Performance analysis of XMHQ (INVESCO S&P MIDCAP QUALITY ETF)
Annual Return
Over the past 3 years, XMHQ has had an average annual return of +13.24%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, XMHQ has had an average annual return of +10.27%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, XMHQ has had an average annual return of +12.53%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Dec 1, 2006, XMHQ has had an average annual return of +9.39%, underperforming the benchmark SPY, which returned +10.93% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.45% | +4.70% | +16.78% | +29.50% | -12.42% | +20.99% | +26.63% | +27.18% | -9.07% | +15.64% | +16.14% | -6.50% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +13.05% | +33.42% | +13.24% | -1.40% | +21.15% | +29.56% | -40.16% | +5.61% | +2.52% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.93% | +1.81% | -4.49% | +3.81% | +3.12% | +2.15% | -0.08% | +10.45% | |||||
| 2025 | +2.81% | -5.12% | -4.53% | +0.91% | +5.35% | +1.10% | +2.88% | +3.37% | +0.60% | -2.19% | +0.40% | -0.45% | +4.70% |
| 2024 | +2.94% | +11.97% | +7.83% | -6.62% | +3.26% | -4.31% | +6.15% | -1.81% | +1.57% | -3.63% | +9.39% | -8.77% | +16.78% |
| 2023 | +8.94% | -1.68% | -0.50% | +0.63% | -1.65% | +11.32% | +3.77% | +0.60% | -4.24% | -4.95% | +8.15% | +7.35% | +29.50% |
| 2022 | -5.81% | +0.66% | -0.34% | -7.12% | +0.58% | -9.49% | +11.13% | -4.08% | -7.74% | +12.02% | +6.41% | -6.50% | -12.42% |
| 2021 | +2.07% | +6.14% | +5.02% | +2.50% | +0.50% | -1.13% | +0.35% | +2.21% | -3.88% | +4.86% | -2.83% | +3.93% | +20.99% |
| 2020 | -2.01% | -9.63% | -12.82% | +14.62% | +9.13% | +2.47% | +4.21% | +3.86% | -4.02% | +2.47% | +12.71% | +6.68% | +26.63% |
| 2019 | +10.87% | +3.59% | +1.32% | +2.03% | -7.87% | +7.24% | +2.36% | -3.78% | +1.79% | +1.64% | +3.67% | +2.62% | +27.18% |
| 2018 | +2.79% | -4.08% | +0.41% | +0.87% | +1.97% | +1.77% | +0.84% | +4.26% | -0.91% | -7.87% | +0.47% | -9.00% | -9.07% |
| 2017 | +2.42% | +2.20% | -0.50% | +0.50% | -0.14% | +1.08% | +1.03% | -0.71% | +3.25% | +0.46% | +3.95% | +1.20% | +15.64% |
Drawdown analysis of XMHQ (INVESCO S&P MIDCAP QUALITY ETF)
The maximum drawdown for the XMHQ was -58.19%, occurring on Nov 21, 2008. Recovery took 1045 trading sessions.
The current XMHQ drawdown is -1.64%.
Since Dec 1, 2006 XMHQ has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 6 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.19% | Jul 13, 2007 | 345 | Nov 21, 2008 | 1045 | Jan 18, 2013 | 1390 |
| -36.89% | Feb 19, 2020 | 23 | Mar 23, 2020 | 87 | Jul 27, 2020 | 110 |
| -25.47% | Nov 16, 2021 | 146 | Jun 16, 2022 | 267 | Jul 12, 2023 | 413 |
| -24.56% | Nov 25, 2024 | 90 | Apr 8, 2025 | 194 | Jan 15, 2026 | 284 |
| -22.38% | May 19, 2015 | 185 | Feb 11, 2016 | 112 | Jul 22, 2016 | 297 |
| -21.82% | Sep 21, 2018 | 64 | Dec 24, 2018 | 145 | Jul 24, 2019 | 209 |
| -10.86% | Sep 1, 2023 | 39 | Oct 27, 2023 | 32 | Dec 13, 2023 | 71 |
| -10.32% | Mar 28, 2024 | 90 | Aug 7, 2024 | 51 | Oct 18, 2024 | 141 |
| -10.06% | Jan 26, 2018 | 10 | Feb 9, 2018 | 102 | Jul 9, 2018 | 112 |
| -9.61% | Sep 4, 2014 | 29 | Oct 15, 2014 | 13 | Nov 3, 2014 | 42 |
| -9.37% | Sep 2, 2020 | 14 | Sep 23, 2020 | 12 | Oct 9, 2020 | 26 |
| -8.72% | May 7, 2021 | 49 | Jul 19, 2021 | 67 | Oct 21, 2021 | 116 |
| -8.40% | Jan 22, 2026 | 40 | Mar 20, 2026 | 31 | May 5, 2026 | 71 |
| -7.88% | Jul 24, 2019 | 22 | Aug 23, 2019 | 50 | Nov 4, 2019 | 72 |
| -6.55% | Sep 8, 2016 | 40 | Nov 3, 2016 | 12 | Nov 21, 2016 | 52 |
| -6.52% | May 21, 2013 | 23 | Jun 24, 2013 | 17 | Jul 18, 2013 | 40 |
| -6.31% | Jan 15, 2014 | 14 | Feb 5, 2014 | 9 | Feb 19, 2014 | 23 |
| -6.04% | Feb 22, 2007 | 7 | Mar 5, 2007 | 29 | Apr 16, 2007 | 36 |
| -5.96% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -5.57% | Oct 16, 2020 | 8 | Oct 28, 2020 | 6 | Nov 5, 2020 | 14 |
| -5.26% | Mar 15, 2021 | 7 | Mar 24, 2021 | 12 | Apr 12, 2021 | 19 |
| -5.10% | May 6, 2026 | 9 | May 19, 2026 | 10 | Jun 3, 2026 | 19 |
| -4.97% | Jan 20, 2021 | 7 | Jan 29, 2021 | 5 | Feb 5, 2021 | 12 |
| -4.68% | Apr 2, 2014 | 8 | Apr 14, 2014 | 20 | May 13, 2014 | 28 |
| -4.56% | Aug 1, 2013 | 21 | Aug 30, 2013 | 11 | Sep 17, 2013 | 32 |