Performance analysis of XSVM (INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF)
Annual Return
Over the past 3 years, XSVM has had an average annual return of +15.99%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, XSVM has had an average annual return of +6.37%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, XSVM has had an average annual return of +12.73%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Mar 3, 2005, XSVM has had an average annual return of +9.01%, underperforming the benchmark SPY, which returned +11% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.85% | +7.44% | +2.30% | +20.19% | -13.64% | +56.39% | +5.13% | +30.02% | -12.32% | +3.61% | +35.45% | -9.39% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +5.99% | +44.11% | +21.11% | -1.21% | +18.88% | +20.04% | -31.77% | -8.82% | +17.55% | +3.39% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.07% | +1% | -1.99% | +9.51% | +0.85% | -0.17% | +16.85% | ||||||
| 2025 | +1.54% | -2.91% | -5.81% | -3.47% | +3.08% | +4.63% | +0.42% | +9.94% | -0.96% | -3.22% | +3.88% | +1.10% | +7.44% |
| 2024 | -3.51% | +4.51% | +4.65% | -5.53% | +2.77% | -4.80% | +12.71% | -4.50% | -2.04% | -2.78% | +11.88% | -8.55% | +2.30% |
| 2023 | +9.80% | -0.98% | -8.20% | -3.36% | -3.00% | +9.27% | +8.87% | -2.53% | -1.90% | -5.65% | +8.56% | +10.26% | +20.19% |
| 2022 | -3.36% | +1.94% | +1.85% | -7.17% | +1.90% | -12.44% | +10.16% | -4.37% | -11.58% | +14.78% | +6.22% | -8.50% | -13.64% |
| 2021 | +23.36% | -0.35% | +13.44% | +1.44% | +6.45% | -3.09% | -2.60% | +2.75% | -0.53% | +4.49% | -1.96% | +5.08% | +56.39% |
| 2020 | -6.17% | -10.07% | -30.04% | +16.23% | +4.05% | +2.85% | +4% | +8.02% | -2.18% | +1.92% | +20.08% | +6.47% | +5.13% |
| 2019 | +10.76% | +4.24% | -2.92% | +2.23% | -8.63% | +6.75% | +2.63% | -6.61% | +8.87% | +2.16% | +4.81% | +4.13% | +30.02% |
| 2018 | -1.10% | -5.15% | +1.25% | +3.97% | +5.32% | +1.20% | +1.27% | +2.28% | -2.22% | -6.50% | +0.23% | -12.22% | -12.32% |
| 2017 | -1.29% | -1.07% | -1.49% | +0.55% | -4.30% | +4.44% | +0.54% | -3.03% | +6.93% | -1.15% | +2.78% | +1.20% | +3.61% |
Drawdown analysis of XSVM (INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF)
The maximum drawdown for the XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 963 trading sessions.
The current XSVM drawdown is -1.47%.
Since Mar 3, 2005 XSVM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 6 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.59% | Jun 4, 2007 | 444 | Mar 9, 2009 | 963 | Jan 4, 2013 | 1407 |
| -49.00% | Dec 18, 2019 | 64 | Mar 23, 2020 | 172 | Nov 24, 2020 | 236 |
| -26.22% | Nov 25, 2024 | 90 | Apr 8, 2025 | 171 | Dec 11, 2025 | 261 |
| -25.98% | Nov 8, 2021 | 225 | Sep 30, 2022 | 310 | Dec 26, 2023 | 535 |
| -24.40% | Jun 23, 2015 | 161 | Feb 11, 2016 | 134 | Aug 23, 2016 | 295 |
| -23.63% | Aug 21, 2018 | 86 | Dec 24, 2018 | 232 | Nov 25, 2019 | 318 |
| -15.59% | Jun 8, 2021 | 28 | Jul 19, 2021 | 76 | Nov 3, 2021 | 104 |
| -14.08% | Mar 12, 2021 | 8 | Mar 24, 2021 | 44 | May 26, 2021 | 52 |
| -13.52% | Jul 3, 2014 | 69 | Oct 10, 2014 | 54 | Dec 29, 2014 | 123 |
| -12.04% | Jul 31, 2024 | 29 | Sep 11, 2024 | 40 | Nov 6, 2024 | 69 |
| -11.70% | Jan 27, 2021 | 4 | Feb 2, 2021 | 20 | Mar 3, 2021 | 24 |
| -11.62% | Jan 4, 2017 | 158 | Aug 21, 2017 | 73 | Dec 4, 2017 | 231 |
| -10.65% | Mar 4, 2005 | 38 | Apr 28, 2005 | 34 | Jun 16, 2005 | 72 |
| -10.47% | Jan 12, 2018 | 19 | Feb 9, 2018 | 68 | May 18, 2018 | 87 |
| -10.35% | May 9, 2006 | 51 | Jul 21, 2006 | 59 | Oct 13, 2006 | 110 |
| -10.08% | Feb 6, 2026 | 29 | Mar 20, 2026 | 19 | Apr 17, 2026 | 48 |
| -9.68% | Aug 2, 2005 | 56 | Oct 20, 2005 | 54 | Jan 9, 2006 | 110 |
| -9.48% | Mar 28, 2024 | 69 | Jul 9, 2024 | 5 | Jul 16, 2024 | 74 |
| -8.48% | Dec 26, 2023 | 14 | Jan 17, 2024 | 44 | Mar 20, 2024 | 58 |
| -8.01% | Jan 22, 2014 | 8 | Feb 3, 2014 | 20 | Mar 4, 2014 | 28 |
| -7.18% | Feb 21, 2007 | 8 | Mar 5, 2007 | 29 | Apr 16, 2007 | 37 |
| -6.98% | Sep 8, 2016 | 39 | Nov 2, 2016 | 6 | Nov 10, 2016 | 45 |
| -6.39% | Apr 2, 2014 | 33 | May 20, 2014 | 22 | Jun 20, 2014 | 55 |
| -6.04% | Mar 15, 2013 | 23 | Apr 18, 2013 | 11 | May 3, 2013 | 34 |
| -6.02% | Dec 29, 2014 | 12 | Jan 15, 2015 | 28 | Feb 26, 2015 | 40 |