Performance analysis of XSMO (INVESCO S&P SMALLCAP MOMENTUM ETF)
Annual Return
Over the past 3 years, XSMO has had an average annual return of +24.79%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, XSMO has had an average annual return of +11.36%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, XSMO has had an average annual return of +14.69%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Mar 3, 2005, XSMO has had an average annual return of +9.23%, underperforming the benchmark SPY, which returned +11.04% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +22.63% | +9.79% | +17.45% | +21.54% | -15.45% | +19.24% | +21.98% | +28.65% | -3.43% | +23.95% | +6.45% | -0.45% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +5.78% | +33.29% | +13.56% | -1.36% | +27.31% | +17.54% | -37.84% | -1.30% | +5.55% | +10.69% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.89% | +4.67% | -4.60% | +14.10% | +1.60% | +0.04% | +22.63% | ||||||
| 2025 | +4.96% | -5.74% | -3.77% | -1.56% | +6.70% | +3.38% | -0.04% | +6.80% | +1.49% | -2.62% | +2.88% | -2.15% | +9.79% |
| 2024 | -1.90% | +4.96% | +3.50% | -4.43% | +7.06% | -2.61% | +11.81% | -1.88% | +0.67% | -1.30% | +12.03% | -9.45% | +17.45% |
| 2023 | +4.57% | -0.21% | -5.46% | -3.32% | -0.96% | +9.72% | +5.17% | -0.71% | -4.00% | -5.49% | +10.38% | +12.14% | +21.54% |
| 2022 | -10.08% | +1.29% | +1.20% | -7.57% | +2.74% | -10.76% | +14.08% | -4.64% | -8.84% | +14.34% | +3.84% | -8.09% | -15.45% |
| 2021 | +4.99% | +3.77% | +0.74% | -1.73% | +3.17% | +3.74% | -3.57% | +1.95% | -0.95% | +5.55% | -0.65% | +1.16% | +19.24% |
| 2020 | +0.43% | -8.31% | -18.78% | +10.83% | +7.27% | +4.09% | +9.21% | +2.81% | -1.11% | -0.76% | +13.24% | +5.63% | +21.98% |
| 2019 | +11.41% | +7.83% | -1.76% | +2.53% | -5.39% | +6.31% | +2.56% | -2.31% | -0.58% | +2.09% | +2.71% | +1.20% | +28.65% |
| 2018 | +2.65% | -1.09% | +2.05% | +0.18% | +9.22% | +0.73% | +2.11% | +9.05% | -2.11% | -12.61% | +0.29% | -11.47% | -3.43% |
| 2017 | +0.31% | +3.47% | +2.06% | +3.60% | +0.39% | +4.06% | +0.04% | -0.64% | +4.48% | +0.65% | +2.65% | +0.78% | +23.95% |
Drawdown analysis of XSMO (INVESCO S&P SMALLCAP MOMENTUM ETF)
The maximum drawdown for the XSMO was -58.05%, occurring on Mar 9, 2009. Recovery took 977 trading sessions.
The current XSMO drawdown is -1.17%.
Since Mar 3, 2005 XSMO has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 7 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.05% | Jul 19, 2007 | 412 | Mar 9, 2009 | 977 | Jan 24, 2013 | 1389 |
| -39.38% | Feb 13, 2020 | 26 | Mar 23, 2020 | 114 | Sep 2, 2020 | 140 |
| -29.63% | Nov 9, 2021 | 220 | Sep 26, 2022 | 373 | Mar 21, 2024 | 593 |
| -29.47% | Aug 31, 2018 | 78 | Dec 24, 2018 | 267 | Jan 16, 2020 | 345 |
| -29.30% | Jun 23, 2015 | 161 | Feb 11, 2016 | 255 | Feb 15, 2017 | 416 |
| -24.77% | Nov 25, 2024 | 90 | Apr 8, 2025 | 102 | Sep 4, 2025 | 192 |
| -20.97% | May 5, 2006 | 53 | Jul 21, 2006 | 244 | Jul 12, 2007 | 297 |
| -15.22% | Feb 12, 2021 | 61 | May 12, 2021 | 18 | Jun 8, 2021 | 79 |
| -12.39% | Jul 1, 2014 | 74 | Oct 15, 2014 | 83 | Feb 13, 2015 | 157 |
| -10.72% | Jun 8, 2021 | 28 | Jul 19, 2021 | 69 | Oct 25, 2021 | 97 |
| -10.31% | Jul 31, 2024 | 5 | Aug 7, 2024 | 47 | Oct 14, 2024 | 52 |
| -9.43% | Mar 7, 2005 | 38 | Apr 29, 2005 | 25 | Jun 6, 2005 | 63 |
| -8.94% | Jan 26, 2018 | 10 | Feb 9, 2018 | 17 | Mar 7, 2018 | 27 |
| -8.89% | Feb 9, 2026 | 34 | Mar 30, 2026 | 6 | Apr 8, 2026 | 40 |
| -8.42% | Oct 15, 2020 | 11 | Oct 30, 2020 | 4 | Nov 5, 2020 | 15 |
| -8.40% | Sep 12, 2005 | 33 | Oct 27, 2005 | 18 | Nov 22, 2005 | 51 |
| -8.20% | Sep 2, 2020 | 14 | Sep 23, 2020 | 8 | Oct 5, 2020 | 22 |
| -7.49% | Sep 11, 2025 | 50 | Nov 20, 2025 | 13 | Dec 10, 2025 | 63 |
| -7.24% | Mar 12, 2018 | 14 | Apr 2, 2018 | 25 | May 7, 2018 | 39 |
| -6.90% | Mar 28, 2024 | 14 | Apr 18, 2024 | 13 | May 7, 2024 | 27 |
| -6.64% | Jul 26, 2017 | 18 | Aug 21, 2017 | 26 | Sep 27, 2017 | 44 |
| -6.51% | Mar 18, 2014 | 37 | May 9, 2014 | 27 | Jun 18, 2014 | 64 |
| -6.44% | Jun 20, 2018 | 5 | Jun 27, 2018 | 31 | Aug 10, 2018 | 36 |
| -6.21% | Jan 22, 2014 | 8 | Feb 3, 2014 | 13 | Feb 21, 2014 | 21 |
| -5.97% | Jan 25, 2021 | 4 | Jan 29, 2021 | 5 | Feb 5, 2021 | 9 |