Invesco S&P 500® Low Volatility ETF (SPLV): Rolling Returns

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Period: January 2012 - January 2025 (~13 years)
Currency: USD
Inflation: US
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When holding the Invesco S&P 500® Low Volatility ETF (SPLV) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~13 years), the longest duration with a negative return was 28 months (from January 2022 to April 2024).

This indicates that, within the same timeframe, any rolling period of 29 months or more has consistently resulted in a positive return.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

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.

INVESCO S&P 500® LOW VOLATILITY ETF (SPLV) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 February 2015 - 31 January 2025 (10 Years)
Time Period: 1 January 2012 - 31 January 2025 (~13 years)
US Inflation Adjusted:

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Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

INVESCO S&P 500® LOW VOLATILITY ETF (SPLV) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 2012 - 31 January 2025 (~13 years)
US Inflation Adjusted:

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Worst Median Best Negative Periods
-8.76%
Apr 2019 - Mar 2020
+10.57% +27.63%
Jan 2019 - Dec 2019
15.07%
22 out of 146
-10.62%
Jan 2022 - Dec 2022
+8.80% +24.74%
Jan 2019 - Dec 2019
21.92%
32 out of 146
-2.22%
Jan 2022 - Dec 2023
+10.44% +21.65%
Apr 2020 - Mar 2022
2.24%
3 out of 134
-7.11%
Nov 2021 - Oct 2023
+7.98% +18.90%
Jan 2013 - Dec 2014
11.94%
16 out of 134
+1.89%
Oct 2019 - Sep 2022
+10.36% +16.72%
Jan 2012 - Dec 2014
0.00%
0 out of 122
-2.90%
Oct 2019 - Sep 2022
+8.16% +15.56%
Feb 2012 - Jan 2015
7.38%
9 out of 122
+2.42%
Nov 2019 - Oct 2023
+10.25% +15.04%
Oct 2015 - Sep 2019
0.00%
0 out of 110
-2.09%
Oct 2019 - Sep 2023
+7.59% +13.06%
Jul 2012 - Jun 2016
5.45%
6 out of 110
+5.55%
Jul 2019 - Jun 2024
+10.14% +14.22%
Dec 2012 - Nov 2017
0.00%
0 out of 98
+1.33%
Jul 2019 - Jun 2024
+7.65% +12.70%
Dec 2012 - Nov 2017
0.00%
0 out of 98
+6.00%
Nov 2017 - Oct 2023
+9.91% +14.05%
Feb 2012 - Jan 2018
0.00%
0 out of 86
+2.17%
Nov 2017 - Oct 2023
+7.30% +12.38%
Feb 2012 - Jan 2018
0.00%
0 out of 86
+7.29%
Oct 2016 - Sep 2023
+9.92% +13.80%
Jan 2013 - Dec 2019
0.00%
0 out of 74
+3.64%
Oct 2016 - Sep 2023
+7.35% +11.99%
Jan 2013 - Dec 2019
0.00%
0 out of 74
+7.57%
Jul 2016 - Jun 2024
+9.82% +13.83%
Feb 2012 - Jan 2020
0.00%
0 out of 62
+4.07%
Jul 2016 - Jun 2024
+6.84% +12.02%
Feb 2012 - Jan 2020
0.00%
0 out of 62
+7.56%
Nov 2014 - Oct 2023
+9.86% +13.05%
Jan 2013 - Dec 2021
0.00%
0 out of 50
+4.52%
Nov 2014 - Oct 2023
+6.74% +10.63%
Jan 2013 - Dec 2021
0.00%
0 out of 50
+8.30%
Nov 2013 - Oct 2023
+9.48% +12.75%
Jan 2012 - Dec 2021
0.00%
0 out of 38
+5.37%
Nov 2013 - Oct 2023
+6.54% +10.38%
Jan 2012 - Dec 2021
0.00%
0 out of 38
+8.75%
May 2013 - Apr 2024
+9.80% +11.08%
Feb 2012 - Jan 2023
0.00%
0 out of 26
+5.81%
May 2013 - Apr 2024
+6.98% +8.32%
Feb 2012 - Jan 2023
0.00%
0 out of 26
+9.83%
Jul 2012 - Jun 2024
+10.23% +10.96%
Dec 2012 - Nov 2024
0.00%
0 out of 14
+6.98%
Jul 2012 - Jun 2024
+7.42% +8.09%
Dec 2012 - Nov 2024
0.00%
0 out of 14
+10.39%
Jan 2012 - Dec 2024
+10.39% +10.61%
Feb 2012 - Jan 2025
0.00%
0 out of 2
+7.58%
Jan 2012 - Dec 2024
+7.58% +7.78%
Feb 2012 - Jan 2025
0.00%
0 out of 2
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