Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PFM (Invesco Dividend Achievers ETF) | 5.82% | 10.79% | 12.71% | 12.40% | 10.91% | 11.84% | NA | 8.73% |
Data as of 07/21/2025, AR inception is 09/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFM (Invesco Dividend Achievers ETF) | 09/15/2005 | 07/21/2025 |
| 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 10.79 | 12.71 | 12.40 | 10.91 | 11.84 | NA | 8.73 | 5.82 | 16.87 | 11.40 | -6.22 | 23.08 | 9.57 | 26.88 | -4.55 | 17.64 | 14.33 | -3.03 | 11.17 | 25.71 | 10.61 | 9.14 | 14.80 | 10.69 | -29.17 | -0.39 | 15.69 | 1.93 |
| Sharpe Ratio | NA | 0.48 | 0.75 | 0.74 | 0.60 | NA | NA | 0.42 | 0.43 | 1.03 | 0.64 | -0.40 | 2.01 | 0.30 | 2.45 | -0.41 | 2.89 | 1.28 | -0.22 | 1.15 | 2.57 | 1.06 | 0.49 | 1.05 | 0.43 | -0.79 | -0.23 | 1.40 | 0.43 |
| Standard Deviation(%) | NA | 15.53 | 13.87 | 14.07 | 15.61 | NA | NA | 16.97 | 18.44 | 9.95 | 11.20 | 18.95 | 11.48 | 30.70 | 10.39 | 14.34 | 5.92 | 11.06 | 14.06 | 9.71 | 9.97 | 10.04 | 18.69 | 14.02 | 24.58 | 37.91 | 14.46 | 8.89 | 9.74 |
| Draw Down(%) | NA | 14.83 | 14.83 | 17.81 | 32.19 | NA | NA | 53.23 | 14.83 | 4.98 | 9.67 | 17.81 | 4.93 | 32.19 | 5.05 | 15.08 | 2.24 | 6.76 | 12.88 | 6.63 | 5.97 | 6.40 | 14.52 | 11.46 | 30.25 | 40.15 | 11.01 | 5.10 | 3.87 |
| Yield(%) | 0.00 | 0.80 | 1.71 | 2.14 | 2.83 | 4.25 | 3.12 | 3.28 | 0.00 | 1.82 | 2.03 | 1.80 | 2.07 | 2.05 | 2.42 | 2.12 | 1.96 | 2.90 | 2.23 | 2.12 | 2.26 | 2.53 | 2.30 | 2.21 | 2.52 | 2.17 | 1.93 | 1.67 | 0.59 |
Data as of 07/21/2025, AR inception is 09/15/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFM (Invesco Dividend Achievers ETF) |
-14.85%
Feb 2006 - Feb 2009 |
-1.60%
Sep 2006 - Sep 2011 |
5.16%
Jan 2006 - Jan 2016 |
6.38%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFM (Invesco Dividend Achievers ETF) |
23.10%
Feb 2009 - Feb 2012 |
19.84%
Feb 2009 - Feb 2014 |
14.30%
Feb 2009 - Feb 2019 |
13.18%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart