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
XMLV (Invesco S&P MidCap Low Volatility ETF) 3.34% 7.17% 10.95% 5.69% 7.66% NA NA
Data as of 06/04/2026, Common starting date is 02/19/2013
More Performance Analytics Comparison
Name Start Date End Date
XMLV (Invesco S&P MidCap Low Volatility ETF) 02/19/2013 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
Annualized Return (%) -1.48 7.17 10.95 5.69 7.66 NA NA 3.34 5.56 17.08 1.85 -6.55 23.00 -8.38 23.42 -0.13 13.71 21.56 5.39 18.34 13.84
Sharpe Ratio NA 0.47 0.64 0.23 0.36 NA NA 0.74 0.19 1.10 -0.12 -0.43 1.85 -0.23 2.18 -0.12 1.79 1.67 0.41 1.85 1.40
Standard Deviation(%) NA 10.25 13.00 14.44 17.08 NA NA 10.61 14.15 12.24 14.88 18.50 12.43 37.44 10.07 12.68 7.33 12.81 13.15 9.93 11.44
Draw Down(%) NA 7.03 13.80 16.53 39.83 NA NA 7.03 10.67 7.44 14.91 16.42 5.57 39.83 4.19 13.26 2.87 6.50 9.62 6.72 8.93
Yield(%) 0.00 3.00 3.04 2.42 2.90 3.36 2.52 0.91 2.95 2.55 2.32 1.89 1.40 1.74 2.17 2.08 1.94 2.09 1.91 2.34 1.82
Data as of 06/04/2026, Common starting date is 02/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XMLV (Invesco S&P MidCap Low Volatility ETF) -1.00%
Sep 2019 – Sep 2022
2.34%
Sep 2018 – Sep 2023
7.54%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XMLV (Invesco S&P MidCap Low Volatility ETF) 16.79%
Aug 2013 – Aug 2016
15.60%
Aug 2013 – Aug 2018
9.59%
Sep 2014 – Sep 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return