Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SPGP (Invesco S&P 500 GARP ETF) | 3.56% | 6.66% | 11.71% | 15.77% | 13.44% | NA | NA | 14.36% |
Data as of 07/02/2025, AR inception is 06/16/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPGP (Invesco S&P 500 GARP ETF) | 06/16/2011 | 07/02/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.88 | 6.66 | 11.71 | 15.77 | 13.44 | NA | NA | 14.36 | 3.56 | 8.48 | 20.30 | -13.83 | 35.71 | 15.95 | 39.16 | 1.69 | 36.24 | -1.19 | 6.32 | 16.21 | 29.88 | 16.13 | 0.60 |
| Sharpe Ratio | NA | 0.10 | 0.38 | 0.75 | 0.55 | NA | NA | 0.67 | 0.07 | 0.33 | 1.07 | -0.64 | 2.47 | 0.37 | 2.29 | 0.01 | 4.21 | -0.09 | 0.37 | 1.39 | 2.95 | 1.33 | 0.04 |
| Standard Deviation(%) | NA | 22.48 | 19.36 | 18.91 | 21.60 | NA | NA | 19.81 | 27.43 | 14.77 | 15.70 | 23.93 | 14.43 | 42.53 | 16.47 | 21.60 | 8.48 | 15.24 | 16.85 | 11.63 | 10.12 | 12.22 | 26.31 |
| Draw Down(%) | NA | 22.87 | 22.87 | 22.87 | 42.07 | NA | NA | 42.07 | 22.29 | 9.57 | 12.21 | 22.18 | 7.42 | 42.07 | 10.69 | 22.80 | 2.51 | 16.97 | 12.28 | 8.58 | 4.96 | 8.55 | 17.18 |
| Yield(%) | 0.00 | 1.16 | 1.52 | 1.85 | 2.15 | 3.10 | 2.33 | 3.32 | 0.44 | 1.48 | 1.48 | 1.04 | 0.95 | 1.24 | 1.20 | 0.95 | 0.91 | 0.90 | 1.18 | 1.75 | 2.61 | 1.68 | 0.87 |
Data as of 07/02/2025, AR inception is 06/16/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPGP (Invesco S&P 500 GARP ETF) |
3.99%
Dec 2021 - Dec 2024 |
7.30%
Mar 2015 - Mar 2020 |
12.29%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPGP (Invesco S&P 500 GARP ETF) |
29.86%
Dec 2018 - Dec 2021 |
24.85%
Dec 2016 - Dec 2021 |
18.77%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart