Performance analysis of XMVM (INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF)
Annual Return
Over the past 3 years, XMVM has had an average annual return of +18.53%, underperforming the benchmark SPY, which returned +20.51% annual.
Over the past 5 years, XMVM has had an average annual return of +10.96%, underperforming the benchmark SPY, which returned +13.50% annual.
Over the past 10 years, XMVM has had an average annual return of +12.24%, underperforming the benchmark SPY, which returned +15.42% annual.
Since Mar 3, 2005, XMVM has had an average annual return of +9.53%, underperforming the benchmark SPY, which returned +10.90% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.13% | +18.43% | +11.73% | +16.30% | -8.22% | +35.17% | +5.73% | +30.39% | -9.58% | +2.79% | +28.71% | -7.99% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +13.35% | +41.05% | +18.17% | -1.18% | +14.72% | +25.70% | -37.15% | +0.06% | +14.33% | +10.42% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.27% | +1.40% | -2.47% | +7.03% | -1.43% | +4.06% | +12.13% | ||||||
| 2025 | +4% | -2.68% | -5.30% | -2.64% | +5.26% | +3.55% | +0.77% | +8.89% | +1.50% | -2.61% | +4.23% | +3% | +18.43% |
| 2024 | -2.36% | +3.56% | +7.02% | -6.33% | +4.65% | -2.67% | +9.43% | -1.08% | -0.40% | +0.36% | +10.60% | -9.57% | +11.73% |
| 2023 | +9.20% | -1.39% | -7.52% | -2.60% | -3.06% | +12.44% | +5.40% | -1.72% | -3.65% | -5.34% | +6.79% | +9.04% | +16.30% |
| 2022 | -4.50% | +3.34% | +0.31% | -7.39% | +1.66% | -12.85% | +10.45% | -2.07% | -8.69% | +14.07% | +6.85% | -6.15% | -8.22% |
| 2021 | +2.12% | +8.82% | +10.05% | +4.12% | +2.19% | -4.42% | +0.41% | +3.36% | -4.73% | +4.75% | -1.42% | +6.44% | +35.17% |
| 2020 | -4.85% | -10.46% | -23.99% | +13.80% | +4.34% | +0.42% | +3.45% | +6.38% | -3.91% | +3.36% | +16.03% | +7.97% | +5.73% |
| 2019 | +10.85% | +2.26% | +1.12% | +2.67% | -4.97% | +7.75% | -0.09% | -7.67% | +7.22% | +3.18% | +2.72% | +3.22% | +30.39% |
| 2018 | +0.45% | -4.20% | +0.61% | +1.65% | +0.82% | +0.91% | +2.22% | +0.35% | -1.05% | -4.12% | +1.96% | -8.98% | -9.58% |
| 2017 | +0.93% | +1.71% | -1.81% | -1.31% | -2.62% | +1.06% | +1.58% | -1.39% | +1.48% | +0.19% | +2.81% | +0.27% | +2.79% |
Drawdown analysis of XMVM (INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF)
The maximum drawdown for the XMVM was -62.83%, occurring on Mar 9, 2009. Recovery took 983 trading sessions.
Since Mar 3, 2005 XMVM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.83% | Jul 13, 2007 | 416 | Mar 9, 2009 | 983 | Feb 1, 2013 | 1399 |
| -45.05% | Jan 16, 2020 | 45 | Mar 23, 2020 | 172 | Nov 24, 2020 | 217 |
| -24.13% | Nov 25, 2024 | 90 | Apr 8, 2025 | 97 | Aug 27, 2025 | 187 |
| -22.68% | Jan 14, 2022 | 174 | Sep 26, 2022 | 307 | Dec 14, 2023 | 481 |
| -19.54% | Mar 23, 2015 | 210 | Jan 21, 2016 | 93 | Jun 3, 2016 | 303 |
| -16.83% | Aug 20, 2018 | 87 | Dec 24, 2018 | 66 | Apr 1, 2019 | 153 |
| -13.19% | May 7, 2021 | 49 | Jul 19, 2021 | 78 | Nov 5, 2021 | 127 |
| -11.85% | Jul 24, 2019 | 24 | Aug 27, 2019 | 10 | Sep 11, 2019 | 34 |
| -11.06% | Sep 5, 2014 | 28 | Oct 15, 2014 | 29 | Nov 25, 2014 | 57 |
| -9.21% | Jul 31, 2024 | 3 | Aug 5, 2024 | 49 | Oct 14, 2024 | 52 |
| -9.18% | Feb 6, 2026 | 29 | Mar 20, 2026 | 28 | Apr 30, 2026 | 57 |
| -8.51% | Nov 23, 2021 | 18 | Dec 20, 2021 | 10 | Jan 4, 2022 | 28 |
| -8.27% | Jan 26, 2018 | 10 | Feb 9, 2018 | 122 | Aug 6, 2018 | 132 |
| -7.78% | Aug 3, 2005 | 50 | Oct 13, 2005 | 26 | Nov 18, 2005 | 76 |
| -7.59% | Mar 1, 2017 | 120 | Aug 21, 2017 | 99 | Jan 11, 2018 | 219 |
| -7.40% | Mar 28, 2024 | 14 | Apr 18, 2024 | 60 | Jul 16, 2024 | 74 |
| -7.25% | May 8, 2006 | 26 | Jun 14, 2006 | 72 | Sep 26, 2006 | 98 |
| -6.76% | Mar 7, 2005 | 37 | Apr 28, 2005 | 32 | Jun 14, 2005 | 69 |
| -6.68% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -6.53% | Sep 11, 2025 | 25 | Oct 16, 2025 | 30 | Nov 28, 2025 | 55 |
| -6.45% | Sep 11, 2019 | 19 | Oct 8, 2019 | 9 | Oct 21, 2019 | 28 |
| -6.18% | Jan 22, 2014 | 8 | Feb 3, 2014 | 10 | Feb 18, 2014 | 18 |
| -6.16% | Jun 8, 2016 | 13 | Jun 27, 2016 | 4 | Jul 1, 2016 | 17 |
| -6.05% | Mar 15, 2021 | 7 | Mar 24, 2021 | 7 | Apr 5, 2021 | 14 |
| -5.94% | Jan 20, 2021 | 7 | Jan 29, 2021 | 5 | Feb 5, 2021 | 12 |