Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HGI (Invesco Zacks Intl Mlt-Asst Inc ETF) | NA | 89.35% | 274.93% | 107.72% | 45.25% | NA | NA | NA |
Data as of 08/23/2021, AR inception is 08/06/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HGI (Invesco Zacks Intl Mlt-Asst Inc ETF) | 08/06/2002 | 08/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.80 | 89.35 | 274.93 | 107.72 | 45.25 | NA | NA | NA | 32.43 | 121.38 | 1,961.12 | -47.62 | 19.51 | 11.70 | -12.39 | -5.23 | 14.64 | 8.49 | -11.24 | 12.09 | 50.00 | -40.51 | -10.89 |
| Sharpe Ratio | NA | 2.20 | 1.17 | 0.64 | 0.40 | NA | NA | 0.30 | 1.14 | 1.73 | 3.92 | -0.97 | 2.30 | 0.60 | -0.72 | -0.47 | 1.15 | 0.52 | -0.42 | 0.57 | 1.40 | -0.79 | -0.86 |
| Standard Deviation(%) | NA | 46.90 | 235.11 | 167.03 | 111.74 | NA | NA | 94.56 | 48.59 | 69.79 | 499.43 | 50.45 | 8.24 | 19.02 | 17.26 | 11.14 | 12.65 | 16.26 | 26.83 | 20.91 | 35.63 | 52.20 | 28.21 |
| Draw Down(%) | NA | 19.58 | 41.45 | 52.61 | 52.61 | NA | NA | 62.34 | 19.58 | 37.43 | 41.45 | 52.61 | 3.06 | 13.25 | 22.95 | 17.41 | 10.33 | 18.19 | 26.18 | 16.41 | 31.35 | 57.02 | 15.37 |
| Yield(%) | 0.00 | 0.00 | 0.44 | 1.87 | 2.76 | NA | NA | NA | 0.00 | 0.00 | 0.00 | 3.41 | 3.62 | 3.80 | 3.47 | 3.70 | 4.41 | 4.33 | 4.66 | 4.08 | 4.93 | 4.41 | NA |
Data as of 08/23/2021, AR inception is 08/06/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGI (Invesco Zacks Intl Mlt-Asst Inc ETF) |
-11.99%
May 2015 - May 2018 |
-10.31%
Dec 2013 - Dec 2018 |
-3.68%
May 2008 - May 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGI (Invesco Zacks Intl Mlt-Asst Inc ETF) |
279.06%
Jul 2018 - Jul 2021 |
111.83%
Jul 2016 - Jul 2021 |
44.16%
Jul 2011 - Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart