Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RCD (Invesco S&P 500® Equal Weight Consumer Discretionary ETF) | -3.42% | -49.99% | -14.72% | -4.38% | -1.19% | 5.57% | NA | 3.92% |
Data as of 07/30/2025, AR inception is 11/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCD (Invesco S&P 500® Equal Weight Consumer Discretionary ETF) | 11/07/2006 | 07/30/2025 |
| 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 (%) | -1.69 | -49.99 | -14.72 | -4.38 | -1.19 | 5.57 | NA | 3.92 | -3.42 | -46.63 | 22.55 | -24.03 | 28.75 | 11.45 | 25.88 | -8.78 | 15.04 | 5.14 | -3.15 | 11.88 | 43.35 | 21.13 | 4.38 | 26.05 | 65.01 | -41.20 | -16.04 | 3.54 |
| Sharpe Ratio | NA | -0.66 | -0.36 | -0.15 | -0.07 | NA | NA | 0.09 | -0.77 | -0.65 | 1.05 | -0.81 | 1.51 | 0.25 | 1.59 | -0.58 | 1.41 | 0.30 | -0.19 | 0.89 | 3.34 | 1.31 | 0.16 | 1.16 | 1.72 | -0.85 | -1.18 | 2.42 |
| Standard Deviation(%) | NA | 77.00 | 47.38 | 39.79 | 32.83 | NA | NA | 30.05 | 9.74 | 77.21 | 18.10 | 31.70 | 19.06 | 44.31 | 15.38 | 17.54 | 10.22 | 16.56 | 16.68 | 13.37 | 12.96 | 16.26 | 26.95 | 22.43 | 37.69 | 49.47 | 16.31 | 9.89 |
| Draw Down(%) | NA | 57.74 | 57.74 | 57.74 | 57.74 | NA | NA | 68.01 | 6.77 | 55.75 | 18.73 | 33.66 | 8.47 | 47.99 | 11.64 | 20.90 | 5.04 | 11.47 | 11.13 | 9.79 | 5.65 | 11.68 | 22.49 | 22.22 | 35.59 | 57.15 | 23.52 | 2.19 |
| Yield(%) | 0.00 | 2.59 | 0.88 | 1.02 | 1.26 | 2.69 | 1.87 | 2.08 | 4.60 | 0.73 | 0.93 | 0.75 | 0.68 | 0.89 | 1.95 | 1.48 | 1.63 | 0.85 | 1.32 | 1.16 | 1.21 | 1.83 | 1.15 | 1.19 | 1.42 | 1.40 | 0.93 | 0.19 |
Data as of 07/30/2025, AR inception is 11/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCD (Invesco S&P 500® Equal Weight Consumer Discretionary ETF) |
-20.80%
Dec 2021 - Dec 2024 |
-6.54%
Dec 2019 - Dec 2024 |
-1.16%
Jun 2015 - Jun 2025 |
4.83%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCD (Invesco S&P 500® Equal Weight Consumer Discretionary ETF) |
45.46%
Feb 2009 - Feb 2012 |
37.10%
Feb 2009 - Feb 2014 |
20.68%
Feb 2009 - Feb 2019 |
16.61%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart