Invesco S&P SmallCap Value with Momentum ETF (XSVM)

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The chart shows the growth of an initial investment of $10,000 in Invesco S&P SmallCap Value with Momentum ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Invesco S&P SmallCap Value with Momentum ETF had a return of -11.20% year-to-date (YTD) and -10.31% in the last 12 months. Over the past 10 years, Invesco S&P SmallCap Value with Momentum ETF had an annualized return of 8.24%, while the S&P 500 had an annualized return of 10.11%, indicating that Invesco S&P SmallCap Value with Momentum ETF did not perform as well as the benchmark.

The table below presents the monthly returns of XSVM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

The current rank of XSVM is 4, meaning it’s performing worse than 96% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

The charts below present risk-adjusted performance metrics for Invesco S&P SmallCap Value with Momentum ETF (XSVM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The current Invesco S&P SmallCap Value with Momentum ETF Sharpe ratio is -0.47. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Invesco S&P SmallCap Value with Momentum ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Invesco S&P SmallCap Value with Momentum ETF provided a 2.29% dividend yield over the last twelve months, with an annual payout of $1.10 per share.

The table displays the monthly dividend distributions for Invesco S&P SmallCap Value with Momentum ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Invesco S&P SmallCap Value with Momentum ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Invesco S&P SmallCap Value with Momentum ETF was 62.57%, occurring on Mar 9, 2009. Recovery took 964 trading sessions.

The current Invesco S&P SmallCap Value with Momentum ETF drawdown is 19.90%.

The current Invesco S&P SmallCap Value with Momentum ETF volatility is 12.89%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.