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
PBW (Invesco WilderHill Clean Energy ETF) 33.66% 126.13% 4.60% -12.32% 9.74% 1.56% -2.97%
Data as of 06/05/2026, Common starting date is 03/03/2005
More Performance Analytics Comparison
Name Start Date End Date
PBW (Invesco WilderHill Clean Energy ETF) 03/03/2005 06/05/2026
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 (%) -10.04 126.13 4.60 -12.32 9.74 1.56 -2.97 33.66 53.96 -30.77 -20.04 -44.54 -29.86 204.76 62.57 -13.48 39.90 -20.34 -8.77 -15.43 60.48 -16.58 -50.27 -5.55 27.61 -68.87 59.87 7.26 3.72
Sharpe Ratio NA 3.73 0.16 -0.28 0.24 NA NA 3.96 1.21 -0.89 -0.62 -0.86 -0.66 3.65 2.84 -0.70 2.35 -0.85 -0.35 -0.54 2.29 -0.66 -1.30 -0.19 0.60 -1.10 1.87 0.14 0.11
Standard Deviation(%) NA 40.27 40.24 42.77 38.74 NA NA 40.62 42.29 38.68 38.57 53.82 45.31 55.70 21.51 21.32 16.74 24.14 25.35 28.74 26.35 25.28 38.68 29.78 45.82 63.62 30.53 27.46 19.87
Draw Down(%) NA 21.24 68.05 84.50 89.02 NA NA 16.87 40.30 39.38 47.78 48.56 48.58 48.89 9.99 24.02 7.24 25.07 32.48 35.89 13.56 43.27 56.36 31.27 37.62 77.50 14.44 31.07 18.89
Yield(%) 0.00 1.49 1.31 1.05 3.56 1.55 0.51 0.10 1.15 1.97 2.93 2.21 1.18 1.30 2.29 2.39 1.74 2.12 1.39 2.39 3.27 3.07 1.11 0.00 0.00 0.00 0.00 0.28 0.00
Data as of 06/05/2026, Common starting date is 03/03/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PBW (Invesco WilderHill Clean Energy ETF) -40.16%
Jan 2021 – Jan 2024
-31.07%
Dec 2007 – Dec 2012
-14.49%
Apr 2006 – Apr 2016
-6.62%
Dec 2007 – Dec 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PBW (Invesco WilderHill Clean Energy ETF) 71.65%
Jan 2018 – Jan 2021
45.30%
Jan 2016 – Jan 2021
14.26%
Nov 2011 – Nov 2021
3.09%
Dec 2005 – Dec 2020
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return