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Performance analysis of VRP (INVESCO VARIABLE RATE PREFERRED ETF)

Annual Return

Over the past 3 years, VRP has had an average annual return of +9.81%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, VRP has had an average annual return of +4.43%, underperforming the benchmark SPY, which returned +14% annual.

Over the past 10 years, VRP has had an average annual return of +5.24%, underperforming the benchmark SPY, which returned +15.53% annual.

Since May 1, 2014, VRP has had an average annual return of +5.11%, underperforming the benchmark SPY, which returned +14.13% annual.

202620252024202320222021202020192018201720162015
+2.23%+7.34%+11.10%+10.34%-9.01%+4.20%+5.12%+18.83%-6.62%+9.25%+6.79%+3.36%
2014
+1.81%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.87%+0.50%-1.55%+1.76%+0.58%+0.08%+2.23%
2025+1%+1.03%-0.48%-0.95%+1.70%+1.49%+0.50%+0.70%+1.20%+0.50%+0.00562%+0.46%+7.34%
2024+2.29%+0.95%+1.09%-0.29%+1.53%+0.92%+0.82%+1.22%+1.44%+0.38%+1.04%-0.79%+11.10%
2023+5.59%-0.98%-3.97%+1.06%-0.24%+1.23%+2.67%+0%-0.56%-2.46%+5.02%+2.95%+10.34%
2022-1.85%-2.29%-0.54%-2.76%-1.31%-4.14%+5.69%-1.66%-3.73%+0.74%+2.56%+0.32%-9.01%
2021-0.15%-0.87%+1.75%+1.32%+0.40%+1.08%+0.69%+0.30%-0.27%-0.08%-1.53%+1.53%+4.20%
2020+0.98%-5.32%-12.05%+9.10%+0.90%+0.33%+5.22%+2.40%-1.40%+0.37%+4.60%+1.50%+5.12%
2019+6.07%+1.78%+0.74%+1.19%+0.00792%+1.62%+1.58%+0.81%+0.88%+1.65%+0.22%+0.96%+18.83%
2018-0.37%-0.25%-0.07%-0.65%+0.13%+0.40%+1.08%+0.72%-0.50%-1.52%-3.11%-2.61%-6.62%
2017+2.02%+2.34%+0.30%+1.48%+1.45%+1.05%+0.74%-0.42%+0.41%-0.06%-0.41%+0.05%+9.25%

Drawdown analysis of VRP (INVESCO VARIABLE RATE PREFERRED ETF)

The maximum drawdown for the VRP was -46.04%, occurring on Mar 18, 2020. Recovery took 169 trading sessions.

Since May 1, 2014 VRP has experienced the following drawdowns:

  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 2 times
DepthStartTo BottomBottomTo RecoverEndTotal
-46.04%Feb 12, 202024Mar 18, 2020169Nov 16, 2020193
-13.75%Sep 22, 2021369Mar 13, 2023209Jan 10, 2024578
-9.03%Aug 31, 201880Dec 27, 201843Mar 1, 2019123
-7.54%Apr 24, 2015202Feb 11, 201649Apr 22, 2016251
-5.38%Sep 6, 201649Nov 14, 201657Feb 7, 2017106
-4.26%Feb 28, 202527Apr 8, 202527May 16, 202554
-2.89%Feb 24, 202623Mar 27, 202615Apr 20, 202638
-2.44%Oct 23, 201778Feb 14, 2018138Aug 31, 2018216
-1.89%Jul 18, 202412Aug 5, 20248Aug 15, 202420
-1.72%Mar 22, 202416Apr 16, 202412May 2, 202428
-1.71%Aug 29, 201475Dec 16, 201426Jan 26, 2015101
-1.67%Feb 9, 202112Feb 26, 202123Mar 31, 202135
-1.56%Jan 3, 20255Jan 13, 202516Feb 5, 202521
-1.41%Aug 3, 20176Aug 11, 201750Oct 23, 201756
-1.40%Feb 27, 20178Mar 9, 201715Mar 30, 201723
-1.27%Dec 9, 20248Dec 19, 20249Jan 3, 202517
-1.08%May 24, 20243May 30, 20242Jun 3, 20245
-1.02%Jan 30, 20247Feb 8, 20248Feb 21, 202415
-1.00%Dec 30, 20208Jan 12, 20212Jan 14, 202110
-0.98%Mar 13, 20198Mar 25, 20195Apr 1, 201913
-0.96%Jul 14, 201417Aug 6, 20148Aug 18, 201425
-0.90%Sep 26, 20247Oct 7, 20246Oct 15, 202413
-0.84%Jun 4, 20243Jun 7, 20247Jun 18, 202410
-0.81%Oct 29, 202516Nov 20, 202519Dec 18, 202535
-0.79%Jun 21, 20246Jul 1, 20242Jul 3, 20248