Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSD (Invesco S&P Spin-Off ETF) | 40.17% | 73.13% | 37.02% | 16.53% | 14.06% | 13.54% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSD (Invesco S&P Spin-Off ETF) | 12/15/2006 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.83 | 73.13 | 37.02 | 16.53 | 14.06 | 13.54 | NA | … | … | 40.17 | 21.58 | 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 | 2.93 | 1.42 | 0.60 | 0.50 | NA | NA | … | … | 4.42 | 0.65 | 1.22 | 1.15 | -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 | 0.28 | -1.99 |
| Standard Deviation(%) | NA | 23.88 | 23.62 | 23.26 | 25.01 | NA | NA | … | … | 26.83 | 28.70 | 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 | 11.34 | 30.15 | 30.15 | 57.54 | NA | NA | … | … | 11.34 | 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 | 0.38 | 0.46 | 1.00 | 1.71 | 1.42 | … | … | 0.00 | 0.19 | 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 06/04/2026, Common starting date 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) |
37.75%
May 2023 – May 2026 |
35.18%
Feb 2009 – Feb 2014 |
18.49%
Feb 2009 – Feb 2019 |
14.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart