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
LVL (Invesco S&P Global Dividend Opportunities Index ETF) NA 14.42% 9.58% 5.26% 3.87% NA NA
Data as of 02/28/2020, Common starting date is 06/26/2007
More Performance Analytics Comparison
Name Start Date End Date
LVL (Invesco S&P Global Dividend Opportunities Index ETF) 06/26/2007 02/28/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) 0.00 14.42 9.58 5.26 3.87 NA NA 1.43 23.24 -6.22 15.58 22.79 -19.54 -8.62 7.92 7.06 -5.06 5.13 68.23 -49.62 -17.12
Sharpe Ratio NA 1.57 0.92 0.31 0.22 NA NA 1.14 2.43 -0.66 2.37 1.05 -1.03 -0.72 0.60 0.41 -0.20 0.22 1.47 -1.04 -1.41
Standard Deviation(%) NA 8.35 9.14 14.34 16.80 NA NA 7.27 8.98 11.47 6.34 21.45 19.04 12.01 13.25 17.19 25.68 23.39 46.23 48.52 23.54
Draw Down(%) NA 5.27 12.87 35.40 41.54 NA NA 2.02 5.27 12.87 2.05 12.26 29.04 20.16 12.97 16.59 23.39 17.95 35.53 60.63 20.98
Yield(%) 0.00 3.92 3.79 3.77 4.49 2.42 1.82 0.20 4.07 3.24 3.73 6.01 4.62 5.80 6.50 7.17 5.65 5.28 5.03 6.82 2.88
Data as of 02/28/2020, Common starting date is 06/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LVL (Invesco S&P Global Dividend Opportunities Index ETF) -10.28%
Aug 2007 – Aug 2010
-6.07%
Jul 2007 – Jul 2012
-1.31%
Sep 2007 – Sep 2017
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LVL (Invesco S&P Global Dividend Opportunities Index ETF) 30.78%
Feb 2009 – Feb 2012
19.27%
Feb 2009 – Feb 2014
9.89%
Feb 2009 – Feb 2019
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return