Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PRF (Invesco FTSE RAFI US 1000 ETF) | 7.44% | 12.88% | 14.02% | 15.92% | 15.80% | 18.43% | NA | 16.49% |
Data as of 07/25/2025, AR inception is 12/19/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRF (Invesco FTSE RAFI US 1000 ETF) | 12/19/2005 | 07/25/2025 |
| 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 (%) | 1.59 | 12.88 | 14.02 | 15.92 | 15.80 | 18.43 | NA | 16.49 | 7.44 | 16.73 | 15.72 | -7.79 | 31.12 | 7.78 | 38.82 | -0.76 | 24.11 | 28.74 | 6.14 | 20.54 | 44.83 | 27.10 | 8.30 | 27.28 | 52.42 | -34.12 | 7.93 | 24.56 | -0.34 |
| Sharpe Ratio | NA | 0.57 | 0.70 | 0.88 | 0.78 | NA | NA | 0.73 | 0.54 | 0.91 | 0.90 | -0.44 | 2.31 | 0.20 | 2.86 | -0.13 | 2.82 | 1.90 | 0.40 | 1.75 | 3.79 | 2.00 | 0.34 | 1.37 | 1.51 | -0.84 | 0.31 | 2.14 | -1.88 |
| Standard Deviation(%) | NA | 16.97 | 15.32 | 15.89 | 18.33 | NA | NA | 20.45 | 19.68 | 11.18 | 12.83 | 20.98 | 13.48 | 37.02 | 13.07 | 15.52 | 8.35 | 15.05 | 15.42 | 11.74 | 11.81 | 13.68 | 24.42 | 19.91 | 34.56 | 41.53 | 16.21 | 9.98 | 6.90 |
| Draw Down(%) | NA | 16.21 | 16.21 | 19.72 | 38.16 | NA | NA | 54.89 | 16.05 | 6.41 | 10.22 | 19.72 | 5.70 | 38.16 | 7.34 | 17.11 | 3.66 | 10.26 | 13.24 | 7.82 | 4.77 | 10.76 | 18.92 | 15.58 | 30.67 | 48.71 | 10.56 | 6.68 | 1.38 |
| Yield(%) | 0.00 | 0.99 | 0.91 | 1.71 | 6.81 | 12.63 | 11.20 | 11.79 | 0.00 | 2.04 | 1.22 | 1.81 | 2.06 | 2.06 | 12.39 | 10.00 | 8.94 | 12.61 | 10.68 | 9.60 | 10.08 | 11.49 | 9.90 | 8.17 | 10.18 | 8.55 | 7.59 | 6.09 | 0.00 |
Data as of 07/25/2025, AR inception is 12/19/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRF (Invesco FTSE RAFI US 1000 ETF) |
-12.24%
Feb 2006 - Feb 2009 |
7.05%
Sep 2006 - Sep 2011 |
14.54%
Apr 2015 - Apr 2025 |
15.00%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRF (Invesco FTSE RAFI US 1000 ETF) |
42.11%
Feb 2009 - Feb 2012 |
37.45%
Feb 2009 - Feb 2014 |
27.16%
Feb 2009 - Feb 2019 |
22.78%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart