Subject: EOY 2025 LT Performance
EOY 2025 Long Term performance
Name INVESCO FIRST TRUST DIREXION INVESCO INVESCO ISHARES SPDR
S & P 100 DOW 30 NASDAQ-100 RUSSELL 1000 S&P 500 MSCI USA S&P 500
EQUAL WT EQUAL WT EQUAL WT EQUAL WT EQUAL WT EQUAL WT TRUST
Issue type ETF ETF ETF ETF ETF ETF ETF
Symbol EQWL EDOW QQQE EQAL RSP EUSA SPY
Dec-31-2025 Dec-31-2025 Dec-31-2025 Dec-31-2025 Dec-31-2025 Dec-31-2025 Dec-31-2025
Market total return (1 year) 17.59% 15.46% 14.58% 11.03% 11.20% 10.24% 17.72%
Market total return (3 years) 18.72% 14.69% 17.92% 11.46% 12.55% 14.17% 22.87%
Market total return (5 years) 13.71% 10.65% 7.88% 8.08% 10.28% 9.15% 14.34%
Market total return (10 years) 14.00% -- 13.43% 10.19% 11.48% 11.18% 14.72%
Premium / discount (1 year avg.) 0.07% 0.00% 0.00% -0.03% -0.01% 0.01% 0.00%
Beta (month-end 3 years) 0.89 0.88 1.11 1.02 1.00 1.06 1.00
Standard deviation (month-end 3 years) 11.61 11.87 14.45 14.5 13.75 14.27 11.94
Sharpe ratio (month-end 3 years) 1.12 0.82 0.88 0.48 0.58 0.66 1.39
Alpha (month-end 3 years) -1.88 -5.11 -5.78 -10.04 -8.86 -8.37 -0.09
R2 (month-end 3 years) 84.51 79.39 83.93 70.95 76.17 79.36 100
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