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

Data Source: from January 2012 to April 2024 (~12 years)
Consolidated Returns as of 30 April 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 (~12 years), the longest period with a negative return lasted 28 months (from January 2022 to April 2024). This negative series is not closed yet.

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 May 2014 - 30 April 2024 (10 Years)
Data Source: 1 January 2012 - 30 April 2024 (~12 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.42% +27.63%
Jan 2019 - Dec 2019 		-8.76%
Apr 2019 - Mar 2020 		16.06%
22 out of 137
US Inflation Adjusted +8.20% +24.74%
Jan 2019 - Dec 2019 		-10.62%
Jan 2022 - Dec 2022 		23.36%
32 out of 137
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.90% +21.65%
Apr 2020 - Mar 2022 		-2.22%
Jan 2022 - Dec 2023 		2.40%
3 out of 125
US Inflation Adjusted +8.81% +18.90%
Jan 2013 - Dec 2014 		-7.11%
Nov 2021 - Oct 2023 		12.00%
15 out of 125
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.91% +16.72%
Jan 2012 - Dec 2014 		+1.89%
Oct 2019 - Sep 2022 		0.00%
0 out of 113
US Inflation Adjusted +8.77% +15.56%
Feb 2012 - Jan 2015 		-2.90%
Oct 2019 - Sep 2022 		4.42%
5 out of 113
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.60% +15.04%
Oct 2015 - Sep 2019 		+2.42%
Nov 2019 - Oct 2023 		0.00%
0 out of 101
US Inflation Adjusted +8.19% +13.06%
Jul 2012 - Jun 2016 		-2.09%
Oct 2019 - Sep 2023 		5.94%
6 out of 101
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.66% +14.22%
Dec 2012 - Nov 2017 		+5.61%
Oct 2018 - Sep 2023 		0.00%
0 out of 89
US Inflation Adjusted +8.28% +12.70%
Dec 2012 - Nov 2017 		+1.40%
May 2019 - Apr 2024 		0.00%
0 out of 89
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.74% +14.05%
Feb 2012 - Jan 2018 		+6.00%
Nov 2017 - Oct 2023 		0.00%
0 out of 77
US Inflation Adjusted +8.11% +12.38%
Feb 2012 - Jan 2018 		+2.17%
Nov 2017 - Oct 2023 		0.00%
0 out of 77
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.21% +13.80%
Jan 2013 - Dec 2019 		+7.29%
Oct 2016 - Sep 2023 		0.00%
0 out of 65
US Inflation Adjusted +7.77% +11.99%
Jan 2013 - Dec 2019 		+3.64%
Oct 2016 - Sep 2023 		0.00%
0 out of 65
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.51% +13.83%
Feb 2012 - Jan 2020 		+7.60%
Nov 2015 - Oct 2023 		0.00%
0 out of 53
US Inflation Adjusted +8.17% +12.02%
Feb 2012 - Jan 2020 		+4.19%
Nov 2015 - Oct 2023 		0.00%
0 out of 53
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.29% +13.05%
Jan 2013 - Dec 2021 		+7.56%
Nov 2014 - Oct 2023 		0.00%
0 out of 41
US Inflation Adjusted +7.40% +10.63%
Jan 2013 - Dec 2021 		+4.52%
Nov 2014 - Oct 2023 		0.00%
0 out of 41
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +9.85% +12.75%
Jan 2012 - Dec 2021 		+8.30%
Nov 2013 - Oct 2023 		0.00%
0 out of 29
US Inflation Adjusted +7.11% +10.38%
Jan 2012 - Dec 2021 		+5.37%
Nov 2013 - Oct 2023 		0.00%
0 out of 29
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.08% +11.08%
Feb 2012 - Jan 2023 		+8.75%
May 2013 - Apr 2024 		0.00%
0 out of 17
US Inflation Adjusted +7.24% +8.32%
Feb 2012 - Jan 2023 		+5.81%
May 2013 - Apr 2024 		0.00%
0 out of 17
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.22% +10.24%
Feb 2012 - Jan 2024 		+9.85%
May 2012 - Apr 2024 		0.00%
0 out of 5
US Inflation Adjusted +7.42% +7.46%
Feb 2012 - Jan 2024 		+7.03%
May 2012 - Apr 2024 		0.00%
0 out of 5
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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