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
IVUSF (Invesco Markets plc – Invesco Financial S&P US Select Sector UCITS ETF) NA 27.00% 7.36% NA NA NA NA
Data as of 02/27/2024, Common starting date is 02/19/2020
More Performance Analytics Comparison
Name Start Date End Date
IVUSF (Invesco Markets plc – Invesco Financial S&P US Select Sector UCITS ETF) 02/19/2020 02/27/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020
Annualized Return (%) 4.23 27.00 7.36 NA NA NA NA 24.73 -3.68 -11.97 35.15 -4.30
Sharpe Ratio NA 0.31 0.19 NA NA NA NA 6.73 -0.39 -0.13 0.72 -0.03
Standard Deviation(%) NA 25.22 35.19 NA NA NA NA 46.58 21.83 103.18 52.61 146.92
Draw Down(%) NA 11.70 25.95 NA NA NA NA 0.00 11.70 25.95 8.53 38.80
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 02/27/2024, Common starting date is 02/19/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVUSF (Invesco Markets plc – Invesco Financial S&P US Select Sector UCITS ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVUSF (Invesco Markets plc – Invesco Financial S&P US Select Sector UCITS ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return