Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLW (Invesco 1-30 Laddered Treasury ETF) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | NA | … | … |
Data as of 01/25/2024, Common starting date is 10/11/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLW (Invesco 1-30 Laddered Treasury ETF) | 10/11/2007 | 01/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | … | … | -100.00 | 3.91 | -19.98 | -3.75 | 12.58 | 9.97 | -0.28 | 4.97 | 0.32 | 0.15 | 15.00 | -7.93 | 2.83 | 20.01 | 8.85 | -11.10 | 21.32 | 6.02 |
| Sharpe Ratio | NA | -0.74 | -0.88 | -0.20 | 0.03 | NA | NA | … | … | -5.51 | -0.03 | -1.75 | -0.48 | 0.98 | 1.17 | -0.27 | 0.70 | 0.01 | 0.01 | 2.36 | -1.03 | 0.35 | 1.71 | 0.89 | -0.83 | 1.65 | 2.95 |
| Standard Deviation(%) | NA | 11.42 | 10.77 | 10.59 | 9.02 | NA | NA | … | … | 8.00 | 11.68 | 12.22 | 7.86 | 12.54 | 7.34 | 5.87 | 6.18 | 7.51 | 9.10 | 6.34 | 7.72 | 7.97 | 11.66 | 9.84 | 13.46 | 12.27 | 9.64 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 14.27 | 23.92 | 8.89 | 10.16 | 5.20 | 5.81 | 3.41 | 11.23 | 8.49 | 2.96 | 10.70 | 5.30 | 6.44 | 9.16 | 14.64 | 6.67 | 3.51 |
| Yield(%) | 0.27 | 2.84 | 1.64 | 1.82 | 2.06 | 2.42 | 2.36 | … | … | 0.27 | 2.85 | 1.56 | 1.11 | 1.11 | 2.11 | 2.11 | 2.07 | 1.63 | 2.08 | 2.57 | 2.20 | 2.42 | 3.42 | 3.57 | 3.22 | 3.80 | 1.00 |
Data as of 01/25/2024, Common starting date is 10/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLW (Invesco 1-30 Laddered Treasury ETF) |
-10.74%
Oct 2020 – Oct 2023 |
-1.57%
Oct 2018 – Oct 2023 |
0.25%
Oct 2012 – Oct 2022 |
1.81%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLW (Invesco 1-30 Laddered Treasury ETF) |
10.91%
Jul 2009 – Jul 2012 |
8.09%
Nov 2007 – Nov 2012 |
6.39%
Mar 2010 – Mar 2020 |
3.14%
Apr 2008 – Apr 2023 |
Annualized Rolling Returns Comparison Chart