Performance analysis of SPLV (INVESCO S&P 500 LOW VOLATILITY ETF)
Annual Return
Over the past 3 years, SPLV has had an average annual return of +8.08%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, SPLV has had an average annual return of +6.18%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, SPLV has had an average annual return of +8.06%, underperforming the benchmark SPY, which returned +15.04% annual.
Since May 5, 2011, SPLV has had an average annual return of +10.14%, underperforming the benchmark SPY, which returned +13.99% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.41% | +4.10% | +13.92% | +0.52% | -4.89% | +24.13% | -1.37% | +27.87% | -0.18% | +17.32% | +10.09% | +4% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| +17.28% | +23.15% | +10.08% | +6.95% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.31% | +5.28% | -5.33% | +2.03% | -2.88% | +3.92% | +1.30% | +7.41% | |||||
| 2025 | +2.06% | +4.60% | +0.41% | -2.37% | +1.04% | -0.71% | -0.26% | +1.56% | +0.16% | -3.72% | +3.80% | -2.21% | +4.10% |
| 2024 | +0.94% | +1.61% | +3.09% | -3.13% | +2.59% | -0.28% | +4.35% | +5.23% | +1.04% | -0.90% | +5.60% | -6.34% | +13.92% |
| 2023 | +0.06% | -3.34% | +1.55% | +2.66% | -5.23% | +4.05% | +0.93% | -3.00% | -3.78% | -0.45% | +5.35% | +2.33% | +0.52% |
| 2022 | -4.63% | -2.29% | +5.44% | -2.43% | -0.53% | -4.27% | +4.24% | -1.86% | -8.33% | +6.97% | +5.68% | -1.71% | -4.89% |
| 2021 | -1.82% | -1.17% | +7.03% | +4.08% | +1.13% | -0.08% | +3.67% | +1.79% | -4.95% | +4.69% | -1.35% | +9.71% | +24.13% |
| 2020 | +2.99% | -9.51% | -13.11% | +6.69% | +0.32% | -0.39% | +7.45% | +2.84% | -1.76% | -2.87% | +6.19% | +2.04% | -1.37% |
| 2019 | +6.66% | +4.02% | +2.29% | +2.34% | -0.97% | +3.71% | +1.13% | +2.35% | +2.23% | -0.39% | -0.00349% | +1.73% | +27.87% |
| 2018 | +2.44% | -4.33% | +0.89% | -0.61% | +0.65% | +1.45% | +3.54% | +1.77% | -0.36% | -2.91% | +4.68% | -6.79% | -0.18% |
| 2017 | +0.76% | +4.35% | -0.03% | +1.04% | +2.72% | -0.31% | +1.37% | +0.76% | +0.78% | +1.80% | +3.88% | -0.90% | +17.32% |
Drawdown analysis of SPLV (INVESCO S&P 500 LOW VOLATILITY ETF)
The maximum drawdown for the SPLV was -36.25%, occurring on Mar 23, 2020. Recovery took 272 trading sessions.
The current SPLV drawdown is -1.39%.
Since May 5, 2011 SPLV has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.25% | Feb 14, 2020 | 25 | Mar 23, 2020 | 272 | Apr 21, 2021 | 297 |
| -17.26% | Apr 20, 2022 | 121 | Oct 12, 2022 | 425 | Jun 24, 2024 | 546 |
| -12.49% | Jul 7, 2011 | 22 | Aug 8, 2011 | 57 | Oct 27, 2011 | 79 |
| -11.52% | Dec 3, 2018 | 14 | Dec 24, 2018 | 31 | Feb 8, 2019 | 45 |
| -11.30% | Aug 18, 2015 | 5 | Aug 25, 2015 | 45 | Oct 28, 2015 | 50 |
| -9.10% | Mar 3, 2025 | 26 | Apr 8, 2025 | 92 | Aug 20, 2025 | 118 |
| -9.02% | Dec 31, 2021 | 37 | Feb 24, 2022 | 29 | Apr 6, 2022 | 66 |
| -8.91% | Jan 26, 2018 | 9 | Feb 8, 2018 | 116 | Jul 26, 2018 | 125 |
| -8.59% | Nov 29, 2024 | 27 | Jan 10, 2025 | 34 | Mar 3, 2025 | 61 |
| -7.72% | Jul 22, 2016 | 74 | Nov 4, 2016 | 70 | Feb 16, 2017 | 144 |
| -7.52% | Dec 29, 2015 | 14 | Jan 20, 2016 | 36 | Mar 11, 2016 | 50 |
| -7.42% | Mar 2, 2026 | 63 | Jun 1, 2026 | 24 | Jul 7, 2026 | 87 |
| -7.13% | May 17, 2013 | 23 | Jun 20, 2013 | 19 | Jul 18, 2013 | 42 |
| -6.02% | Sep 13, 2018 | 31 | Oct 26, 2018 | 24 | Nov 30, 2018 | 55 |
| -6.01% | Oct 27, 2011 | 19 | Nov 23, 2011 | 18 | Dec 20, 2011 | 37 |
| -5.95% | Aug 1, 2013 | 22 | Sep 3, 2013 | 35 | Oct 22, 2013 | 57 |
| -5.89% | Oct 18, 2012 | 18 | Nov 15, 2012 | 39 | Jan 14, 2013 | 57 |
| -5.79% | Sep 2, 2021 | 19 | Sep 30, 2021 | 32 | Nov 15, 2021 | 51 |
| -5.22% | Aug 20, 2025 | 52 | Nov 3, 2025 | 62 | Feb 3, 2026 | 114 |
| -5.05% | Jan 22, 2015 | 109 | Jun 29, 2015 | 29 | Aug 10, 2015 | 138 |
| -4.81% | Jul 1, 2014 | 26 | Aug 7, 2014 | 20 | Sep 5, 2014 | 46 |
| -4.51% | Dec 31, 2013 | 22 | Feb 3, 2014 | 12 | Feb 20, 2014 | 34 |
| -3.98% | May 12, 2011 | 23 | Jun 15, 2011 | 15 | Jul 7, 2011 | 38 |
| -3.60% | Jul 15, 2019 | 15 | Aug 5, 2019 | 10 | Aug 19, 2019 | 25 |
| -3.60% | Nov 23, 2021 | 5 | Dec 1, 2021 | 4 | Dec 7, 2021 | 9 |