Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYH (Invesco S&P 500® Equal Weight Health Care ETF) | NA | 4.73% | 5.09% | 9.75% | 10.91% | 15.39% | NA | … | … |
Data as of 04/05/2024, Common starting date is 11/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYH (Invesco S&P 500® Equal Weight Health Care ETF) | 11/07/2006 | 04/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.22 | 4.73 | 5.09 | 9.75 | 10.91 | 15.39 | NA | … | … | 3.51 | 3.95 | -9.39 | 23.19 | 18.84 | 25.48 | -0.65 | 23.69 | -4.64 | 8.18 | 29.73 | 41.52 | 20.00 | 6.33 | 10.66 | 38.77 | -26.50 | 10.37 | 1.30 |
| Sharpe Ratio | NA | 0.08 | 0.18 | 0.41 | 0.54 | NA | NA | … | … | 0.86 | -0.02 | -0.49 | 1.88 | 0.59 | 1.65 | -0.11 | 2.43 | -0.29 | 0.46 | 2.15 | 3.61 | 1.61 | 0.28 | 0.66 | 1.74 | -0.94 | 0.66 | 0.69 |
| Standard Deviation(%) | NA | 12.36 | 16.23 | 19.97 | 17.89 | NA | NA | … | … | 12.08 | 13.23 | 21.90 | 12.34 | 31.61 | 14.60 | 18.26 | 9.54 | 16.67 | 17.59 | 13.81 | 11.50 | 12.48 | 22.11 | 16.10 | 22.17 | 29.17 | 11.19 | 8.95 |
| Draw Down(%) | NA | 17.13 | 21.95 | 30.43 | 30.43 | NA | NA | … | … | 3.93 | 17.13 | 21.61 | 9.04 | 30.43 | 7.73 | 19.33 | 5.46 | 13.37 | 16.82 | 6.89 | 4.30 | 8.14 | 19.58 | 14.60 | 21.44 | 39.34 | 9.09 | 3.07 |
| Yield(%) | 0.00 | 0.22 | 0.53 | 0.69 | 0.92 | 2.23 | 1.34 | … | … | 0.15 | 0.38 | 0.58 | 0.62 | 0.60 | 0.68 | 0.51 | 0.58 | 0.31 | 0.52 | 0.56 | 0.58 | 1.86 | 0.54 | 0.36 | 0.50 | 0.28 | 0.21 | 0.06 |
Data as of 04/05/2024, 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 |
|---|---|---|---|---|
| RYH (Invesco S&P 500® Equal Weight Health Care ETF) |
-1.52%
Jun 2007 – Jun 2010 |
4.55%
Mar 2015 – Mar 2020 |
9.93%
Oct 2013 – Oct 2023 |
11.04%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYH (Invesco S&P 500® Equal Weight Health Care ETF) |
32.12%
May 2012 – May 2015 |
27.06%
Feb 2009 – Feb 2014 |
18.83%
Feb 2009 – Feb 2019 |
15.82%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart