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
QVMM (Invesco S&P MidCap 400 QVM Multi-factor ETF) 14.85% 26.99% 17.19% NA NA NA NA
Data as of 06/04/2026, Common starting date is 07/01/2021
More Performance Analytics Comparison
Name Start Date End Date
QVMM (Invesco S&P MidCap 400 QVM Multi-factor ETF) 07/01/2021 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
Annualized Return (%) 1.21 26.99 17.19 NA NA NA NA 14.85 8.82 13.34 15.48 -13.08 5.28
Sharpe Ratio NA 1.52 0.78 NA NA NA NA 1.96 0.29 0.61 0.69 -0.58 0.66
Standard Deviation(%) NA 15.46 17.92 NA NA NA NA 17.27 20.69 15.93 17.35 25.27 16.22
Draw Down(%) NA 8.31 24.00 NA NA NA NA 8.31 21.46 8.82 13.95 22.45 8.00
Yield(%) 0.00 1.45 1.67 1.38 0.69 0.46 0.35 0.34 1.42 1.45 1.62 1.29 0.62
Data as of 06/04/2026, Common starting date is 07/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QVMM (Invesco S&P MidCap 400 QVM Multi-factor ETF) 4.29%
Mar 2022 – Mar 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QVMM (Invesco S&P MidCap 400 QVM Multi-factor ETF) 17.85%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return