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
CGW (Invesco S&P Global Water Index ETF) -1.70% 2.06% 8.54% 4.51% 9.47% 9.38% NA
Data as of 06/10/2026, Common starting date is 05/14/2007
More Performance Analytics Comparison
Name Start Date End Date
CGW (Invesco S&P Global Water Index ETF) 05/14/2007 06/10/2026
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
Annualized Return (%) -0.39 2.06 8.54 4.51 9.47 9.38 NA -1.70 18.10 4.55 15.50 -21.99 31.69 15.41 34.04 -10.47 27.08 6.56 -1.68 3.27 26.25 21.10 -7.79 15.04 31.29 -40.14 4.78
Sharpe Ratio NA 0.07 0.43 0.13 0.44 NA NA -0.33 1.06 0.07 0.78 -0.97 2.43 0.44 3.02 -0.87 3.34 0.41 -0.11 0.26 2.07 1.38 -0.29 0.68 1.06 -0.91 0.24
Standard Deviation(%) NA 13.33 14.49 16.80 17.77 NA NA 15.21 14.42 13.89 15.31 24.26 13.02 34.11 10.80 13.69 7.93 15.45 15.24 12.40 12.65 15.34 26.84 21.97 29.54 44.83 19.40
Draw Down(%) NA 10.86 16.24 32.74 35.72 NA NA 10.86 9.77 9.44 16.24 32.74 7.96 35.72 5.53 16.46 2.96 8.54 14.22 13.67 10.27 9.72 19.86 15.99 30.16 54.85 13.63
Yield(%) 0.00 1.62 1.99 1.73 2.60 3.17 2.40 0.00 1.85 2.34 1.76 1.12 2.07 1.60 1.96 1.88 2.13 1.75 1.62 1.83 1.85 2.36 1.97 2.23 1.37 4.85 0.44
Data as of 06/10/2026, Common starting date is 05/14/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CGW (Invesco S&P Global Water Index ETF) -10.60%
Jun 2007 – Jun 2010
-1.52%
Jun 2007 – Jun 2012
4.86%
Jun 2007 – Jun 2017
5.28%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CGW (Invesco S&P Global Water Index ETF) 26.77%
Dec 2018 – Dec 2021
22.20%
Feb 2009 – Feb 2014
14.38%
Dec 2011 – Dec 2021
12.56%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return