Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RGI (Invesco S&P 500® Equal Weight Industrials ETF) | 3.98% | 14.91% | 18.40% | 17.86% | 12.66% | 13.78% | NA | 11.32% |
Data as of 06/13/2025, AR inception is 11/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGI (Invesco S&P 500® Equal Weight Industrials ETF) | 11/07/2006 | 06/13/2025 |
| 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 (%) | -1.68 | 14.91 | 18.40 | 17.86 | 12.66 | 13.78 | NA | 11.32 | 3.98 | 17.63 | 22.32 | -8.79 | 26.07 | 18.07 | 33.17 | -13.23 | 23.22 | 20.57 | -6.94 | 11.99 | 40.07 | 15.93 | -2.18 | 26.12 | 29.62 | -38.12 | 15.92 | 1.78 |
| Sharpe Ratio | NA | 0.57 | 0.81 | 0.85 | 0.54 | NA | NA | 0.45 | 0.24 | 0.77 | 1.14 | -0.44 | 1.62 | 0.45 | 2.02 | -0.78 | 2.28 | 1.29 | -0.43 | 0.82 | 3.23 | 1.01 | -0.08 | 1.22 | 0.81 | -1.08 | 0.79 | 0.99 |
| Standard Deviation(%) | NA | 20.36 | 18.63 | 18.88 | 20.54 | NA | NA | 21.98 | 25.05 | 14.25 | 15.92 | 23.43 | 16.12 | 39.34 | 15.76 | 18.79 | 9.94 | 15.80 | 16.19 | 14.52 | 12.41 | 15.91 | 26.41 | 21.38 | 36.47 | 35.92 | 16.35 | 9.88 |
| Draw Down(%) | NA | 20.89 | 20.89 | 21.88 | 42.02 | NA | NA | 59.61 | 18.44 | 8.57 | 13.65 | 21.69 | 7.44 | 42.02 | 8.51 | 24.35 | 4.58 | 10.23 | 14.99 | 9.71 | 6.76 | 12.44 | 25.89 | 18.67 | 35.05 | 51.40 | 12.14 | 2.24 |
| Yield(%) | 0.00 | 1.08 | 0.71 | 1.04 | 1.49 | 2.66 | 2.22 | 2.47 | 0.22 | 1.15 | 0.75 | 0.99 | 0.90 | 1.10 | 1.74 | 1.27 | 1.35 | 1.03 | 1.38 | 1.43 | 1.22 | 2.34 | 1.79 | 1.47 | 2.12 | 1.22 | 4.58 | 0.31 |
Data as of 06/13/2025, 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 |
|---|---|---|---|---|
| RGI (Invesco S&P 500® Equal Weight Industrials ETF) |
-7.11%
Jun 2007 - Jun 2010 |
0.39%
May 2007 - May 2012 |
8.13%
May 2007 - May 2017 |
8.35%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGI (Invesco S&P 500® Equal Weight Industrials ETF) |
30.51%
Feb 2009 - Feb 2012 |
26.85%
Feb 2009 - Feb 2014 |
17.76%
Feb 2009 - Feb 2019 |
16.83%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart