Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EWMC (Invesco S&P MidCap 400® Equal Weight ETF) | NA | 12.14% | 9.61% | 11.45% | 9.47% | NA | NA | … | … |
Data as of 01/29/2024, Common starting date is 12/08/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EWMC (Invesco S&P MidCap 400® Equal Weight ETF) | 12/08/2010 | 01/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.37 | 12.14 | 9.61 | 11.45 | 9.47 | NA | NA | … | … | 1.62 | 19.70 | -11.63 | 26.34 | 15.26 | 22.66 | -12.45 | 13.04 | 22.52 | -4.95 | 10.19 | 34.97 | 16.19 | -0.22 | 3.53 |
| Sharpe Ratio | NA | 0.36 | 0.36 | 0.38 | 0.40 | NA | NA | … | … | 1.41 | 0.84 | -0.51 | 1.44 | 0.34 | 1.35 | -0.87 | 1.18 | 1.29 | -0.33 | 0.81 | 2.93 | 1.09 | -0.01 | 8.83 |
| Standard Deviation(%) | NA | 18.50 | 21.01 | 26.41 | 21.32 | NA | NA | … | … | 14.25 | 18.71 | 25.73 | 18.29 | 43.65 | 15.74 | 15.83 | 10.56 | 17.23 | 15.17 | 12.49 | 11.94 | 14.95 | 27.00 | 8.22 |
| Draw Down(%) | NA | 13.46 | 23.00 | 43.11 | 43.11 | NA | NA | … | … | 3.00 | 13.46 | 22.19 | 8.75 | 43.11 | 10.89 | 23.83 | 6.20 | 12.43 | 14.91 | 10.57 | 6.43 | 12.22 | 25.46 | 0.98 |
| Yield(%) | 0.00 | 1.05 | 1.23 | 1.38 | 1.69 | 2.09 | 1.57 | … | … | 0.00 | 1.14 | 1.11 | 1.16 | 1.04 | 1.15 | 1.28 | 1.27 | 1.23 | 1.34 | 1.40 | 2.32 | 1.78 | 0.96 | 0.11 |
Data as of 01/29/2024, Common starting date is 12/08/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EWMC (Invesco S&P MidCap 400® Equal Weight ETF) |
-7.44%
Mar 2017 – Mar 2020 |
-1.74%
Mar 2015 – Mar 2020 |
7.65%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EWMC (Invesco S&P MidCap 400® Equal Weight ETF) |
25.93%
Mar 2020 – Mar 2023 |
15.88%
Sep 2011 – Sep 2016 |
14.12%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart