Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INVMF (Invesco Markets plc – Invesco S&P 500 UCITS ETF) | NA | 29.93% | 11.25% | NA | NA | NA | NA | … | … |
Data as of 02/28/2024, Common starting date is 05/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INVMF (Invesco Markets plc – Invesco S&P 500 UCITS ETF) | 05/18/2020 | 02/28/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.42 | 29.93 | 11.25 | NA | NA | NA | NA | … | … | 21.07 | 10.02 | -16.64 | 28.30 | 28.60 |
| Sharpe Ratio | NA | 1.43 | 0.24 | NA | NA | NA | NA | … | … | 6.75 | 0.53 | -0.19 | 0.73 | 0.74 |
| Standard Deviation(%) | NA | 17.72 | 32.08 | NA | NA | NA | NA | … | … | 34.05 | 14.77 | 95.53 | 38.15 | 70.86 |
| Draw Down(%) | NA | 8.01 | 21.89 | NA | NA | NA | NA | … | … | 0.87 | 8.01 | 21.89 | 4.17 | 7.61 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/28/2024, Common starting date is 05/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INVMF (Invesco Markets plc – Invesco S&P 500 UCITS ETF) |
8.85%
Nov 2020 – Nov 2023 |
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 |
|---|---|---|---|---|
| INVMF (Invesco Markets plc – Invesco S&P 500 UCITS ETF) |
14.08%
Sep 2020 – Sep 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart