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SPMO: Invesco S&P 500® Momentum ETF (ETF)
Basic Info 76.72 0.18(0.23%) April 24
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (1%) |
Start Date: | 10/12/2015 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 1.87% |
Expenses | 0.13% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 10/12/2015 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.5 | 17.3 | 37.6 | 12.7 | 15.9 | 15.4 | 17.6 | -10.4 | 22.6 | 27.8 | 25.9 | -0.9 | 27.7 | 7.2 | 2.8 |
Sharpe Ratio | NA | 3.0 | 2.21 | 0.52 | 0.63 | 0.71 | 1.02 | -0.52 | 1.33 | 0.75 | 1.92 | -0.1 | 2.86 | 0.66 | 1.18 |
Draw Down(%) | NA | 7.4 | 7.4 | 22.7 | 30.9 | 30.9 | 8.6 | 22.7 | 10.7 | 30.9 | 5.9 | 23.4 | 3.1 | 9.1 | 3.6 |
Standard Deviation(%) | NA | 17.5 | 14.1 | 17.7 | 22.3 | 19.6 | 13.2 | 22.8 | 17.1 | 36.4 | 12.8 | 22.3 | 9.5 | 10.5 | 11.1 |
Treynor Ratio | NA | 0.6 | 0.55 | 0.18 | 0.21 | 0.21 | 0.38 | -0.23 | 0.32 | 0.29 | 0.46 | -0.02 | 0.71 | 0.76 | 0.65 |
Alpha | NA | 0.13 | 0.05 | 0.04 | 0.02 | 0.02 | 0.0 | 0.05 | 0.05 | -0.07 | 0.01 | -0.01 | 0.06 | 0.03 | 0.04 |
Beta | NA | 0.88 | 0.57 | 0.52 | 0.68 | 0.67 | 0.35 | 0.51 | 0.7 | 0.95 | 0.53 | 1.01 | 0.38 | 0.09 | 0.2 |
RSquared | NA | 0.87 | 0.51 | 0.59 | 0.7 | 0.63 | 0.25 | 0.68 | 0.77 | 0.88 | 0.58 | 0.9 | 0.12 | 0.02 | 0.08 |
Yield(%) | N/A | 0.2 | 1.5 | 1.4 | 1.8 | N/A | 1.9 | 1.5 | 0.7 | 1.2 | 1.7 | 1.0 | 1.0 | 1.8 | 0.4 |
Dividend Growth(%) | N/A | -87.7 | -26.1 | 65.5 | N/A | N/A | 11.6 | 179.4 | -30.6 | -16.9 | 63.9 | 33.3 | -42.6 | 422.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/12/2015
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