Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EWRE (Invesco S&P 500® Equal Weight Real Estate ETF) | NA | 0.64% | 6.31% | 5.81% | NA | NA | NA | … | … |
Data as of 01/29/2024, Common starting date is 08/17/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EWRE (Invesco S&P 500® Equal Weight Real Estate ETF) | 08/17/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 0.64 | 6.31 | 5.81 | NA | NA | NA | … | … | -2.79 | 12.07 | -25.15 | 49.59 | -3.63 | 24.30 | -4.08 | 8.76 | 2.12 | 3.12 |
| Sharpe Ratio | NA | -0.25 | 0.21 | 0.16 | NA | NA | NA | … | … | -2.16 | 0.39 | -1.08 | 3.18 | -0.09 | 1.87 | -0.34 | 0.83 | 0.11 | 0.40 |
| Standard Deviation(%) | NA | 19.69 | 20.54 | 26.34 | NA | NA | NA | … | … | 16.17 | 20.37 | 24.77 | 15.59 | 45.15 | 12.28 | 15.99 | 9.83 | 17.32 | 21.38 |
| Draw Down(%) | NA | 20.87 | 33.03 | 41.95 | NA | NA | NA | … | … | 5.09 | 20.87 | 30.95 | 6.32 | 41.95 | 6.01 | 11.50 | 5.23 | 14.45 | 10.31 |
| Yield(%) | 0.00 | 2.91 | 3.42 | 3.27 | 2.66 | 1.77 | 1.33 | … | … | 0.00 | 3.12 | 2.30 | 3.85 | 2.94 | 2.81 | 2.83 | 3.17 | 1.30 | 0.73 |
Data as of 01/29/2024, Common starting date is 08/17/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EWRE (Invesco S&P 500® Equal Weight Real Estate ETF) |
-1.91%
Mar 2017 – Mar 2020 |
2.02%
Oct 2015 – Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EWRE (Invesco S&P 500® Equal Weight Real Estate ETF) |
21.46%
Dec 2018 – Dec 2021 |
13.33%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart