XSMO
Invesco S&P SmallCap Momentum ETF
ETF
$83.55+1.48 (+1.80%)Close Oct 2, 2026
Mar 3, 2005 – Oct 2, 2026, Dividends reinvested
- Final balance
- $61,949
- CAGR
- +8.82%
- Max drawdown
- −58.07%
- Sharpe ratio
- 0.47
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.03%
- 3M
- −7.45%
- 6M
- +7.83%
- YTD
- +16.60%
- 1Y
- +14.19%
- 3Y
- +21.10%
- 5Y
- +9.96%
- 10Y
- +13.18%
- 15Y
- +13.32%
- 20Y
- +9.04%
- Since 2005
- +8.82%
Metrics
Since 2005| Volatility | 24.03% |
|---|---|
| Sortino ratio | 0.66 |
| Calmar ratio | 0.15 |
| Best year, 2013 | +33.30% |
| Worst year, 2008 | −37.84% |
| Positive years | 14 of 20 |
| Longest drawdown | 5.5 years |
Worst drawdowns
Since 2005| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −58.1% | Jul 2007 | Mar 2009 | Jan 2013 | 5.5 years |
| −39.4% | Feb 2020 | Mar 2020 | Sep 2020 | 7 months |
| −29.6% | Nov 2021 | Sep 2022 | Mar 2024 | 2.4 years |
| −29.5% | Sep 2018 | Dec 2018 | Jan 2020 | 1.4 years |
| −29.3% | Jun 2015 | Feb 2016 | Feb 2017 | 1.7 years |
Annual returns
2005 from Mar 3 · 2026 through Oct 2