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
IIGV (Invesco Exchange-Traded Self-Indexed Fund Trust – Invesco Investment Grade Value ETF) NA 0.01% 1.01% NA NA NA NA
Data as of 04/06/2023, Common starting date is 09/10/2018
More Performance Analytics Comparison
Name Start Date End Date
IIGV (Invesco Exchange-Traded Self-Indexed Fund Trust – Invesco Investment Grade Value ETF) 09/10/2018 04/06/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018
Annualized Return (%) 0.00 0.01 1.01 NA NA NA NA 4.01 -11.54 -1.91 5.60 5.41 -2.14
Sharpe Ratio NA -0.30 0.01 NA NA NA NA 1.53 -1.41 -0.43 0.38 0.88 -0.35
Standard Deviation(%) NA 9.16 6.85 NA NA NA NA 6.96 9.22 4.52 13.99 4.55 23.89
Draw Down(%) NA 10.33 19.16 NA NA NA NA 3.77 17.51 4.86 17.39 3.22 6.49
Yield(%) 0.00 2.77 2.91 2.95 1.47 0.98 0.74 0.62 2.50 1.98 3.83 4.02 1.18
Data as of 04/06/2023, Common starting date is 09/10/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IIGV (Invesco Exchange-Traded Self-Indexed Fund Trust – Invesco Investment Grade Value ETF) -3.39%
Oct 2019 – Oct 2022
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IIGV (Invesco Exchange-Traded Self-Indexed Fund Trust – Invesco Investment Grade Value ETF) 6.71%
Oct 2018 – Oct 2021
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return