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CZA: Invesco Zacks Mid-Cap ETF (ETF)
Basic Info 105.3 1.26(1.21%) June 23
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 04/03/2007 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 1.34% |
| Expenses | 0.72% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/03/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 1.4 | 8.6 | 11.0 | 12.6 | 8.9 | 11.4 | 9.3 | 12.1 | 7.0 | -5.9 | 27.4 | 0.4 | 32.3 | -8.9 | 21.9 | 15.6 | -1.9 | 9.9 | 35.9 | 14.8 | 3.7 | 22.6 | 44.4 | -36.0 | 2.0 |
| Sharpe Ratio | NA | -0.12 | 0.22 | 0.43 | 0.62 | 0.37 | NA | 0.4 | 0.46 | 0.19 | -0.35 | 1.96 | 0.0 | 2.52 | -0.7 | 2.96 | 1.04 | -0.13 | 0.8 | 3.18 | 1.23 | 0.14 | 1.24 | 1.69 | -0.99 | -0.01 |
| Draw Down(%) | NA | 16.0 | 18.9 | 18.9 | 18.9 | 46.2 | NA | 53.2 | 7.8 | 16.0 | 17.5 | 6.6 | 46.2 | 6.8 | 18.1 | 2.3 | 12.7 | 11.5 | 10.2 | 5.9 | 9.6 | 23.5 | 12.8 | 25.1 | 47.6 | 11.8 |
| Standard Deviation(%) | NA | 22.5 | 18.1 | 16.8 | 16.9 | 19.7 | NA | 20.4 | 12.2 | 14.8 | 21.2 | 14.0 | 43.2 | 12.3 | 14.7 | 7.2 | 14.8 | 14.5 | 12.4 | 11.3 | 12.1 | 25.5 | 18.2 | 26.2 | 37.1 | 13.0 |
| Treynor Ratio | NA | -0.03 | 0.04 | 0.08 | 0.12 | 0.08 | NA | 0.13 | 0.06 | 0.03 | -0.09 | 0.34 | 0.0 | 0.35 | -0.12 | 0.26 | 0.17 | -0.02 | 0.11 | 0.42 | 0.2 | 0.04 | 0.38 | 1.6 | -1.53 | 0.0 |
| Alpha | NA | -0.03 | -0.02 | -0.01 | 0.01 | 0.0 | NA | 0.01 | -0.01 | -0.03 | 0.04 | 0.03 | -0.06 | 0.02 | 0.0 | 0.02 | 0.02 | 0.0 | -0.01 | 0.02 | 0.01 | 0.02 | 0.03 | 0.12 | -0.11 | 0.0 |
| Beta | NA | 0.95 | 0.94 | 0.9 | 0.86 | 0.94 | NA | 0.66 | 0.89 | 0.91 | 0.78 | 0.81 | 1.07 | 0.89 | 0.85 | 0.83 | 0.92 | 0.89 | 0.92 | 0.85 | 0.74 | 0.89 | 0.59 | 0.28 | 0.24 | 0.43 |
| RSquared | NA | 0.93 | 0.92 | 0.9 | 0.86 | 0.86 | NA | 0.51 | 0.85 | 0.88 | 0.91 | 0.75 | 0.86 | 0.86 | 0.9 | 0.8 | 0.9 | 0.89 | 0.87 | 0.88 | 0.82 | 0.89 | 0.49 | 0.12 | 0.08 | 0.35 |
| Yield(%) | N/A | 0.0 | 1.3 | 1.7 | 2.0 | 2.0 | 3.2 | N/A | 1.4 | 1.4 | 1.6 | 1.1 | 1.4 | 1.8 | 1.1 | 1.3 | 2.1 | 1.3 | 0.8 | 1.3 | 1.4 | 0.2 | 0.8 | 0.1 | 0.6 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | 3.1 | 36.9 | 43.8 | N/A | N/A | N/A | 3.1 | -15.7 | 78.5 | -21.5 | 0.9 | 43.9 | 3.7 | -29.1 | 55.1 | 78.0 | -19.5 | 10.1 | 492.9 | -64.1 | 875.0 | -87.9 | 73.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2007
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See MID-CAP BLEND Asset Class Trend Rankings |
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