Find A Portfolio/Ticker
Comparison Box
PDP: Invesco DWA Momentum ETF (ETF)
Basic Info 98.78 0.01(0.01%) March 28
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (97%) |
Start Date: | 03/01/2007 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 0.37% |
Expenses | 0.62% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/28/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/01/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.5 | 15.6 | 34.7 | 5.8 | 12.4 | 10.8 | 14.8 | 9.0 | 20.9 | -24.5 | 7.7 | 36.6 | 33.1 | -6.0 | 23.3 | 2.3 | 1.1 | 12.2 | 31.7 | 18.2 | 1.5 | 26.6 | 28.0 | -46.2 | 13.8 |
Sharpe Ratio | NA | 5.51 | 2.19 | 0.15 | 0.45 | 0.47 | NA | 0.37 | 1.09 | -0.9 | 0.36 | 1.0 | 2.34 | -0.38 | 2.65 | 0.16 | 0.07 | 0.84 | 2.43 | 1.31 | 0.06 | 1.07 | 1.04 | -1.12 | 0.71 |
Draw Down(%) | NA | 3.6 | 11.7 | 33.9 | 34.7 | 34.7 | NA | 59.3 | 11.7 | 29.4 | 13.5 | 34.7 | 6.1 | 24.5 | 3.4 | 13.1 | 11.5 | 9.8 | 8.0 | 9.8 | 22.2 | 17.8 | 24.5 | 58.0 | 13.9 |
Standard Deviation(%) | NA | 15.7 | 14.9 | 21.6 | 24.6 | 20.3 | NA | 22.5 | 15.4 | 28.8 | 21.4 | 36.2 | 13.6 | 19.4 | 8.6 | 13.5 | 15.8 | 14.4 | 13.0 | 13.9 | 25.6 | 24.6 | 26.8 | 42.0 | 19.6 |
Treynor Ratio | NA | 0.86 | 0.35 | 0.04 | 0.12 | 0.1 | NA | 0.09 | 0.2 | -0.31 | 0.07 | 0.36 | 0.35 | -0.07 | 0.24 | 0.03 | 0.01 | 0.12 | 0.33 | 0.22 | 0.02 | 0.25 | 0.33 | -0.54 | 0.13 |
Alpha | NA | 0.16 | 0.04 | 0.01 | 0.01 | 0.0 | NA | 0.0 | 0.0 | 0.0 | -0.05 | 0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.02 | 0.02 | -0.01 | -0.02 | -0.03 | 0.0 |
Beta | NA | 1.0 | 0.93 | 0.87 | 0.94 | 0.94 | NA | 0.92 | 0.85 | 0.83 | 1.12 | 1.0 | 0.92 | 1.04 | 0.93 | 0.8 | 0.97 | 1.02 | 0.95 | 0.81 | 0.89 | 1.06 | 0.85 | 0.87 | 1.05 |
RSquared | NA | 0.86 | 0.85 | 0.86 | 0.9 | 0.9 | NA | 0.92 | 0.86 | 0.87 | 0.91 | 0.95 | 0.88 | 0.96 | 0.8 | 0.88 | 0.93 | 0.94 | 0.93 | 0.89 | 0.96 | 0.89 | 0.91 | 0.95 | 0.92 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2007
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 Mid-Cap Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) (100%)
- NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) (100%)
- FAMVX (FAM VALUE FUND INVESTOR CLASS) (99%)
- VMGIX (VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES) (98%)
- BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) (98%)
- NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) (96%)
- SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) (96%)
- TWHIX (HERITAGE FUND INVESTOR CLASS) (96%)
- RPFIX (ROYCE PREMIER FUND INSTITUTIONAL CLASS) (96%)
- RPRCX (ROYCE PREMIER FUND CONSULTANT CLASS) (95%)
Best ETFs
- FAD (First Trust Multi Cap Growth AlphaDEX® Fund) 0.01% (98%)
- IJK (iShares S&P Mid-Cap 400 Growth ETF) 0.19% (98%)
- IWP (iShares Russell Mid-Cap Growth ETF) 0.03% (97%)
- PDP (Invesco DWA Momentum ETF) 0.01% (97%)
- RFG (Invesco S&P MidCap 400® Pure Growth ETF) 0.34% (97%)
- VOT (Vanguard Mid-Cap Growth Index Fund ETF Shares) 0.0% (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares) 0.28% (26%)
- MDYG (SPDR® S&P 400 Mid Cap Growth ETF) 0.30% (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX® Fund) 0.24% (23%)
Best Closed End Funds
- GDL (GDL Closed Fund) (99%)
- ASG (Liberty All Star Growth Closed Fund) (99%)
- SOR (Source Capital Closed Fund) (99%)