Performance analysis of UPGD (INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF)
Annual Return
Over the past 3 years, UPGD has had an average annual return of +15.44%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, UPGD has had an average annual return of +7.16%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, UPGD has had an average annual return of +10.36%, underperforming the benchmark SPY, which returned +15.44% annual.
Since May 19, 2006, UPGD has had an average annual return of +8.03%, underperforming the benchmark SPY, which returned +11.32% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.96% | +8.88% | +13.28% | +15.65% | -13.16% | +24.10% | +6.21% | +32.02% | -14.82% | +13.31% | +19.68% | -6.06% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +4.62% | +43.35% | +14.72% | -2.24% | +27.42% | +56.31% | -38.76% | +3.63% | -14.71% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.65% | +3.62% | -8.31% | +6.19% | +5.86% | +0.22% | +10.96% | ||||||
| 2025 | +3.77% | +0.32% | -2.71% | -2.95% | +3.67% | +0.75% | +1.72% | +2.57% | +1.14% | -1.23% | +1.33% | +0.41% | +8.88% |
| 2024 | -1.68% | +5.86% | +2.89% | -2.95% | +1.95% | +0.02% | +4.44% | +2.83% | +2.18% | -2.04% | +7.48% | -7.49% | +13.28% |
| 2023 | +10.38% | -2.47% | -5.05% | -0.33% | -2.90% | +8.55% | +4.76% | -3.81% | -4.96% | -5.59% | +7.94% | +10.34% | +15.65% |
| 2022 | -5.27% | +0.31% | +2.21% | -7.80% | +0.27% | -9.39% | +11.43% | -0.74% | -10.46% | +9.20% | +2.81% | -4.03% | -13.16% |
| 2021 | +2.38% | +7.61% | +3.13% | +4.95% | +0.29% | +0.98% | -3.41% | +2.02% | -0.90% | +5.35% | -3.89% | +3.94% | +24.10% |
| 2020 | -5.22% | -9.91% | -30.20% | +19.40% | +7.04% | +6.63% | +0.91% | +5.83% | -4.55% | +1.66% | +17.27% | +7.60% | +6.21% |
| 2019 | +14.03% | +4.93% | +0.11% | +3.57% | -8.35% | +8.31% | -1.76% | -5.96% | +2.48% | +0.94% | +5.59% | +6.23% | +32.02% |
| 2018 | +4.39% | -5.46% | +0.79% | +3.45% | +4.17% | +0.36% | +0.66% | +4.52% | -1.63% | -10.03% | -0.90% | -14.20% | -14.82% |
| 2017 | +1.72% | +1.92% | +1.03% | -1.49% | -0.96% | +2.80% | +0.72% | -3.18% | +5.32% | -0.04% | +2.93% | +2.06% | +13.31% |
Drawdown analysis of UPGD (INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF)
The maximum drawdown for the UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 513 trading sessions.
The current UPGD drawdown is -0.24%.
Since May 19, 2006 UPGD has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.86% | May 23, 2006 | 630 | Nov 20, 2008 | 513 | Dec 6, 2010 | 1143 |
| -50.18% | Aug 29, 2018 | 389 | Mar 18, 2020 | 181 | Dec 3, 2020 | 570 |
| -28.87% | Apr 29, 2011 | 108 | Oct 3, 2011 | 113 | Mar 15, 2012 | 221 |
| -27.28% | Jun 23, 2015 | 161 | Feb 11, 2016 | 196 | Nov 18, 2016 | 357 |
| -24.31% | Nov 9, 2021 | 151 | Jun 16, 2022 | 425 | Feb 27, 2024 | 576 |
| -16.90% | Nov 29, 2024 | 87 | Apr 8, 2025 | 94 | Aug 22, 2025 | 181 |
| -13.44% | Mar 26, 2012 | 48 | Jun 4, 2012 | 145 | Jan 2, 2013 | 193 |
| -12.69% | Jul 3, 2014 | 70 | Oct 13, 2014 | 91 | Feb 24, 2015 | 161 |
| -10.11% | Jan 26, 2018 | 9 | Feb 8, 2018 | 67 | May 16, 2018 | 76 |
| -10.01% | Feb 27, 2026 | 21 | Mar 30, 2026 | 39 | May 26, 2026 | 60 |
| -8.56% | Jun 8, 2021 | 51 | Aug 19, 2021 | 42 | Oct 19, 2021 | 93 |
| -6.75% | Oct 6, 2025 | 33 | Nov 20, 2025 | 14 | Dec 11, 2025 | 47 |
| -6.71% | Jan 22, 2014 | 8 | Feb 3, 2014 | 16 | Feb 26, 2014 | 24 |
| -6.69% | Jul 25, 2017 | 19 | Aug 21, 2017 | 26 | Sep 27, 2017 | 45 |
| -6.69% | Apr 2, 2014 | 30 | May 15, 2014 | 23 | Jun 18, 2014 | 53 |
| -6.15% | Mar 15, 2021 | 7 | Mar 24, 2021 | 21 | Apr 23, 2021 | 28 |
| -5.65% | Feb 18, 2011 | 17 | Mar 16, 2011 | 10 | Mar 30, 2011 | 27 |
| -5.04% | Mar 21, 2024 | 18 | Apr 17, 2024 | 19 | May 14, 2024 | 37 |
| -4.90% | Jan 20, 2021 | 7 | Jan 29, 2021 | 4 | Feb 4, 2021 | 11 |
| -4.69% | Apr 29, 2021 | 9 | May 12, 2021 | 13 | Jun 1, 2021 | 22 |
| -4.52% | Mar 1, 2017 | 15 | Mar 22, 2017 | 57 | Jun 13, 2017 | 72 |
| -4.33% | Jul 17, 2024 | 13 | Aug 5, 2024 | 10 | Aug 19, 2024 | 23 |
| -4.29% | Mar 28, 2013 | 14 | Apr 18, 2013 | 8 | Apr 30, 2013 | 22 |
| -4.25% | Jun 18, 2013 | 4 | Jun 24, 2013 | 5 | Jul 1, 2013 | 9 |
| -4.00% | Aug 5, 2013 | 20 | Sep 3, 2013 | 5 | Sep 10, 2013 | 25 |