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
PBP (Invesco S&P 500 BuyWrite ETF) 5.03% 17.99% 11.67% 8.13% 7.19% 6.86% NA
Data as of 06/04/2026, Common starting date is 12/27/2007
More Performance Analytics Comparison
Name Start Date End Date
PBP (Invesco S&P 500 BuyWrite ETF) 12/27/2007 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
Annualized Return (%) 0.31 17.99 11.67 8.13 7.19 6.86 NA 5.03 8.50 19.83 11.59 -11.80 19.97 -3.30 15.18 -5.59 11.98 6.42 4.13 4.82 12.90 4.52 4.45 4.86 24.02 -29.34 0.39
Sharpe Ratio NA 2.32 0.84 0.49 0.40 NA NA 1.13 0.39 2.12 0.93 -0.80 2.02 -0.12 1.51 -0.49 2.11 0.70 0.34 0.52 1.75 0.53 0.26 0.36 1.33 -0.88 5.41
Standard Deviation(%) NA 6.89 10.54 11.86 13.77 NA NA 8.57 14.61 7.66 8.62 16.62 9.86 28.33 9.08 14.30 5.39 8.87 12.06 9.27 7.36 8.51 17.14 13.21 17.96 34.20 11.47
Draw Down(%) NA 5.22 15.42 18.61 33.29 NA NA 5.22 15.42 5.46 6.24 18.61 3.16 33.29 4.58 15.74 2.04 7.26 9.85 7.58 3.90 6.46 14.35 11.93 17.63 36.70 0.31
Yield(%) 0.00 11.73 9.77 7.33 6.31 6.21 4.33 4.50 10.82 10.15 3.63 1.16 7.06 1.33 5.98 2.37 10.88 2.67 5.17 4.96 6.91 4.32 10.19 7.62 1.83 1.66 0.00
Data as of 06/04/2026, Common starting date is 12/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PBP (Invesco S&P 500 BuyWrite ETF) -3.50%
Apr 2008 – Apr 2011
0.24%
Apr 2008 – Apr 2013
3.34%
Apr 2008 – Apr 2018
3.47%
Apr 2008 – Apr 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PBP (Invesco S&P 500 BuyWrite ETF) 16.27%
Feb 2009 – Feb 2012
12.76%
Feb 2009 – Feb 2014
8.70%
Feb 2009 – Feb 2019
7.56%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return