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
PBTP (Invesco 0-5 Yr US TIPS ETF) 2.15% 4.54% 5.18% 3.32% NA NA NA
Data as of 06/04/2026, Common starting date is 09/22/2017
More Performance Analytics Comparison
Name Start Date End Date
PBTP (Invesco 0-5 Yr US TIPS ETF) 09/22/2017 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
Annualized Return (%) 0.08 4.54 5.18 3.32 NA NA NA 2.15 5.96 4.75 4.51 -3.04 5.53 4.91 4.69 0.61 0.04
Sharpe Ratio NA 1.29 0.97 0.28 NA NA NA 1.76 1.51 0.60 0.27 -1.02 2.58 1.28 2.19 -0.45 -9.00
Standard Deviation(%) NA 1.58 2.09 2.87 NA NA NA 1.61 2.04 1.88 3.18 4.41 2.13 3.63 1.47 1.71 0.08
Draw Down(%) NA 0.66 1.03 5.46 NA NA NA 0.66 1.03 0.78 1.63 5.46 1.19 5.37 0.48 1.06 0.00
Yield(%) 0.00 3.15 3.04 3.30 2.40 1.60 1.20 0.14 3.90 2.65 2.41 4.91 3.19 1.30 2.17 2.29 0.72
Data as of 06/04/2026, Common starting date is 09/22/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PBTP (Invesco 0-5 Yr US TIPS ETF) 1.81%
Apr 2021 – Apr 2024
2.44%
Oct 2017 – Oct 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PBTP (Invesco 0-5 Yr US TIPS ETF) 5.38%
Sep 2022 – Sep 2025
4.09%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return