Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PHO (Invesco Water Resources ETF) | 5.35% | 6.16% | 12.05% | 12.74% | 11.05% | 11.23% | NA | 8.82% |
Data as of 06/06/2025, AR inception is 12/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHO (Invesco Water Resources ETF) | 12/06/2005 | 06/06/2025 |
| 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 (%) | 1.85 | 6.16 | 12.05 | 12.74 | 11.05 | 11.23 | NA | 8.82 | 5.35 | 8.59 | 18.86 | -14.86 | 31.27 | 20.85 | 37.57 | -6.39 | 23.55 | 14.01 | -15.25 | -1.22 | 27.07 | 24.35 | -10.73 | 13.25 | 18.03 | -32.43 | 16.73 | 22.17 | -1.72 |
| Sharpe Ratio | NA | 0.06 | 0.44 | 0.61 | 0.47 | NA | NA | 0.31 | 0.24 | 0.13 | 0.93 | -0.64 | 2.01 | 0.56 | 2.73 | -0.47 | 2.34 | 0.81 | -0.85 | -0.08 | 1.85 | 1.47 | -0.34 | 0.54 | 0.50 | -0.67 | 0.69 | 1.01 | -1.61 |
| Standard Deviation(%) | NA | 18.88 | 19.18 | 18.97 | 19.94 | NA | NA | 23.62 | 22.62 | 15.24 | 15.86 | 25.35 | 15.55 | 36.52 | 13.23 | 16.47 | 9.85 | 16.99 | 17.89 | 14.73 | 14.61 | 16.66 | 31.87 | 24.33 | 35.78 | 49.34 | 20.01 | 18.86 | 15.84 |
| Draw Down(%) | NA | 19.31 | 19.31 | 28.60 | 34.92 | NA | NA | 55.63 | 15.45 | 8.68 | 14.58 | 28.60 | 8.20 | 34.92 | 5.83 | 17.89 | 3.80 | 13.06 | 22.62 | 12.65 | 8.59 | 12.65 | 29.61 | 21.20 | 32.45 | 54.49 | 10.10 | 18.31 | 3.47 |
| Yield(%) | 0.00 | 0.36 | 0.58 | 0.60 | 0.74 | 1.12 | 0.98 | 1.03 | 0.00 | 0.49 | 0.70 | 0.42 | 0.26 | 0.47 | 0.60 | 0.43 | 0.41 | 0.54 | 0.63 | 0.59 | 0.60 | 1.05 | 0.56 | 0.59 | 0.78 | 0.37 | 0.47 | 0.98 | 0.21 |
Data as of 06/06/2025, AR inception is 12/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHO (Invesco Water Resources ETF) |
-13.47%
Feb 2006 - Feb 2009 |
-2.51%
May 2007 - May 2012 |
2.16%
Feb 2006 - Feb 2016 |
5.77%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHO (Invesco Water Resources ETF) |
29.71%
Dec 2018 - Dec 2021 |
20.34%
Dec 2016 - Dec 2021 |
14.40%
Sep 2011 - Sep 2021 |
12.91%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart