Invesco RAFI Strategic US ETF (IUS) Performance
IUS total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +24.3% since Dec 31, 2025
- 1 year
- +27.5% total return
- 5 years
- +14.6% a year
- Since first price
- +15.5% a year since 2018
IUS trailing returns vs SPY, QQQ, AGG
| Period | IUS total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +2.6% | +2.6% | −1.0% | −5.0% | +0.9% |
| 3 months | +6.4% | +6.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +14.7% | +14.0% | +7.8% | +8.4% | −1.5% |
| YTD | +24.3% | +23.1% | +12.3% | +15.1% | −1.0% |
| 1 year | +27.5% | +25.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +88.8%+23.6%/yr | +80.2% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +97.3%+14.6%/yr | +81.7% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionSep 12, 2018 | +222.9%+15.5%/yr | +180.1% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: IUS vs SPY
From Sep 12, 2018: IUS grew to $32,293, SPY to $29,762.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IUS returns by calendar year
6 of 7 full years positive. Best 2021 (+32.2%), worst 2022 (−8.3%). 2026 is year to date.
IUS annual returns table
| Year | IUS | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +24.3% | −6.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +16.9% | −15.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +16.5% | −6.2% | +24.9% | +25.6% | +1.3% |
| 2023 | +20.8% | −9.0% | +26.2% | +54.9% | +5.7% |
| 2022 | −8.3% | −18.7% | −18.2% | −32.6% | −13.0% |
| 2021 | +32.2% | −4.5% | +28.7% | +27.4% | −1.8% |
| 2020 | +15.1% | −34.7% | +18.3% | +48.6% | +7.5% |
| 2019 | +29.3% | −7.0% | +31.2% | +39.0% | +8.5% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
IUS largest drawdowns
Now 0.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 12, 2020 | −34.7% | Mar 23, 2020 | Sep 2, 2020 | 40 days | 7 months |
| Mar 29, 2022 | −18.7% | Sep 30, 2022 | Jun 30, 2023 | 6 months | 1.3 years |
| Nov 29, 2024 | −15.6% | Apr 8, 2025 | Jul 1, 2025 | 4 months | 7 months |
| Oct 2, 2018 | −14.5% | Jan 3, 2019 | May 1, 2019 | 3 months | 7 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IUS risk statistics
| Statistic | 3 years | 5 years | Since 2018 |
|---|---|---|---|
| Annualized return | +21.3% | +14.9% | +15.1% |
| Volatility (annualized) | 11.4% | 14.5% | 16.6% |
| Sharpe ratio | 1.38 | 0.79 | 0.77 |
| Sortino ratio | 2.54 | 1.28 | 1.25 |
| Best month | +9.0% | +9.9% | +15.4% |
| Worst month | −4.7% | −9.3% | −13.4% |
| Best 12 months | +33.9% | +33.9% | +67.9% |
| Worst 12 months | +5.7% | −8.3% | −9.3% |
| Positive months | 72% | 63% | 65% |
| Beta vs S&P 500 | 0.82 | 0.87 | — |
| Correlation with S&P 500 | 0.89 | 0.94 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
IUS rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 86 | −9.3% | +16.5% | +67.9% | 88% |
| 3-year (a year) | 62 | +8.6% | +16.0% | +25.3% | 100% |
| 5-year (a year) | 38 | +11.6% | +15.7% | +20.4% | 100% |
Every holding period starting at a month-end since 2018. Returns for 3 years and longer are annualized.
IUS performance overview
Invesco RAFI Strategic US ETF (IUS) returned +27.5% over the past year and +14.6% a year over five years, with distributions reinvested. Since its first recorded price in 2018 it has returned +15.5% a year, turning $10,000 into about $32,293. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −34.7%, from Feb 12, 2020 to Mar 23, 2020, and it took 5 months to get back to the old high. IUS finished 6 of its 7 full calendar years with a gain; the best year was 2021 (+32.2%) and the worst 2022 (−8.3%). Volatility has been 16.6% a year.
Related: IUS chart, IUS holdings, IUS dividends, IUS valuation. See the IUS overview for the latest quote and fund facts.
IUS performance FAQ
What is the IUS return over the past year?
IUS returned +27.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 25.8%.
What is the average annual return of IUS?
IUS has returned +14.6% a year over 5 years, +15.5% a year since September 12, 2018 (total return, distributions reinvested).
How much would $10,000 invested in IUS be worth?
$10,000 invested in IUS at its first recorded close on September 12, 2018 would be worth about $32,293 on October 23, 2026 with distributions reinvested.
What was the worst year for IUS?
The worst calendar year was 2022, with a total return of −8.3%. The best was 2021 at +32.2%.
What is the biggest drawdown of IUS?
The largest peak-to-trough decline was −34.7% between February 12, 2020 and March 23, 2020. It recovered to the old high on September 2, 2020, 5 months after the bottom.
How volatile is IUS?
Over the past 3 years IUS had an annualized volatility of 11.4% and a Sharpe ratio of 1.38 (excess return over 1–3 month T-bills per unit of risk).