Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PUI (Invesco Dorsey Wright Utilities Momentum ETF) | 8.12% | 22.37% | 8.76% | 9.58% | 9.84% | 10.41% | NA | 8.32% |
Data as of 06/30/2025, AR inception is 10/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUI (Invesco Dorsey Wright Utilities Momentum ETF) | 10/26/2005 | 06/30/2025 |
| 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 (%) | 0.38 | 22.37 | 8.76 | 9.58 | 9.84 | 10.41 | NA | 8.32 | 8.12 | 23.92 | -4.47 | -2.18 | 15.03 | -5.02 | 20.96 | 6.15 | 11.85 | 18.18 | -2.71 | 17.42 | 22.51 | 9.41 | 7.24 | 7.10 | 3.43 | -20.74 | 7.30 | 24.34 | 2.23 |
| Sharpe Ratio | NA | 1.07 | 0.31 | 0.48 | 0.43 | NA | NA | 0.37 | 0.70 | 1.23 | -0.54 | -0.17 | 1.06 | -0.13 | 1.66 | 0.30 | 1.12 | 1.09 | -0.16 | 1.38 | 2.01 | 0.93 | 0.35 | 0.45 | 0.17 | -0.66 | 0.25 | 1.92 | 0.79 |
| Standard Deviation(%) | NA | 16.39 | 17.25 | 17.03 | 19.22 | NA | NA | 18.60 | 18.56 | 14.12 | 16.31 | 21.09 | 14.20 | 38.76 | 11.80 | 16.12 | 10.03 | 16.51 | 16.87 | 12.63 | 11.15 | 10.10 | 20.52 | 15.67 | 20.03 | 32.64 | 17.25 | 11.01 | 13.33 |
| Draw Down(%) | NA | 10.64 | 23.47 | 23.47 | 35.59 | NA | NA | 43.22 | 8.51 | 10.23 | 16.88 | 19.26 | 7.02 | 35.59 | 6.66 | 11.71 | 7.17 | 12.58 | 15.66 | 8.28 | 7.16 | 8.88 | 18.93 | 10.22 | 26.06 | 32.32 | 14.93 | 5.24 | 4.01 |
| Yield(%) | 0.00 | 1.25 | 1.87 | 2.31 | 3.44 | 4.66 | 3.91 | 4.12 | 0.00 | 2.47 | 2.22 | 2.08 | 2.34 | 2.27 | 2.45 | 1.98 | 3.24 | 3.91 | 2.66 | 2.48 | 2.95 | 2.85 | 2.90 | 3.28 | 4.71 | 2.31 | 2.66 | 2.80 | 0.76 |
Data as of 06/30/2025, AR inception is 10/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUI (Invesco Dorsey Wright Utilities Momentum ETF) |
-8.82%
May 2007 - May 2010 |
-1.25%
May 2007 - May 2012 |
5.76%
Nov 2006 - Nov 2016 |
6.14%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUI (Invesco Dorsey Wright Utilities Momentum ETF) |
17.34%
Jan 2012 - Jan 2015 |
15.09%
Apr 2009 - Apr 2014 |
12.85%
Jan 2010 - Jan 2020 |
10.38%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart