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Investment Strategies / Mechanical Investing
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Author: mapg   😊 😞
Number: of 5386 
Subject: EOY 2025 LT Performance
Date: 01/15/26 1:01 PM
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No. of Recommendations: 7
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


GD_
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