
| -9.65% | Apr 29, 2011 | 33 | Jun 16, 2011 | 14 | Jul 7, 2011 | 47 |
| -9.45% | Mar 4, 2014 | 51 | May 15, 2014 | 32 | Jul 1, 2014 | 83 |
| -9.03% | Jul 16, 2007 | 14 | Aug 3, 2007 | 44 | Oct 5, 2007 | 58 |
| -8.62% | Dec 26, 2013 | 27 | Feb 5, 2014 | 18 | Mar 4, 2014 | 45 |
| -8.53% | Feb 26, 2026 | 22 | Mar 30, 2026 | 6 | Apr 8, 2026 | 28 |
| -6.76% | Mar 15, 2013 | 23 | Apr 18, 2013 | 12 | May 6, 2013 | 35 |
| -6.32% | Feb 21, 2007 | 9 | Mar 6, 2007 | 28 | Apr 16, 2007 | 37 |
| -6.07% | Feb 17, 2011 | 18 | Mar 16, 2011 | 10 | Mar 30, 2011 | 28 |
| -4.86% | Jul 25, 2017 | 18 | Aug 18, 2017 | 20 | Sep 18, 2017 | 38 |
| -4.81% | Feb 3, 2012 | 21 | Mar 6, 2012 | 5 | Mar 13, 2012 | 26 |
| -4.80% | Apr 27, 2017 | 14 | May 17, 2017 | 15 | Jun 8, 2017 | 29 |
| -4.65% | May 6, 2026 | 9 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -4.43% | Oct 3, 2017 | 27 | Nov 9, 2017 | 8 | Nov 21, 2017 | 35 |
| -4.30% | Jun 20, 2018 | 5 | Jun 27, 2018 | 7 | Jul 9, 2018 | 12 |