Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPGD (Invesco Exchange-Traded Fund Trust – Invesco Raymond James SB-1 Equity ETF) | 10.24% | 17.72% | 14.54% | 6.88% | 10.48% | 10.21% | 8.39% | … | … |
Data as of 06/12/2026, Common starting date is 05/19/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPGD (Invesco Exchange-Traded Fund Trust – Invesco Raymond James SB-1 Equity ETF) | 05/19/2006 | 06/12/2026 |
| 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 (%) | 0.78 | 17.72 | 14.54 | 6.88 | 10.48 | 10.21 | 8.39 | … | … | 10.24 | 8.90 | 13.28 | 15.65 | -13.17 | 24.10 | 6.20 | 32.02 | -14.84 | 13.31 | 19.68 | -6.06 | 4.62 | 43.35 | 14.72 | -2.24 | 27.38 | 56.34 | -38.75 | 3.95 | -14.71 |
| Sharpe Ratio | NA | 1.07 | 0.74 | 0.23 | 0.40 | NA | NA | … | … | 1.41 | 0.37 | 0.78 | 0.65 | -0.55 | 1.36 | 0.13 | 1.79 | -0.88 | 1.12 | 1.05 | -0.37 | 0.31 | 3.33 | 0.89 | -0.08 | 1.19 | 1.69 | -0.85 | 0.05 | -1.20 |
| Standard Deviation(%) | NA | 14.05 | 15.24 | 18.70 | 21.81 | NA | NA | … | … | 15.48 | 16.44 | 12.45 | 18.59 | 26.52 | 17.65 | 44.19 | 17.07 | 18.51 | 11.31 | 18.60 | 16.62 | 14.96 | 13.00 | 16.54 | 30.19 | 22.95 | 33.27 | 46.67 | 15.85 | 21.95 |
| Draw Down(%) | NA | 10.02 | 16.90 | 24.32 | 50.20 | NA | NA | … | … | 10.02 | 15.00 | 7.53 | 16.05 | 22.30 | 9.31 | 50.15 | 12.03 | 29.71 | 6.69 | 15.84 | 17.14 | 12.70 | 4.29 | 13.47 | 28.87 | 17.88 | 30.68 | 58.22 | 12.09 | 27.43 |
| Yield(%) | 0.00 | 1.83 | 1.78 | 1.21 | 1.55 | 1.80 | 1.89 | … | … | 0.00 | 1.87 | 1.43 | 1.59 | 0.62 | 0.65 | 0.30 | 0.26 | 1.19 | 0.00 | 1.86 | 0.86 | 0.27 | 0.47 | 0.39 | 0.14 | 0.00 | 0.00 | 0.19 | 9.91 | 0.51 |
Data as of 06/12/2026, Common starting date is 05/19/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPGD (Invesco Exchange-Traded Fund Trust – Invesco Raymond James SB-1 Equity ETF) |
-11.05%
Jun 2006 – Jun 2009 |
-3.97%
Mar 2015 – Mar 2020 |
5.44%
Mar 2010 – Mar 2020 |
7.67%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPGD (Invesco Exchange-Traded Fund Trust – Invesco Raymond James SB-1 Equity ETF) |
37.01%
Feb 2009 – Feb 2012 |
30.86%
Feb 2009 – Feb 2014 |
17.71%
Feb 2009 – Feb 2019 |
14.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart