Performance analysis of XLG (INVESCO S&P 500 TOP 50 ETF)
Annual Return
Over the past 3 years, XLG has had an average annual return of +21.07%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, XLG has had an average annual return of +13.96%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, XLG has had an average annual return of +16.44%, outperforming the benchmark SPY, which returned +15.04% annual.
Since May 10, 2005, XLG has had an average annual return of +11.41%, outperforming the benchmark SPY, which returned +11.19% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.95% | +19.50% | +33.49% | +38.16% | -24.29% | +30.77% | +24.16% | +32.04% | -3.57% | +23.03% | +11.28% | +4.24% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +11.37% | +28.86% | +15.29% | +4.78% | +9.30% | +20.33% | -33.80% | +4.48% | +18.06% | +3.78% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.46% | -3.20% | -4.34% | +11.64% | +5.70% | -4.70% | +0.28% | +3.95% | |||||
| 2025 | +1.66% | -2.30% | -7.08% | -0.52% | +7.56% | +6.02% | +3.44% | +1.91% | +4.90% | +4.14% | -0.52% | -0.36% | +19.50% |
| 2024 | +2.92% | +6.34% | +2.28% | -3.73% | +6.68% | +5.95% | -0.42% | +2.09% | +2.38% | -0.65% | +5.40% | +0.56% | +33.49% |
| 2023 | +6.90% | -1.51% | +7.22% | +2.52% | +4.03% | +5.88% | +3.25% | -0.75% | -5.01% | -1.38% | +9.29% | +3.30% | +38.16% |
| 2022 | -5.06% | -4.13% | +4.92% | -10.71% | -0.96% | -7.50% | +9.93% | -5.41% | -9.39% | +5.87% | +4.57% | -7.07% | -24.29% |
| 2021 | -0.78% | +1.27% | +3.75% | +5.79% | -0.27% | +4.32% | +2.90% | +3.82% | -4.83% | +8.21% | +0.48% | +3.10% | +30.77% |
| 2020 | +1.33% | -8.24% | -9.40% | +13.53% | +3.88% | +3.53% | +6.27% | +9.65% | -5.21% | -3.55% | +9.20% | +3.76% | +24.16% |
| 2019 | +7.10% | +2.91% | +2.86% | +4.74% | -7.00% | +6.62% | +1.83% | -1.75% | +1.64% | +3.01% | +4.02% | +2.93% | +32.04% |
| 2018 | +5.93% | -2.95% | -4.02% | +0.51% | +2.79% | +0.27% | +3.79% | +4.45% | +0.61% | -6.26% | +0.95% | -8.59% | -3.57% |
| 2017 | +1.25% | +4.76% | +0.41% | +1.09% | +1.23% | +0.61% | +2.07% | +1.01% | +1.39% | +2.97% | +2.68% | +1.52% | +23.03% |
Drawdown analysis of XLG (INVESCO S&P 500 TOP 50 ETF)
The maximum drawdown for the XLG was -52.40%, occurring on Mar 9, 2009. Recovery took 869 trading sessions.
The current XLG drawdown is -4.76%.
Since May 10, 2005 XLG has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.40% | Oct 9, 2007 | 355 | Mar 9, 2009 | 869 | Aug 16, 2012 | 1224 |
| -30.45% | Feb 19, 2020 | 23 | Mar 23, 2020 | 74 | Jul 8, 2020 | 97 |
| -28.03% | Jan 3, 2022 | 195 | Oct 12, 2022 | 278 | Nov 20, 2023 | 473 |
| -20.71% | Feb 19, 2025 | 34 | Apr 8, 2025 | 54 | Jun 26, 2025 | 88 |
| -19.78% | Oct 3, 2018 | 56 | Dec 24, 2018 | 76 | Apr 15, 2019 | 132 |
| -13.40% | Jul 20, 2015 | 26 | Aug 25, 2015 | 49 | Nov 3, 2015 | 75 |
| -12.41% | Oct 29, 2025 | 103 | Mar 30, 2026 | 16 | Apr 22, 2026 | 119 |
| -11.32% | Jul 10, 2024 | 18 | Aug 5, 2024 | 46 | Oct 9, 2024 | 64 |
| -11.15% | Sep 2, 2020 | 14 | Sep 23, 2020 | 66 | Dec 28, 2020 | 80 |
| -10.80% | Nov 3, 2015 | 68 | Feb 11, 2016 | 42 | Apr 13, 2016 | 110 |
| -10.62% | Jan 26, 2018 | 44 | Apr 2, 2018 | 80 | Jul 25, 2018 | 124 |
| -8.87% | Oct 4, 2012 | 28 | Nov 15, 2012 | 52 | Feb 1, 2013 | 80 |
| -8.26% | Apr 29, 2019 | 24 | Jun 3, 2019 | 21 | Jul 2, 2019 | 45 |
| -8.01% | Jun 1, 2026 | 18 | Jun 26, 2026 | Ongoing | Ongoing | Ongoing |
| -7.99% | Jul 16, 2007 | 22 | Aug 15, 2007 | 24 | Sep 19, 2007 | 46 |
| -7.30% | Sep 19, 2014 | 19 | Oct 16, 2014 | 11 | Oct 31, 2014 | 30 |
| -6.46% | Jan 24, 2007 | 27 | Mar 5, 2007 | 30 | Apr 17, 2007 | 57 |
| -6.39% | Dec 31, 2013 | 22 | Feb 3, 2014 | 35 | Mar 25, 2014 | 57 |
| -6.31% | Jul 26, 2019 | 6 | Aug 5, 2019 | 58 | Oct 25, 2019 | 64 |
| -5.83% | May 5, 2006 | 26 | Jun 13, 2006 | 44 | Aug 15, 2006 | 70 |
| -5.79% | Mar 22, 2024 | 19 | Apr 19, 2024 | 16 | May 13, 2024 | 35 |
| -5.58% | Sep 7, 2021 | 19 | Oct 4, 2021 | 13 | Oct 21, 2021 | 32 |
| -5.32% | Feb 17, 2021 | 11 | Mar 4, 2021 | 20 | Apr 1, 2021 | 31 |
| -5.28% | Nov 26, 2014 | 13 | Dec 16, 2014 | 7 | Dec 26, 2014 | 20 |
| -5.10% | Dec 26, 2014 | 23 | Jan 30, 2015 | 10 | Feb 13, 2015 | 33 |