Performance analysis of SPMV (INVESCO S&P 500 MINIMUM VARIANCE ETF)
Annual Return
Over the past 3 years, SPMV has had an average annual return of +13.13%, underperforming the benchmark SPY, which returned +19.81% annual.
Over the past 5 years, SPMV has had an average annual return of +8.88%, underperforming the benchmark SPY, which returned +12.70% annual.
Since Aug 24, 2017, SPMV has had an average annual return of +10.68%, underperforming the benchmark SPY, which returned +14.87% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.88% | +11.68% | +18.78% | +10.27% | -10.85% | +24.35% | +8.60% | +32.13% | -6.27% | +7.84% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.88% | -0.00843% | +0.88% | ||||||||||
| 2025 | +2.65% | +2.16% | -2.15% | -1.25% | +2.81% | +1.92% | -0.35% | +1.58% | +1.98% | +0.06% | +1.33% | +0.49% | +11.68% |
| 2024 | +3.04% | +3.11% | +3.05% | -3.64% | +4.35% | +1.90% | +2.07% | +3.61% | +1.67% | -1.36% | +4.39% | -4.36% | +18.78% |
| 2023 | +2.97% | -4.32% | +3.33% | +2.65% | -2.97% | +4.73% | +0.59% | -1.46% | -4.25% | -1.07% | +7.81% | +2.59% | +10.27% |
| 2022 | -5.12% | -2.94% | +5.21% | -5.24% | +0.17% | -5.70% | +5.93% | -3.34% | -7.86% | +8.07% | +4.33% | -3.37% | -10.85% |
| 2021 | -1.91% | -0.30% | +6.13% | +4.36% | +0.36% | +1.76% | +2.82% | +2.27% | -4.94% | +5.92% | -0.61% | +6.82% | +24.35% |
| 2020 | +0.40% | -8.79% | -11.81% | +12.32% | +3.24% | +0.46% | +4.35% | +4.80% | -1.83% | -3.15% | +8% | +2.81% | +8.60% |
| 2019 | +7.96% | +3.47% | +2.28% | +3.92% | -4.41% | +6.01% | +1.50% | +0.15% | +1.70% | +0.19% | +2.50% | +3.43% | +32.13% |
| 2018 | +5.04% | -2.01% | -3.74% | +1.22% | +0.77% | +0.93% | +4.01% | +2.52% | +1.13% | -8.58% | +4% | -10.37% | -6.27% |
| 2017 | +0% | +1.15% | +0.39% | +3.89% | +2.23% | +7.84% |
Drawdown analysis of SPMV (INVESCO S&P 500 MINIMUM VARIANCE ETF)
The maximum drawdown for the SPMV was -33.15%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The current SPMV drawdown is -0.51%.
Since Aug 24, 2017 SPMV has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.15% | Feb 14, 2020 | 25 | Mar 23, 2020 | 141 | Oct 12, 2020 | 166 |
| -18.81% | Dec 29, 2021 | 198 | Oct 12, 2022 | 318 | Jan 19, 2024 | 516 |
| -17.12% | Sep 24, 2018 | 63 | Dec 24, 2018 | 81 | Apr 23, 2019 | 144 |
| -11.82% | Feb 19, 2025 | 34 | Apr 8, 2025 | 45 | Jun 12, 2025 | 79 |
| -7.45% | Jan 31, 2018 | 7 | Feb 9, 2018 | 114 | Jul 25, 2018 | 121 |
| -7.02% | Oct 12, 2020 | 14 | Oct 30, 2020 | 7 | Nov 10, 2020 | 21 |
| -6.13% | Dec 5, 2024 | 23 | Jan 10, 2025 | 23 | Feb 13, 2025 | 46 |
| -5.97% | Sep 3, 2021 | 20 | Oct 4, 2021 | 19 | Oct 29, 2021 | 39 |
| -5.02% | Jul 29, 2019 | 5 | Aug 5, 2019 | 27 | Sep 12, 2019 | 32 |
| -4.89% | Mar 28, 2024 | 13 | Apr 17, 2024 | 17 | May 10, 2024 | 30 |
| -4.64% | Jan 20, 2021 | 30 | Mar 4, 2021 | 6 | Mar 12, 2021 | 36 |
| -4.58% | Jul 16, 2024 | 14 | Aug 5, 2024 | 8 | Aug 15, 2024 | 22 |
| -4.41% | Apr 30, 2019 | 22 | May 31, 2019 | 6 | Jun 10, 2019 | 28 |
| -3.66% | Oct 27, 2025 | 18 | Nov 20, 2025 | 14 | Dec 11, 2025 | 32 |
| -3.45% | Nov 24, 2021 | 4 | Dec 1, 2021 | 4 | Dec 7, 2021 | 8 |
| -3.13% | Oct 18, 2024 | 11 | Nov 4, 2024 | 4 | Nov 8, 2024 | 15 |
| -3.11% | May 7, 2021 | 3 | May 12, 2021 | 20 | Jun 10, 2021 | 23 |
| -2.77% | Sep 19, 2019 | 9 | Oct 2, 2019 | 13 | Oct 21, 2019 | 22 |
| -2.55% | Jan 12, 2026 | 5 | Jan 20, 2026 | 9 | Feb 2, 2026 | 14 |
| -2.49% | Jul 25, 2025 | 5 | Aug 1, 2025 | 13 | Aug 20, 2025 | 18 |
| -2.44% | May 21, 2024 | 6 | May 30, 2024 | 9 | Jun 12, 2024 | 15 |
| -2.40% | Jan 23, 2020 | 6 | Jan 31, 2020 | 3 | Feb 5, 2020 | 9 |
| -2.31% | Nov 16, 2020 | 5 | Nov 23, 2020 | 8 | Dec 4, 2020 | 13 |
| -2.16% | Aug 30, 2024 | 4 | Sep 6, 2024 | 3 | Sep 11, 2024 | 7 |
| -2.04% | Oct 8, 2025 | 2 | Oct 10, 2025 | 7 | Oct 21, 2025 | 9 |