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 +12.20% over the past year and +13.47% YTD, with dividends reinvested. Since Mar. 3, 2005, XSMO is up +258.17% in real purchasing-power return, or +6.12%/yr, and is currently −10.34% below its real total-return high on Jun. 30, 2026.
Data ending Fri Aug. 28, 2026
| Thu 2005-03-03💬 to Fri 2026-08-28 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| XSMO × |
+258.17%
+6.12%/yr |
+7.05%/yr
R2=0.828 |
||||
| Invesco S&P SmallCap Momentum ETF Exchange-Traded Fund | ||||||
| Thu 2005-03-03💬 to Fri 2026-08-28 |
Start
Value |
End
Value |
|---|---|---|
| XSMO × |
$10,000.00
2005-03-03 |
$35,816.95
2026-08-28 |
| YTD | YoY | |
|---|---|---|
| XSMO × | +13.47% | +12.20% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| XSMO × |
−10.34%
on 2026-08-28 from 2026-06-30 peak |
−59.80%
on 2009-03-09 from 2006-04-19 peak |
| Period ending Fri 2026-08-28 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| XSMO × | +12.20% |
+23.52% +11.14%/yr |
+59.23% +16.77%/yr |
+32.94% +5.86%/yr |
+155.87% +9.85%/yr |
| Year | XSMO |
|---|---|
| 2026 (YTD) | +13.47% |
| 2025 | +6.95% |
| 2024 | +14.15% |
| 2023 | +17.61% |
| 2022 | −20.59% |
| 2021 | +11.41% |
| 2020 | +20.32% |
| 2019 | +25.78% |
| 2018 | −5.25% |
| 2017 | +21.39% |
| 2016 | +4.27% |
| 2015 | −1.17% |
| 2014 | +4.99% |
| 2013 | +31.33% |
| 2012 | +11.64% |
| 2011 | −4.21% |
| 2010 | +25.43% |
| 2009 | +14.43% |
| 2008 | −37.89% |
| 2007 | −4.86% |
| 2006 | +2.61% |
| 2005 | +7.95% |
