Last Update: 31 Aug 2021

Category: Stocks
ETF: Invesco S&P Global Water Index ETF (CGW)

In the last 10 years, the Invesco S&P Global Water Index ETF (CGW) ETF obtained a 13.49% compound annual return, with a 13.28% standard deviation.

In 2020, the portfolio granted a 1.60% dividend yield. If you are interested in getting periodic income, please refer to the Invesco S&P Global Water Index ETF (CGW): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Multi Cap
  • Style: Blend
  • Region: Developed Markets
  • Country: Broad Developed Markets
  • Sector: Industrials
  • Industry: Water

Capital Growth and Historical Returns

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the Invesco S&P Global Water Index ETF (CGW): Dividend Yield page.

Capital Growth:
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Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.88%
0.00%
1 - 0
3M
+10.88%
0.00%
3 - 0
6M
+25.94%
0.00%
6 - 0
YTD
+26.97%
0.00%
8 - 0
1Y
+47.34%
9.61%
0.00%
12 - 0
3Y
+21.06%
annualized
16.36%
-20.52%
Feb 2020 - Mar 2020
29 - 7
5Y
+16.36%
annualized
13.95%
-20.52%
Feb 2020 - Mar 2020
47 - 13
10Y
+13.49%
annualized
13.28%
-20.52%
Feb 2020 - Mar 2020
85 - 35
MAX
01 Jan 2008
+8.59%
annualized
17.04%
-51.03%
Jan 2008 - Feb 2009
109 - 55

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

Invesco S&P Global Water Index ETF (CGW) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+10.58% +53.07%
Apr 2009 - Mar 2010
-47.16%
Mar 2008 - Feb 2009
18.95%
2 Years
+10.33% +36.05%
Mar 2009 - Feb 2011
-15.45%
Jun 2008 - May 2010
7.09%
3 Years
+10.05% +23.20%
Mar 2009 - Feb 2012
-3.30%
Jan 2008 - Dec 2010
3.88%
5 Years
+10.10% +22.20%
Mar 2009 - Feb 2014
+0.19%
Jan 2008 - Dec 2012
0.00%
7 Years
+9.74% +14.68%
Apr 2009 - Mar 2016
+4.00%
Jan 2008 - Dec 2014
0.00%
10 Years
+9.85% +13.69%
Mar 2009 - Feb 2019
+5.40%
Jun 2008 - May 2018
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Invesco S&P Global Water Index ETF (CGW) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the Invesco S&P Global Water Index ETF (CGW) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
-0.55
50%
0.19
71%
1.17
79%
3.74
86%
0.45
71%
-0.14
50%
2.22
64%
-0.36
64%
0.19
62%
-0.46
62%
1.35
69%
1.95
69%
Best
Year
8.2
2019
8.4
2014
7.2
2016
13.0
2009
10.3
2009
7.1
2019
9.7
2010
3.9
2021
9.4
2010
7.5
2011
8.8
2020
9.1
2010
Worst
Year
-9.7
2009
-9.3
2009
-14.1
2020
-0.1
2014
-9.6
2010
-8.5
2008
-5.7
2014
-6.0
2015
-15.9
2008
-20.2
2008
-9.2
2008
-5.2
2018

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in Invesco S&P Global Water Index ETF (CGW) ETF: detail of monthly returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+26.97% 0.4 0.5 4.2 5.9 2.9 0.1 6.6 3.9
2020
+15.42% 1.4 -7.5 -14.1 7.5 4.2 0.6 6.5 2.8 1.1 0.5 8.8 5.0
2019
+34.04% 8.2 4.1 1.1 2.7 -3.9 7.1 -0.9 0.7 2.5 3.5 0.6 4.8
2018
-10.42% 0.6 -6.0 1.4 -0.1 0.2 -1.9 5.2 0.1 -1.1 -7.6 4.2 -5.2
2017
+27.08% 4.0 1.7 3.3 3.4 2.0 -0.4 2.5 0.0 2.9 2.1 2.8 0.1
2016
+6.56% -2.1 -1.4 7.2 4.2 0.9 1.5 1.3 -0.2 2.0 -5.1 -1.5 0.1
2015
-1.68% -1.7 2.9 -0.7 3.6 0.7 -2.8 -0.8 -6.0 -0.9 7.3 1.4 -3.9
2014
+3.27% -3.4 8.4 0.3 -0.1 1.9 2.0 -5.7 2.3 -5.3 2.5 1.5 -0.3
2013
+26.25% 4.3 1.7 1.4 1.3 0.5 -4.2 5.3 -2.8 7.5 3.7 1.9 3.5
2012
+21.10% 5.6 4.0 2.6 0.6 -7.2 4.0 1.2 1.2 3.4 -1.4 2.5 3.6
2011
-7.79% -1.6 1.9 1.8 5.3 -0.9 -1.7 -2.9 -5.4 -8.4 7.5 -0.7 -2.0
2010
+15.04% -4.9 0.2 5.0 0.0 -9.6 -1.1 9.7 -6.0 9.4 5.0 -0.4 9.1
2009
+31.49% -9.7 -9.3 4.9 13.0 10.3 3.3 4.6 3.3 5.5 -3.7 5.6 2.5
2008
-40.23% -8.6 1.4 -2.0 5.1 4.2 -8.5 -1.4 1.0 -15.9 -20.2 -9.2 8.2
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