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TAN: Invesco Solar ETF (ETF)
Basic Info 40.77 0.98(2.46%) April 26
Asset Class: | MISCELLANEOUS SECTOR |
MyPlanIQ Rating: | (81%) |
Start Date: | 04/15/2008 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 0.11% |
Expenses | 0.67% |
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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 04/15/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.0 | -23.6 | -42.9 | -23.7 | 9.9 | 0.7 | -2.1 | -9.2 | -26.8 | -5.2 | -25.1 | 233.9 | 66.5 | -25.7 | 54.4 | -43.2 | -8.8 | -1.3 | 127.9 | -30.7 | -63.4 | -28.5 | 16.9 | -66.2 |
Sharpe Ratio | NA | -1.59 | -1.27 | -0.64 | 0.19 | -0.01 | NA | -0.22 | -0.88 | -0.14 | -0.53 | 4.2 | 2.43 | -1.09 | 2.92 | -1.44 | -0.23 | -0.03 | 2.76 | -0.74 | -1.28 | -0.73 | 0.28 | -0.82 |
Draw Down(%) | NA | 25.8 | 46.1 | 60.6 | 67.5 | 67.5 | NA | 95.3 | 50.4 | 28.0 | 43.3 | 46.9 | 15.4 | 34.3 | 10.8 | 44.4 | 49.2 | 35.4 | 26.5 | 66.1 | 71.8 | 46.0 | 50.9 | 81.3 |
Standard Deviation(%) | NA | 38.0 | 36.7 | 40.5 | 44.3 | 37.5 | NA | 45.4 | 35.6 | 46.9 | 47.3 | 55.3 | 26.8 | 24.8 | 18.5 | 30.1 | 38.1 | 37.4 | 46.4 | 41.9 | 49.5 | 39.3 | 60.8 | 96.2 |
Treynor Ratio | NA | -0.27 | -0.25 | -0.15 | 0.06 | 0.0 | NA | -0.09 | -0.23 | -0.03 | -0.08 | 2.21 | 0.3 | -0.17 | 0.38 | -0.21 | -0.04 | 0.0 | 0.52 | -0.1 | -0.38 | -0.15 | 0.21 | -0.75 |
Alpha | NA | -0.33 | -0.24 | -0.06 | 0.06 | 0.01 | NA | -0.02 | -0.15 | 0.18 | -0.15 | 0.49 | 0.1 | -0.07 | 0.14 | -0.22 | -0.05 | -0.18 | 0.38 | -0.32 | -0.34 | -0.2 | 0.0 | -0.29 |
Beta | NA | 2.28 | 1.91 | 1.79 | 1.3 | 1.36 | NA | 1.11 | 1.37 | 1.99 | 2.96 | 1.05 | 2.16 | 1.55 | 1.43 | 2.07 | 2.47 | 3.88 | 2.45 | 3.13 | 1.69 | 1.91 | 0.82 | 1.05 |
RSquared | NA | 0.25 | 0.26 | 0.26 | 0.24 | 0.2 | NA | 0.23 | 0.23 | 0.34 | 0.16 | 0.36 | 0.12 | 0.08 | 0.09 | 0.24 | 0.1 | 0.13 | 0.1 | 0.14 | 0.26 | 0.26 | 0.36 | 0.38 |
Yield(%) | N/A | 0.0 | 0.1 | 0.0 | 0.2 | 0.7 | 0.6 | N/A | 0.1 | 0.0 | 0.0 | 0.3 | 0.5 | 0.5 | 2.6 | 2.7 | 1.4 | 1.7 | 2.7 | 5.4 | 2.9 | 0.3 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | -83.9 | -90.9 | N/A | N/A | N/A | N/A | N/A | -100.0 | 0.0 | -30.8 | -70.5 | -47.6 | 71.4 | -23.4 | 42.2 | -68.3 | -32.7 | 627.6 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/15/2008
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