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

Total Real Returns

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

SPVM real return snapshot: after CPI-U inflation, SPVM returned +16.68% over the past year and +11.02% YTD, with dividends reinvested. Since Jun. 16, 2011, SPVM is up +273.02% in real purchasing-power return, or +8.95%/yr, and is currently −2.22% below its real total-return high on Aug. 14, 2026.

Data ending Thu Oct. 22, 2026

Growth of $10,000

Thu 2011-06-16💬 to Thu 2026-10-22 Overall
Return 		Exponential
Trendline
SPVM × 		+273.02%
+8.95%/yr 		+7.57%/yr
R2=0.905
Invesco S&P 500 Value with Momentum ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-06-16💬 to Thu 2026-10-22 Start
Value 		End
Value
SPVM × 		$10,000.00
2011-06-16 		$37,302.16
2026-10-22

This Year’s Performance

through 2026-10-22

  YTD YoY
SPVM × 		+11.02% +16.68%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPVM × 		−2.22%
on 2026-10-22
from 2026-08-14 peak 		−45.47%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Thu 2026-10-22 1 yr 2 yr 3 yr 5 yr 10 yr
SPVM × 		+16.68% +27.56%
+12.94%/yr 		+60.36%
+17.05%/yr 		+36.80%
+6.47%/yr 		+122.55%
+8.33%/yr

Annual Returns

Year SPVM
2026 (YTD) +11.02%
2025 +17.33%
2024 +12.40%
2023 +2.12%
2022 −8.05%
2021 +20.39%
2020 −4.48%
2019 +26.44%
2018 −10.87%
2017 +12.33%
2016 +21.06%
2015 −6.16%
2014 +9.95%
2013 +31.86%
2012 +16.16%
2011 −2.57%