Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEZ (Invesco Dorsey Wright Consumer Cyclicals Momentum ETF) | -4.24% | 5.49% | 15.16% | 2.32% | 9.46% | 9.94% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEZ (Invesco Dorsey Wright Consumer Cyclicals Momentum ETF) | 10/12/2006 | 06/05/2026 |
| 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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 5.49 | 15.16 | 2.32 | 9.46 | 9.94 | NA | … | … | -4.24 | 5.41 | 20.06 | 29.55 | -29.60 | 20.34 | 38.97 | 18.05 | -6.85 | 19.87 | -3.54 | -0.79 | 8.59 | 39.21 | 17.81 | 1.17 | 29.21 | 25.75 | -32.51 | -11.17 | 5.87 |
| Sharpe Ratio | NA | 0.14 | 0.51 | 0.00 | 0.31 | NA | NA | … | … | -0.55 | 0.10 | 0.76 | 1.24 | -1.07 | 0.65 | 0.93 | 1.03 | -0.36 | 1.75 | -0.23 | -0.05 | 0.50 | 2.77 | 1.11 | 0.04 | 1.20 | 0.87 | -0.87 | -0.83 | 2.03 |
| Standard Deviation(%) | NA | 20.09 | 23.36 | 24.51 | 25.14 | NA | NA | … | … | 22.17 | 25.52 | 21.67 | 21.04 | 29.18 | 31.08 | 41.57 | 16.05 | 23.21 | 11.04 | 16.05 | 17.65 | 17.16 | 14.16 | 16.18 | 26.61 | 24.22 | 29.51 | 38.34 | 17.34 | 13.26 |
| Draw Down(%) | NA | 15.83 | 31.48 | 41.74 | 52.05 | NA | NA | … | … | 15.83 | 28.63 | 12.07 | 21.54 | 35.05 | 16.60 | 49.56 | 10.46 | 27.60 | 4.72 | 16.83 | 10.60 | 14.05 | 5.52 | 10.88 | 24.23 | 22.23 | 25.39 | 46.08 | 19.66 | 3.14 |
| Yield(%) | 0.00 | 0.23 | 0.30 | 0.29 | 0.56 | 0.87 | 0.80 | … | … | 0.09 | 0.12 | 0.14 | 0.78 | 0.29 | 0.27 | 0.53 | 0.01 | 0.37 | 0.50 | 0.81 | 0.64 | 0.16 | 0.63 | 1.26 | 0.75 | 0.85 | 0.34 | 0.70 | 0.48 | 0.65 |
Data as of 06/05/2026, Common starting date is 10/12/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEZ (Invesco Dorsey Wright Consumer Cyclicals Momentum ETF) |
-10.91%
Jun 2007 – Jun 2010 |
-5.03%
Mar 2015 – Mar 2020 |
4.51%
Oct 2013 – Oct 2023 |
5.74%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEZ (Invesco Dorsey Wright Consumer Cyclicals Momentum ETF) |
29.91%
Feb 2009 – Feb 2012 |
26.97%
Feb 2009 – Feb 2014 |
15.94%
Feb 2009 – Feb 2019 |
14.32%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart