Find A Portfolio/Ticker
Comparison Box
PBW: Invesco WilderHill Clean Energy ETF (ETF)
Basic Info 20.16 0.64(3.28%) April 26
Asset Class: | MISCELLANEOUS SECTOR |
MyPlanIQ Rating: | (84%) |
Start Date: | 03/03/2005 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 5.15% |
Expenses | 0.62% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/03/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 4.9 | -31.7 | -40.0 | -38.4 | -4.7 | -3.0 | -3.0 | -5.4 | -20.0 | -44.5 | -29.9 | 204.8 | 62.6 | -13.5 | 39.9 | -20.3 | -8.8 | -15.4 | 60.5 | -16.6 | -50.3 | -5.5 | 27.6 | -68.9 | 59.9 | 7.3 | 3.7 |
Sharpe Ratio | NA | -1.89 | -1.15 | -0.92 | -0.14 | -0.11 | NA | -0.18 | -0.63 | -0.86 | -0.66 | 3.65 | 2.84 | -0.69 | 2.36 | -0.85 | -0.35 | -0.54 | 2.29 | -0.66 | -1.3 | -0.19 | 0.6 | -1.09 | 1.87 | 0.15 | 0.11 |
Draw Down(%) | NA | 34.9 | 55.2 | 78.3 | 84.6 | 84.6 | NA | 87.0 | 47.8 | 48.6 | 48.6 | 48.9 | 10.0 | 24.0 | 7.2 | 25.1 | 32.5 | 35.9 | 13.6 | 43.3 | 56.4 | 31.3 | 37.6 | 77.5 | 14.4 | 31.1 | 18.9 |
Standard Deviation(%) | NA | 38.8 | 38.3 | 44.0 | 45.6 | 36.1 | NA | 36.3 | 38.6 | 53.8 | 45.3 | 55.7 | 21.5 | 21.3 | 16.7 | 24.1 | 25.3 | 28.7 | 26.4 | 25.3 | 38.7 | 29.8 | 45.8 | 63.6 | 30.5 | 27.5 | 19.9 |
Treynor Ratio | NA | -0.31 | -0.21 | -0.18 | -0.04 | -0.03 | NA | -0.07 | -0.14 | -0.18 | -0.11 | 1.72 | 0.31 | -0.08 | 0.26 | -0.13 | -0.05 | -0.05 | 0.34 | -0.07 | -0.31 | -0.03 | 0.42 | -0.88 | 0.83 | 0.0 | 0.0 |
Alpha | NA | -0.46 | -0.22 | -0.13 | 0.0 | -0.01 | NA | -0.01 | -0.11 | 0.03 | -0.17 | 0.45 | 0.09 | -0.01 | 0.09 | -0.09 | -0.06 | -0.2 | 0.21 | -0.22 | -0.24 | -0.09 | 0.03 | -0.33 | 0.24 | NA | NA |
Beta | NA | 2.39 | 2.07 | 2.2 | 1.5 | 1.52 | NA | 0.97 | 1.69 | 2.55 | 2.63 | 1.18 | 1.94 | 1.79 | 1.52 | 1.58 | 1.9 | 2.94 | 1.79 | 2.41 | 1.64 | 1.63 | 0.65 | 0.79 | 0.69 | NA | NA |
RSquared | NA | 0.26 | 0.28 | 0.33 | 0.3 | 0.27 | NA | 0.25 | 0.3 | 0.43 | 0.14 | 0.44 | 0.15 | 0.15 | 0.13 | 0.22 | 0.14 | 0.13 | 0.16 | 0.24 | 0.41 | 0.33 | 0.42 | 0.36 | 0.13 | 0.0 | 0.0 |
Yield(%) | N/A | 0.5 | 2.3 | 1.4 | 3.5 | 2.3 | 1.5 | N/A | 2.9 | 2.2 | 1.2 | 1.3 | 2.3 | 2.4 | 1.7 | 2.1 | 1.4 | 2.4 | 3.2 | 3.1 | 1.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 |
Dividend Growth(%) | N/A | -86.2 | -56.4 | 168.0 | 99.2 | N/A | N/A | N/A | -32.7 | 32.8 | 177.3 | -12.0 | -19.4 | 93.8 | -36.0 | 35.1 | -52.6 | 14.7 | -17.1 | 39.0 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/03/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MISCELLANEOUS SECTOR Asset Class Trend Rankings |
Top Rated Funds in MISCELLANEOUS SECTOR
Best Mutual Funds
- LPEIX (ALPS/RED ROCKS LISTED PRIVATE EQUITY FUND CLASS I) 0.72% (50%)
- LPECX (Vista Listed Private Equity Plus C) (18%)
Best ETFs
- PHO (Invesco Water Resources ETF) 0.05% (94%)
- PSP (Invesco Global Listed Private Equity ETF) 1.35% (93%)
- ICLN (iShares Global Clean Energy ETF) 1.15% (93%)
- NLR (VanEck Uranium+Nuclear Energy ETF) 1.17% (92%)
- PBD (Invesco Global Clean Energy ETF) 1.44% (92%)
- GII (SPDR® S&P Global Infrastructure ETF) 0.28% (92%)
- CGW (Invesco S&P Global Water Index ETF) 0.62% (92%)
- FAN (First Trust Global Wind Energy ETF) 0.66% (91%)
- FIW (First Trust Water ETF) 0.16% (91%)
- GEX (VanEck Vectors Global Alternative Energy ETF) (89%)