Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXLV (Invesco S&P 500 Value with Momentum ETF) | NA | 29.35% | 18.66% | 10.59% | 12.07% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/17/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXLV (Invesco S&P 500 Value with Momentum ETF) | 06/17/2011 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 29.35 | 18.66 | 10.59 | 12.07 | NA | NA | … | … | 18.19 | -9.14 | 14.70 | 23.53 | -5.43 | 10.77 | 33.82 | 18.19 | -3.38 |
| Sharpe Ratio | NA | 0.49 | 1.00 | 0.61 | NA | NA | NA | … | … | 3.54 | -0.68 | 1.74 | 1.63 | -0.36 | 0.98 | 3.21 | 1.21 | -0.19 |
| Standard Deviation(%) | NA | 12.23 | 11.64 | 13.13 | NA | NA | NA | … | … | 10.16 | 15.35 | 8.10 | 14.23 | 15.13 | 10.95 | 10.54 | 15.14 | 33.04 |
| Draw Down(%) | NA | 17.38 | 17.51 | 17.51 | NA | NA | NA | … | … | 5.94 | 17.51 | 4.69 | 10.40 | 13.49 | 8.44 | 5.71 | 13.40 | 20.16 |
| Yield(%) | 0.00 | 1.78 | 2.37 | 2.18 | 3.37 | 4.30 | 3.23 | … | … | 3.02 | 2.75 | 1.87 | 3.42 | 2.47 | 2.12 | 2.47 | 2.55 | 1.37 |
Data as of 06/11/2026, Common starting date is 06/17/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXLV (Invesco S&P 500 Value with Momentum ETF) |
-5.04%
Mar 2017 – Mar 2020 |
1.27%
Mar 2015 – Mar 2020 |
7.99%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXLV (Invesco S&P 500 Value with Momentum ETF) |
23.90%
Sep 2011 – Sep 2014 |
17.86%
Mar 2020 – Mar 2025 |
13.74%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart