Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CSD (Invesco S&P Spin-Off ETF) | 2.18% | 21.64% | 19.14% | 18.25% | 7.28% | 11.53% | NA | 8.08% |
Data as of 07/01/2025, AR inception is 12/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSD (Invesco S&P Spin-Off ETF) | 12/15/2006 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 21.64 | 19.14 | 18.25 | 7.28 | 11.53 | NA | 8.08 | 2.18 | 27.61 | 23.77 | -15.04 | 13.00 | 10.79 | 20.60 | -17.81 | 20.64 | 14.79 | -11.98 | 1.13 | 52.15 | 26.35 | 3.74 | 22.00 | 65.22 | -55.24 | 7.79 | -0.52 |
| Sharpe Ratio | NA | 0.62 | 0.65 | 0.72 | 0.23 | NA | NA | 0.29 | 0.04 | 1.07 | 1.12 | -0.63 | 0.63 | 0.21 | 1.12 | -1.06 | 2.03 | 0.86 | -0.70 | 0.07 | 3.19 | 1.77 | 0.16 | 1.14 | 2.32 | -1.37 | 0.29 | -1.94 |
| Standard Deviation(%) | NA | 28.65 | 23.05 | 23.39 | 24.69 | NA | NA | 23.91 | 34.12 | 19.63 | 17.60 | 26.12 | 20.62 | 50.00 | 17.15 | 18.16 | 9.90 | 17.04 | 17.19 | 15.04 | 16.33 | 14.96 | 23.49 | 19.16 | 28.13 | 40.91 | 16.87 | 8.69 |
| Draw Down(%) | NA | 30.15 | 30.15 | 30.15 | 57.54 | NA | NA | 70.47 | 30.15 | 9.37 | 12.93 | 24.12 | 13.15 | 53.57 | 17.54 | 28.62 | 3.74 | 15.50 | 23.61 | 9.73 | 7.33 | 6.82 | 21.44 | 16.07 | 23.47 | 65.54 | 18.17 | 1.27 |
| Yield(%) | 0.00 | 0.20 | 0.61 | 1.02 | 1.07 | 2.16 | 1.39 | 1.54 | 0.00 | 0.22 | 0.64 | 0.72 | 0.84 | 1.09 | 1.28 | 0.80 | 0.72 | 1.85 | 2.24 | 1.66 | 0.28 | 0.33 | 0.49 | 0.56 | 2.97 | 1.62 | 0.75 | 0.00 |
Data as of 07/01/2025, AR inception is 12/15/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSD (Invesco S&P Spin-Off ETF) |
-13.95%
Mar 2017 - Mar 2020 |
-8.49%
Mar 2015 - Mar 2020 |
3.25%
Oct 2013 - Oct 2023 |
4.55%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSD (Invesco S&P Spin-Off ETF) |
36.56%
Feb 2009 - Feb 2012 |
35.18%
Feb 2009 - Feb 2014 |
18.49%
Feb 2009 - Feb 2019 |
14.44%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart