Performance analysis of Innovex International (INVX)
Annual Return
Over the past 3 years, INVX has had an average annual return of +2.90%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, INVX has had an average annual return of -6.51%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, INVX has had an average annual return of -7.54%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, INVX has had an average annual return of +3.28%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +24.94% | +56.55% | -39.96% | -14.35% | +38.06% | -33.56% | -36.86% | +56.21% | -37.04% | -20.57% | +1.38% | -22.81% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -30.20% | +50.49% | +10.99% | -15.31% | +37.61% | +175.37% | -63.15% | +42.13% | +65.94% | +94.55% | +48.84% | -3.56% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -29.87% | -29.52% | +12.55% | +31.34% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +13.62% | +6.04% | -7.44% | +13.86% | -3.81% | +2.30% | +24.94% | ||||||
| 2025 | +11.52% | +17.52% | -1.91% | -15.92% | -8.61% | +13.18% | +5.12% | +5.11% | +7.42% | +8.25% | +9.72% | -0.68% | +56.55% |
| 2024 | -13.75% | +12.61% | -0.31% | -19.31% | +6.38% | -3.83% | -6.88% | -5.83% | -10.00% | -3.33% | +14.65% | -14.13% | -39.96% |
| 2023 | +13.03% | +11.53% | -16.23% | -4.92% | -18.07% | +4.11% | +11.26% | +6.53% | +2.14% | -23.11% | +2.58% | +4.73% | -14.35% |
| 2022 | +28.51% | +14.03% | +29.51% | -22.68% | +8.86% | -17.94% | -0.58% | -13.72% | -11.79% | +27.45% | -5.38% | +15.42% | +38.06% |
| 2021 | +1.69% | +12.75% | -2.15% | -7.76% | +9.40% | +0.89% | -15.52% | -14.97% | +3.62% | -6.43% | -18.89% | +2.98% | -33.56% |
| 2020 | -12.81% | -12.91% | -14.37% | +8.62% | -8.27% | -1.98% | +11.75% | -0.48% | -25.27% | +4.61% | +9.73% | +4.22% | -36.86% |
| 2019 | +24.68% | +13.81% | +7.60% | -4.99% | -5.30% | +16.36% | +9.62% | -12.87% | +9.45% | -18.26% | +3.02% | +11% | +56.21% |
| 2018 | +8.28% | -12.78% | -0.55% | -7.48% | +15.92% | +6.97% | +0.29% | +2.13% | -0.76% | -18.54% | -7.76% | -23.51% | -37.04% |
| 2017 | +3.58% | -1.37% | -11.08% | -5.50% | -3.78% | -1.61% | -8.61% | -15.81% | +17.58% | -4.64% | +13.89% | -0.52% | -20.57% |
Drawdown analysis of Innovex International (INVX)
The maximum drawdown for the INVX was -89.50%, occurring on Dec 20, 2024. This drawdown has not yet recovered.
The current INVX drawdown is -77.11%.
Since Nov 1, 1999 INVX has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 4 times
- 30% or more: 5 times
- 20% or more: 10 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -89.50% | Oct 18, 2013 | 2812 | Dec 20, 2024 | Ongoing | Ongoing | Ongoing |
| -77.73% | Jun 23, 2008 | 106 | Nov 20, 2008 | 342 | Apr 5, 2010 | 448 |
| -76.03% | May 16, 2000 | 706 | Mar 12, 2003 | 681 | Nov 21, 2005 | 1387 |
| -41.47% | Apr 23, 2010 | 26 | Jun 1, 2010 | 108 | Nov 2, 2010 | 134 |
| -39.99% | Dec 13, 2010 | 203 | Oct 3, 2011 | 342 | Feb 13, 2013 | 545 |
| -29.73% | Nov 6, 2007 | 92 | Mar 20, 2008 | 43 | May 21, 2008 | 135 |
| -28.20% | May 10, 2006 | 94 | Sep 22, 2006 | 54 | Dec 8, 2006 | 148 |
| -24.25% | Apr 27, 2007 | 69 | Aug 6, 2007 | 43 | Oct 5, 2007 | 112 |
| -24.01% | Dec 8, 2006 | 21 | Jan 11, 2007 | 55 | Apr 2, 2007 | 76 |
| -22.51% | Mar 30, 2000 | 15 | Apr 20, 2000 | 17 | May 16, 2000 | 32 |
| -19.64% | Jan 31, 2006 | 11 | Feb 15, 2006 | 25 | Mar 23, 2006 | 36 |
| -13.00% | Nov 18, 1999 | 7 | Nov 30, 1999 | 17 | Dec 23, 1999 | 24 |
| -12.58% | Dec 5, 2005 | 18 | Dec 30, 2005 | 7 | Jan 11, 2006 | 25 |
| -12.02% | Mar 26, 2013 | 15 | Apr 17, 2013 | 13 | May 6, 2013 | 28 |
| -11.71% | Jan 21, 2000 | 15 | Feb 11, 2000 | 2 | Feb 15, 2000 | 17 |
| -8.73% | May 21, 2008 | 9 | Jun 4, 2008 | 9 | Jun 17, 2008 | 18 |
| -8.62% | Oct 11, 2007 | 2 | Oct 15, 2007 | 13 | Nov 1, 2007 | 15 |
| -8.35% | Apr 19, 2006 | 6 | Apr 27, 2006 | 4 | May 3, 2006 | 10 |
| -6.87% | May 28, 2013 | 19 | Jun 24, 2013 | 9 | Jul 8, 2013 | 28 |
| -6.63% | Feb 19, 2013 | 4 | Feb 25, 2013 | 17 | Mar 20, 2013 | 21 |
| -6.49% | Nov 1, 1999 | 5 | Nov 8, 1999 | 4 | Nov 12, 1999 | 9 |
| -6.05% | Nov 11, 2010 | 3 | Nov 16, 2010 | 2 | Nov 18, 2010 | 5 |
| -5.80% | Mar 29, 2006 | 10 | Apr 12, 2006 | 3 | Apr 18, 2006 | 13 |
| -5.78% | Feb 15, 2000 | 7 | Feb 25, 2000 | 4 | Mar 2, 2000 | 11 |
| -5.32% | Jul 9, 2013 | 14 | Jul 29, 2013 | 4 | Aug 2, 2013 | 18 |