Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PBJ (Invesco Food & Beverage ETF) | 0.11% | -2.22% | 0.66% | 10.21% | 5.12% | 8.63% | NA | 7.72% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBJ (Invesco Food & Beverage ETF) | 06/23/2005 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 06/23/2005.
AR inception is since 06/23/2005.
| 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 (%) | 1.88 | -2.22 | 0.66 | 10.21 | 5.12 | 8.63 | NA | 7.72 | 0.11 | 2.49 | 2.33 | 3.17 | 26.89 | 5.54 | 17.50 | -11.19 | 1.88 | 5.60 | 6.93 | 17.38 | 33.48 | 5.49 | 6.18 | 29.92 | 10.97 | -21.67 | 6.24 | 15.37 | -2.80 |
| Sharpe Ratio | NA | -0.60 | -0.26 | 0.54 | 0.22 | NA | NA | 0.39 | -0.13 | -0.37 | -0.16 | 0.10 | 1.92 | 0.19 | 1.56 | -0.86 | 0.14 | 0.39 | 0.47 | 1.41 | 2.64 | 0.50 | 0.30 | 2.04 | 0.59 | -0.81 | 0.22 | 1.19 | -0.80 |
| Standard Deviation(%) | NA | 14.42 | 14.30 | 14.63 | 15.45 | NA | NA | 15.86 | 19.54 | 11.15 | 11.99 | 17.15 | 13.96 | 27.41 | 10.30 | 14.53 | 8.88 | 13.95 | 14.75 | 12.28 | 12.65 | 11.03 | 20.47 | 14.60 | 18.57 | 27.70 | 15.12 | 10.21 | 9.64 |
| Draw Down(%) | NA | 11.74 | 15.00 | 15.77 | 28.49 | NA | NA | 39.15 | 10.86 | 7.91 | 14.78 | 14.38 | 8.22 | 26.47 | 6.45 | 17.02 | 8.46 | 7.90 | 9.53 | 7.18 | 6.50 | 6.00 | 15.66 | 7.36 | 20.90 | 35.31 | 9.61 | 5.35 | 7.99 |
| Yield(%) | 0.00 | 0.93 | 1.45 | 1.90 | 1.54 | 2.58 | 2.54 | 2.68 | 0.00 | 1.12 | 1.83 | 1.83 | 1.14 | 1.19 | 1.40 | 1.24 | 0.70 | 1.66 | 1.31 | 1.55 | 1.10 | 1.63 | 1.00 | 1.45 | 1.93 | 1.40 | 3.22 | 1.06 | 0.50 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBJ (Invesco Food & Beverage ETF) |
-6.79%
Feb 2006 - Feb 2009 |
-1.70%
Mar 2015 - Mar 2020 |
4.92%
Mar 2015 - Mar 2025 |
6.82%
Jul 2005 - Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBJ (Invesco Food & Beverage ETF) |
21.30%
Feb 2009 - Feb 2012 |
20.24%
Feb 2009 - Feb 2014 |
12.58%
Feb 2009 - Feb 2019 |
11.46%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart