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Investment Strategies / Mechanical Investing
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Author: mapg ✭  😊 😞
Number: of 5500 
Subject: Re: Trends and Ranks 17-Apr-26
Date: 04/23/26 9:10 AM
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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_
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