Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IUSS (Invesco RAFI Strategic US Small Company ETF) | NA | -6.64% | 27.56% | NA | NA | NA | NA | … | … |
Data as of 04/06/2023, Common starting date is 09/18/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUSS (Invesco RAFI Strategic US Small Company ETF) | 09/18/2018 | 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 | -6.64 | 27.56 | NA | NA | NA | NA | … | … | 1.78 | -14.45 | 36.26 | 18.24 | 23.47 | -20.01 |
| Sharpe Ratio | NA | -0.37 | 1.06 | NA | NA | NA | NA | … | … | 0.08 | -0.61 | 1.64 | 0.45 | 1.54 | -2.91 |
| Standard Deviation(%) | NA | 25.43 | 25.03 | NA | NA | NA | NA | … | … | 18.71 | 26.15 | 22.03 | 39.93 | 14.28 | 19.19 |
| Draw Down(%) | NA | 19.94 | 25.59 | NA | NA | NA | NA | … | … | 11.54 | 23.51 | 10.06 | 42.89 | 8.89 | 22.83 |
| Yield(%) | 0.00 | 1.44 | 1.99 | 1.08 | 0.54 | 0.36 | 0.27 | … | … | 0.60 | 1.03 | 0.80 | 0.68 | 1.20 | 0.41 |
Data as of 04/06/2023, Common starting date is 09/18/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUSS (Invesco RAFI Strategic US Small Company ETF) |
10.15%
Sep 2019 – Sep 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 |
|---|---|---|---|---|
| IUSS (Invesco RAFI Strategic US Small Company ETF) |
27.71%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart