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

Data Source: from January 2012 to June 2024 (~13 years)
Consolidated Returns as of 30 June 2024

Holding the Invesco S&P 500® Low Volatility ETF (SPLV) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~13 years), the longest period with a negative return lasted 28 months (from January 2022 to April 2024).

This means that every rolling period of 29 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Invesco S&P 500® Low Volatility ETF (SPLV) ETF: Historical Returns page.

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
Data Source: 1 July 2014 - 30 June 2024 (10 Years)
Data Source: 1 January 2012 - 30 June 2024 (~13 years)
Inflation Adjusted:

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Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.42% +27.63%
Jan 2019 - Dec 2019
-8.76%
Apr 2019 - Mar 2020
15.83%
22 out of 139
US Inflation Adjusted +8.18% +24.74%
Jan 2019 - Dec 2019
-10.62%
Jan 2022 - Dec 2022
23.02%
32 out of 139
1 Year Annualized Rolling Returns
Timeframes ending in every month

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1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.63% +21.65%
Apr 2020 - Mar 2022
-2.22%
Jan 2022 - Dec 2023
2.36%
3 out of 127
US Inflation Adjusted +8.80% +18.90%
Jan 2013 - Dec 2014
-7.11%
Nov 2021 - Oct 2023
12.60%
16 out of 127
2 Years Annualized Rolling Returns
Timeframes ending in every month

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2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.75% +16.72%
Jan 2012 - Dec 2014
+1.89%
Oct 2019 - Sep 2022
0.00%
0 out of 115
US Inflation Adjusted +8.67% +15.56%
Feb 2012 - Jan 2015
-2.90%
Oct 2019 - Sep 2022
6.09%
7 out of 115
3 Years Annualized Rolling Returns
Timeframes ending in every month

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3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.31% +15.04%
Oct 2015 - Sep 2019
+2.42%
Nov 2019 - Oct 2023
0.00%
0 out of 103
US Inflation Adjusted +8.10% +13.06%
Jul 2012 - Jun 2016
-2.09%
Oct 2019 - Sep 2023
5.83%
6 out of 103
4 Years Annualized Rolling Returns
Timeframes ending in every month

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4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.50% +14.22%
Dec 2012 - Nov 2017
+5.55%
Jul 2019 - Jun 2024
0.00%
0 out of 91
US Inflation Adjusted +8.16% +12.70%
Dec 2012 - Nov 2017
+1.33%
Jul 2019 - Jun 2024
0.00%
0 out of 91
5 Years Annualized Rolling Returns
Timeframes ending in every month

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5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.56% +14.05%
Feb 2012 - Jan 2018
+6.00%
Nov 2017 - Oct 2023
0.00%
0 out of 79
US Inflation Adjusted +7.84% +12.38%
Feb 2012 - Jan 2018
+2.17%
Nov 2017 - Oct 2023
0.00%
0 out of 79
6 Years Annualized Rolling Returns
Timeframes ending in every month

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6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.07% +13.80%
Jan 2013 - Dec 2019
+7.29%
Oct 2016 - Sep 2023
0.00%
0 out of 67
US Inflation Adjusted +7.64% +11.99%
Jan 2013 - Dec 2019
+3.64%
Oct 2016 - Sep 2023
0.00%
0 out of 67
7 Years Annualized Rolling Returns
Timeframes ending in every month

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7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.33% +13.83%
Feb 2012 - Jan 2020
+7.57%
Jul 2016 - Jun 2024
0.00%
0 out of 55
US Inflation Adjusted +8.12% +12.02%
Feb 2012 - Jan 2020
+4.07%
Jul 2016 - Jun 2024
0.00%
0 out of 55
8 Years Annualized Rolling Returns
Timeframes ending in every month

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8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.19% +13.05%
Jan 2013 - Dec 2021
+7.56%
Nov 2014 - Oct 2023
0.00%
0 out of 43
US Inflation Adjusted +7.25% +10.63%
Jan 2013 - Dec 2021
+4.52%
Nov 2014 - Oct 2023
0.00%
0 out of 43
9 Years Annualized Rolling Returns
Timeframes ending in every month

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9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.60% +12.75%
Jan 2012 - Dec 2021
+8.30%
Nov 2013 - Oct 2023
0.00%
0 out of 31
US Inflation Adjusted +6.72% +10.38%
Jan 2012 - Dec 2021
+5.37%
Nov 2013 - Oct 2023
0.00%
0 out of 31
10 Years Annualized Rolling Returns
Timeframes ending in every month

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10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.86% +11.08%
Feb 2012 - Jan 2023
+8.75%
May 2013 - Apr 2024
0.00%
0 out of 19
US Inflation Adjusted +7.04% +8.32%
Feb 2012 - Jan 2023
+5.81%
May 2013 - Apr 2024
0.00%
0 out of 19
11 Years Annualized Rolling Returns
Timeframes ending in every month

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11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.22% +10.24%
Feb 2012 - Jan 2024
+9.83%
Jul 2012 - Jun 2024
0.00%
0 out of 7
US Inflation Adjusted +7.38% +7.45%
Feb 2012 - Jan 2024
+6.98%
Jul 2012 - Jun 2024
0.00%
0 out of 7
12 Years Annualized Rolling Returns
Timeframes ending in every month

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12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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To obtain comprehensive information, please consult the Invesco S&P 500® Low Volatility ETF (SPLV) ETF: Historical Returns page.