Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CZA (Invesco Zacks Mid-Cap ETF) | 3.07% | 7.01% | 8.82% | 12.29% | 9.14% | 11.63% | NA | 9.47% |
Data as of 07/21/2025, AR inception is 04/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CZA (Invesco Zacks Mid-Cap ETF) | 04/03/2007 | 07/21/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.08 | 7.01 | 8.82 | 12.29 | 9.14 | 11.63 | NA | 9.47 | 3.07 | 12.15 | 7.00 | -5.91 | 27.42 | 0.40 | 32.27 | -8.89 | 21.90 | 15.61 | -1.92 | 9.85 | 35.88 | 14.84 | 3.72 | 22.60 | 44.44 | -36.01 | 1.98 |
| Sharpe Ratio | NA | 0.25 | 0.43 | 0.62 | 0.39 | NA | NA | 0.41 | 0.20 | 0.46 | 0.19 | -0.35 | 1.96 | 0.00 | 2.52 | -0.70 | 2.96 | 1.04 | -0.13 | 0.80 | 3.18 | 1.23 | 0.14 | 1.24 | 1.69 | -0.99 | -0.01 |
| Standard Deviation(%) | NA | 18.08 | 16.64 | 16.75 | 19.72 | NA | NA | 20.35 | 21.35 | 12.17 | 14.79 | 21.17 | 14.00 | 43.15 | 12.25 | 14.66 | 7.23 | 14.77 | 14.46 | 12.35 | 11.29 | 12.14 | 25.53 | 18.22 | 26.22 | 37.06 | 13.01 |
| Draw Down(%) | NA | 18.92 | 18.92 | 18.92 | 46.16 | NA | NA | 53.20 | 15.99 | 7.84 | 16.01 | 17.45 | 6.56 | 46.16 | 6.84 | 18.07 | 2.35 | 12.73 | 11.49 | 10.21 | 5.88 | 9.65 | 23.45 | 12.80 | 25.07 | 47.56 | 11.85 |
| Yield(%) | 0.00 | 1.30 | 1.58 | 1.89 | 2.01 | 3.20 | 2.37 | 2.63 | 0.00 | 1.41 | 1.44 | 1.59 | 1.14 | 1.40 | 1.83 | 1.13 | 1.32 | 2.14 | 1.33 | 0.82 | 1.32 | 1.39 | 0.24 | 0.82 | 0.12 | 0.64 | 0.37 |
Data as of 07/21/2025, AR inception is 04/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZA (Invesco Zacks Mid-Cap ETF) |
-3.98%
Jun 2007 - Jun 2010 |
2.07%
Mar 2015 - Mar 2020 |
7.69%
Oct 2013 - Oct 2023 |
8.73%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZA (Invesco Zacks Mid-Cap ETF) |
31.29%
Feb 2009 - Feb 2012 |
26.86%
Feb 2009 - Feb 2014 |
17.70%
Feb 2009 - Feb 2019 |
14.74%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart