Performance analysis of SPHD (INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF)
Annual Return
Over the past 3 years, SPHD has had an average annual return of +12.07%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, SPHD has had an average annual return of +8.24%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, SPHD has had an average annual return of +7.17%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Oct 26, 2012, SPHD has had an average annual return of +9.87%, underperforming the benchmark SPY, which returned +14.80% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.36% | +3.40% | +18.07% | +1.32% | +0.57% | +24.98% | -9.93% | +20.26% | -6.15% | +11.90% | +22.36% | +5.17% |
| 2014 | 2013 | 2012 | |||||||||
| +19.99% | +20.82% | -1.73% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.18% | +4.72% | -5.00% | +2.04% | -1.09% | +2.83% | +3.47% | +12.36% | |||||
| 2025 | +1.07% | +4.08% | -0.34% | -5.25% | +0.41% | +0.44% | +0.60% | +4.10% | +0.31% | -3.95% | +3.23% | -0.91% | +3.40% |
| 2024 | -0.93% | +1.54% | +5.14% | -2.11% | +4.49% | -1.27% | +6.95% | +4.86% | +2.33% | -0.69% | +3.60% | -6.38% | +18.07% |
| 2023 | +3.90% | -4.66% | -1.78% | +0.33% | -6.59% | +5.70% | +3.43% | -3.04% | -4.34% | -2.55% | +7.52% | +4.62% | +1.32% |
| 2022 | +0.84% | -0.78% | +5.19% | -1.19% | +2.75% | -7.04% | +2.71% | -2.49% | -10.68% | +9.79% | +6.95% | -3.60% | +0.57% |
| 2021 | +2.01% | +3.20% | +9.53% | +3.40% | +2.27% | -1.97% | -0.60% | +1.48% | -3.99% | +1.96% | -2.61% | +8.71% | +24.98% |
| 2020 | -4.04% | -9.45% | -20.50% | +10.48% | +1.36% | -0.63% | +2.53% | +1.81% | -2.70% | -0.93% | +13.37% | +2.71% | -9.93% |
| 2019 | +8.69% | +1.79% | +1.49% | +0.80% | -6.13% | +5.95% | +0.00461% | -3.10% | +5.61% | -0.23% | +1.94% | +2.64% | +20.26% |
| 2018 | +0.25% | -6.77% | +0.49% | +0.76% | +1.91% | +2.41% | +1.85% | +0.40% | -0.34% | -2.47% | +3.33% | -7.47% | -6.15% |
| 2017 | +1.72% | +3.31% | -0.71% | -1.13% | +0.90% | +0.34% | +0.66% | -0.42% | +2.44% | +0.73% | +3.69% | -0.13% | +11.90% |
Drawdown analysis of SPHD (INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF)
The maximum drawdown for the SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 241 trading sessions.
The current SPHD drawdown is -1.08%.
Since Oct 26, 2012 SPHD has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.36% | Jan 17, 2020 | 44 | Mar 23, 2020 | 241 | Mar 8, 2021 | 285 |
| -19.51% | Apr 20, 2022 | 121 | Oct 12, 2022 | 399 | May 15, 2024 | 520 |
| -13.30% | Nov 29, 2024 | 87 | Apr 8, 2025 | 198 | Jan 22, 2026 | 285 |
| -12.52% | Sep 21, 2018 | 64 | Dec 24, 2018 | 28 | Feb 5, 2019 | 92 |
| -11.05% | Jan 26, 2018 | 39 | Mar 23, 2018 | 102 | Aug 17, 2018 | 141 |
| -8.89% | Aug 17, 2015 | 6 | Aug 25, 2015 | 41 | Oct 22, 2015 | 47 |
| -8.32% | Jun 11, 2021 | 120 | Dec 1, 2021 | 19 | Dec 29, 2021 | 139 |
| -7.39% | Jul 29, 2016 | 68 | Nov 3, 2016 | 23 | Dec 7, 2016 | 91 |
| -7.33% | Mar 2, 2026 | 14 | Mar 20, 2026 | 67 | Jun 26, 2026 | 81 |
| -7.24% | Apr 12, 2019 | 33 | May 31, 2019 | 70 | Sep 10, 2019 | 103 |
| -6.98% | May 21, 2013 | 21 | Jun 20, 2013 | 89 | Oct 25, 2013 | 110 |
| -6.67% | Dec 29, 2015 | 14 | Jan 20, 2016 | 19 | Feb 17, 2016 | 33 |
| -5.83% | Nov 1, 2012 | 10 | Nov 15, 2012 | 31 | Jan 2, 2013 | 41 |
| -5.76% | Jan 22, 2015 | 33 | Mar 11, 2015 | 109 | Aug 14, 2015 | 142 |
| -5.04% | Jan 14, 2022 | 27 | Feb 24, 2022 | 18 | Mar 22, 2022 | 45 |
| -4.91% | Jun 20, 2014 | 33 | Aug 7, 2014 | 20 | Sep 5, 2014 | 53 |
| -4.74% | Jun 23, 2016 | 2 | Jun 27, 2016 | 3 | Jun 30, 2016 | 5 |
| -4.45% | Sep 11, 2019 | 19 | Oct 8, 2019 | 10 | Oct 22, 2019 | 29 |
| -4.39% | Apr 27, 2016 | 16 | May 19, 2016 | 11 | Jun 6, 2016 | 27 |
| -4.07% | Nov 15, 2013 | 52 | Feb 3, 2014 | 9 | Feb 14, 2014 | 61 |
| -3.83% | Oct 22, 2015 | 16 | Nov 13, 2015 | 27 | Dec 23, 2015 | 43 |
| -3.80% | May 17, 2024 | 7 | May 29, 2024 | 29 | Jul 11, 2024 | 36 |
| -3.48% | Mar 1, 2017 | 54 | May 17, 2017 | 18 | Jun 13, 2017 | 72 |
| -3.43% | Dec 3, 2014 | 9 | Dec 16, 2014 | 2 | Dec 18, 2014 | 11 |
| -3.35% | Sep 5, 2014 | 26 | Oct 13, 2014 | 8 | Oct 23, 2014 | 34 |