Performance analysis of SPXV (PROSHARES S&P 500 EX-HEALTH CARE ETF)
Annual Return
Over the past 3 years, SPXV has had an average annual return of +21.08%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, SPXV has had an average annual return of +13.65%, outperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, SPXV has had an average annual return of +16.12%, outperforming the benchmark SPY, which returned +14.95% annual.
Since Sep 24, 2015, SPXV has had an average annual return of +15.74%, outperforming the benchmark SPY, which returned +15.12% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.77% | +18.40% | +28.01% | +30.73% | -20.46% | +28.36% | +19% | +33.59% | -3.83% | +17% | +13.25% | +8.26% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.41% | -1.31% | -4.62% | +11.75% | +5.50% | -1.65% | -0.83% | +9.77% | |||||
| 2025 | +2.36% | -1.70% | -5.99% | -0.26% | +7.71% | +5.31% | +2.73% | +1.70% | +3.90% | +2.32% | -0.83% | +0.45% | +18.40% |
| 2024 | +1.61% | +5.63% | +3.33% | -3.89% | +5.06% | +3.97% | +1% | +1.98% | +2.65% | -0.25% | +6.43% | -2.05% | +28.01% |
| 2023 | +7.72% | -1.75% | +3.66% | +1.29% | +1.30% | +6.93% | +3.31% | -1.49% | -5.10% | -1.96% | +9.71% | +4.53% | +30.73% |
| 2022 | -4.83% | -3.25% | +3.75% | -9.66% | +0.08% | -9.41% | +10.52% | -3.61% | -10.36% | +7.70% | +5.50% | -6.31% | -20.46% |
| 2021 | -1.10% | +3.51% | +4.18% | +5.33% | +0.59% | +2.30% | +1.89% | +3.17% | -4.39% | +7.13% | -0.41% | +3.56% | +28.36% |
| 2020 | +0.47% | -9.19% | -13.05% | +12.92% | +4.94% | +2.79% | +5.33% | +8.31% | -4.04% | -2.98% | +11.62% | +3.90% | +19% |
| 2019 | +9.18% | +3.44% | +2.13% | +5.14% | -6.94% | +6.98% | +2.08% | -1.84% | +2.18% | +1.52% | +3.51% | +2.83% | +33.59% |
| 2018 | +9% | -3.49% | +1.04% | -3.08% | +3.15% | +0.48% | +2.76% | +1.14% | +1.88% | -4.53% | -2.87% | -8.28% | -3.83% |
| 2017 | +2.49% | +2.23% | -0.72% | +0.37% | +2.39% | +1.33% | -0.91% | +1.54% | +2.61% | +3.36% | +1.24% | -0.00697% | +17% |
Drawdown analysis of SPXV (PROSHARES S&P 500 EX-HEALTH CARE ETF)
The maximum drawdown for the SPXV was -34.34%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current SPXV drawdown is -3.05%.
Since Sep 24, 2015 SPXV has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.34% | Feb 19, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -26.57% | Jan 4, 2022 | 196 | Oct 14, 2022 | 292 | Dec 13, 2023 | 488 |
| -19.88% | Feb 19, 2025 | 34 | Apr 8, 2025 | 52 | Jun 24, 2025 | 86 |
| -19.55% | Sep 26, 2018 | 61 | Dec 24, 2018 | 69 | Apr 4, 2019 | 130 |
| -11.73% | Dec 2, 2015 | 30 | Jan 15, 2016 | 136 | Aug 1, 2016 | 166 |
| -10.07% | Sep 2, 2020 | 14 | Sep 23, 2020 | 38 | Nov 16, 2020 | 52 |
| -9.39% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -9.15% | Jan 28, 2026 | 42 | Mar 30, 2026 | 10 | Apr 14, 2026 | 52 |
| -7.84% | Jan 24, 2018 | 50 | Apr 6, 2018 | 71 | Jul 18, 2018 | 121 |
| -7.37% | Apr 29, 2019 | 24 | Jun 3, 2019 | 13 | Jun 20, 2019 | 37 |
| -6.36% | Jul 26, 2019 | 20 | Aug 23, 2019 | 44 | Oct 25, 2019 | 64 |
| -5.90% | Oct 28, 2025 | 17 | Nov 20, 2025 | 23 | Dec 24, 2025 | 40 |
| -5.40% | Mar 28, 2024 | 15 | Apr 19, 2024 | 17 | May 14, 2024 | 32 |
| -5.10% | Jun 2, 2026 | 6 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -4.67% | Sep 2, 2021 | 21 | Oct 4, 2021 | 11 | Oct 19, 2021 | 32 |
| -4.44% | Dec 16, 2024 | 16 | Jan 10, 2025 | 7 | Jan 22, 2025 | 23 |
| -4.34% | May 7, 2021 | 3 | May 12, 2021 | 16 | Jun 4, 2021 | 19 |
| -4.19% | Feb 24, 2021 | 6 | Mar 4, 2021 | 5 | Mar 11, 2021 | 11 |
| -4.03% | Nov 24, 2021 | 4 | Dec 1, 2021 | 7 | Dec 10, 2021 | 11 |
| -3.66% | Dec 10, 2021 | 6 | Dec 20, 2021 | 4 | Dec 27, 2021 | 10 |
| -3.54% | Jan 21, 2021 | 6 | Jan 29, 2021 | 4 | Feb 4, 2021 | 10 |
| -3.07% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -3.06% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -2.74% | Jan 12, 2026 | 5 | Jan 20, 2026 | 5 | Jan 27, 2026 | 10 |
| -2.71% | Jan 17, 2020 | 9 | Jan 31, 2020 | 3 | Feb 5, 2020 | 12 |