Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBJ (Invesco Food & Beverage ETF) | 6.10% | 1.14% | 2.87% | 3.09% | 5.26% | 7.57% | 7.44% | … | … |
Data as of 06/04/2026, Common starting date is 06/23/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBJ (Invesco Food & Beverage ETF) | 06/23/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.99 | 1.14 | 2.87 | 3.09 | 5.26 | 7.57 | 7.44 | … | … | 6.10 | -1.88 | 2.49 | 2.33 | 3.17 | 26.89 | 5.54 | 17.50 | -11.19 | 1.88 | 5.60 | 6.93 | 17.38 | 33.48 | 5.49 | 6.18 | 29.92 | 10.97 | -21.67 | 6.24 | 15.37 | -2.80 |
| Sharpe Ratio | NA | -0.12 | -0.01 | 0.09 | 0.24 | NA | NA | … | … | 1.15 | -0.32 | -0.10 | -0.11 | 0.10 | 1.92 | 0.19 | 1.56 | -0.87 | 0.14 | 0.39 | 0.47 | 1.41 | 2.64 | 0.50 | 0.30 | 2.04 | 0.59 | -0.81 | 0.21 | 1.18 | -0.81 |
| Standard Deviation(%) | NA | 12.54 | 12.89 | 13.79 | 15.15 | NA | NA | … | … | 13.42 | 14.76 | 11.15 | 11.99 | 17.15 | 13.96 | 27.41 | 10.30 | 14.53 | 8.88 | 13.95 | 14.75 | 12.28 | 12.65 | 11.03 | 20.47 | 14.60 | 18.57 | 27.70 | 15.12 | 10.21 | 9.64 |
| Draw Down(%) | NA | 12.47 | 12.98 | 15.77 | 28.49 | NA | NA | … | … | 7.40 | 12.47 | 7.91 | 14.78 | 14.38 | 8.22 | 26.47 | 6.45 | 17.02 | 8.46 | 7.90 | 9.53 | 7.18 | 6.50 | 6.00 | 15.66 | 7.36 | 20.90 | 35.31 | 9.61 | 5.35 | 7.99 |
| Yield(%) | 0.00 | 1.58 | 1.55 | 1.56 | 1.69 | 2.43 | 2.81 | … | … | 0.34 | 1.76 | 1.12 | 1.83 | 1.83 | 1.14 | 1.19 | 1.40 | 1.24 | 0.70 | 1.66 | 1.31 | 1.55 | 1.10 | 1.63 | 1.00 | 1.45 | 1.93 | 1.40 | 3.22 | 1.06 | 0.50 |
Data as of 06/04/2026, Common starting date is 06/23/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBJ (Invesco Food & Beverage ETF) |
-6.79%
Feb 2006 – Feb 2009 |
-1.70%
Mar 2015 – Mar 2020 |
4.00%
Oct 2015 – Oct 2025 |
6.82%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBJ (Invesco Food & Beverage ETF) |
21.30%
Feb 2009 – Feb 2012 |
20.24%
Feb 2009 – Feb 2014 |
12.58%
Feb 2009 – Feb 2019 |
11.46%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart