Performance analysis of SPVU (Invesco S&P 500 Enhanced Value ETF)
Annual Return
Over the past 3 years, SPVU has had an average annual return of +22.68%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SPVU has had an average annual return of +11.46%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, SPVU has had an average annual return of +13.30%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Oct 9, 2015, SPVU has had an average annual return of +12.21%, underperforming the benchmark SPY, which returned +15.06% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +17.15% | +19.06% | +14.38% | +11.70% | -5.63% | +35.29% | -9.90% | +28.86% | -9.48% | +18.75% | +18.78% | +1.23% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.85% | +5.98% | -3.93% | +7.27% | +3.67% | +0.60% | +17.15% | ||||||
| 2025 | +3.91% | +2.43% | -0.58% | -4.37% | +1.91% | +3.87% | -2.07% | +7.36% | +0.95% | -0.60% | +2.73% | +2.55% | +19.06% |
| 2024 | +1.29% | +3.68% | +8.13% | -3.92% | +1.67% | -1.09% | +4.71% | +0.53% | -0.48% | +0.14% | +8.37% | -8.30% | +14.38% |
| 2023 | +8.58% | -3.67% | -5.36% | +0.18% | -5.53% | +7.94% | +5.75% | -4.26% | -0.89% | -4.10% | +7.36% | +6.91% | +11.70% |
| 2022 | +0.91% | -0.75% | +1.26% | -4.65% | +4.24% | -11.21% | +6.24% | -2.83% | -10.17% | +13.85% | +6.35% | -6.09% | -5.63% |
| 2021 | +1.61% | +9.01% | +7.82% | +3.82% | +5.04% | -2.91% | -1.41% | +2.41% | -2.45% | +5.75% | -4.09% | +7.12% | +35.29% |
| 2020 | -6.14% | -12.33% | -24.72% | +14.62% | +3.10% | +0.44% | -0.36% | +3.42% | -4.35% | -1.04% | +20.16% | +4.55% | -9.90% |
| 2019 | +10.44% | +0.77% | -1.57% | +5.46% | -8.77% | +8.96% | +2.51% | -6.61% | +5.72% | +2.88% | +4.98% | +2.66% | +28.86% |
| 2018 | +5.74% | -3.87% | -3.90% | +2.65% | -2.05% | +0.04% | +3.81% | +2.79% | -1.43% | -2.61% | +1.16% | -11.10% | -9.48% |
| 2017 | +0.11% | +5.03% | -2.07% | +0.41% | -0.72% | +3.99% | +1.73% | -2.50% | +3.70% | +1.38% | +4.83% | +1.77% | +18.75% |
Drawdown analysis of SPVU (Invesco S&P 500 Enhanced Value ETF)
The maximum drawdown for the SPVU was -48.02%, occurring on Mar 23, 2020. Recovery took 231 trading sessions.
The current SPVU drawdown is -0.46%.
Since Oct 9, 2015 SPVU has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.02% | Jan 2, 2020 | 55 | Mar 23, 2020 | 231 | Feb 22, 2021 | 286 |
| -21.97% | Jan 14, 2022 | 178 | Sep 30, 2022 | 314 | Jan 2, 2024 | 492 |
| -20.27% | Jan 29, 2018 | 228 | Dec 24, 2018 | 145 | Jul 24, 2019 | 373 |
| -15.29% | Nov 20, 2015 | 39 | Jan 20, 2016 | 124 | Jul 18, 2016 | 163 |
| -14.43% | Nov 25, 2024 | 90 | Apr 8, 2025 | 92 | Aug 20, 2025 | 182 |
| -11.08% | Jul 24, 2019 | 24 | Aug 27, 2019 | 40 | Oct 23, 2019 | 64 |
| -8.78% | Jun 4, 2021 | 30 | Jul 19, 2021 | 68 | Oct 22, 2021 | 98 |
| -7.73% | Jul 17, 2024 | 13 | Aug 5, 2024 | 48 | Oct 11, 2024 | 61 |
| -6.67% | Nov 23, 2021 | 5 | Dec 1, 2021 | 17 | Dec 27, 2021 | 22 |
| -6.26% | Mar 2, 2026 | 20 | Mar 30, 2026 | 7 | Apr 9, 2026 | 27 |
| -5.99% | Mar 1, 2017 | 33 | Apr 18, 2017 | 53 | Jul 3, 2017 | 86 |
| -5.77% | Mar 28, 2024 | 54 | Jun 14, 2024 | 20 | Jul 16, 2024 | 74 |
| -4.26% | Jan 8, 2024 | 7 | Jan 18, 2024 | 8 | Jan 30, 2024 | 15 |
| -4.09% | Sep 26, 2025 | 10 | Oct 10, 2025 | 10 | Oct 24, 2025 | 20 |
| -4.05% | Jul 25, 2017 | 19 | Aug 21, 2017 | 24 | Sep 25, 2017 | 43 |
| -3.98% | Mar 12, 2021 | 8 | Mar 24, 2021 | 16 | Apr 16, 2021 | 24 |
| -3.57% | Feb 24, 2021 | 2 | Feb 26, 2021 | 5 | Mar 5, 2021 | 7 |
| -3.35% | Oct 27, 2025 | 18 | Nov 20, 2025 | 4 | Nov 26, 2025 | 22 |
| -3.17% | May 10, 2021 | 2 | May 12, 2021 | 3 | May 17, 2021 | 5 |
| -3.11% | Oct 16, 2024 | 13 | Nov 4, 2024 | 2 | Nov 6, 2024 | 15 |
| -2.80% | Dec 8, 2016 | 29 | Jan 23, 2017 | 15 | Feb 13, 2017 | 44 |
| -2.74% | Nov 15, 2021 | 4 | Nov 19, 2021 | 2 | Nov 23, 2021 | 6 |
| -2.51% | Nov 25, 2019 | 5 | Dec 3, 2019 | 7 | Dec 12, 2019 | 12 |
| -2.20% | Jan 9, 2026 | 6 | Jan 20, 2026 | 8 | Jan 30, 2026 | 14 |
| -2.18% | Oct 24, 2017 | 12 | Nov 9, 2017 | 12 | Nov 28, 2017 | 24 |