Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CVY (Invesco Zacks Multi-Asset Income ETF) 8.89% 19.38% 15.89% 7.30% 8.43% 6.82% NA
Data as of 06/04/2026, Common starting date is 09/21/2006
More Performance Analytics Comparison
Name Start Date End Date
CVY (Invesco Zacks Multi-Asset Income ETF) 09/21/2006 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 (%) 0.66 19.38 15.89 7.30 8.43 6.82 NA 8.89 10.98 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 1.54 0.92 0.31 0.35 NA NA 1.69 0.50 0.52 0.90 -0.50 1.80 -0.24 1.95 -0.95 2.14 1.09 -0.99 -0.42 1.79 1.15 0.38 1.15 1.36 -0.97 -0.67 3.73
Standard Deviation(%) NA 10.93 14.17 16.20 19.76 NA NA 11.60 16.29 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 7.45 16.80 21.59 50.47 NA NA 7.45 15.18 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 4.25 4.90 3.93 4.60 4.69 4.06 0.83 4.22 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 06/04/2026, Common starting date 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

3-Year Annualized Rolling Return