Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PSCE (Invesco S&P SmallCap Energy ETF) 43.62% 66.00% 13.93% 10.96% -1.94% -6.15% NA
Data as of 06/04/2026, Common starting date is 04/07/2010
More Performance Analytics Comparison
Name Start Date End Date
PSCE (Invesco S&P SmallCap Energy ETF) 04/07/2010 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
Annualized Return (%) 2.97 66.00 13.93 10.96 -1.94 -6.15 NA 43.62 -9.01 -5.48 5.05 48.29 59.94 -40.30 -14.94 -42.98 -26.70 37.13 -47.85 -35.79 37.76 -1.20 2.30 33.31
Sharpe Ratio NA 2.15 0.30 0.27 -0.07 NA NA 4.27 -0.33 -0.33 0.04 0.94 1.24 -0.52 -0.40 -1.26 -0.86 0.79 -1.07 -1.04 1.73 -0.04 0.05 1.42
Standard Deviation(%) NA 27.02 30.75 37.72 43.67 NA NA 26.74 36.25 27.30 32.24 49.84 48.37 77.44 41.13 35.19 31.87 46.62 44.94 34.40 21.74 29.82 45.02 33.32
Draw Down(%) NA 9.41 44.57 45.43 90.70 NA NA 9.41 39.59 20.13 23.28 36.12 31.65 73.81 48.28 56.04 47.90 29.45 54.85 53.09 10.07 29.70 40.71 22.79
Yield(%) 0.00 2.95 11.00 7.96 1.97 0.70 0.83 0.76 2.08 1.58 8.44 2.35 0.71 0.51 0.11 0.12 0.03 0.30 0.42 0.19 0.00 0.70 0.06 1.64
Data as of 06/04/2026, Common starting date is 04/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSCE (Invesco S&P SmallCap Energy ETF) -50.45%
Mar 2017 – Mar 2020
-39.64%
Mar 2015 – Mar 2020
-19.08%
Oct 2010 – Oct 2020
-7.90%
Dec 2010 – Dec 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSCE (Invesco S&P SmallCap Energy ETF) 63.80%
Mar 2020 – Mar 2023
32.85%
Mar 2020 – Mar 2025
0.29%
Feb 2016 – Feb 2026
-5.39%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return