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
RZG (Invesco S&P Smallcap 600 Pure Growth ETF) 20.35% 33.24% 18.48% 5.24% 9.73% 10.27% 9.13%
Data as of 06/04/2026, Common starting date is 03/07/2006
More Performance Analytics Comparison
Name Start Date End Date
RZG (Invesco S&P Smallcap 600 Pure Growth ETF) 03/07/2006 06/04/2026
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 (%) 0.55 33.24 18.48 5.24 9.73 10.27 9.13 20.35 10.22 9.83 19.15 -29.00 21.01 17.76 14.25 -8.69 19.18 20.35 0.83 1.49 43.55 12.35 4.87 28.37 39.12 -33.81 0.68 6.18
Sharpe Ratio NA 1.62 0.71 0.11 0.33 NA NA 2.41 0.32 0.31 0.82 -0.99 0.90 0.38 0.75 -0.49 1.39 1.08 0.04 0.08 2.85 0.77 0.16 1.27 1.14 -0.96 -0.16 0.28
Standard Deviation(%) NA 18.54 20.77 22.96 24.78 NA NA 20.37 22.97 19.86 19.09 30.99 23.28 45.98 17.12 20.76 13.35 18.71 18.27 18.28 15.29 16.05 30.72 22.24 34.15 36.01 15.12 14.84
Draw Down(%) NA 8.63 25.73 38.33 54.02 NA NA 8.53 23.13 10.72 14.06 34.84 14.29 47.58 13.53 29.71 4.86 15.58 14.57 14.30 6.76 11.55 25.50 17.14 34.76 44.73 11.64 14.15
Yield(%) 0.00 0.54 0.45 0.54 0.85 1.22 1.26 0.21 0.40 1.04 1.21 1.11 0.27 0.57 0.79 0.42 0.52 0.81 0.71 0.37 0.47 1.15 0.00 0.38 0.05 0.63 0.05 0.00
Data as of 06/04/2026, Common starting date is 03/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RZG (Invesco S&P Smallcap 600 Pure Growth ETF) -10.53%
Apr 2006 – Apr 2009
-2.32%
Mar 2015 – Mar 2020
5.22%
Oct 2013 – Oct 2023
6.88%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RZG (Invesco S&P Smallcap 600 Pure Growth ETF) 37.27%
Feb 2009 – Feb 2012
30.94%
Feb 2009 – Feb 2014
19.38%
Feb 2009 – Feb 2019
14.26%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return