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 +30.37% over the past year and +23.53% YTD, with dividends reinvested. Since Mar. 3, 2005, XSMO is up +289.93% in real purchasing-power return, or +6.59%/yr, and is currently at its real total-return high.
Data ending Mon Jun. 29, 2026
| Thu 2005-03-03š¬ to Mon 2026-06-29 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| XSMO × |
+23.53%
2026-06-29 |
+30.37%
2026-06-29 |
||||
| Invesco S&P SmallCap Momentum ETF Exchange-Traded Fund | ||||||
| Thu 2005-03-03š¬ to Mon 2026-06-29 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| XSMO × |
+289.93%
+6.59%/yr |
+7.00%/yr
(R2=0.823) |
||||
| Invesco S&P SmallCap Momentum ETF Exchange-Traded Fund | ||||||
| Thu 2005-03-03š¬ to Mon 2026-06-29 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| XSMO × |
$10,000.00
2005-03-03 |
$38,992.60
2026-06-29 |
||||
| Invesco S&P SmallCap Momentum ETF Exchange-Traded Fund | ||||||
| Year | XSMO |
|---|---|
| 2026 (YTD) | +23.53% |
| 2025 | +6.95% |
| 2024 | +14.15% |
| 2023 | +17.61% |
| 2022 | ā20.59% |
| 2021 | +11.41% |
| 2020 | +20.32% |
| 2019 | +25.78% |
| 2018 | ā5.25% |
| 2017 | +21.39% |
| 2016 | +4.27% |
| 2015 | ā1.17% |
| 2014 | +4.99% |
| 2013 | +31.33% |
| 2012 | +11.64% |
| 2011 | ā4.21% |
| 2010 | +25.43% |
| 2009 | +14.43% |
| 2008 | ā37.89% |
| 2007 | ā4.86% |
| 2006 | +2.61% |
| 2005 | +7.95% |
| Thu 2005-03-03š¬ to Mon 2026-06-29 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| XSMO × | — |
ā59.80%
2009-03-09 from 2006-04-19 peak |
||||
| Invesco S&P SmallCap Momentum ETF Exchange-Traded Fund | ||||||
| Period ending Mon 2026-06-29 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| XSMO × | +30.37% |
+45.44% +20.60%/yr |
+77.26% +21.02%/yr |
+41.94% +7.26%/yr |
+203.57% +11.74%/yr |
|
| Invesco S&P SmallCap Momentum ETF Exchange-Traded Fund | ||||||