Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWV (Invesco Large Cap Value ETF) | 13.90% | 28.30% | 21.52% | 13.00% | 11.93% | 11.96% | 10.20% | … | … |
Data as of 06/05/2026, Common starting date is 03/03/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PWV (Invesco Large Cap Value ETF) | 03/03/2005 | 06/05/2026 |
| 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 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.21 | 28.30 | 21.52 | 13.00 | 11.93 | 11.96 | 10.20 | … | … | 13.90 | 19.64 | 14.49 | 10.36 | -1.16 | 29.06 | -3.77 | 29.84 | -14.12 | 16.97 | 18.86 | -4.74 | 12.25 | 32.63 | 16.16 | 6.43 | 13.26 | 18.61 | -27.22 | 5.27 | 24.21 | 8.64 |
| Sharpe Ratio | NA | 2.50 | 1.39 | 0.70 | 0.59 | NA | NA | … | … | 2.86 | 1.07 | 0.92 | 0.54 | -0.14 | 2.16 | -0.11 | 2.27 | -1.01 | 2.03 | 1.45 | -0.31 | 1.09 | 2.94 | 1.43 | 0.29 | 0.81 | 0.73 | -0.64 | 0.12 | 2.11 | 0.79 |
| Standard Deviation(%) | NA | 9.29 | 12.96 | 14.37 | 17.20 | NA | NA | … | … | 9.74 | 15.78 | 11.79 | 12.43 | 18.63 | 13.45 | 36.21 | 12.51 | 15.48 | 8.08 | 12.90 | 15.40 | 11.22 | 11.09 | 11.36 | 21.78 | 16.21 | 25.34 | 43.69 | 18.14 | 9.91 | 10.32 |
| Draw Down(%) | NA | 4.05 | 14.31 | 16.36 | 37.67 | NA | NA | … | … | 4.05 | 14.07 | 8.75 | 9.27 | 16.36 | 6.24 | 37.67 | 6.38 | 22.26 | 4.85 | 8.63 | 13.43 | 8.72 | 5.43 | 7.87 | 17.65 | 14.26 | 28.56 | 42.64 | 10.54 | 6.46 | 6.14 |
| Yield(%) | 0.00 | 2.24 | 2.80 | 2.55 | 3.26 | 4.40 | 4.36 | … | … | 0.51 | 2.48 | 2.32 | 2.33 | 2.19 | 2.42 | 2.46 | 2.83 | 1.96 | 1.77 | 2.77 | 2.25 | 2.14 | 2.32 | 2.70 | 2.27 | 2.45 | 2.47 | 2.03 | 2.35 | 1.43 | 1.36 |
Data as of 06/05/2026, Common starting date is 03/03/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWV (Invesco Large Cap Value ETF) |
-9.67%
Feb 2006 – Feb 2009 |
0.64%
May 2007 – May 2012 |
7.39%
Oct 2006 – Oct 2016 |
7.16%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWV (Invesco Large Cap Value ETF) |
23.80%
Sep 2011 – Sep 2014 |
22.00%
Feb 2009 – Feb 2014 |
14.41%
Feb 2009 – Feb 2019 |
13.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart