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
PSCI (Invesco S&P SmallCap Industrials ETF) 14.91% 36.72% 22.55% 13.60% 14.89% 13.81% NA
Data as of 06/04/2026, Common starting date is 04/07/2010
More Performance Analytics Comparison
Name Start Date End Date
PSCI (Invesco S&P SmallCap Industrials 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 (%) 0.09 36.72 22.55 13.60 14.89 13.81 NA 14.91 13.49 16.68 31.65 -9.02 24.45 12.03 29.80 -13.20 17.52 29.00 -6.51 2.99 43.49 19.54 -5.97 16.07
Sharpe Ratio NA 1.65 0.89 0.47 0.53 NA NA 1.53 0.43 0.62 1.40 -0.40 1.03 0.25 1.53 -0.69 1.10 1.58 -0.37 0.17 2.69 1.08 -0.19 0.85
Standard Deviation(%) NA 21.03 22.30 23.01 25.31 NA NA 23.13 24.73 21.21 20.20 26.24 23.62 47.78 18.46 21.16 15.38 18.24 17.77 17.53 16.13 18.27 30.99 26.06
Draw Down(%) NA 14.88 29.36 29.36 45.54 NA NA 14.88 26.50 9.92 12.72 23.16 11.81 45.06 9.29 30.27 8.07 12.17 15.20 14.24 8.69 13.85 29.41 19.59
Yield(%) 0.00 1.86 1.42 1.15 1.68 2.29 1.96 0.14 1.75 0.76 0.93 0.78 0.87 0.65 0.82 0.58 0.82 0.98 0.98 0.84 0.64 2.42 0.59 0.56
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
PSCI (Invesco S&P SmallCap Industrials ETF) -4.14%
Mar 2017 – Mar 2020
0.94%
Mar 2015 – Mar 2020
9.25%
Oct 2013 – Oct 2023
12.33%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSCI (Invesco S&P SmallCap Industrials ETF) 26.71%
Mar 2020 – Mar 2023
20.78%
Mar 2020 – Mar 2025
16.08%
Feb 2016 – Feb 2026
14.54%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return