Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PXE (Invesco Energy Exploration & Production ETF) | 0.27% | -8.80% | 8.35% | 31.23% | 3.33% | 6.38% | NA | 5.43% |
Data as of 07/11/2025, AR inception is 10/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXE (Invesco Energy Exploration & Production ETF) | 10/26/2005 | 07/11/2025 |
| 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 (%) | 4.21 | -8.80 | 8.35 | 31.23 | 3.33 | 6.38 | NA | 5.43 | 0.27 | -1.86 | 7.69 | 58.28 | 94.17 | -36.65 | -1.70 | -23.33 | 1.00 | 13.39 | -19.21 | -18.12 | 30.22 | 22.91 | -1.52 | 39.99 | 19.87 | -44.93 | 34.90 | 12.85 | 4.46 |
| Sharpe Ratio | NA | -0.36 | 0.16 | 0.76 | 0.05 | NA | NA | 0.11 | -0.06 | -0.37 | 0.12 | 1.28 | 2.36 | -0.53 | -0.10 | -0.85 | 0.02 | 0.38 | -0.60 | -0.75 | 1.56 | 1.02 | -0.04 | 1.55 | 0.46 | -0.68 | 1.37 | 0.35 | 0.86 |
| Standard Deviation(%) | NA | 33.56 | 31.70 | 37.53 | 38.26 | NA | NA | 36.61 | 39.63 | 22.64 | 28.94 | 44.73 | 39.92 | 69.01 | 30.93 | 29.05 | 19.82 | 35.06 | 32.01 | 24.18 | 19.36 | 22.62 | 38.07 | 25.73 | 42.99 | 67.46 | 23.35 | 27.15 | 29.24 |
| Draw Down(%) | NA | 31.85 | 38.06 | 38.06 | 80.15 | NA | NA | 83.99 | 30.23 | 23.87 | 22.91 | 33.34 | 25.07 | 67.80 | 33.68 | 43.44 | 24.86 | 25.93 | 33.00 | 37.05 | 12.16 | 22.20 | 35.00 | 15.95 | 35.28 | 65.40 | 16.20 | 20.22 | 9.55 |
| Yield(%) | 0.00 | 1.24 | 2.95 | 7.20 | 2.10 | 3.28 | 2.71 | 2.85 | 0.00 | 2.42 | 3.07 | 4.45 | 3.48 | 2.49 | 1.59 | 0.96 | 1.51 | 6.97 | 2.02 | 1.67 | 2.14 | 2.48 | 1.23 | 0.69 | 0.58 | 0.30 | 0.30 | 0.37 | 0.11 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| PXE (Invesco Energy Exploration & Production ETF) |
-33.23%
Mar 2017 - Mar 2020 |
-25.17%
Mar 2015 - Mar 2020 |
-8.05%
Mar 2010 - Mar 2020 |
-1.90%
Jan 2006 - Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXE (Invesco Energy Exploration & Production ETF) |
70.87%
Mar 2020 - Mar 2023 |
41.43%
Mar 2020 - Mar 2025 |
7.51%
Feb 2009 - Feb 2019 |
10.21%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart