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 |
|---|---|---|---|---|---|---|---|---|
| PHB (Invesco Fundamental High Yield Corporate Bond ETF) | -1.14% | 5.01% | 4.28% | 4.50% | 3.57% | 4.53% | NA | 3.37% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHB (Invesco Fundamental High Yield Corporate Bond ETF) | 11/15/2007 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 11/15/2007.
AR inception is since 11/15/2007.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.66 | 5.01 | 4.28 | 4.50 | 3.57 | 4.53 | NA | 3.37 | -1.14 | 5.53 | 11.21 | -8.79 | 3.23 | 5.21 | 13.59 | -2.68 | 5.12 | 12.98 | -3.04 | 2.34 | 4.41 | 9.78 | 7.74 | 9.07 | 23.58 | -30.12 | 0.92 |
| Sharpe Ratio | NA | -54.48 | -2.96 | 20.37 | 25.92 | NA | NA | 17.24 | -133.85 | -25.10 | 109.58 | -101.06 | 96.21 | 33.44 | 387.50 | -118.38 | 148.98 | 202.75 | -56.16 | 52.21 | 77.77 | 230.49 | 88.46 | 92.29 | 99.62 | -79.63 | 56.27 |
| Standard Deviation(%) | NA | 5.32 | 7.35 | 6.80 | 7.09 | NA | NA | 12.77 | 7.66 | 4.21 | 6.41 | 10.10 | 3.33 | 14.81 | 3.14 | 3.38 | 3.02 | 6.30 | 5.46 | 4.46 | 5.63 | 4.25 | 8.72 | 9.74 | 23.57 | 38.86 | 10.75 |
| Draw Down(%) | NA | 4.42 | 8.03 | 13.76 | 21.51 | NA | NA | 44.78 | 4.42 | 2.21 | 3.89 | 13.55 | 2.10 | 21.51 | 1.30 | 4.70 | 1.95 | 4.21 | 7.47 | 5.26 | 6.39 | 2.85 | 6.52 | 7.87 | 26.17 | 44.31 | 2.77 |
| Yield(%) | 0.00 | 5.00 | 4.50 | 4.32 | 4.09 | 4.69 | 3.36 | 3.95 | 0.47 | 5.68 | 4.96 | 3.11 | 3.38 | 3.93 | 4.40 | 4.15 | 4.16 | 4.95 | 4.36 | 4.39 | 4.56 | 5.30 | 5.95 | 7.63 | 9.71 | 7.74 | 0.96 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHB (Invesco Fundamental High Yield Corporate Bond ETF) |
-1.98%
Dec 2007 - Dec 2010 |
0.88%
Sep 2017 - Sep 2022 |
2.74%
Sep 2012 - Sep 2022 |
2.75%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHB (Invesco Fundamental High Yield Corporate Bond ETF) |
17.93%
Feb 2009 - Feb 2012 |
14.09%
Nov 2008 - Nov 2013 |
8.49%
Nov 2008 - Nov 2018 |
6.84%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart