Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XMVM (Invesco S&P MidCap Value with Momentum ETF) | 9.37% | 31.56% | 19.92% | 9.90% | 11.82% | 12.28% | 9.36% | … | … |
Data as of 06/04/2026, Common starting date is 03/03/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XMVM (Invesco S&P MidCap Value with Momentum ETF) | 03/03/2005 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.07 | 31.56 | 19.92 | 9.90 | 11.82 | 12.28 | 9.36 | … | … | 9.37 | 18.46 | 11.73 | 16.30 | -8.22 | 35.13 | 5.70 | 30.39 | -9.58 | 2.79 | 28.71 | -7.99 | 13.35 | 41.07 | 18.15 | -1.18 | 14.73 | 25.70 | -37.15 | 0.05 | 14.34 | 10.42 |
| Sharpe Ratio | NA | 1.72 | 0.86 | 0.33 | 0.45 | NA | NA | … | … | 1.24 | 0.73 | 0.44 | 0.65 | -0.35 | 1.55 | 0.12 | 1.88 | -0.83 | 0.21 | 1.83 | -0.53 | 1.08 | 3.16 | 1.19 | -0.04 | 0.75 | 0.84 | -0.96 | -0.19 | 0.99 | 0.89 |
| Standard Deviation(%) | NA | 15.36 | 18.94 | 21.53 | 22.85 | NA | NA | … | … | 14.21 | 21.45 | 18.64 | 19.73 | 27.95 | 22.66 | 44.87 | 15.40 | 13.19 | 10.02 | 15.59 | 15.05 | 12.34 | 12.99 | 15.31 | 27.32 | 19.39 | 30.43 | 39.40 | 16.72 | 11.03 | 11.50 |
| Draw Down(%) | NA | 9.18 | 24.12 | 24.12 | 45.05 | NA | NA | … | … | 9.18 | 19.35 | 11.22 | 17.43 | 22.68 | 13.19 | 45.05 | 11.84 | 16.82 | 7.59 | 9.93 | 14.20 | 11.05 | 6.68 | 13.43 | 25.88 | 15.64 | 34.77 | 53.63 | 15.72 | 7.25 | 7.78 |
| Yield(%) | 0.00 | 2.49 | 2.42 | 1.91 | 2.84 | 4.01 | 3.28 | … | … | 0.63 | 2.41 | 1.58 | 1.82 | 1.57 | 1.50 | 1.42 | 2.22 | 2.51 | 2.20 | 2.89 | 2.33 | 1.72 | 1.88 | 2.45 | 1.14 | 1.07 | 2.41 | 1.57 | 1.22 | 1.41 | 1.59 |
Data as of 06/04/2026, Common starting date is 03/03/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMVM (Invesco S&P MidCap Value with Momentum ETF) |
-18.67%
Feb 2006 – Feb 2009 |
-4.16%
May 2007 – May 2012 |
5.08%
Jan 2006 – Jan 2016 |
5.66%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMVM (Invesco S&P MidCap Value with Momentum ETF) |
26.97%
Sep 2011 – Sep 2014 |
25.84%
Feb 2009 – Feb 2014 |
15.82%
Feb 2009 – Feb 2019 |
14.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart