Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PDN (Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF) | 25.90% | 22.69% | 13.03% | 9.67% | 6.38% | 6.93% | NA | 5.18% |
Data as of 07/24/2025, AR inception is 09/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDN (Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF) | 09/27/2007 | 07/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.08 | 22.69 | 13.03 | 9.67 | 6.38 | 6.93 | NA | 5.18 | 25.90 | 0.57 | 13.36 | -17.33 | 9.01 | 10.68 | 19.18 | -18.36 | 30.71 | 6.49 | 1.71 | -5.12 | 21.51 | 17.16 | -14.15 | 18.61 | 54.79 | -41.24 | -4.37 |
| Sharpe Ratio | NA | 0.92 | 0.63 | 0.44 | 0.26 | NA | NA | 0.18 | 2.40 | -0.45 | 0.66 | -0.86 | 0.66 | 0.34 | 1.55 | -1.26 | 3.77 | 0.39 | 0.11 | -0.42 | 1.45 | 1.00 | -0.53 | 0.76 | 1.65 | -1.00 | -0.84 |
| Standard Deviation(%) | NA | 16.76 | 16.25 | 16.32 | 17.26 | NA | NA | 21.29 | 18.41 | 13.49 | 13.97 | 21.84 | 13.51 | 30.56 | 11.44 | 15.68 | 8.02 | 16.14 | 15.79 | 12.16 | 14.80 | 17.27 | 26.74 | 24.23 | 33.09 | 41.98 | 21.70 |
| Draw Down(%) | NA | 13.39 | 18.53 | 33.68 | 41.92 | NA | NA | 59.31 | 12.98 | 10.58 | 13.24 | 30.01 | 9.85 | 37.09 | 8.68 | 26.93 | 2.07 | 11.38 | 14.78 | 14.30 | 9.84 | 16.69 | 23.36 | 19.48 | 26.03 | 50.53 | 12.43 |
| Yield(%) | 0.00 | 1.80 | 2.68 | 2.87 | 2.75 | 3.30 | 2.24 | 2.64 | 0.00 | 3.31 | 3.45 | 2.15 | 2.56 | 1.92 | 3.00 | 1.76 | 3.07 | 2.30 | 2.06 | 1.85 | 2.50 | 2.57 | 2.02 | 2.03 | 4.93 | 1.42 | 0.14 |
Data as of 07/24/2025, AR inception is 09/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDN (Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF) |
-5.06%
Mar 2017 - Mar 2020 |
-2.34%
Sep 2017 - Sep 2022 |
2.63%
Oct 2013 - Oct 2023 |
2.37%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDN (Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF) |
29.86%
Feb 2009 - Feb 2012 |
23.06%
Feb 2009 - Feb 2014 |
12.80%
Feb 2009 - Feb 2019 |
9.80%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart