Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RWJ (Invesco S&P SmallCap 600 Revenue ETF) | -0.29% | 11.80% | 11.49% | 22.34% | 10.15% | 12.88% | NA | 11.69% |
Data as of 07/11/2025, AR inception is 02/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWJ (Invesco S&P SmallCap 600 Revenue ETF) | 02/22/2008 | 07/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.61 | 11.80 | 11.49 | 22.34 | 10.15 | 12.88 | NA | 11.69 | -0.29 | 11.81 | 16.21 | -10.97 | 53.39 | 21.29 | 20.31 | -16.98 | 5.09 | 30.38 | -8.77 | 6.50 | 45.95 | 18.33 | -0.92 | 25.97 | 46.51 | -27.28 |
| Sharpe Ratio | NA | 0.32 | 0.33 | 0.76 | 0.34 | NA | NA | 0.39 | -0.12 | 0.38 | 0.57 | -0.45 | 1.83 | 0.44 | 0.91 | -0.99 | 0.30 | 1.47 | -0.52 | 0.41 | 3.17 | 1.03 | -0.03 | 1.02 | 1.23 | -0.70 |
| Standard Deviation(%) | NA | 26.56 | 24.32 | 26.23 | 26.32 | NA | NA | 27.00 | 29.05 | 21.32 | 22.36 | 27.92 | 29.09 | 48.13 | 20.74 | 18.67 | 14.70 | 20.51 | 16.92 | 15.79 | 14.46 | 17.87 | 32.21 | 25.41 | 37.87 | 45.05 |
| Draw Down(%) | NA | 29.29 | 29.29 | 29.29 | 51.34 | NA | NA | 55.96 | 26.90 | 10.18 | 19.72 | 23.55 | 12.72 | 44.98 | 19.70 | 30.65 | 12.33 | 13.77 | 16.86 | 13.64 | 6.54 | 15.40 | 27.42 | 22.98 | 38.50 | 49.22 |
| Yield(%) | 0.00 | 1.24 | 0.82 | 1.76 | 1.35 | 2.51 | 2.03 | 2.39 | 0.54 | 1.27 | 1.01 | 0.88 | 1.46 | 1.41 | 1.42 | 1.16 | 0.94 | 0.52 | 0.68 | 0.62 | 1.77 | 1.50 | 0.35 | 0.48 | 0.34 | 0.61 |
Data as of 07/11/2025, AR inception is 02/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWJ (Invesco S&P SmallCap 600 Revenue ETF) |
-13.01%
Mar 2017 - Mar 2020 |
-5.57%
Mar 2015 - Mar 2020 |
4.82%
Mar 2010 - Mar 2020 |
10.39%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWJ (Invesco S&P SmallCap 600 Revenue ETF) |
40.46%
Mar 2020 - Mar 2023 |
33.38%
Feb 2009 - Feb 2014 |
18.83%
Feb 2009 - Feb 2019 |
17.20%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart