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SPGP: Invesco S&P 500 GARP ETF (ETF)
Basic Info 111.02 0.81(0.73%) July 25
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 06/16/2011 |
| Last Dividend Date: | 03/24/2025 |
| 12-Mo. Yield | 1.14% |
| Expenses | - |
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Performance Analytics (As of 07/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/16/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.0 | 6.3 | 10.3 | 11.4 | 15.4 | 13.6 | 14.5 | 8.5 | 20.3 | -13.8 | 35.7 | 15.9 | 39.2 | 1.7 | 36.2 | -1.2 | 6.3 | 16.2 | 29.9 | 16.1 | 0.6 |
| Sharpe Ratio | NA | 0.33 | 0.32 | 0.42 | 0.71 | 0.56 | 0.68 | 0.33 | 1.07 | -0.64 | 2.47 | 0.37 | 2.29 | 0.01 | 4.21 | -0.09 | 0.37 | 1.39 | 2.95 | 1.33 | 0.04 |
| Draw Down(%) | NA | 22.3 | 22.9 | 22.9 | 22.9 | 42.1 | 42.1 | 9.6 | 12.2 | 22.2 | 7.4 | 42.1 | 10.7 | 22.8 | 2.5 | 17.0 | 12.3 | 8.6 | 5.0 | 8.5 | 17.2 |
| Standard Deviation(%) | NA | 25.9 | 22.4 | 19.2 | 18.8 | 21.6 | 19.8 | 14.8 | 15.7 | 23.9 | 14.4 | 42.5 | 16.5 | 21.6 | 8.5 | 15.2 | 16.9 | 11.6 | 10.1 | 12.2 | 26.3 |
| Treynor Ratio | NA | 0.08 | 0.07 | 0.08 | 0.14 | 0.11 | 0.14 | 0.05 | 0.16 | -0.16 | 0.37 | 0.14 | 0.31 | 0.0 | 0.39 | -0.01 | 0.06 | 0.19 | 0.39 | 0.27 | 0.03 |
| Alpha | NA | -0.02 | -0.03 | -0.02 | 0.0 | 0.0 | 0.01 | -0.05 | -0.02 | 0.02 | 0.03 | -0.02 | 0.0 | 0.04 | 0.05 | -0.05 | 0.02 | 0.02 | 0.02 | 0.03 | 0.01 |
| Beta | NA | 1.05 | 1.04 | 1.02 | 0.98 | 1.06 | 0.96 | 0.96 | 1.05 | 0.94 | 0.96 | 1.13 | 1.22 | 1.2 | 0.91 | 1.01 | 0.98 | 0.85 | 0.76 | 0.59 | 0.44 |
| RSquared | NA | 0.89 | 0.85 | 0.86 | 0.87 | 0.86 | 0.76 | 0.71 | 0.83 | 0.95 | 0.84 | 0.88 | 0.88 | 0.89 | 0.57 | 0.81 | 0.8 | 0.74 | 0.73 | 0.4 | 0.26 |
| Yield(%) | N/A | 0.4 | 1.2 | 1.5 | 1.8 | 2.1 | N/A | 1.5 | 1.5 | 1.0 | 0.9 | 1.2 | 1.2 | 0.9 | 0.9 | 0.9 | 1.2 | 1.8 | 2.6 | 1.7 | 0.9 |
| Dividend Growth(%) | N/A | -67.9 | -18.4 | 60.9 | 127.8 | N/A | N/A | 19.0 | 20.8 | 49.7 | -15.1 | 45.4 | 25.3 | 40.9 | 2.7 | -22.1 | -22.2 | -17.6 | 78.9 | 96.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2011
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