Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPVM (Invesco S&P 500 Value with Momentum ETF) | 9.12% | 30.53% | 19.58% | 10.36% | 11.94% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/16/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPVM (Invesco S&P 500 Value with Momentum ETF) | 06/16/2011 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.04 | 30.53 | 19.58 | 10.36 | 11.94 | NA | NA | … | … | 9.12 | 20.48 | 15.65 | 5.51 | -2.09 | 28.88 | -3.16 | 29.33 | -9.14 | 14.70 | 23.53 | -5.43 | 10.77 | 33.82 | 18.19 | -2.65 |
| Sharpe Ratio | NA | 2.26 | 1.13 | 0.46 | 0.52 | NA | NA | … | … | 1.66 | 1.03 | 0.91 | 0.13 | -0.16 | 1.78 | -0.08 | 2.14 | -0.69 | 1.74 | 1.64 | -0.36 | 0.98 | 3.21 | 1.21 | -0.15 |
| Standard Deviation(%) | NA | 11.60 | 14.26 | 16.77 | 19.66 | NA | NA | … | … | 10.97 | 17.13 | 13.18 | 14.45 | 22.69 | 16.25 | 42.44 | 13.00 | 15.36 | 8.09 | 14.23 | 15.13 | 10.95 | 10.54 | 15.14 | 32.93 |
| Draw Down(%) | NA | 6.57 | 18.66 | 19.48 | 45.33 | NA | NA | … | … | 6.57 | 15.21 | 9.43 | 12.09 | 19.48 | 7.69 | 45.33 | 9.46 | 17.51 | 4.69 | 10.40 | 13.49 | 8.44 | 5.71 | 13.40 | 20.16 |
| Yield(%) | 0.00 | 2.43 | 2.69 | 2.30 | 3.45 | 4.46 | 3.34 | … | … | 0.54 | 2.38 | 2.15 | 2.55 | 2.21 | 1.82 | 1.98 | 3.02 | 2.74 | 1.87 | 3.42 | 2.47 | 2.12 | 2.47 | 2.55 | 1.38 |
Data as of 06/05/2026, Common starting date is 06/16/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPVM (Invesco S&P 500 Value with Momentum ETF) |
-5.03%
Mar 2017 – Mar 2020 |
1.28%
Mar 2015 – Mar 2020 |
8.00%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPVM (Invesco S&P 500 Value with Momentum ETF) |
23.90%
Sep 2011 – Sep 2014 |
17.86%
Mar 2020 – Mar 2025 |
13.74%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart