Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PXMV (Invesco S&P MidCap Value with Momentum ETF) 8.00% 29.16% 19.42% 9.63% 11.75% 12.07% 9.29%
Data as of 06/03/2026, Common starting date is 03/04/2005
More Performance Analytics Comparison
Name Start Date End Date
PXMV (Invesco S&P MidCap Value with Momentum ETF) 03/04/2005 06/03/2026
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 (%) -0.49 29.16 19.42 9.63 11.75 12.07 9.29 8.00 18.46 11.73 16.31 -8.22 35.16 5.68 30.38 -9.58 2.79 28.71 -7.99 13.35 41.07 18.15 -1.18 14.73 25.70 -37.15 0.05 14.34 9.12
Sharpe Ratio NA 1.72 0.86 0.33 0.45 NA NA 1.24 0.73 0.44 0.65 -0.35 1.55 0.12 1.91 -0.83 0.21 1.83 -0.53 1.08 3.16 1.19 -0.04 0.75 0.84 -0.96 -0.19 0.99 0.76
Standard Deviation(%) NA 15.36 18.94 21.53 22.84 NA NA 14.21 21.45 18.64 19.73 27.95 22.66 44.88 15.11 13.22 10.03 15.59 15.05 12.34 12.99 15.31 27.32 19.39 30.50 39.40 16.72 11.03 11.46
Draw Down(%) NA 9.18 24.12 24.12 45.07 NA NA 9.18 19.35 11.22 17.42 22.67 13.18 45.07 11.84 16.82 7.59 9.93 14.20 11.05 6.68 13.43 25.88 15.64 34.77 53.63 15.72 7.25 7.78
Yield(%) 0.00 2.47 2.42 1.91 2.85 3.95 3.28 0.63 2.41 1.58 1.82 1.57 1.50 1.42 2.23 2.51 2.20 2.89 2.33 1.72 1.88 2.45 1.14 1.07 2.41 1.57 1.22 1.41 1.57
Data as of 06/03/2026, Common starting date is 03/04/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PXMV (Invesco S&P MidCap Value with Momentum ETF) -18.67%
Feb 2006 – Feb 2009
-4.16%
May 2007 – May 2012
5.08%
Jan 2006 – Jan 2016
5.65%
Jul 2005 – Jul 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PXMV (Invesco S&P MidCap Value with Momentum ETF) 26.97%
Sep 2011 – Sep 2014
25.84%
Feb 2009 – Feb 2014
15.82%
Feb 2009 – Feb 2019
14.58%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return