Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IUS (Invesco RAFI Strategic US ETF) | 14.11% | 30.75% | 20.09% | 13.37% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/12/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUS (Invesco RAFI Strategic US ETF) | 09/12/2018 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.46 | 30.75 | 20.09 | 13.37 | NA | NA | NA | … | … | 14.11 | 16.94 | 16.52 | 20.79 | -8.34 | 32.18 | 15.14 | 29.29 | -12.49 |
| Sharpe Ratio | NA | 2.78 | 1.33 | 0.71 | NA | NA | NA | … | … | 2.86 | 0.87 | 1.21 | 1.41 | -0.45 | 2.45 | 0.46 | 2.13 | -2.30 |
| Standard Deviation(%) | NA | 10.50 | 12.83 | 15.02 | NA | NA | NA | … | … | 11.41 | 16.17 | 10.61 | 12.29 | 21.61 | 13.15 | 32.50 | 13.04 | 16.44 |
| Draw Down(%) | NA | 6.14 | 15.61 | 18.72 | NA | NA | NA | … | … | 6.14 | 15.59 | 6.23 | 9.03 | 18.72 | 4.53 | 34.65 | 7.05 | 13.83 |
| Yield(%) | 0.00 | 1.68 | 2.02 | 1.94 | 1.98 | 1.32 | 0.99 | … | … | 0.37 | 1.71 | 1.74 | 2.05 | 1.60 | 1.92 | 1.94 | 2.20 | 0.64 |
Data as of 06/09/2026, Common starting date is 09/12/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUS (Invesco RAFI Strategic US ETF) |
8.64%
Mar 2022 – Mar 2025 |
12.38%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUS (Invesco RAFI Strategic US ETF) |
25.31%
Dec 2018 – Dec 2021 |
20.43%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart