Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYU (Invesco S&P 500® Equal Weight Utilities ETF) | NA | -5.03% | 5.14% | 6.33% | 8.50% | 9.89% | NA | … | … |
Data as of 01/29/2024, Common starting date is 11/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYU (Invesco S&P 500® Equal Weight Utilities ETF) | 11/07/2006 | 01/29/2024 |
| 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 (%) | 1.44 | -5.03 | 5.14 | 6.33 | 8.50 | 9.89 | NA | … | … | -3.02 | -3.46 | 4.37 | 17.14 | -3.52 | 22.94 | 6.89 | 9.42 | 14.98 | -4.04 | 28.14 | 14.29 | 7.26 | 12.45 | 12.66 | 20.78 | -30.70 | 9.97 | 4.93 |
| Sharpe Ratio | NA | -0.54 | 0.19 | 0.22 | 0.40 | NA | NA | … | … | -2.27 | -0.41 | 0.14 | 1.16 | -0.10 | 1.82 | 0.37 | 0.96 | 0.97 | -0.26 | 2.22 | 1.18 | 0.73 | 0.71 | 0.83 | 0.93 | -0.79 | 0.45 | 4.82 |
| Standard Deviation(%) | NA | 17.28 | 17.86 | 22.90 | 18.95 | NA | NA | … | … | 16.55 | 17.37 | 21.19 | 14.79 | 38.99 | 11.76 | 15.08 | 9.21 | 15.22 | 15.80 | 12.68 | 12.05 | 9.99 | 17.50 | 15.05 | 22.16 | 40.03 | 15.36 | 7.56 |
| Draw Down(%) | NA | 16.39 | 21.85 | 36.85 | 36.85 | NA | NA | … | … | 7.93 | 17.39 | 19.87 | 8.31 | 36.85 | 5.73 | 9.63 | 5.72 | 12.99 | 14.02 | 7.01 | 11.28 | 8.66 | 14.91 | 9.11 | 24.57 | 39.66 | 13.51 | 0.44 |
| Yield(%) | 0.00 | 1.97 | 2.62 | 2.84 | 4.09 | 5.69 | 3.61 | … | … | 0.00 | 1.95 | 2.41 | 2.82 | 2.06 | 3.10 | 3.23 | 3.26 | 3.36 | 3.79 | 3.66 | 3.97 | 3.75 | 3.54 | 3.82 | 4.37 | 3.17 | 3.09 | 0.51 |
Data as of 01/29/2024, 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 |
|---|---|---|---|---|
| RYU (Invesco S&P 500® Equal Weight Utilities ETF) |
-7.99%
May 2007 – May 2010 |
0.39%
May 2007 – May 2012 |
6.81%
Apr 2007 – Apr 2017 |
7.24%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYU (Invesco S&P 500® Equal Weight Utilities ETF) |
18.92%
Mar 2009 – Mar 2012 |
18.05%
Apr 2009 – Apr 2014 |
14.22%
Mar 2009 – Mar 2019 |
10.37%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart