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
PSCU (Invesco S&P SmallCap Utilities & Communication Services ETF) 14.12% 21.96% 8.32% 1.28% 5.97% 8.29% NA
Data as of 06/04/2026, Common starting date is 04/07/2010
More Performance Analytics Comparison
Name Start Date End Date
PSCU (Invesco S&P SmallCap Utilities & Communication Services 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 (%) -0.67 21.96 8.32 1.28 5.97 8.29 NA 14.12 -1.93 10.68 2.12 -19.73 30.12 3.82 9.67 -4.78 12.43 24.36 5.82 17.70 22.14 0.21 12.08 13.89
Sharpe Ratio NA 1.24 0.28 -0.04 0.24 NA NA 2.42 -0.27 0.36 -0.08 -1.05 1.77 0.10 0.62 -0.37 0.94 1.62 0.35 1.46 1.63 0.01 0.61 0.83
Standard Deviation(%) NA 15.67 18.34 18.38 19.49 NA NA 16.12 17.60 19.56 18.41 20.16 16.99 35.05 13.25 16.64 12.63 14.87 16.63 12.13 13.59 11.45 19.66 23.10
Draw Down(%) NA 8.31 23.55 29.97 29.97 NA NA 5.56 15.95 11.82 22.16 24.06 7.91 28.71 8.40 18.52 6.97 11.30 11.96 8.82 11.06 12.28 13.19 11.53
Yield(%) 0.00 1.17 1.25 1.43 2.67 4.02 3.60 0.20 1.06 1.08 1.59 1.34 3.44 1.23 2.66 2.20 2.00 8.22 3.08 2.82 3.34 4.13 3.24 2.28
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
PSCU (Invesco S&P SmallCap Utilities & Communication Services ETF) -7.45%
Jun 2021 – Jun 2024
-1.15%
Sep 2018 – Sep 2023
5.36%
Mar 2016 – Mar 2026
7.60%
Dec 2010 – Dec 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSCU (Invesco S&P SmallCap Utilities & Communication Services ETF) 20.92%
Sep 2014 – Sep 2017
18.06%
Nov 2012 – Nov 2017
12.29%
Sep 2011 – Sep 2021
8.66%
Jun 2010 – Jun 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return