All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SPVM total return snapshot: SPVM returned +21.40% over the past year and +15.68% YTD, with dividends reinvested. Since Jun. 16, 2011, SPVM is up +457.76% in nominal total return, or +11.85%/yr, and is currently −1.26% below its total-return high on Aug. 14, 2026.
Data ending Thu Oct. 22, 2026
| Thu 2011-06-16💬 to Thu 2026-10-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPVM × |
+457.76%
+11.85%/yr |
+10.55%/yr
R2=0.954 |
||||
| Invesco S&P 500 Value with Momentum ETF Exchange-Traded Fund | ||||||
| Thu 2011-06-16💬 to Thu 2026-10-22 |
Start
Value |
End
Value |
|---|---|---|
| SPVM × |
$10,000.00
2011-06-16 |
$55,776.23
2026-10-22 |
| YTD | YoY | |
|---|---|---|
| SPVM × | +15.68% | +21.40% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SPVM × |
−1.26%
on 2026-10-22 from 2026-08-14 peak |
−45.36%
on 2020-03-23 from 2020-02-12 peak |
| Period ending Thu 2026-10-22 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SPVM × | +21.40% |
+36.50% +16.83%/yr |
+75.98% +20.73%/yr |
+67.41% +10.86%/yr |
+211.00% +12.02%/yr |
| Year | SPVM |
|---|---|
| 2026 (YTD) | +15.68% |
| 2025 | +20.47% |
| 2024 | +15.64% |
| 2023 | +5.54% |
| 2022 | −2.11% |
| 2021 | +28.86% |
| 2020 | −3.18% |
| 2019 | +29.33% |
| 2018 | −9.17% |
| 2017 | +14.70% |
| 2016 | +23.57% |
| 2015 | −5.47% |
| 2014 | +10.78% |
| 2013 | +33.84% |
| 2012 | +18.18% |
| 2011 | −2.63% |
