Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XLG (Invesco S&P 500 Top 50 ETF) | 8.16% | 21.65% | 22.49% | 17.94% | 15.78% | 15.42% | 11.18% | 11.33% |
Data as of 07/25/2025, AR inception is 05/10/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XLG (Invesco S&P 500 Top 50 ETF) | 05/10/2005 | 07/25/2025 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.32 | 21.65 | 22.49 | 17.94 | 15.78 | 15.42 | 11.18 | 11.33 | 8.16 | 33.49 | 38.16 | -24.29 | 30.77 | 24.15 | 32.04 | -3.59 | 23.03 | 11.28 | 4.24 | 11.37 | 28.86 | 15.28 | 4.19 | 9.29 | 20.34 | -33.80 | 4.48 | 18.06 | 3.78 |
| Sharpe Ratio | NA | 0.58 | 1.04 | 0.81 | 0.73 | NA | NA | 0.53 | 0.38 | 1.96 | 2.42 | -0.98 | 2.24 | 0.72 | 2.34 | -0.27 | 3.35 | 0.88 | 0.27 | 1.06 | 2.82 | 1.26 | 0.20 | 0.56 | 0.84 | -0.91 | 0.08 | 1.59 | 0.40 |
| Standard Deviation(%) | NA | 22.05 | 19.07 | 19.20 | 19.11 | NA | NA | 18.94 | 25.53 | 15.25 | 14.40 | 26.25 | 13.75 | 33.11 | 13.05 | 18.51 | 6.70 | 12.54 | 15.78 | 10.67 | 10.24 | 12.19 | 21.16 | 16.32 | 24.11 | 38.17 | 15.91 | 9.27 | 8.47 |
| Draw Down(%) | NA | 20.70 | 20.70 | 28.02 | 30.46 | NA | NA | 52.40 | 20.70 | 11.32 | 8.75 | 28.02 | 5.59 | 30.46 | 8.26 | 19.79 | 2.29 | 8.94 | 13.40 | 7.30 | 5.02 | 9.04 | 15.36 | 16.00 | 26.21 | 43.24 | 9.76 | 5.84 | 4.61 |
| Yield(%) | 0.00 | 0.83 | 0.49 | 0.93 | 1.99 | 3.36 | 2.72 | 2.80 | 0.39 | 0.96 | 0.76 | 0.99 | 1.23 | 1.51 | 2.04 | 1.88 | 2.22 | 2.21 | 2.14 | 2.16 | 2.42 | 2.45 | 2.07 | 2.03 | 2.63 | 2.03 | 2.02 | 1.96 | 1.03 |
Data as of 07/25/2025, AR inception is 05/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLG (Invesco S&P 500 Top 50 ETF) |
-13.12%
Feb 2006 - Feb 2009 |
-1.77%
Sep 2006 - Sep 2011 |
5.98%
Sep 2005 - Sep 2015 |
7.95%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLG (Invesco S&P 500 Top 50 ETF) |
28.94%
Dec 2018 - Dec 2021 |
20.96%
Oct 2016 - Oct 2021 |
17.18%
Dec 2011 - Dec 2021 |
16.08%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart