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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PXI (Invesco Dorsey Wright Energy Momentum ETF) -1.04% -5.68% 8.18% 27.25% 1.63% 4.61% NA 4.30%
Data as of 07/10/2025, AR inception is 10/12/2006
More Performance Analytics Comparison
Name Start Date End Date
PXI (Invesco Dorsey Wright Energy Momentum ETF) 10/12/2006 07/10/2025
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
Annualized Return (%) 1.18 -5.68 8.18 27.25 1.63 4.61 NA 4.30 -1.04 0.77 5.48 45.83 75.08 -35.84 1.66 -27.56 -8.44 30.71 -23.82 -18.47 30.47 13.96 2.63 39.57 42.19 -46.86 30.13 7.95
Sharpe Ratio NA -0.42 0.09 0.62 0.00 NA NA 0.08 -0.21 -0.25 0.04 0.97 1.65 -0.54 0.01 -0.97 -0.38 0.81 -0.83 -0.67 1.84 0.71 0.07 1.70 1.05 -0.79 1.25 1.94
Standard Deviation(%) NA 31.03 31.86 38.13 38.52 NA NA 35.90 35.40 23.08 29.24 45.96 45.48 66.82 26.29 29.80 24.23 37.59 28.65 27.61 16.54 19.83 35.37 23.17 40.01 60.50 21.80 20.37
Draw Down(%) NA 30.99 30.99 33.47 79.55 NA NA 85.08 27.24 19.17 22.64 33.47 30.64 67.96 28.69 43.33 33.37 21.69 34.10 39.14 9.45 19.67 34.17 16.98 32.57 64.89 14.69 5.67
Yield(%) 0.00 0.86 2.29 4.39 1.20 1.84 1.58 1.75 0.00 1.51 2.00 4.27 0.98 1.08 2.69 0.65 0.70 0.96 1.54 0.94 0.95 1.45 0.65 0.77 1.13 0.38 0.33 0.09
Data as of 07/10/2025, AR inception is 10/12/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PXI (Invesco Dorsey Wright Energy Momentum ETF) -34.45%
Mar 2017 - Mar 2020
-24.97%
Mar 2015 - Mar 2020
-8.46%
Mar 2010 - Mar 2020
0.09%
May 2008 - May 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PXI (Invesco Dorsey Wright Energy Momentum ETF) 59.47%
Mar 2020 - Mar 2023
35.54%
Mar 2020 - Mar 2025
7.72%
Feb 2009 - Feb 2019
8.67%
Mar 2009 - Mar 2024
Annualized Rolling Returns Comparison Chart