Consolidated Returns as of 30 June 2024
Holding the Invesco DWA Momentum ETF (PDP) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~33 years), the longest period with a negative return lasted 147 months (from July 1999 to September 2011).
This means that every rolling period of 148 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Invesco DWA Momentum ETF (PDP) ETF: Historical Returns page.
Previous vs subsequent Returns
Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?
In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.
Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area
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The annualized return of the last 10 years has been 9.98% (updated at Jun 30, 2024).
Rolling Returns
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.09% |
+57.82%
Apr 2020 - Mar 2021 |
-50.61%
Mar 2008 - Feb 2009 |
21.64%
82 out of 379 |
US Inflation Adjusted | +11.48% |
+53.79%
Apr 2020 - Mar 2021 |
-50.61%
Mar 2008 - Feb 2009 |
23.75%
90 out of 379 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.29% |
+43.39%
Mar 2009 - Feb 2011 |
-30.98%
Mar 2007 - Feb 2009 |
20.16%
74 out of 367 |
US Inflation Adjusted | +9.35% |
+40.38%
Mar 2009 - Feb 2011 |
-32.37%
Mar 2007 - Feb 2009 |
23.43%
86 out of 367 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.61% |
+32.35%
Apr 1995 - Mar 1998 |
-18.91%
Mar 2006 - Feb 2009 |
18.31%
65 out of 355 |
US Inflation Adjusted | +8.80% |
+29.34%
Apr 1995 - Mar 1998 |
-20.64%
Mar 2006 - Feb 2009 |
24.79%
88 out of 355 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.56% |
+30.60%
Feb 1995 - Jan 1999 |
-12.85%
Mar 2005 - Feb 2009 |
21.28%
73 out of 343 |
US Inflation Adjusted | +8.64% |
+27.69%
Feb 1995 - Jan 1999 |
-15.01%
Mar 2005 - Feb 2009 |
24.78%
85 out of 343 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.81% |
+28.45%
Jan 1995 - Dec 1999 |
-9.22%
Mar 2004 - Feb 2009 |
19.94%
66 out of 331 |
US Inflation Adjusted | +7.41% |
+25.47%
Jan 1995 - Dec 1999 |
-11.56%
Mar 2004 - Feb 2009 |
28.70%
95 out of 331 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.27% |
+24.61%
Apr 1994 - Mar 2000 |
-2.70%
Mar 2003 - Feb 2009 |
8.78%
28 out of 319 |
US Inflation Adjusted | +5.98% |
+21.76%
Mar 2009 - Feb 2015 |
-5.05%
Mar 2003 - Feb 2009 |
21.63%
69 out of 319 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.02% |
+23.86%
Jul 1992 - Jun 1999 |
-5.79%
Mar 2002 - Feb 2009 |
2.93%
9 out of 307 |
US Inflation Adjusted | +5.51% |
+20.89%
Jul 1992 - Jun 1999 |
-8.16%
Mar 2002 - Feb 2009 |
15.96%
49 out of 307 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.76% |
+22.20%
Sep 1992 - Aug 2000 |
-6.29%
Feb 2001 - Jan 2009 |
6.10%
18 out of 295 |
US Inflation Adjusted | +5.13% |
+19.12%
Sep 1992 - Aug 2000 |
-8.46%
Feb 2001 - Jan 2009 |
11.53%
34 out of 295 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.78% |
+18.14%
Mar 2009 - Feb 2018 |
-6.81%
Apr 2000 - Mar 2009 |
7.42%
21 out of 283 |
US Inflation Adjusted | +5.48% |
+16.06%
Mar 2009 - Feb 2018 |
-9.03%
Apr 2000 - Mar 2009 |
12.37%
35 out of 283 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.14% |
+16.66%
Mar 2009 - Feb 2019 |
-4.78%
Mar 1999 - Feb 2009 |
9.23%
25 out of 271 |
US Inflation Adjusted | +5.72% |
+14.64%
Mar 2009 - Feb 2019 |
-7.18%
Mar 1999 - Feb 2009 |
11.81%
32 out of 271 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.14% |
+16.23%
Mar 2009 - Feb 2020 |
-2.82%
Mar 1998 - Feb 2009 |
9.27%
24 out of 259 |
US Inflation Adjusted | +5.82% |
+14.16%
Mar 2009 - Feb 2020 |
-5.20%
Mar 1998 - Feb 2009 |
16.22%
42 out of 259 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.92% |
+18.17%
Mar 2009 - Feb 2021 |
-0.13%
Mar 1997 - Feb 2009 |
0.40%
1 out of 247 |
US Inflation Adjusted | +5.69% |
+16.07%
Mar 2009 - Feb 2021 |
-2.49%
Mar 1997 - Feb 2009 |
20.65%
51 out of 247 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.68% |
+16.35%
Dec 2008 - Nov 2021 |
+1.30%
Jan 2000 - Dec 2012 |
0.00%
0 out of 235 |
US Inflation Adjusted | +5.60% |
+13.97%
Dec 2008 - Nov 2021 |
-1.12%
Jan 2000 - Dec 2012 |
11.06%
26 out of 235 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.76% |
+14.12%
Mar 2009 - Feb 2023 |
+2.56%
Jan 1999 - Dec 2012 |
0.00%
0 out of 223 |
US Inflation Adjusted | +5.61% |
+11.31%
Mar 2009 - Feb 2023 |
+0.09%
Jan 1999 - Dec 2012 |
0.00%
0 out of 223 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.85% |
+15.05%
Mar 2009 - Feb 2024 |
+3.61%
Sep 2000 - Aug 2015 |
0.00%
0 out of 211 |
US Inflation Adjusted | +4.44% |
+12.17%
Mar 2009 - Feb 2024 |
+1.36%
May 1999 - Apr 2014 |
0.00%
0 out of 211 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.87% |
+10.92%
Jun 1992 - May 2008 |
+3.37%
Apr 2000 - Mar 2016 |
0.00%
0 out of 199 |
US Inflation Adjusted | +4.41% |
+8.01%
Nov 2005 - Oct 2021 |
+1.25%
Apr 2000 - Mar 2016 |
0.00%
0 out of 199 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.12% |
+10.13%
Nov 2004 - Oct 2021 |
+3.55%
Jan 2000 - Dec 2016 |
0.00%
0 out of 187 |
US Inflation Adjusted | +4.64% |
+7.75%
Nov 2004 - Oct 2021 |
+1.36%
Jan 2000 - Dec 2016 |
0.00%
0 out of 187 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.66% |
+10.76%
Mar 2003 - Feb 2021 |
+4.34%
Feb 1999 - Jan 2017 |
0.00%
0 out of 175 |
US Inflation Adjusted | +5.16% |
+8.56%
Mar 2003 - Feb 2021 |
+2.10%
Feb 1999 - Jan 2017 |
0.00%
0 out of 175 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.93% |
+10.63%
Nov 2002 - Oct 2021 |
+3.98%
Jan 2000 - Dec 2018 |
0.00%
0 out of 163 |
US Inflation Adjusted | +5.34% |
+8.19%
Nov 2002 - Oct 2021 |
+1.79%
Jan 2000 - Dec 2018 |
0.00%
0 out of 163 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.94% |
+9.58%
Dec 1994 - Nov 2014 |
+4.22%
Apr 2000 - Mar 2020 |
0.00%
0 out of 151 |
US Inflation Adjusted | +5.47% |
+7.09%
Dec 1994 - Nov 2014 |
+2.10%
Apr 2000 - Mar 2020 |
0.00%
0 out of 151 |
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To obtain comprehensive information, please consult the Invesco DWA Momentum ETF (PDP) ETF: Historical Returns page.