Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CVY (Invesco Zacks Multi-Asset Income ETF) | 1.63% | 3.77% | 7.44% | 10.35% | 5.86% | 7.48% | NA | 5.31% |
Data as of 06/06/2025, AR inception is 09/21/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVY (Invesco Zacks Multi-Asset Income ETF) | 09/21/2006 | 06/06/2025 |
| 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 (%) | 1.83 | 3.77 | 7.44 | 10.35 | 5.86 | 7.48 | NA | 5.31 | 1.63 | 10.28 | 17.87 | -9.27 | 25.31 | -10.49 | 25.97 | -10.76 | 15.89 | 16.27 | -14.30 | -4.33 | 19.50 | 13.16 | 7.57 | 17.80 | 50.20 | -40.73 | -7.36 | 7.55 |
| Sharpe Ratio | NA | 0.03 | 0.24 | 0.50 | 0.22 | NA | NA | 0.19 | 0.03 | 0.29 | 0.86 | -0.50 | 1.80 | -0.24 | 1.96 | -0.95 | 2.14 | 1.09 | -0.99 | -0.42 | 1.79 | 1.15 | 0.38 | 1.15 | 1.36 | -0.97 | -0.66 | 3.76 |
| Standard Deviation(%) | NA | 17.52 | 17.53 | 18.15 | 20.15 | NA | NA | 21.41 | 21.77 | 12.79 | 15.90 | 21.44 | 14.04 | 45.15 | 12.56 | 12.77 | 7.17 | 14.71 | 14.51 | 10.26 | 10.89 | 11.53 | 19.61 | 15.36 | 36.78 | 43.00 | 15.74 | 7.21 |
| Draw Down(%) | NA | 17.52 | 17.52 | 21.59 | 50.47 | NA | NA | 66.87 | 15.92 | 8.85 | 13.18 | 21.59 | 7.78 | 50.47 | 9.00 | 18.51 | 3.51 | 10.01 | 19.56 | 16.00 | 8.58 | 8.62 | 16.58 | 11.46 | 38.41 | 54.89 | 16.87 | 1.76 |
| Yield(%) | 0.00 | 3.14 | 4.25 | 4.49 | 3.95 | 5.69 | 3.80 | 4.22 | 0.00 | 4.31 | 5.00 | 4.44 | 2.93 | 2.91 | 3.89 | 3.79 | 4.33 | 5.01 | 4.78 | 5.71 | 5.90 | 5.72 | 5.49 | 5.25 | 7.22 | 6.08 | 5.00 | 1.45 |
Data as of 06/06/2025, AR inception is 09/21/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVY (Invesco Zacks Multi-Asset Income ETF) |
-8.98%
Mar 2017 - Mar 2020 |
-4.83%
Mar 2015 - Mar 2020 |
1.91%
Mar 2010 - Mar 2020 |
3.06%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVY (Invesco Zacks Multi-Asset Income ETF) |
37.94%
Feb 2009 - Feb 2012 |
27.17%
Feb 2009 - Feb 2014 |
13.96%
Feb 2009 - Feb 2019 |
11.41%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart