Subject: Re: Trends and Ranks 17-Apr-26
For comparison of the OP using the same source.
Invesco S & P 100 Equal Weight ETF (EQWL)
- major U.S. index fund of 100 Giant(18%), Large(76%) & Medium(6%) companies
Month-End Average Annual Total Returns And Risks
As of 03/31/2026
NAV Market Benchmark Index Market Benchmark Alpha R2 Beta Standard Sharpe
Return Return (R1000 Value TR) (SP500 TR) Deviation Ratio
1 Year 13.83% 13.73% 15.87% 17.80% -1.2 78.9 0.8 9.51 0.99
3 Year 16.06% 16.07% 14.31% 18.32% -0.6 83.9 0.9 11.71 0.93
5 Year 11.08% 11.05% 9.43% 12.06% -0.1 89.4 0.9 14.63 0.55
10 Year 13.66% 13.64% 10.58% 14.16% 0.04 92.9 1 14.93 0.78
Life 10.22% 10.25% 7.74% 10.40% -- -- -- -- --
All Life of Fund returns are as of 12/01/2006
GD_