Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDIV (Invesco S&P Ultra Dividend Revenue ETF) | 13.12% | 29.60% | 20.10% | 10.27% | 11.04% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDIV (Invesco S&P Ultra Dividend Revenue ETF) | 10/02/2013 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | 29.60 | 20.10 | 10.27 | 11.04 | NA | NA | … | … | 13.12 | 12.36 | 15.17 | 4.66 | 7.17 | 29.12 | -9.31 | 22.62 | -4.82 | 11.64 | 28.25 | -4.91 | 21.44 | 4.47 |
| Sharpe Ratio | NA | 2.08 | 1.08 | 0.48 | 0.44 | NA | NA | … | … | 2.78 | 0.51 | 0.81 | 0.05 | 0.30 | 1.62 | -0.19 | 1.53 | -0.44 | 1.04 | 1.70 | -0.33 | 2.23 | 1.89 |
| Standard Deviation(%) | NA | 13.13 | 16.54 | 17.53 | 21.96 | NA | NA | … | … | 12.50 | 18.53 | 14.23 | 20.16 | 19.45 | 18.01 | 49.69 | 13.85 | 14.18 | 10.55 | 16.45 | 14.88 | 9.62 | 10.28 |
| Draw Down(%) | NA | 4.84 | 17.91 | 24.88 | 49.97 | NA | NA | … | … | 4.55 | 15.31 | 8.85 | 24.88 | 15.60 | 10.99 | 49.97 | 11.24 | 17.72 | 7.23 | 10.42 | 11.26 | 4.73 | 3.88 |
| Yield(%) | 0.00 | 4.50 | 5.12 | 4.05 | 5.24 | 5.05 | 3.79 | … | … | 1.06 | 4.25 | 4.46 | 3.94 | 3.55 | 4.19 | 4.23 | 4.51 | 3.90 | 4.50 | 3.90 | 4.07 | 3.97 | 0.95 |
Data as of 06/04/2026, Common starting date is 10/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDIV (Invesco S&P Ultra Dividend Revenue ETF) |
-8.47%
Mar 2017 – Mar 2020 |
-0.67%
Mar 2015 – Mar 2020 |
8.51%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDIV (Invesco S&P Ultra Dividend Revenue ETF) |
26.23%
Mar 2020 – Mar 2023 |
21.02%
Mar 2020 – Mar 2025 |
11.80%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart