Performance analysis of XSHD (INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF)
Annual Return
Over the past 3 years, XSHD has had an average annual return of +2.40%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, XSHD has had an average annual return of -2.42%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Dec 1, 2016, XSHD has had an average annual return of +0.14%, underperforming the benchmark SPY, which returned +15.41% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.36% | -6.42% | -5.26% | +3.03% | -19.48% | +18.33% | -13.52% | +17.92% | -7.86% | +1.51% | +4.92% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.44% | +0.16% | -2.62% | +5.61% | -0.96% | +4.15% | +2.89% | +16.36% | |||||
| 2025 | +0.38% | +0.11% | -3.36% | -5.09% | +1.49% | +2.25% | -2.70% | +6.15% | -2.18% | -5.07% | +2.07% | -0.07% | -6.42% |
| 2024 | -5.59% | -2.31% | +3.36% | -6.24% | +3.68% | -2.90% | +11.60% | -0.97% | -0.82% | -4.20% | +7.08% | -6.36% | -5.26% |
| 2023 | +13.04% | -5.80% | -7.51% | -2.28% | -6.76% | +8.30% | +2.88% | -2.83% | -5.84% | -6.40% | +8.83% | +10.56% | +3.03% |
| 2022 | -2.88% | -2.16% | +4% | -7.88% | +5.09% | -6.38% | +5.23% | -8.23% | -15.17% | +13.58% | +3.28% | -6.46% | -19.48% |
| 2021 | +1.46% | +8.57% | +4.81% | +1.34% | +2.61% | -0.44% | -2.54% | +1.33% | -4.30% | +2.34% | -4.89% | +7.62% | +18.33% |
| 2020 | -4.39% | -8.51% | -32.36% | +9.93% | -0.64% | +7.51% | -0.32% | +2.56% | -5.71% | +2.05% | +17.31% | +7.85% | -13.52% |
| 2019 | +10.57% | +1.38% | -0.89% | -0.16% | -5.28% | +5% | +1.52% | -6.47% | +7.88% | +2.18% | -1.40% | +3.56% | +17.92% |
| 2018 | -0.64% | -4.85% | +1.53% | +1.46% | +4.84% | +4.13% | +1.25% | +2.14% | -2.65% | -6.58% | +2.20% | -9.84% | -7.86% |
| 2017 | -1.20% | -0.60% | -0.19% | +0.50% | -4.02% | +1.82% | +0.41% | -3.22% | +5.34% | +1.48% | +3.20% | -1.64% | +1.51% |
Drawdown analysis of XSHD (INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF)
The maximum drawdown for the XSHD was -49.50%, occurring on Apr 3, 2020. Recovery took 232 trading sessions.
The current XSHD drawdown is -18.95%.
Since Dec 1, 2016 XSHD has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.50% | Aug 21, 2018 | 407 | Apr 3, 2020 | 232 | Mar 8, 2021 | 639 |
| -36.84% | Jun 9, 2021 | 962 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -9.12% | Jan 4, 2017 | 158 | Aug 21, 2017 | 64 | Nov 20, 2017 | 222 |
| -8.67% | Nov 29, 2017 | 51 | Feb 13, 2018 | 71 | May 25, 2018 | 122 |
| -7.88% | Mar 12, 2021 | 8 | Mar 24, 2021 | 47 | Jun 1, 2021 | 55 |
| -2.63% | Jul 6, 2018 | 15 | Jul 27, 2018 | 15 | Aug 17, 2018 | 30 |
| -1.42% | Dec 9, 2016 | 3 | Dec 14, 2016 | 3 | Dec 19, 2016 | 6 |
| -1.34% | Dec 27, 2016 | 1 | Dec 28, 2016 | 4 | Jan 4, 2017 | 5 |
| -1.06% | May 30, 2018 | 1 | May 31, 2018 | 2 | Jun 4, 2018 | 3 |
| -1.00% | Dec 21, 2016 | 1 | Dec 22, 2016 | 2 | Dec 27, 2016 | 3 |
| -0.92% | Jun 2, 2021 | 2 | Jun 4, 2021 | 2 | Jun 8, 2021 | 4 |
| -0.84% | Jun 21, 2018 | 4 | Jun 27, 2018 | 3 | Jul 2, 2018 | 7 |
| -0.78% | May 25, 2018 | 1 | May 29, 2018 | 1 | May 30, 2018 | 2 |
| -0.55% | Mar 8, 2021 | 1 | Mar 9, 2021 | 1 | Mar 10, 2021 | 2 |
| -0.50% | Dec 6, 2016 | 1 | Dec 7, 2016 | 1 | Dec 8, 2016 | 2 |
| -0.46% | Jun 12, 2018 | 1 | Jun 13, 2018 | 2 | Jun 15, 2018 | 3 |
| -0.26% | Jun 19, 2018 | 1 | Jun 20, 2018 | 1 | Jun 21, 2018 | 2 |
| -0.23% | Nov 20, 2017 | 3 | Nov 24, 2017 | 2 | Nov 28, 2017 | 5 |
| -0.12% | Dec 1, 2016 | 1 | Dec 2, 2016 | 1 | Dec 5, 2016 | 2 |