Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RYT (Invesco S&P 500® Equal Weight Technology ETF) NA 30.82% 8.13% 15.68% 17.29% 18.79% NA
Data as of 04/05/2024, Common starting date is 11/07/2006
More Performance Analytics Comparison
Name Start Date End Date
RYT (Invesco S&P 500® Equal Weight Technology 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 (%) -1.51 30.82 8.13 15.68 17.29 18.79 NA 6.51 35.58 -24.49 28.54 30.25 42.07 -0.61 32.98 19.11 2.89 19.19 40.72 11.70 -6.61 17.88 69.08 -45.70 0.98 1.64
Sharpe Ratio NA 1.50 0.26 0.53 0.72 NA NA 1.26 1.68 -0.82 1.55 0.76 2.22 -0.09 2.95 1.07 0.16 1.33 2.95 0.64 -0.24 0.79 2.13 -1.35 -0.14 0.58
Standard Deviation(%) NA 17.95 23.50 26.71 22.39 NA NA 18.56 19.13 31.69 18.45 39.19 18.27 21.50 10.99 17.58 17.42 14.38 13.79 18.44 27.62 22.55 32.43 34.47 16.12 14.52
Draw Down(%) NA 13.44 32.49 34.04 34.04 NA NA 4.63 13.44 32.11 8.63 34.04 11.71 22.41 4.46 14.19 14.71 11.01 5.42 16.87 26.90 16.93 18.92 54.58 14.09 3.69
Yield(%) 0.00 0.27 0.49 1.06 1.99 3.86 1.79 0.26 0.45 0.54 0.66 1.64 1.29 0.95 1.10 1.39 1.20 1.38 1.08 1.13 0.43 0.32 0.42 0.20 0.03 0.00
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
RYT (Invesco S&P 500® Equal Weight Technology ETF) -7.41%
Jun 2007 – Jun 2010
-0.98%
Oct 2007 – Oct 2012
8.89%
Dec 2006 – Dec 2016
11.06%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RYT (Invesco S&P 500® Equal Weight Technology ETF) 33.49%
Dec 2018 – Dec 2021
26.65%
Feb 2009 – Feb 2014
21.85%
Dec 2011 – Dec 2021
20.07%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return