Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHDG (Invesco S&P 500 Downside Hedged ETF) | 13.80% | 25.20% | 11.11% | 5.51% | 7.22% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHDG (Invesco S&P 500 Downside Hedged ETF) | 12/06/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 25.20 | 11.11 | 5.51 | 7.22 | NA | NA | … | … | 13.80 | 2.72 | 10.95 | 8.19 | -14.09 | 15.67 | 18.99 | 8.57 | -2.43 | 15.89 | -0.57 | -9.72 | 5.26 | 13.25 | -0.03 |
| Sharpe Ratio | NA | 2.76 | 0.75 | 0.28 | 0.47 | NA | NA | … | … | 4.05 | -0.02 | 0.68 | 0.42 | -1.17 | 1.79 | 0.85 | 0.84 | -0.34 | 2.09 | -0.09 | -1.11 | 0.70 | 1.59 | -0.07 |
| Standard Deviation(%) | NA | 8.79 | 10.49 | 10.93 | 11.88 | NA | NA | … | … | 8.93 | 10.78 | 10.83 | 10.82 | 13.30 | 8.73 | 21.96 | 8.49 | 11.27 | 7.31 | 9.24 | 8.76 | 7.52 | 8.33 | 7.01 |
| Draw Down(%) | NA | 3.52 | 14.79 | 17.06 | 17.06 | NA | NA | … | … | 3.36 | 14.15 | 6.11 | 8.89 | 15.87 | 4.98 | 15.86 | 8.25 | 12.46 | 2.55 | 7.76 | 15.39 | 3.71 | 5.21 | 2.49 |
| Yield(%) | 0.00 | 2.28 | 2.17 | 1.63 | 2.03 | 2.00 | 1.50 | … | … | 0.40 | 2.11 | 2.13 | 2.06 | 1.14 | 0.51 | 0.74 | 1.92 | 1.49 | 2.07 | 2.24 | 1.46 | 5.54 | 1.95 | 0.09 |
Data as of 06/03/2026, Common starting date is 12/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHDG (Invesco S&P 500 Downside Hedged ETF) |
-2.05%
Nov 2013 – Nov 2016 |
0.59%
Oct 2014 – Oct 2019 |
3.38%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHDG (Invesco S&P 500 Downside Hedged ETF) |
14.33%
Dec 2018 – Dec 2021 |
11.30%
Nov 2016 – Nov 2021 |
7.25%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart