Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTM (Invesco S&P 500® Equal Weight Materials ETF) | 15.12% | 25.11% | 11.41% | 4.04% | 10.77% | 9.32% | NA | … | … |
Data as of 05/29/2026, Common starting date is 11/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTM (Invesco S&P 500® Equal Weight Materials ETF) | 11/07/2006 | 05/29/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.06 | 25.11 | 11.41 | 4.04 | 10.77 | 9.32 | NA | … | … | 15.12 | 6.90 | -1.30 | 8.31 | -9.95 | 31.21 | 22.77 | 25.13 | -14.74 | 25.86 | 20.83 | -7.92 | 7.20 | 24.96 | 17.37 | -9.51 | 23.11 | 70.01 | -42.57 | 10.50 | 5.28 |
| Sharpe Ratio | NA | 1.29 | 0.43 | 0.10 | 0.42 | NA | NA | … | … | 2.04 | 0.18 | -0.32 | 0.25 | -0.45 | 1.63 | 0.54 | 1.46 | -0.89 | 2.25 | 1.03 | -0.43 | 0.53 | 1.71 | 0.94 | -0.31 | 0.97 | 1.82 | -1.06 | 0.38 | 3.27 |
| Standard Deviation(%) | NA | 18.11 | 18.71 | 20.13 | 21.99 | NA | NA | … | … | 20.10 | 21.88 | 15.18 | 18.47 | 25.41 | 19.13 | 41.43 | 16.19 | 18.28 | 11.27 | 20.00 | 18.49 | 13.48 | 14.60 | 18.55 | 30.80 | 23.80 | 38.43 | 40.89 | 19.54 | 12.14 |
| Draw Down(%) | NA | 12.32 | 27.20 | 27.20 | 39.84 | NA | NA | … | … | 12.32 | 21.37 | 13.33 | 17.13 | 25.12 | 11.16 | 39.71 | 10.28 | 23.64 | 4.14 | 15.31 | 22.40 | 11.06 | 7.79 | 14.48 | 29.89 | 18.13 | 31.62 | 55.17 | 15.68 | 1.74 |
| Yield(%) | 0.00 | 1.85 | 0.59 | 1.01 | 2.13 | 2.36 | 2.88 | … | … | 0.19 | 2.18 | 1.98 | 1.28 | 1.95 | 1.87 | 1.90 | 2.22 | 1.50 | 1.85 | 1.56 | 1.43 | 1.54 | 1.63 | 1.86 | 1.36 | 3.07 | 1.85 | 1.70 | 2.14 | 0.30 |
Data as of 05/29/2026, Common starting date is 11/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTM (Invesco S&P 500® Equal Weight Materials ETF) |
-4.53%
Jun 2007 – Jun 2010 |
0.89%
Mar 2015 – Mar 2020 |
5.81%
Mar 2010 – Mar 2020 |
8.04%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTM (Invesco S&P 500® Equal Weight Materials ETF) |
37.60%
Feb 2009 – Feb 2012 |
28.25%
Feb 2009 – Feb 2014 |
17.20%
Feb 2009 – Feb 2019 |
15.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart