Performance analysis of XMLV (INVESCO S&P MIDCAP LOW VOLATILITY ETF)
Annual Return
Over the past 3 years, XMLV has had an average annual return of +10.32%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, XMLV has had an average annual return of +5.60%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, XMLV has had an average annual return of +7.64%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Feb 15, 2013, XMLV has had an average annual return of +9.46%, underperforming the benchmark SPY, which returned +14.81% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.90% | +5.53% | +17.07% | +1.85% | -6.56% | +23% | -8.37% | +23.77% | -0.13% | +13.71% | +21.56% | +5.39% |
| 2014 | 2013 | ||||||||||
| +18.34% | +14.56% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.49% | +4.35% | -4.74% | +4.83% | -2.52% | -1.16% | +2.90% | ||||||
| 2025 | +1.94% | +0.77% | -0.39% | -2.75% | +3.18% | +0.24% | -0.89% | +4.68% | +0.05% | -2.72% | +3.22% | -1.61% | +5.53% |
| 2024 | -1.00% | +3.42% | +4.21% | -3.47% | +3.50% | -1.45% | +7.10% | +2.01% | +1.70% | +0.15% | +7.05% | -6.44% | +17.07% |
| 2023 | +4.37% | -1.49% | -4.09% | -0.10% | -5.35% | +5.13% | +3.25% | -3.73% | -3.81% | -1.95% | +5.64% | +4.90% | +1.85% |
| 2022 | -6.16% | -1.61% | +3.83% | -3.49% | +1.48% | -5.43% | +6.68% | -4.16% | -7.95% | +9.48% | +6.35% | -3.96% | -6.56% |
| 2021 | +0.27% | +3.02% | +5.60% | +3.27% | +0.48% | -1.27% | +2.21% | +1.19% | -4.69% | +4.99% | -1.18% | +7.61% | +23% |
| 2020 | -0.15% | -10.33% | -16.42% | +6.33% | +0.31% | -1.91% | +3.38% | +1.96% | -4.06% | -0.12% | +9.54% | +5.77% | -8.37% |
| 2019 | +7.28% | +3.84% | +0.73% | +3.12% | -3.15% | +3.93% | +1.11% | +0.10% | +1.93% | +1.41% | +0.07% | +1.50% | +23.77% |
| 2018 | +0.44% | -3.71% | +2.48% | +0.56% | +3.18% | +1.63% | +1.93% | +2.36% | -0.57% | -4.80% | +4.89% | -7.75% | -0.13% |
| 2017 | +1.13% | +3.75% | -0.68% | +0.94% | +0.96% | +0.66% | +1.30% | -0.66% | +1.19% | +2.60% | +3.46% | -1.59% | +13.71% |
Drawdown analysis of XMLV (INVESCO S&P MIDCAP LOW VOLATILITY ETF)
The maximum drawdown for the XMLV was -39.83%, occurring on Mar 23, 2020. Recovery took 268 trading sessions.
The current XMLV drawdown is -4.56%.
Since Feb 15, 2013 XMLV has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.83% | Feb 18, 2020 | 24 | Mar 23, 2020 | 268 | Apr 15, 2021 | 292 |
| -16.55% | Dec 29, 2021 | 190 | Sep 30, 2022 | 373 | Mar 27, 2024 | 563 |
| -13.81% | Nov 25, 2024 | 90 | Apr 8, 2025 | 94 | Aug 22, 2025 | 184 |
| -13.26% | Sep 14, 2018 | 69 | Dec 24, 2018 | 36 | Feb 15, 2019 | 105 |
| -9.62% | Aug 17, 2015 | 6 | Aug 25, 2015 | 63 | Nov 23, 2015 | 69 |
| -9.26% | Dec 1, 2015 | 33 | Jan 20, 2016 | 30 | Mar 3, 2016 | 63 |
| -8.93% | May 21, 2013 | 21 | Jun 20, 2013 | 19 | Jul 18, 2013 | 40 |
| -8.47% | Jul 23, 2013 | 29 | Sep 3, 2013 | 33 | Oct 18, 2013 | 62 |
| -7.97% | Jan 26, 2018 | 9 | Feb 8, 2018 | 63 | May 10, 2018 | 72 |
| -7.03% | Mar 2, 2026 | 14 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -6.72% | Jul 1, 2014 | 72 | Oct 13, 2014 | 11 | Oct 28, 2014 | 83 |
| -6.13% | Sep 7, 2016 | 41 | Nov 3, 2016 | 16 | Nov 28, 2016 | 57 |
| -5.58% | Nov 15, 2021 | 11 | Dec 1, 2021 | 17 | Dec 27, 2021 | 28 |
| -5.56% | Sep 2, 2021 | 19 | Sep 30, 2021 | 22 | Nov 1, 2021 | 41 |
| -5.37% | Mar 28, 2024 | 13 | Apr 17, 2024 | 16 | May 9, 2024 | 29 |
| -5.18% | Jan 22, 2014 | 8 | Feb 3, 2014 | 8 | Feb 13, 2014 | 16 |
| -4.68% | Jul 30, 2024 | 4 | Aug 5, 2024 | 14 | Aug 23, 2024 | 18 |
| -4.37% | Mar 23, 2015 | 30 | May 5, 2015 | 50 | Jul 16, 2015 | 80 |
| -4.19% | Jul 5, 2019 | 21 | Aug 5, 2019 | 22 | Sep 5, 2019 | 43 |
| -4.15% | May 7, 2021 | 29 | Jun 18, 2021 | 37 | Aug 11, 2021 | 66 |
| -4.10% | May 21, 2024 | 32 | Jul 9, 2024 | 4 | Jul 15, 2024 | 36 |
| -3.89% | Feb 5, 2015 | 22 | Mar 10, 2015 | 6 | Mar 18, 2015 | 28 |
| -3.74% | Apr 3, 2014 | 6 | Apr 11, 2014 | 30 | May 27, 2014 | 36 |
| -3.69% | May 3, 2019 | 19 | May 31, 2019 | 9 | Jun 13, 2019 | 28 |
| -3.52% | Sep 11, 2025 | 34 | Oct 29, 2025 | 48 | Jan 8, 2026 | 82 |