Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBUS (Invesco MSCI USA ETF) | 11.31% | 28.14% | 22.81% | 13.58% | 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 |
|---|---|---|
| PBUS (Invesco MSCI USA 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 (%) | 0.45 | 28.14 | 22.81 | 13.58 | NA | NA | NA | … | … | 11.31 | 17.58 | 24.99 | 27.33 | -19.64 | 26.75 | 21.79 | 31.60 | -4.76 | 7.13 |
| Sharpe Ratio | NA | 2.20 | 1.34 | 0.65 | NA | NA | NA | … | … | 1.93 | 0.79 | 1.66 | 1.81 | -0.87 | 2.03 | 0.63 | 2.36 | -0.31 | 3.78 |
| Standard Deviation(%) | NA | 12.07 | 14.98 | 17.03 | NA | NA | NA | … | … | 13.73 | 18.80 | 12.84 | 13.23 | 24.40 | 13.13 | 33.87 | 12.79 | 19.63 | 7.47 |
| Draw Down(%) | NA | 9.02 | 19.07 | 25.40 | NA | NA | NA | … | … | 9.02 | 19.07 | 8.48 | 10.14 | 25.27 | 5.41 | 33.13 | 7.31 | 18.94 | 1.30 |
| Yield(%) | 0.00 | 1.24 | 1.65 | 1.53 | 2.05 | 1.37 | 1.03 | … | … | 0.30 | 1.23 | 1.49 | 1.71 | 1.35 | 1.24 | 1.59 | 1.98 | 2.17 | 0.53 |
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 |
|---|---|---|---|---|
| PBUS (Invesco MSCI USA ETF) |
7.31%
Apr 2021 – Apr 2024 |
9.23%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBUS (Invesco MSCI USA ETF) |
26.65%
Dec 2018 – Dec 2021 |
18.16%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart