All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SPLV,SPHB: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2011-05-05? to Fri 2024-12-20 YTD
Return
TRR
Price
SPLV
×
+10.86%
2024-12-20
2.776 TRR
2024-12-20
Invesco S&P 500 Low Volatility ETF Exchange-Traded Fund
SPHB
×
+6.68%
2024-12-20
3.132 TRR
2024-12-20
Invesco S&P 500 High Beta ETF Exchange-Traded Fund

Returns

Thu 2011-05-05? to Fri 2024-12-20 Overall
Return
Exponential
Trendline
SPLV
×
+177.60%
+7.78%/yr
+7.72%/yr
(R2=0.903)
Invesco S&P 500 Low Volatility ETF Exchange-Traded Fund
SPHB
×
+213.17%
+8.74%/yr
+10.29%/yr
(R2=0.889)
Invesco S&P 500 High Beta ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-05-05? to Fri 2024-12-20 Start
Value
End
Value
SPLV
×
$10,000.00
2011-05-05
$27,759.78
2024-12-20
Invesco S&P 500 Low Volatility ETF Exchange-Traded Fund
SPHB
×
$10,000.00
2011-05-05
$31,316.61
2024-12-20
Invesco S&P 500 High Beta ETF Exchange-Traded Fund

Annual Returns

Year SPLV SPHB
2024 (YTD) +10.86% +6.68%
2023 −2.72% +28.97%
2022 −10.67% −25.41%
2021 +15.96% +31.33%
2020 −2.71% +23.88%
2019 +25.00% +30.96%
2018 −2.06% −17.13%
2017 +14.91% +15.42%
2016 +7.86% +23.68%
2015 +3.25% −13.49%
2014 +16.39% +11.83%
2013 +21.32% +38.62%
2012 +8.22% +15.92%
2011 +6.68% −22.12%

Drawdowns

Thu 2011-05-05? to Fri 2024-12-20 Current
Drawdown
Worst
Drawdown
SPLV
×
−6.27% −36.25%
2020-03-23
Invesco S&P 500 Low Volatility ETF Exchange-Traded Fund
SPHB
×
−5.48% −46.99%
2020-03-23
Invesco S&P 500 High Beta ETF Exchange-Traded Fund