All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
XSMO real return snapshot: after CPI-U inflation, XSMO returned +9.50% over the past year and +9.97% YTD, with dividends reinvested. Since Mar. 3, 2005, XSMO is up +247.09% in real purchasing-power return, or +5.93%/yr, and is currently −13.10% below its real total-return high on Jun. 30, 2026.
Data ending Fri Oct. 9, 2026
| Thu 2005-03-03💬 to Fri 2026-10-09 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| XSMO × |
+247.09%
+5.93%/yr |
+7.07%/yr
R2=0.830 |
||||
| Invesco S&P SmallCap Momentum ETF Exchange-Traded Fund | ||||||
| Thu 2005-03-03💬 to Fri 2026-10-09 |
Start
Value |
End
Value |
|---|---|---|
| XSMO × |
$10,000.00
2005-03-03 |
$34,709.18
2026-10-09 |
| YTD | YoY | |
|---|---|---|
| XSMO × | +9.97% | +9.50% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| XSMO × |
−13.10%
on 2026-10-09 from 2026-06-30 peak |
−59.80%
on 2009-03-09 from 2006-04-19 peak |
| Period ending Fri 2026-10-09 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| XSMO × | +9.50% |
+17.90% +8.58%/yr |
+59.06% +16.73%/yr |
+28.08% +5.07%/yr |
+144.27% +9.34%/yr |
| Year | XSMO |
|---|---|
| 2026 (YTD) | +9.97% |
| 2025 | +6.94% |
| 2024 | +14.15% |
| 2023 | +17.62% |
| 2022 | −20.59% |
| 2021 | +11.41% |
| 2020 | +20.32% |
| 2019 | +25.77% |
| 2018 | −5.24% |
| 2017 | +21.39% |
| 2016 | +4.28% |
| 2015 | −1.17% |
| 2014 | +4.99% |
| 2013 | +31.33% |
| 2012 | +11.64% |
| 2011 | −4.21% |
| 2010 | +25.43% |
| 2009 | +14.42% |
| 2008 | −37.89% |
| 2007 | −4.86% |
| 2006 | +2.61% |
| 2005 | +7.95% |
