Performance analysis of VRIG (INVESCO VARIABLE RATE INVESTMENT GRADE ETF)
Annual Return
Over the past 3 years, VRIG has had an average annual return of +5.98%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, VRIG has had an average annual return of +4.42%, underperforming the benchmark SPY, which returned +14% annual.
Since Sep 22, 2016, VRIG has had an average annual return of +3.45%, underperforming the benchmark SPY, which returned +15.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.79% | +5.05% | +6.81% | +7.37% | +0.98% | +1.06% | +1.75% | +4.56% | +0.51% | +3.20% | +0.56% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.48% | +0.34% | +0.07% | +0.43% | +0.43% | +0.02% | +1.79% | ||||||
| 2025 | +0.43% | +0.46% | +0.23% | +0.02% | +0.64% | +0.49% | +0.56% | +0.47% | +0.43% | +0.34% | +0.38% | +0.49% | +5.05% |
| 2024 | +0.81% | +0.55% | +0.60% | +0.57% | +0.75% | +0.41% | +0.44% | +0.46% | +0.41% | +0.52% | +0.54% | +0.55% | +6.81% |
| 2023 | +1.10% | +0.72% | -0.47% | +0.93% | +0.69% | +0.54% | +0.75% | +0.64% | +0.40% | +0.39% | +0.58% | +0.86% | +7.37% |
| 2022 | +0.10% | -0.31% | -0.16% | +0.05% | -0.55% | -0.31% | +0.45% | +0.55% | -0.44% | +0.09% | +0.57% | +0.94% | +0.98% |
| 2021 | +0.48% | +0.12% | -0.05% | +0.11% | +0.13% | +0.06% | +0.08% | +0.05% | +0.12% | -0.04% | -0.10% | +0.10% | +1.06% |
| 2020 | +0.41% | -0.15% | -8.53% | +4.28% | +2.67% | +1.60% | +0.39% | +0.84% | -0.00908% | +0.18% | +0.44% | +0.15% | +1.75% |
| 2019 | +0.93% | +0.51% | +0.40% | +0.44% | +0.28% | +0.07% | +0.26% | +0.30% | +0.29% | +0.44% | +0.22% | +0.34% | +4.56% |
| 2018 | +0.23% | -0% | -0.03% | +0.33% | +0.21% | +0.04% | +0.33% | +0.29% | +0.16% | -0.02% | -0.26% | -0.76% | +0.51% |
| 2017 | +0.45% | +0.42% | +0.32% | +0.56% | +0.13% | +0.06% | +0.22% | +0.21% | +0.24% | +0.10% | +0.25% | +0.20% | +3.20% |
Drawdown analysis of VRIG (INVESCO VARIABLE RATE INVESTMENT GRADE ETF)
The maximum drawdown for the VRIG was -13.05%, occurring on Mar 26, 2020. Recovery took 103 trading sessions.
The current VRIG drawdown is -0.02%.
Since Sep 22, 2016 VRIG has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.05% | Feb 19, 2020 | 26 | Mar 26, 2020 | 103 | Aug 21, 2020 | 129 |
| -2.28% | Jan 21, 2022 | 101 | Jun 16, 2022 | 67 | Sep 22, 2022 | 168 |
| -1.40% | Mar 6, 2023 | 5 | Mar 13, 2023 | 25 | Apr 18, 2023 | 30 |
| -1.37% | Nov 14, 2018 | 25 | Dec 21, 2018 | 39 | Feb 20, 2019 | 64 |
| -0.78% | Mar 31, 2025 | 5 | Apr 7, 2025 | 15 | Apr 29, 2025 | 20 |
| -0.73% | Sep 22, 2022 | 6 | Sep 30, 2022 | 45 | Dec 5, 2022 | 51 |
| -0.47% | May 5, 2017 | 10 | May 19, 2017 | 38 | Jul 14, 2017 | 48 |
| -0.43% | Jan 26, 2018 | 10 | Feb 9, 2018 | 21 | Mar 13, 2018 | 31 |
| -0.35% | Apr 18, 2018 | 2 | Apr 20, 2018 | 26 | May 29, 2018 | 28 |
| -0.31% | Mar 14, 2018 | 7 | Mar 23, 2018 | 6 | Apr 3, 2018 | 13 |
| -0.29% | Sep 18, 2020 | 5 | Sep 25, 2020 | 31 | Nov 9, 2020 | 36 |
| -0.28% | Jan 13, 2017 | 2 | Jan 18, 2017 | 18 | Feb 13, 2017 | 20 |
| -0.25% | Nov 14, 2017 | 3 | Nov 17, 2017 | 23 | Dec 21, 2017 | 26 |
| -0.24% | Dec 6, 2019 | 2 | Dec 10, 2019 | 1 | Dec 11, 2019 | 3 |
| -0.22% | Oct 18, 2017 | 8 | Oct 30, 2017 | 2 | Nov 1, 2017 | 10 |
| -0.22% | Mar 2, 2017 | 8 | Mar 14, 2017 | 4 | Mar 20, 2017 | 12 |
| -0.21% | Jun 24, 2019 | 1 | Jun 25, 2019 | 5 | Jul 2, 2019 | 6 |
| -0.21% | Jul 31, 2024 | 3 | Aug 5, 2024 | 4 | Aug 9, 2024 | 7 |
| -0.20% | Oct 4, 2016 | 4 | Oct 10, 2016 | 4 | Oct 14, 2016 | 8 |
| -0.20% | Dec 9, 2016 | 2 | Dec 13, 2016 | 2 | Dec 15, 2016 | 4 |
| -0.20% | Dec 22, 2016 | 4 | Dec 29, 2016 | 3 | Jan 4, 2017 | 7 |
| -0.20% | Mar 12, 2019 | 2 | Mar 14, 2019 | 3 | Mar 19, 2019 | 5 |
| -0.20% | Jun 7, 2019 | 3 | Jun 12, 2019 | 8 | Jun 24, 2019 | 11 |
| -0.18% | Nov 11, 2019 | 5 | Nov 18, 2019 | 5 | Nov 25, 2019 | 10 |
| -0.18% | Apr 24, 2023 | 2 | Apr 26, 2023 | 1 | Apr 27, 2023 | 3 |