Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PEY (Invesco High Yield Equity Dividend Achievers ETF) | -7.90% | 3.81% | 0.37% | 12.07% | 7.83% | 9.91% | 5.84% | 5.73% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEY (Invesco High Yield Equity Dividend Achievers ETF) | 12/09/2004 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 12/09/2004.
AR inception is since 12/09/2004.
| 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 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.82 | 3.81 | 0.37 | 12.07 | 7.83 | 9.91 | 5.84 | 5.73 | -7.90 | 5.24 | 7.30 | 2.45 | 26.14 | -3.81 | 24.76 | -7.46 | 7.69 | 31.39 | 2.37 | 18.03 | 30.54 | 6.25 | 8.58 | 20.89 | 3.55 | -38.10 | -15.32 | 14.91 | 1.65 | 3.49 |
| Sharpe Ratio | NA | -31.96 | -24.59 | 42.58 | 32.13 | NA | NA | 18.85 | -135.55 | -9.11 | 17.43 | 6.12 | 174.43 | -9.80 | 209.02 | -68.50 | 92.79 | 216.43 | 17.11 | 182.68 | 271.65 | 58.90 | 39.68 | 128.12 | 8.27 | -68.35 | -81.59 | 101.79 | -4.41 | 765.55 |
| Standard Deviation(%) | NA | 17.20 | 17.69 | 19.47 | 18.97 | NA | NA | 22.71 | 23.47 | 14.78 | 17.61 | 17.60 | 14.97 | 41.09 | 11.17 | 12.85 | 7.64 | 14.41 | 13.71 | 9.86 | 11.23 | 10.61 | 21.54 | 16.24 | 41.77 | 56.91 | 22.53 | 11.49 | 11.68 | 9.99 |
| Draw Down(%) | NA | 18.75 | 18.75 | 18.75 | 41.53 | NA | NA | 72.76 | 15.40 | 8.67 | 14.79 | 15.93 | 8.92 | 41.53 | 6.65 | 16.29 | 4.55 | 8.52 | 8.86 | 5.21 | 6.78 | 8.00 | 15.48 | 11.12 | 47.52 | 52.17 | 18.74 | 5.05 | 8.08 | 0.72 |
| Yield(%) | 0.00 | 3.61 | 3.91 | 6.04 | 5.29 | 7.18 | 4.15 | 4.08 | 0.00 | 4.42 | 4.66 | 4.11 | 4.67 | 3.95 | 4.54 | 3.85 | 3.37 | 4.00 | 3.43 | 3.74 | 4.02 | 4.40 | 3.82 | 4.53 | 4.45 | 4.22 | 3.96 | 4.42 | 3.89 | 0.24 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEY (Invesco High Yield Equity Dividend Achievers ETF) |
-28.15%
Feb 2006 - Feb 2009 |
-8.39%
Jun 2005 - Jun 2010 |
2.55%
Sep 2005 - Sep 2015 |
3.31%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEY (Invesco High Yield Equity Dividend Achievers ETF) |
30.50%
Feb 2009 - Feb 2012 |
24.95%
Feb 2009 - Feb 2014 |
18.35%
Feb 2009 - Feb 2019 |
14.39%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart