Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWZ (Invesco California AMT-Free Municipal Bond ETF) | 2.66% | 8.93% | 3.20% | 0.18% | 1.91% | 3.47% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PWZ (Invesco California AMT-Free Municipal Bond ETF) | 10/18/2007 | 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 8.93 | 3.20 | 0.18 | 1.91 | 3.47 | NA | … | … | 2.66 | 1.26 | 2.16 | 6.62 | -11.33 | 1.87 | 4.90 | 8.72 | 0.10 | 6.82 | 0.63 | 3.71 | 15.64 | -4.67 | 8.56 | 12.24 | 0.69 | 14.76 | -10.63 | 0.63 |
| Sharpe Ratio | NA | 1.22 | 0.03 | -0.39 | 0.04 | NA | NA | … | … | 0.60 | -0.21 | -0.25 | 0.46 | -1.85 | 0.78 | 0.46 | 2.37 | -0.39 | 1.67 | 0.09 | 0.89 | 3.90 | -0.72 | 2.82 | 2.16 | 0.11 | 1.58 | -0.63 | 0.12 |
| Standard Deviation(%) | NA | 4.40 | 6.61 | 6.25 | 5.90 | NA | NA | … | … | 4.60 | 7.64 | 5.93 | 6.56 | 6.93 | 2.36 | 10.11 | 3.06 | 3.33 | 3.71 | 4.65 | 4.13 | 4.01 | 6.53 | 3.04 | 5.66 | 5.48 | 9.26 | 18.47 | 7.23 |
| Draw Down(%) | NA | 3.47 | 9.09 | 17.58 | 17.58 | NA | NA | … | … | 3.47 | 7.76 | 2.89 | 8.36 | 17.00 | 2.81 | 13.10 | 1.81 | 3.20 | 1.84 | 7.29 | 3.28 | 1.59 | 11.26 | 1.91 | 4.79 | 9.36 | 5.62 | 21.50 | 2.20 |
| Yield(%) | 0.00 | 3.75 | 3.31 | 2.63 | 2.62 | 3.33 | 3.07 | … | … | 1.59 | 3.35 | 3.24 | 2.93 | 2.15 | 2.27 | 2.40 | 2.65 | 2.27 | 2.58 | 2.80 | 3.17 | 4.22 | 3.64 | 4.12 | 4.60 | 4.54 | 5.07 | 4.15 | 0.93 |
Data as of 06/04/2026, Common starting date is 10/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWZ (Invesco California AMT-Free Municipal Bond ETF) |
-3.76%
Oct 2020 – Oct 2023 |
-1.13%
Jul 2020 – Jul 2025 |
1.68%
Jul 2015 – Jul 2025 |
2.75%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWZ (Invesco California AMT-Free Municipal Bond ETF) |
9.52%
Jan 2009 – Jan 2012 |
7.56%
Jan 2011 – Jan 2016 |
5.81%
Jan 2011 – Jan 2021 |
4.41%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart