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Performance analysis of SPGP (INVESCO S&P 500 GARP ETF)

Annual Return

Over the past 3 years, SPGP has had an average annual return of +10.75%, underperforming the benchmark SPY, which returned +19.63% annual.

Over the past 5 years, SPGP has had an average annual return of +7.88%, underperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, SPGP has had an average annual return of +14.90%, underperforming the benchmark SPY, which returned +15.04% annual.

Since Jun 16, 2011, SPGP has had an average annual return of +14.30%, underperforming the benchmark SPY, which returned +14.47% annual.

202620252024202320222021202020192018201720162015
+8.16%+9.78%+8.48%+20.28%-13.83%+35.72%+15.96%+39.16%+1.69%+36.24%-1.19%+6.32%
2014201320122011
+16.21%+29.88%+16.14%+1.02%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.23%+0.10%-6.43%+8.77%+2.63%+2.05%+0.15%+8.16%
2025+3.32%-2.55%-4.99%-3.44%+5.16%+6.55%+1.15%+3.58%+0.83%-0.99%+0.20%+1.20%+9.78%
2024-2.37%+5.87%+5.47%-5.71%+3.43%-0.71%+1.90%-0.31%+0.57%+0.10%+7.32%-6.37%+8.48%
2023+8.69%-3.13%-1.62%+0.89%-1.47%+7.32%+5.95%-1.82%-3.02%-3.90%+6.55%+5.38%+20.28%
2022-6.63%-1.32%+2.31%-6.28%+0.95%-7.52%+7.87%-3.90%-8.98%+9.50%+7.37%-5.82%-13.83%
2021-0.04%+8.11%+4.93%+4.82%+1.80%+0.97%+2.97%+2.61%-5.90%+6.74%-1.16%+5.91%+35.72%
2020-2.99%-8.77%-19.65%+15.22%+7.34%+0.09%+5.55%+6.02%-2.87%+0.52%+13.43%+6.30%+15.96%
2019+9.15%+4.97%+1.88%+3.26%-6.13%+8.77%+2.17%-5.42%+4.34%+4.15%+4.65%+2.91%+39.16%
2018+8.83%-1.54%-2.32%+0.90%+4.09%+2.10%+0.98%+5.59%+0.79%-10.20%+1.37%-7.39%+1.69%
2017+4.05%+4.48%+2.25%+3.20%+3.21%+0.63%+3.61%+1.91%+1.34%+3.87%+2.21%+0.65%+36.24%

Drawdown analysis of SPGP (INVESCO S&P 500 GARP ETF)

The maximum drawdown for the SPGP was -42.07%, occurring on Mar 23, 2020. Recovery took 159 trading sessions.

The current SPGP drawdown is -1.82%.

Since Jun 16, 2011 SPGP has experienced the following drawdowns:

  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 4 times
  • 10% or more: 8 times
DepthStartTo BottomBottomTo RecoverEndTotal
-42.07%Feb 13, 202026Mar 23, 2020159Nov 5, 2020185
-22.88%Dec 2, 202486Apr 8, 202587Aug 13, 2025173
-22.79%Oct 1, 201858Dec 24, 201868Apr 3, 2019126
-22.65%Dec 29, 2021190Sep 30, 2022207Jul 31, 2023397
-19.36%Aug 5, 2015131Feb 11, 2016240Jan 25, 2017371
-16.83%Jul 25, 201149Oct 3, 201179Jan 26, 2012128
-11.16%Jan 6, 202657Mar 30, 202613Apr 17, 202670
-10.69%Jul 24, 201916Aug 15, 201949Oct 24, 201965
-9.68%Jul 31, 202363Oct 27, 202332Dec 13, 202395
-9.65%Jan 26, 20189Feb 8, 201820Mar 9, 201829
-9.57%Jul 16, 202414Aug 5, 202443Oct 4, 202457
-8.58%Sep 19, 201419Oct 16, 201418Nov 11, 201437
-8.55%Apr 2, 201242Jun 1, 201246Aug 7, 201288
-8.04%May 3, 201920Jun 3, 201913Jun 20, 201933
-7.96%Sep 19, 201239Nov 15, 201244Jan 22, 201383
-7.78%Mar 12, 201814Apr 2, 201841May 30, 201855
-7.58%Oct 6, 202533Nov 20, 202514Dec 11, 202547
-7.41%Sep 3, 202120Oct 4, 202122Nov 3, 202142
-6.93%Apr 1, 202422May 1, 202451Jul 16, 202473
-5.51%Nov 26, 201413Dec 16, 20147Dec 26, 201420
-5.29%Jan 17, 20209Jan 31, 20208Feb 12, 202017
-5.20%Jan 20, 20217Jan 29, 20215Feb 5, 202112
-5.09%Dec 31, 201322Feb 3, 20149Feb 14, 201431
-4.96%May 21, 201324Jun 25, 201313Jul 15, 201337
-4.95%Dec 26, 202314Jan 17, 202418Feb 12, 202432