Performance analysis of SPVM (INVESCO S&P 500 VALUE WITH MOMENTUM ETF)
Annual Return
Over the past 3 years, SPVM has had an average annual return of +18.11%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, SPVM has had an average annual return of +12.25%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, SPVM has had an average annual return of +12.11%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jun 16, 2011, SPVM has had an average annual return of +11.92%, underperforming the benchmark SPY, which returned +14.47% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.12% | +20.45% | +15.64% | +5.51% | -2.11% | +28.88% | -3.13% | +29.33% | -9.13% | +14.69% | +23.56% | -5.45% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| +10.77% | +33.84% | +18.17% | -3.07% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3% | +3.28% | -3.94% | +4.01% | +1.61% | +2.69% | +2.91% | +14.12% | |||||
| 2025 | +3.53% | -0.08% | -3.03% | -2.79% | +3.79% | +3.74% | +2.25% | +5.49% | +2.68% | -1.63% | +3.78% | +1.44% | +20.45% |
| 2024 | +0.18% | +3.45% | +7.81% | -5.37% | +3.63% | -1.63% | +5.96% | +1.81% | +0.42% | -0.59% | +8.61% | -8.28% | +15.64% |
| 2023 | +3.95% | -3.57% | -3.29% | +0.55% | -6.26% | +8.12% | +4.21% | -2.84% | -1.96% | -2.25% | +5.47% | +4.35% | +5.51% |
| 2022 | +1.01% | +1.65% | +2.54% | -5.79% | +3.61% | -11.95% | +6.05% | -0.33% | -8.84% | +13.01% | +4.44% | -4.88% | -2.11% |
| 2021 | +0.98% | +3.83% | +9.46% | +4.35% | +2.86% | -1.77% | -0.16% | +2.95% | -3.37% | +4.92% | -3.33% | +5.74% | +28.88% |
| 2020 | -2.85% | -10.63% | -24.24% | +12.59% | +4.08% | +1.26% | +3.71% | +4.40% | -1.85% | -0.35% | +14.57% | +2.29% | -3.13% |
| 2019 | +9.21% | +3.16% | +0.41% | +4.08% | -5.94% | +7.15% | +1.50% | -5.56% | +5.03% | +1.62% | +4.05% | +2.38% | +29.33% |
| 2018 | +3.46% | -3.54% | -2.18% | +1.25% | +0.16% | -0.34% | +4.08% | +0.26% | -0.26% | -4.11% | +1.66% | -9.21% | -9.13% |
| 2017 | +1.60% | +3.41% | -1.48% | +0.22% | -0.63% | +2.14% | +1.82% | -0.80% | +3.28% | +1.48% | +2.24% | +0.65% | +14.69% |
Drawdown analysis of SPVM (INVESCO S&P 500 VALUE WITH MOMENTUM ETF)
The maximum drawdown for the SPVM was -45.33%, occurring on Mar 23, 2020. Recovery took 209 trading sessions.
The current SPVM drawdown is -0.12%.
Since Jun 16, 2011 SPVM has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.33% | Feb 12, 2020 | 27 | Mar 23, 2020 | 209 | Jan 20, 2021 | 236 |
| -20.52% | Jul 7, 2011 | 61 | Oct 3, 2011 | 111 | Mar 13, 2012 | 172 |
| -19.50% | Apr 20, 2022 | 113 | Sep 30, 2022 | 359 | Mar 7, 2024 | 472 |
| -18.67% | Nov 29, 2024 | 87 | Apr 8, 2025 | 72 | Jul 23, 2025 | 159 |
| -17.51% | Jan 26, 2018 | 229 | Dec 24, 2018 | 77 | Apr 16, 2019 | 306 |
| -16.12% | Dec 23, 2014 | 269 | Jan 20, 2016 | 120 | Jul 12, 2016 | 389 |
| -13.40% | Mar 26, 2012 | 48 | Jun 4, 2012 | 67 | Sep 7, 2012 | 115 |
| -9.46% | Jul 26, 2019 | 20 | Aug 23, 2019 | 45 | Oct 28, 2019 | 65 |
| -8.43% | Sep 19, 2014 | 18 | Oct 15, 2014 | 16 | Nov 6, 2014 | 34 |
| -7.70% | May 10, 2021 | 48 | Jul 19, 2021 | 17 | Aug 11, 2021 | 65 |
| -7.54% | Feb 9, 2022 | 17 | Mar 7, 2022 | 13 | Mar 24, 2022 | 30 |
| -7.39% | Oct 17, 2012 | 18 | Nov 14, 2012 | 23 | Dec 18, 2012 | 41 |
| -7.25% | Jul 30, 2024 | 4 | Aug 5, 2024 | 18 | Aug 29, 2024 | 22 |
| -6.90% | Jan 14, 2022 | 4 | Jan 21, 2022 | 13 | Feb 9, 2022 | 17 |
| -6.58% | Nov 16, 2021 | 10 | Dec 1, 2021 | 22 | Jan 3, 2022 | 32 |
| -6.57% | Feb 26, 2026 | 16 | Mar 20, 2026 | 44 | May 22, 2026 | 60 |
| -6.26% | Dec 31, 2013 | 24 | Feb 5, 2014 | 21 | Mar 7, 2014 | 45 |
| -5.94% | Apr 30, 2019 | 22 | May 31, 2019 | 14 | Jun 20, 2019 | 36 |
| -5.70% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -5.68% | Aug 11, 2021 | 28 | Sep 21, 2021 | 20 | Oct 19, 2021 | 48 |
| -5.63% | Mar 28, 2024 | 23 | May 1, 2024 | 51 | Jul 16, 2024 | 74 |
| -5.62% | Aug 2, 2013 | 17 | Aug 27, 2013 | 37 | Oct 18, 2013 | 54 |
| -4.69% | Mar 1, 2017 | 34 | Apr 19, 2017 | 63 | Jul 19, 2017 | 97 |
| -4.57% | Dec 3, 2014 | 8 | Dec 15, 2014 | 6 | Dec 23, 2014 | 14 |
| -4.49% | Jul 24, 2014 | 10 | Aug 7, 2014 | 18 | Sep 3, 2014 | 28 |