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PWB: Invesco Dynamic Large Cap Growth ETF (ETF)
Basic Info 86.53 1.16(1.36%) April 26
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (96%) |
Start Date: | 03/03/2005 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 0.33% |
Expenses | 0.56% |
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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(%) | 3.2 | 11.4 | 35.8 | 6.2 | 12.5 | 13.6 | 15.5 | 10.2 | 30.6 | -25.8 | 19.6 | 31.9 | 24.7 | 0.9 | 30.7 | 2.9 | 7.7 | 13.6 | 37.4 | 18.8 | 0.1 | 13.7 | 34.7 | -42.2 | 12.4 | 5.5 | 6.7 |
Sharpe Ratio | NA | 2.25 | 2.27 | 0.19 | 0.46 | 0.64 | NA | 0.45 | 1.91 | -0.93 | 1.01 | 0.92 | 1.75 | -0.02 | 3.72 | 0.2 | 0.47 | 0.95 | 3.01 | 1.44 | 0.0 | 0.7 | 1.56 | -1.02 | 0.58 | 0.18 | 0.5 |
Draw Down(%) | NA | 7.3 | 9.4 | 31.4 | 32.4 | 32.4 | NA | 52.6 | 9.4 | 30.3 | 13.5 | 32.4 | 7.0 | 20.5 | 2.5 | 12.1 | 11.4 | 8.4 | 6.5 | 9.5 | 21.5 | 16.6 | 18.9 | 50.4 | 9.2 | 12.2 | 8.2 |
Standard Deviation(%) | NA | 16.0 | 14.1 | 21.0 | 23.7 | 19.7 | NA | 20.5 | 13.9 | 29.4 | 19.4 | 34.4 | 13.3 | 19.5 | 8.1 | 13.3 | 16.1 | 14.2 | 12.4 | 13.1 | 24.0 | 19.4 | 22.2 | 42.3 | 16.1 | 12.9 | 11.5 |
Treynor Ratio | NA | 0.44 | 0.44 | 0.05 | 0.13 | 0.15 | NA | 0.1 | 0.41 | -0.36 | 0.23 | 0.34 | 0.4 | 0.0 | 0.34 | 0.03 | 0.08 | 0.13 | 0.38 | 0.22 | 0.0 | 0.14 | 0.4 | -0.4 | 0.1 | 0.02 | 0.06 |
Alpha | NA | 0.05 | 0.02 | 0.02 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.03 | 0.03 | -0.06 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.01 | -0.03 |
Beta | NA | 0.82 | 0.73 | 0.75 | 0.82 | 0.83 | NA | 0.89 | 0.65 | 0.77 | 0.85 | 0.94 | 0.58 | 0.9 | 0.88 | 0.86 | 0.96 | 1.01 | 0.98 | 0.84 | 0.89 | 0.99 | 0.87 | 1.08 | 0.94 | 0.94 | 0.9 |
RSquared | NA | 0.93 | 0.84 | 0.89 | 0.9 | 0.89 | NA | 0.9 | 0.78 | 0.93 | 0.88 | 0.95 | 0.63 | 0.92 | 0.87 | 0.91 | 0.94 | 0.95 | 0.91 | 0.88 | 0.97 | 0.95 | 0.92 | 0.92 | 0.91 | 0.89 | 0.81 |
Yield(%) | N/A | 0.0 | 0.3 | 0.2 | 0.3 | 0.9 | 1.7 | N/A | 0.5 | 0.2 | 0.0 | 0.3 | 0.7 | 1.0 | 0.7 | 0.8 | 0.7 | 0.5 | 0.6 | 1.3 | 0.9 | 0.7 | 0.8 | 0.4 | 0.2 | 0.1 | 0.0 |
Dividend Growth(%) | N/A | -96.4 | -19.2 | -36.7 | -35.1 | N/A | N/A | N/A | 47.4 | 850.0 | -85.7 | -53.3 | -25.0 | 81.8 | -15.4 | 23.8 | 61.5 | 18.2 | -47.6 | 50.0 | 40.0 | 11.1 | 12.5 | 100.0 | 100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/03/2005
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