Performance analysis of XRLV (INVESCO S&P 500 EX-RATE SENSITIVE LOW VOLATILITY ETF)
Annual Return
Over the past 3 years, XRLV has had an average annual return of +10.23%, underperforming the benchmark SPY, which returned +20.99% annual.
Over the past 5 years, XRLV has had an average annual return of +6.55%, underperforming the benchmark SPY, which returned +12.63% annual.
Over the past 10 years, XRLV has had an average annual return of +10.07%, underperforming the benchmark SPY, which returned +14.87% annual.
Since Apr 9, 2015, XRLV has had an average annual return of +9.90%, underperforming the benchmark SPY, which returned +13.53% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.34% | +4.10% | +14.11% | +0.06% | -4.77% | +27.40% | +2.57% | +29.80% | -3.28% | +23.51% | +11.29% | +3% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.27% | +2.98% | +6.34% | ||||||||||
| 2025 | +2.15% | +4.56% | +0.47% | -2.13% | +0.87% | -0.93% | -0.49% | +1.71% | +0.29% | -3.84% | +3.85% | -2.17% | +4.10% |
| 2024 | +1.29% | +1.70% | +3.02% | -3.13% | +2.11% | -0.12% | +4.48% | +5.11% | +0.98% | -0.55% | +5.32% | -6.30% | +14.11% |
| 2023 | -0.04% | -3.24% | +1.31% | +2.64% | -5.23% | +4.19% | +0.64% | -2.62% | -3.99% | -0.28% | +5.16% | +2.12% | +0.06% |
| 2022 | -5.24% | -1.62% | +4.43% | -3.49% | +0.20% | -4.75% | +4.87% | -1.79% | -7.72% | +7.51% | +5.80% | -1.78% | -4.77% |
| 2021 | -1.31% | +0.82% | +7.13% | +4.67% | +1.66% | +0.06% | +3.52% | +2.11% | -5.14% | +5.58% | -2.06% | +8.26% | +27.40% |
| 2020 | -0.12% | -9.13% | -15.94% | +10.60% | +3.74% | -0.15% | +6.87% | +3.89% | -2.17% | -3.61% | +8.88% | +2.94% | +2.57% |
| 2019 | +7.24% | +4.28% | +1.29% | +3.39% | -2.84% | +5.94% | +0.79% | -0.05% | +1.80% | +0.09% | +2.98% | +1.86% | +29.80% |
| 2018 | +5.15% | -3.98% | -1.09% | -0.32% | +1.14% | -0.33% | +4.62% | +2.11% | +0.74% | -5.27% | +3.29% | -8.46% | -3.28% |
| 2017 | +1.42% | +4.38% | +0.26% | +1.50% | +1.70% | +0.76% | +1.42% | +0.61% | +1.82% | +2.37% | +4.75% | +0.43% | +23.51% |
Drawdown analysis of XRLV (INVESCO S&P 500 EX-RATE SENSITIVE LOW VOLATILITY ETF)
The maximum drawdown for the XRLV was -38.30%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.
The current XRLV drawdown is -0.26%.
Since Apr 9, 2015 XRLV has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.30% | Feb 14, 2020 | 25 | Mar 23, 2020 | 201 | Jan 7, 2021 | 226 |
| -16.47% | Sep 21, 2018 | 64 | Dec 24, 2018 | 65 | Mar 29, 2019 | 129 |
| -15.53% | Apr 20, 2022 | 121 | Oct 12, 2022 | 365 | Mar 27, 2024 | 486 |
| -9.91% | Aug 17, 2015 | 6 | Aug 25, 2015 | 60 | Nov 18, 2015 | 66 |
| -9.69% | Dec 4, 2015 | 30 | Jan 20, 2016 | 40 | Mar 17, 2016 | 70 |
| -9.58% | Jan 26, 2018 | 9 | Feb 8, 2018 | 134 | Aug 21, 2018 | 143 |
| -9.10% | Dec 31, 2021 | 36 | Feb 23, 2022 | 39 | Apr 20, 2022 | 75 |
| -9.00% | Mar 3, 2025 | 26 | Apr 8, 2025 | 92 | Aug 20, 2025 | 118 |
| -8.38% | Nov 29, 2024 | 27 | Jan 10, 2025 | 33 | Feb 28, 2025 | 60 |
| -6.02% | Aug 11, 2016 | 60 | Nov 4, 2016 | 22 | Dec 7, 2016 | 82 |
| -5.65% | Sep 2, 2021 | 19 | Sep 30, 2021 | 24 | Nov 3, 2021 | 43 |
| -5.36% | Aug 20, 2025 | 52 | Nov 3, 2025 | 62 | Feb 3, 2026 | 114 |
| -5.05% | Mar 28, 2024 | 12 | Apr 16, 2024 | 22 | May 16, 2024 | 34 |
| -4.98% | Jul 15, 2019 | 15 | Aug 5, 2019 | 23 | Sep 6, 2019 | 38 |
| -4.53% | Feb 12, 2021 | 13 | Mar 4, 2021 | 6 | Mar 12, 2021 | 19 |
| -4.43% | Jun 23, 2016 | 2 | Jun 27, 2016 | 3 | Jun 30, 2016 | 5 |
| -4.19% | Nov 16, 2021 | 10 | Dec 1, 2021 | 7 | Dec 10, 2021 | 17 |
| -3.81% | Jan 20, 2021 | 7 | Jan 29, 2021 | 7 | Feb 9, 2021 | 14 |
| -3.58% | May 17, 2024 | 7 | May 29, 2024 | 17 | Jun 24, 2024 | 24 |
| -3.54% | Sep 18, 2019 | 10 | Oct 2, 2019 | 22 | Nov 1, 2019 | 32 |
| -3.39% | May 10, 2021 | 28 | Jun 18, 2021 | 10 | Jul 2, 2021 | 38 |
| -2.98% | Apr 30, 2019 | 9 | May 13, 2019 | 16 | Jun 5, 2019 | 25 |
| -2.92% | Oct 18, 2024 | 11 | Nov 4, 2024 | 4 | Nov 8, 2024 | 15 |
| -2.59% | Jun 22, 2015 | 5 | Jun 29, 2015 | 9 | Jul 13, 2015 | 14 |
| -2.42% | Jun 24, 2024 | 5 | Jul 1, 2024 | 8 | Jul 12, 2024 | 13 |