Performance analysis of SPHQ (INVESCO S&P 500 QUALITY ETF)
Annual Return
Over the past 3 years, SPHQ has had an average annual return of +19.97%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, SPHQ has had an average annual return of +13.20%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, SPHQ has had an average annual return of +14.57%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Dec 6, 2005, SPHQ has had an average annual return of +10.04%, underperforming the benchmark SPY, which returned +11.02% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.89% | +13.24% | +25.44% | +24.82% | -15.77% | +28.03% | +17.40% | +33.64% | -7.08% | +19.10% | +14.30% | +1.66% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +16.07% | +32.29% | +14.31% | +6.28% | +20.50% | +12.59% | -46.36% | +16.77% | +4.58% | -2.05% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.12% | +4.59% | -6.76% | +7.83% | +5.28% | +5.79% | -4.87% | +14.89% | |||||
| 2025 | +4.07% | +0.76% | -5.34% | -0.29% | +6.27% | +1.61% | +0.17% | +1.41% | +1.54% | +1.05% | +0.89% | +0.74% | +13.24% |
| 2024 | +2.96% | +4.98% | +3.73% | -3.46% | +5.37% | +3.68% | +1.67% | +3.16% | +1.23% | -2.38% | +5.18% | -2.68% | +25.44% |
| 2023 | +4.82% | -2.04% | +5.20% | +1.67% | -0.81% | +6.13% | +3.78% | +0.21% | -4.30% | -2.74% | +6.72% | +4.50% | +24.82% |
| 2022 | -4.19% | -2.61% | +0.87% | -7.11% | +1.62% | -10.42% | +8.31% | -3.78% | -8.77% | +9.33% | +7.11% | -4.95% | -15.77% |
| 2021 | -0.59% | +2% | +4.16% | +3.18% | +1.88% | +4.60% | +2.65% | +1.94% | -4.20% | +6.06% | -1.26% | +5.01% | +28.03% |
| 2020 | -0.99% | -8.26% | -9.29% | +12.26% | +5.21% | +0.63% | +4.32% | +7.88% | -2.62% | -4.01% | +9.73% | +3.85% | +17.40% |
| 2019 | +7.16% | +5.03% | +2.98% | +3.54% | -6.49% | +6.84% | +1.05% | -1.23% | +1.93% | +2.45% | +3.34% | +3.47% | +33.64% |
| 2018 | +4.69% | -3.67% | -2.52% | -1.04% | +2.37% | -0.38% | +3.23% | +4.52% | +1.81% | -7.07% | -0.23% | -8.04% | -7.08% |
| 2017 | +1.35% | +3.76% | +0.23% | +0.88% | +1.38% | +0.27% | +0.97% | -0.25% | +2.90% | +1.15% | +3.57% | +1.50% | +19.10% |
Drawdown analysis of SPHQ (INVESCO S&P 500 QUALITY ETF)
The maximum drawdown for the SPHQ was -57.83%, occurring on Nov 20, 2008. Recovery took 1124 trading sessions.
The current SPHQ drawdown is -4.87%.
Since Dec 6, 2005 SPHQ has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.83% | Oct 29, 2007 | 269 | Nov 20, 2008 | 1124 | May 14, 2013 | 1393 |
| -31.58% | Feb 12, 2020 | 27 | Mar 23, 2020 | 93 | Aug 4, 2020 | 120 |
| -25.05% | Jan 4, 2022 | 186 | Sep 30, 2022 | 207 | Jul 31, 2023 | 393 |
| -22.35% | May 8, 2006 | 52 | Jul 21, 2006 | 197 | May 4, 2007 | 249 |
| -20.74% | Oct 1, 2018 | 58 | Dec 24, 2018 | 70 | Apr 5, 2019 | 128 |
| -16.57% | Feb 19, 2025 | 34 | Apr 8, 2025 | 39 | Jun 4, 2025 | 73 |
| -11.71% | Jul 19, 2007 | 20 | Aug 16, 2007 | 27 | Sep 25, 2007 | 47 |
| -9.77% | Jan 26, 2018 | 39 | Mar 23, 2018 | 110 | Aug 29, 2018 | 149 |
| -8.90% | Feb 27, 2026 | 21 | Mar 30, 2026 | 18 | Apr 24, 2026 | 39 |
| -8.76% | Sep 2, 2020 | 41 | Oct 30, 2020 | 11 | Nov 16, 2020 | 52 |
| -8.51% | Dec 1, 2015 | 33 | Jan 20, 2016 | 28 | Mar 1, 2016 | 61 |
| -8.47% | Sep 1, 2023 | 39 | Oct 27, 2023 | 30 | Dec 11, 2023 | 69 |
| -8.29% | May 21, 2015 | 89 | Sep 28, 2015 | 25 | Nov 2, 2015 | 114 |
| -6.82% | Apr 30, 2019 | 23 | Jun 3, 2019 | 12 | Jun 19, 2019 | 35 |
| -6.68% | Jul 24, 2019 | 8 | Aug 5, 2019 | 58 | Oct 25, 2019 | 66 |
| -6.34% | Dec 31, 2013 | 22 | Feb 3, 2014 | 18 | Feb 28, 2014 | 40 |
| -6.18% | Jun 30, 2026 | 13 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -6.17% | Jul 16, 2024 | 14 | Aug 5, 2024 | 10 | Aug 19, 2024 | 24 |
| -6.07% | Feb 1, 2006 | 8 | Feb 13, 2006 | 31 | Mar 29, 2006 | 39 |
| -5.78% | Feb 12, 2021 | 13 | Mar 4, 2021 | 16 | Mar 26, 2021 | 29 |
| -5.44% | Apr 27, 2016 | 42 | Jun 27, 2016 | 8 | Jul 8, 2016 | 50 |
| -5.39% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -5.27% | Jul 20, 2016 | 76 | Nov 4, 2016 | 12 | Nov 22, 2016 | 88 |
| -5.21% | Mar 21, 2024 | 20 | Apr 19, 2024 | 18 | May 15, 2024 | 38 |
| -4.96% | Dec 16, 2024 | 16 | Jan 10, 2025 | 8 | Jan 23, 2025 | 24 |