Performance analysis of RZV (INVESCO S&P SMALLCAP 600 PURE VALUE ETF)
Annual Return
Over the past 3 years, RZV has had an average annual return of +18.06%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, RZV has had an average annual return of +13.12%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, RZV has had an average annual return of +11.01%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Mar 7, 2006, RZV has had an average annual return of +8.41%, underperforming the benchmark SPY, which returned +11.08% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +29.17% | +8.63% | +5.07% | +22.97% | -6.81% | +45.97% | -3.87% | +22.29% | -19.65% | +1.25% | +33.95% | -12.77% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +2.72% | +45.27% | +21.43% | -7.69% | +28.55% | +62.67% | -41.16% | -19.09% | +13.09% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.14% | +1.44% | -4.24% | +10.87% | +0.59% | +7.87% | +2.21% | +29.17% | |||||
| 2025 | +1.02% | -7.34% | -4.68% | -6.44% | +6.60% | +6.66% | +1.48% | +11.70% | -0.11% | -1.27% | +3.77% | -1.34% | +8.63% |
| 2024 | -5.48% | +3.10% | +3.17% | -7.64% | +5.91% | -5.38% | +13.31% | -3.50% | +1.10% | -3.27% | +12.02% | -5.73% | +5.07% |
| 2023 | +15.12% | -1.53% | -9.16% | -2.63% | -4.31% | +11.11% | +6.51% | -3.25% | -5.22% | -6.86% | +10.39% | +14.86% | +22.97% |
| 2022 | -2.95% | +1.15% | +2.69% | -5.30% | +2.64% | -11.33% | +8.40% | -3.60% | -11.70% | +17.69% | +5.32% | -6.22% | -6.81% |
| 2021 | +5.73% | +15.20% | +9.42% | +0.38% | +7.59% | -0.44% | -4.76% | +3.65% | -0.60% | +4.02% | -2.93% | +2.83% | +45.97% |
| 2020 | -14.59% | -14.23% | -31.93% | +24.37% | +3.43% | +5.78% | +2.80% | +10.47% | -5.27% | +2.45% | +23.19% | +4.34% | -3.87% |
| 2019 | +16.44% | +3.25% | -5.38% | +2.99% | -14.62% | +8.68% | +0.86% | -7.68% | +10.54% | +1.96% | +3.29% | +3.76% | +22.29% |
| 2018 | -0.23% | -4.66% | +1.44% | +1.88% | +6.87% | +1.44% | +0.64% | +2.94% | -3.50% | -9.32% | -3.00% | -14.27% | -19.65% |
| 2017 | -3.03% | -0.18% | -2.75% | -0.85% | -5.82% | +3.81% | -2.24% | -2.11% | +11.03% | +0.97% | +4.50% | -1.04% | +1.25% |
Drawdown analysis of RZV (INVESCO S&P SMALLCAP 600 PURE VALUE ETF)
The maximum drawdown for the RZV was -77.13%, occurring on Mar 9, 2009. Recovery took 888 trading sessions.
The current RZV drawdown is -0.25%.
Since Mar 7, 2006 RZV has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 7 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.13% | Jun 4, 2007 | 444 | Mar 9, 2009 | 888 | Sep 13, 2012 | 1332 |
| -60.41% | Aug 22, 2018 | 406 | Apr 3, 2020 | 218 | Feb 16, 2021 | 624 |
| -30.99% | Jun 23, 2015 | 144 | Jan 19, 2016 | 207 | Nov 10, 2016 | 351 |
| -29.82% | Dec 2, 2024 | 86 | Apr 8, 2025 | 97 | Aug 27, 2025 | 183 |
| -26.46% | Nov 8, 2021 | 221 | Sep 26, 2022 | 88 | Feb 1, 2023 | 309 |
| -21.44% | Feb 2, 2023 | 63 | May 4, 2023 | 158 | Dec 19, 2023 | 221 |
| -21.10% | Dec 9, 2016 | 174 | Aug 21, 2017 | 105 | Jan 22, 2018 | 279 |
| -14.82% | Jul 3, 2014 | 70 | Oct 13, 2014 | 111 | Mar 24, 2015 | 181 |
| -14.11% | Jun 8, 2021 | 28 | Jul 19, 2021 | 69 | Oct 25, 2021 | 97 |
| -13.00% | May 5, 2006 | 27 | Jun 14, 2006 | 94 | Oct 26, 2006 | 121 |
| -12.56% | Feb 6, 2026 | 29 | Mar 20, 2026 | 20 | Apr 20, 2026 | 49 |
| -11.01% | Mar 12, 2021 | 8 | Mar 24, 2021 | 37 | May 17, 2021 | 45 |
| -10.92% | Sep 14, 2012 | 42 | Nov 15, 2012 | 22 | Dec 18, 2012 | 64 |
| -10.70% | Jan 22, 2018 | 10 | Feb 5, 2018 | 73 | May 21, 2018 | 83 |
| -10.57% | Jul 31, 2024 | 3 | Aug 5, 2024 | 66 | Nov 6, 2024 | 69 |
| -10.38% | Dec 28, 2023 | 131 | Jul 9, 2024 | 5 | Jul 16, 2024 | 136 |
| -9.00% | Oct 24, 2025 | 19 | Nov 20, 2025 | 4 | Nov 26, 2025 | 23 |
| -8.08% | Jan 22, 2014 | 10 | Feb 5, 2014 | 18 | Mar 4, 2014 | 28 |
| -7.34% | Feb 22, 2007 | 7 | Mar 5, 2007 | 36 | Apr 25, 2007 | 43 |
| -7.34% | Mar 20, 2013 | 20 | Apr 18, 2013 | 13 | May 7, 2013 | 33 |
| -7.30% | Apr 2, 2014 | 33 | May 20, 2014 | 29 | Jul 1, 2014 | 62 |
| -6.69% | Oct 3, 2025 | 5 | Oct 10, 2025 | 10 | Oct 24, 2025 | 15 |
| -6.61% | Jul 22, 2013 | 29 | Aug 30, 2013 | 12 | Sep 18, 2013 | 41 |
| -5.82% | May 1, 2026 | 12 | May 19, 2026 | 5 | May 27, 2026 | 17 |
| -5.67% | Jun 3, 2013 | 15 | Jun 24, 2013 | 9 | Jul 8, 2013 | 24 |