Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRFZ (Invesco FTSE RAFI US 1500 Small-Mid ETF) | 14.34% | 33.75% | 18.49% | 8.23% | 11.49% | 11.10% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/18/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRFZ (Invesco FTSE RAFI US 1500 Small-Mid ETF) | 09/18/2006 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 33.75 | 18.49 | 8.23 | 11.49 | 11.10 | NA | … | … | 14.34 | 11.26 | 12.68 | 20.21 | -16.29 | 28.26 | 11.85 | 21.91 | -11.42 | 13.81 | 24.53 | -5.54 | 4.28 | 42.02 | 17.96 | -6.02 | 28.29 | 58.66 | -39.07 | -1.06 | 2,599.69 |
| Sharpe Ratio | NA | 1.77 | 0.77 | 0.27 | 0.45 | NA | NA | … | … | 1.87 | 0.38 | 0.46 | 0.84 | -0.69 | 1.37 | 0.27 | 1.33 | -0.76 | 1.15 | 1.34 | -0.36 | 0.29 | 2.92 | 1.10 | -0.19 | 1.11 | 1.50 | -0.91 | -0.21 | 17,389.88 |
| Standard Deviation(%) | NA | 17.85 | 20.34 | 21.30 | 22.55 | NA | NA | … | … | 18.39 | 22.19 | 19.64 | 19.86 | 25.64 | 20.55 | 42.20 | 15.39 | 16.93 | 11.45 | 18.13 | 15.56 | 14.75 | 14.39 | 16.48 | 31.83 | 25.47 | 38.96 | 43.88 | 20.31 | 587.89 |
| Draw Down(%) | NA | 10.37 | 26.52 | 26.58 | 44.27 | NA | NA | … | … | 10.37 | 23.49 | 9.42 | 17.17 | 24.43 | 9.88 | 42.62 | 10.34 | 26.03 | 5.64 | 14.08 | 15.45 | 12.72 | 5.41 | 13.60 | 29.36 | 22.45 | 33.59 | 52.47 | 14.20 | 2.85 |
| Yield(%) | 0.00 | 1.10 | 0.43 | 0.66 | 1.39 | 1.96 | 52.48 | … | … | 0.22 | 0.91 | 1.63 | 1.02 | 1.09 | 1.19 | 1.01 | 1.54 | 1.19 | 1.08 | 1.65 | 1.31 | 1.19 | 1.28 | 1.96 | 0.90 | 0.88 | 1.10 | 0.92 | 0.76 | 19.01 |
Data as of 06/04/2026, Common starting date is 09/18/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRFZ (Invesco FTSE RAFI US 1500 Small-Mid ETF) |
-7.17%
Mar 2017 – Mar 2020 |
-1.68%
Mar 2015 – Mar 2020 |
6.16%
Mar 2010 – Mar 2020 |
7.79%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRFZ (Invesco FTSE RAFI US 1500 Small-Mid ETF) |
39.19%
Feb 2009 – Feb 2012 |
32.69%
Feb 2009 – Feb 2014 |
19.31%
Feb 2009 – Feb 2019 |
15.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart