Sortino ratio is not yet available for IVRA. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.
How it compares to other similar ETFs
The table compares Invesco Real Assets ESG ETF's Sortino Ratio with other ETFs in the ESG category across multiple time periods, showing how IVRA's risk-adjusted performance compares to similar funds.
Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 17, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| PRVS | Parnassus Value Select ETF | 3.35 | |||
| ETHO | Amplify Etho Climate Leadership U.S. ETF | 2.96 | |||
| NUMV | Nuveen ESG Mid-Cap Value ETF | 2.92 | |||
| RSPE | Invesco ESG S&P 500 Equal Weight ETF | 2.91 | |||
| IQSZ | Invesco Global Equity Net Zero ETF | 2.82 | |||
| YLDE | ClearBridge Dividend Strategy ESG ETF | 2.73 | |||
| EFIV | State Street SPDR S&P 500 ESG ETF | 2.65 | |||
| SNPE | Xtrackers S&P 500 ESG ETF | 2.61 | |||
| ESGU | iShares ESG Aware MSCI USA ETF | 2.38 | |||
| KLMN | Invesco MSCI North America Climate ETF | 2.35 | |||
| IVRA | Invesco Real Assets ESG ETF | — |
Historical Sortino Ratio
The chart shows IVRA's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.
Identify market cycles by observing when IVRA consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.
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