Performance analysis of XSHQ (INVESCO S&P SMALLCAP QUALITY ETF)
Annual Return
Over the past 3 years, XSHQ has had an average annual return of +11.81%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, XSHQ has had an average annual return of +5.96%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Aug 24, 2017, XSHQ has had an average annual return of +8.45%, underperforming the benchmark SPY, which returned +15.52% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.08% | +0.87% | +7.49% | +23.86% | -15.02% | +24.01% | +11.83% | +17.38% | -6.10% | +7.17% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.13% | +1.82% | -4.25% | +7.95% | +0.37% | +0.13% | +9.08% | ||||||
| 2025 | +2.15% | -6.20% | -2.24% | -5.01% | +6.37% | +2.25% | +1.18% | +6.77% | -1.90% | -3.86% | +2.46% | -0.14% | +0.87% |
| 2024 | -2.00% | +3.48% | +2.13% | -4.93% | +3.91% | -4.19% | +11.84% | -2.26% | +2.24% | -1.61% | +10.38% | -9.64% | +7.49% |
| 2023 | +8.20% | +0.17% | -3.96% | -3.57% | -0.14% | +11.07% | +6.10% | -2.96% | -3.65% | -4.96% | +7.53% | +9.74% | +23.86% |
| 2022 | -5.13% | -0.51% | -2.18% | -8.31% | +1.49% | -6.94% | +12.68% | -5.57% | -8.11% | +13.53% | +4.01% | -7.94% | -15.02% |
| 2021 | +4.77% | +7.20% | +2.75% | -0.34% | +0.11% | +0.16% | -0.74% | +2.57% | -1.75% | +3.22% | +0.88% | +3.25% | +24.01% |
| 2020 | -4.31% | -10.22% | -13.70% | +15.28% | -0.54% | +3.28% | +3.80% | +2.74% | -5.15% | +1.56% | +15.10% | +7.71% | +11.83% |
| 2019 | +8.63% | +2.19% | -3.57% | +5.39% | -9.28% | +6.91% | +1.91% | -5.02% | +3.99% | +2.57% | +1.05% | +2.83% | +17.38% |
| 2018 | +2.48% | -2.82% | -0.60% | +2.44% | +5.05% | +1.89% | +3.28% | +4.69% | -3.86% | -6.79% | +0.03% | -10.75% | -6.10% |
| 2017 | -5.08% | +8.89% | -0.55% | +3.43% | +0.80% | +7.17% |
Drawdown analysis of XSHQ (INVESCO S&P SMALLCAP QUALITY ETF)
The maximum drawdown for the XSHQ was -38.33%, occurring on Mar 23, 2020. Recovery took 179 trading sessions.
The current XSHQ drawdown is -1.79%.
Since Aug 24, 2017 XSHQ has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.33% | Sep 5, 2018 | 388 | Mar 23, 2020 | 179 | Dec 4, 2020 | 567 |
| -27.35% | Nov 25, 2024 | 90 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -25.46% | Nov 16, 2021 | 146 | Jun 16, 2022 | 379 | Dec 19, 2023 | 525 |
| -10.16% | Mar 12, 2021 | 88 | Jul 19, 2021 | 74 | Nov 1, 2021 | 162 |
| -9.18% | Jul 31, 2024 | 5 | Aug 7, 2024 | 46 | Oct 11, 2024 | 51 |
| -8.04% | Jan 22, 2018 | 14 | Feb 9, 2018 | 66 | May 16, 2018 | 80 |
| -6.95% | Mar 28, 2024 | 69 | Jul 9, 2024 | 5 | Jul 16, 2024 | 74 |
| -6.29% | Dec 27, 2023 | 13 | Jan 17, 2024 | 21 | Feb 15, 2024 | 34 |
| -6.06% | Feb 9, 2021 | 16 | Mar 4, 2021 | 4 | Mar 10, 2021 | 20 |
| -5.13% | Jan 20, 2021 | 7 | Jan 29, 2021 | 4 | Feb 4, 2021 | 11 |
| -5.08% | Aug 24, 2017 | 4 | Aug 30, 2017 | 21 | Sep 29, 2017 | 25 |
| -4.71% | Oct 17, 2024 | 11 | Nov 1, 2024 | 3 | Nov 6, 2024 | 14 |
| -4.68% | Jun 11, 2018 | 13 | Jun 28, 2018 | 7 | Jul 10, 2018 | 20 |
| -4.30% | May 24, 2018 | 2 | May 29, 2018 | 9 | Jun 11, 2018 | 11 |
| -4.05% | Nov 11, 2024 | 6 | Nov 19, 2024 | 4 | Nov 25, 2024 | 10 |
| -2.95% | Jul 16, 2024 | 3 | Jul 19, 2024 | 2 | Jul 23, 2024 | 5 |
| -2.90% | Feb 27, 2024 | 12 | Mar 14, 2024 | 5 | Mar 21, 2024 | 17 |
| -2.81% | Dec 22, 2017 | 4 | Dec 29, 2017 | 9 | Jan 12, 2018 | 13 |
| -2.58% | Feb 15, 2024 | 3 | Feb 21, 2024 | 4 | Feb 27, 2024 | 7 |
| -2.43% | Oct 27, 2017 | 12 | Nov 14, 2017 | 4 | Nov 20, 2017 | 16 |
| -2.38% | Jul 19, 2018 | 7 | Jul 30, 2018 | 6 | Aug 7, 2018 | 13 |
| -2.25% | Dec 4, 2017 | 2 | Dec 6, 2017 | 8 | Dec 18, 2017 | 10 |
| -1.77% | Jul 10, 2018 | 4 | Jul 16, 2018 | 3 | Jul 19, 2018 | 7 |
| -1.73% | Jul 23, 2024 | 1 | Jul 24, 2024 | 1 | Jul 25, 2024 | 2 |
| -1.69% | Jan 7, 2021 | 1 | Jan 8, 2021 | 4 | Jan 14, 2021 | 5 |