Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFM (Invesco Dividend Achievers ETF) | 7.33% | 19.00% | 16.10% | 10.51% | 11.71% | 11.49% | 8.84% | … | … |
Data as of 06/05/2026, Common starting date is 09/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFM (Invesco Dividend Achievers ETF) | 09/15/2005 | 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 (%) | -0.58 | 19.00 | 16.10 | 10.51 | 11.71 | 11.49 | 8.84 | … | … | 7.33 | 13.98 | 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 | 1.94 | 1.15 | 0.60 | 0.67 | NA | NA | … | … | 1.70 | 0.75 | 1.33 | 0.70 | -0.41 | 2.01 | 0.30 | 2.44 | -0.42 | 2.88 | 1.28 | -0.22 | 1.15 | 2.57 | 1.06 | 0.49 | 1.05 | 0.43 | -0.79 | -0.25 | 1.39 | 0.41 |
| Standard Deviation(%) | NA | 9.46 | 11.82 | 13.53 | 15.23 | NA | NA | … | … | 10.61 | 14.80 | 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 | 7.08 | 14.50 | 17.81 | 32.19 | NA | NA | … | … | 7.08 | 14.50 | 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 | 1.58 | 1.99 | 1.99 | 2.94 | 3.87 | 3.28 | … | … | 0.38 | 1.58 | 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 06/05/2026, Common starting date 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